2024-05-09T12:47:40-05:00 2023-06-30 383635706 REHMANN ROBSON LLC 1500 W BIG BEAVER RD 2ND FLR TROY MI 48084 990 2022-07-01 386087152 THE CFA SOCIETY OF DETROIT INC CFAS 7345462390 525 E MICHIGAN AVE 409 SALINE MI 48176 MATTHEW MONDOUX CURRENT SECRETARY-TREASURER 7345462390 2024-05-06 1 MATTHEW MONDOUX 999009999 0 KATHLEEN M UNDERHILL CPA P00589677 2489525000 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW MONDOUX 525 E MICHIGAN AVE 409 SALINE MI 48176 268962 0 X WWW.CFASOCIETY.ORG/DETROIT X 1970 MI 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. 10 10 0 10 0 0 104286 107307 103009 143872 9537 5507 0 1162 216832 257848 0 0 0 0 0 0 0 0 0 231649 247733 231649 247733 -14817 10115 235185 253084 0 0 235185 253084 X 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. 0 0 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. 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X MATTHEW MONDOUX 7345462390 525 E MICHIGAN AVE 409 SALINE MI 48176 ASHLEE DESTEIGER PRESIDENT 2.00 X X 0 0 0 RICHARD CONSUL SECRETARY/TREASURER 2.00 X X 0 0 0 LAUREN ADAMS VICE PRESIDENT 5.00 X X 0 0 0 JASON HALL DIRECTOR 1.00 X 0 0 0 CHARLES RAGAUSS DIRECTOR 1.00 X 0 0 0 MATT MONDOUX DIRECTOR 1.00 X 0 0 0 OLIVIA STACEY DIRECTOR 1.00 X 0 0 0 SAM WEDDINGTON DIRECTOR EFFECTIVE 7/2022 1.00 X 0 0 0 JACOB ROMINE DIRECTOR EFFECTIVE 7/2022 1.00 X 0 0 0 TREVOR BUSHHOUSE DIRECTOR EFFECTIVE 7/2022 1.00 X 0 0 0 MICHELLE DORAN EXECUTIVE DIRECTOR 24.00 X 38998 0 0 38998 0 0 0 0 0 0 0 107307 107307 MEMBERSHIP DUES 900099 82046 82046 ANNUAL MEETING 900099 44876 44876 LUNCHEON EVENTS 900099 10342 10342 OTHER EVENTS 900099 6608 6608 143872 8266 8266 8355 11114 -2759 -2759 -2759 OTHER REVENUE 900099 1162 1162 1162 257848 145034 0 5507 51943 3961 900 3321 9718 3744 864 87415 EVENT EXPENSES 83367 STRATEGIC INITIATIVES E 2500 247733 30370 34985 204815 218099 235185 253084 0 0 X 235185 253084 235185 253084 235185 253084 10115 7784 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 MUTUAL FUNDS 218099 F 218099 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT OF THE ORGANIZATION IS PERFORMED UNDER CONTRACT BY MD MANAGEMENT LLC FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS OF THE ORGANIZATION AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE PROVIDED TO FULL BOARD FOR REVIEW/APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE ASKED TO DISCLOSE ANY CONFLICTS OF INTEREST TO THE BOARD AT QUARTERLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 15A BOARD SURVEYED SIMILAR ORGANIZATIONS FOR COMPENSATION PAID TO MANAGEMENT SERVICE PROVIDERS. BOARD ANNUALLY REVIEWS JOB PERFORMANCE OF THE CURRENT MANAGEMENT SERVICE PROVIDER. THE CURRENT AGREEMENT EXPIRES JUNE 30, 2023. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.