NonprofitsCfa Society Of Detroit Inc

Cfa Society Of Detroit Inc

SALINE, MI

Total revenue

$288K

Total expenses

$296K

Net assets

$262K

Grants received

$246K

5 grants

EIN

386087152

Tax year

2023

Mission

We are an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We promote ethical and professional standards within the investment industry, encourage professional development through the cfa program and continuing education, facilitate the exchange of information and opinions among people within the local investment community and beyond, and work to further the public's understanding of the cfa designation and investment industry. As one of the cfa institute member societies, our society connects members to a global network of investment professionals.

Programs

1 program

Luncheon meetings to provide education and economic forecasts for the membership.

Financials

FY 2023

Revenue

Contributions & grants$143K
Program service revenue$146K
Investment income
Other revenue$689
Total revenue$288K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$296K
Total expenses$296K
Total assets$262K
Net assets$262K

People

11 listed

NameRoleCompensation

MICHELLE DORAN

EXECUTIVE DIRECTOR

Board

$41K

24 hrs/wk

MATTHEW MONDOUX

SECRETARY/TREASURER

Board

2 hrs/wk

LAUREN ADAMS

VICE PRESIDENT

Board

5 hrs/wk

JASON HALL

DIRECTOR

Board

1 hrs/wk

CHARLES RAGAUSS

DIRECTOR

Board

1 hrs/wk

ASHLEE DESTEIGER

PRESIDENT

Board

2 hrs/wk

JACOB ROMINE

DIRECTOR

Board

1 hrs/wk

TREVOR BUSHHOUSE

DIRECTOR

Board

1 hrs/wk

LEAH IERARDI

DIRECTOR

Board

1 hrs/wk

SAM WEDDINGTON

DIRECTOR

Board

1 hrs/wk

OLIVIA STACEY

DIRECTOR

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$38K
GEN SUPPORT
2023
$46K
GEN SUPPORT
2022
$52K
GEN SUPPORT
2021
$53K
GEN SUPPORT
2020
$57K
GEN SUPPORT
2019

Funded by

$246K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$246K · 5 grants · 2019–2023

Details

EIN386087152
Subsection06
Ruling date1955-03
Formed1970
Employees0
Volunteers10
CFA SOCIETY OF DETROIT INC — Mission, Financials & Grants Received | Grantivo