Nonprofit · EIN 38-6087152
CFA SOCIETY OF DETROIT INC
Tax-exempt · SALINE, MI 48176
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $257,783 | $239,099 | $18,684 | $292,042 | $0 | $292,042 |
| June 30, 2024 | 990 | $287,810 | $295,939 | -$8,129 | $262,100 | $0 | $262,100 |
| June 30, 2023 | 990 | $257,848 | $247,733 | $10,115 | $253,084 | $0 | $253,084 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $116,921
- Program service revenue
- $132,203
- Investment income
- $8,659
- Net gain from sales of assets
- $932
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,708
- Travel
- $1,294
Balance sheet and other
- Total assets, start of year
- $262,100
- Total assets, end of year
- $292,042
- Total liabilities, end of year
- $0
- Net assets, end of year
- $292,042
- Net assets without donor restrictions
- $292,042
- Gross receipts
- $263,794
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1970
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE DORAN | EXECUTIVE DIRECTOR Officer | 24 | $43,931 |
| LAUREN ADAMS | PRESIDENT Trustee or director, Officer | 2 | $0 |
| CHARLES RAGAUSS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| MATTHEW MONDOUX | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| JASON HALL | DIRECTOR Trustee or director | 1 | $0 |
| JACOB ROMINE | DIRECTOR Trustee or director | 1 | $0 |
| TREVOR BUSHHOUSE | DIRECTOR Trustee or director | 1 | $0 |
| LEAH IERARDI | DIRECTOR Trustee or director | 1 | $0 |
| TOM AUSTIN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL DAVIDOFF | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES MCCALLA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE DORAN | EXECUTIVE DIRECTOR Officer | 24 | $41,310 |
| ASHLEE DESTEIGER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MATTHEW MONDOUX | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| LAUREN ADAMS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| JASON HALL | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES RAGAUSS | DIRECTOR Trustee or director | 1 | $0 |
| OLIVIA STACEY | DIRECTOR Trustee or director | 1 | $0 |
| JACOB ROMINE | DIRECTOR Trustee or director | 1 | $0 |
| TREVOR BUSHHOUSE | DIRECTOR Trustee or director | 1 | $0 |
| LEAH IERARDI | DIRECTOR Trustee or director | 1 | $0 |
| SAM WEDDINGTON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE DORAN | EXECUTIVE DIRECTOR Officer | 24 | $38,998 |
| ASHLEE DESTEIGER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| RICHARD CONSUL | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| LAUREN ADAMS | VICE PRESIDENT Trustee or director, Officer | 5 | $0 |
| JASON HALL | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES RAGAUSS | DIRECTOR Trustee or director | 1 | $0 |
| MATT MONDOUX | DIRECTOR Trustee or director | 1 | $0 |
| OLIVIA STACEY | DIRECTOR Trustee or director | 1 | $0 |
| SAM WEDDINGTON | DIRECTOR EFFECTIVE 7/2022 Trustee or director | 1 | $0 |
| JACOB ROMINE | DIRECTOR EFFECTIVE 7/2022 Trustee or director | 1 | $0 |
| TREVOR BUSHHOUSE | DIRECTOR EFFECTIVE 7/2022 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 525 E MICHIGAN AVE 409, SALINE, MI 48176-1588
- In care of
- % MARIANN M KOTAS CFA
- Principal officer (990 for 2024)
- LEAH IERARDI, 525 E MICHIGAN AVE 409, SALINE, MI 48176
- Signed the 990
- LEAH IERARDI, SECRETARY-TREASURER
- Phone
- (734) 546-2390
- Website
- WWW.CFASOCIETY.ORG/DETROIT
- Return prepared by
- REHMANN ROBSON LLC
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.
Program accomplishments
- ANNUAL MEETING AND GOLF OUTING - ANNUAL LUNCHEON MEETING TO PROVIDE SOCIETY UPDATE TO MEMBERSHIP AND ELECT NEW BOARD MEMBERS WITH A GUEST SPEAKER FOLLOWED BY NETWORKING GOLF OUTING.
- LUNCHEON MEETINGS TO PROVIDE EDUCATION AND ECONOMIC FORECASTS FOR THE MEMBERSHIP.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 38-6087152
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $292,042
- Income (IRS master file)
- $263,794
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $257,783 | $239,099 | $292,042 | IRS |
| 990 | June 2024 | $287,810 | $295,939 | $262,100 | IRS |
| 990 | June 2023 | $257,848 | $247,733 | $253,084 | XML |
| 990 | June 2022 | $216,832 | $231,649 | $235,185 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-6087152).
Questions about CFA SOCIETY OF DETROIT INC
- What is the EIN of CFA SOCIETY OF DETROIT INC?
- The employer identification number (EIN) of CFA SOCIETY OF DETROIT INC is 38-6087152.
- Is CFA SOCIETY OF DETROIT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1955.
- Are donations to CFA SOCIETY OF DETROIT INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF DETROIT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY OF DETROIT INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF DETROIT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY OF DETROIT INC?
- The 990 for the year ended June 30, 2025 names LEAH IERARDI.
- Who are the officers and directors of CFA SOCIETY OF DETROIT INC?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $43,931 (MICHELLE DORAN, EXECUTIVE DIRECTOR).
- How much revenue does CFA SOCIETY OF DETROIT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $257,783, expenses of $239,099 and total assets of $292,042 at year end.
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