Overview

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Est.

1969

Fiscal Year Start

Jul 1

Organization Type

Grantseeker

AI Summary

The CFA Society of St. Louis is a nonprofit organization dedicated to advancing the investment profession by promoting the highest standards of ethical behavior, professional competency, and the value of the CFA charter for the benefit of the community. With an operating budget of $212.7K and total revenue of $226K for the 2025 filing year, the organization does not rely on a single funder for more than 50% of its revenue. More information can be found on their website at www.cfasociety.org/stlouis/.

Mission Statement

TO ADVANCE THE INVESTMENT PROFESSION BY PROMOTING THE HIGHEST STANDARDS OF ETHICAL BEHAVIOR, PROFESSIONAL COMPETENCY AND THE VALUE OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY.
Revenues
$226K
Expenses
$212.7K
Net Income:
+$13.3K
Assets
$414.3K
Liabilities
$0
Net Assets:
+$414.3K
Operating Budget
$212.7K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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Total No. of Grants
1
Median grant size
$56.7K
Largest grant received
$56.7K
J
Joan Hecker
Board Member
T
Tim Westrich
Board Member
S
Si Chen
Board Member

Frequently Asked Questions

What is CFA SOCIETY OF ST LOUIS’s budget?
In 2025, CFA SOCIETY OF ST LOUIS reported an annual operating budget of around $213 thousand. More detailed financial information is available to registered users.
Where does CFA SOCIETY OF ST LOUIS operate?
CFA SOCIETY OF ST LOUIS is headquartered in St. Louis, MO.
Who funded CFA SOCIETY OF ST LOUIS recently?
In 2024, CFA SOCIETY OF ST LOUIS received grants from CFA INSTITUTE, CFA INSTITUTE, and CFA INSTITUTE. More information on this organization’s funders is available to registered users.
What is the largest grant CFA SOCIETY OF ST LOUIS received in 2024?
The largest grant to CFA SOCIETY OF ST LOUIS in 2024 exceeds $57 thousand.