2026-09-23T12:35:56-07:00 2026-06-30 821514691 MORICE LIST & ASSOCIATES LLC 8700 MANCHESTER RD ST LOUIS MO 63144 990 2025-07-01 436031785 CFA SOCIETY OF ST LOUIS CFAS 3145203564 330 WENNEKER DRIVE ST LOUIS MO 63124 TIM WESTRICH Treasurer 2026-09-23 true ROBERT B OFFERMAN P00035353 3146473005 2025 330 WENNEKER DRIVE ST LOUIS MO 63124 233734 false X WWW.CFASOCIETY.ORG/STLOUIS/ X 1969 MO TO ADVANCE THE INVESTMENT PROFESSION OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY. 11 11 0 13 0 47374 6000 164148 215760 14442 11974 0 225964 233734 2000 0 0 0 0 212711 187086 212711 189086 13253 44648 414344 458992 0 414344 458992 TO ADVANCE THE INVESTMENT PROFESSION OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY. false false MEMBER EVENTS: FORUM FOR INVESTMENT PROFESSIONALS TO MAKE PRESENTATIONS TO MEMBERSHIP, FOSTER MEMBER RELATIONSHIPS, AND PROMOTE SOCIETY MARKETING: BRANDING, PROMOTING CFA EDUCATION THROUGH RADIO ADS, BUSINESS JOURNALS AND BANNERS THE CFA INSTITUTE RESEARCH CHALLENGE IS AN ANNUAL GLOBAL COMPETITION THAT PROVIDES UNIVERSITY STUDENTS WITH HANDS-ON MENTORING AND INTENSIVE TRAINING IN FINANCIAL ANALYSIS AND PROFESSIONAL ETHICS. EACH STUDENT WILL BE TESTED ON THEIR ANALYTIC, VALUATION, REPORT WRITING, AND PRESENTATION SKILLS. THEY GAIN REAL-WORLD EXPERIENCE AS THEY ASSUME THE ROLE OF A RESEARCH ANALYST. false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 1 0 true 0 false false false false false false false false X 11 11 false true false false false false false true true false false false false false false false false false X JOAN HECKER ASSOC MGR 3145203564 330 WENNEKER DRIVE ST LOUIS MO 63124 JOAN HECKER Executive Dir. 10.00 0.00 X 42172 0 0 SEAN STOUT President 2.00 0.00 X X 0 0 0 BRADY RITCHEY Vice President 2.00 0.00 X X 0 0 0 TIM WESTRICH Treasurer 2.00 0.00 X X 0 0 0 SI CHEN Secretary 2.00 0.00 X X 0 0 0 RYAN TOMLINSON PAST PRESIDENT 2.00 0.00 X 0 0 0 MORGAN KOENIG Director 1.00 0.00 X 0 0 0 DR GAURANGO BANERJEE Director 1.00 0.00 X 0 0 0 SCOTT FROIDL Director 1.00 0.00 X 0 0 0 DAN CONNER Director 1.00 0.00 X 0 0 0 ALEC HUBBARD Director 1.00 0.00 X 0 0 0 KATHLEEN MCGRATH Director 1.00 0.00 X 0 0 0 PAUL RHEA Director 1.00 0.00 X 0 0 0 42172 0 false false false 0 6000 6000 MEMBER EVENTS INCOME 541900 149026 149026 MEMBERSHIP DUES 541900 59054 59054 SPONSORSHIPS 541900 7680 7680 215760 11974 11974 0 0 0 0 0 0 0 0 233734 215760 11974 2000 0 0 0 0 0 0 0 0 0 42172 0 1310 0 0 0 0 16304 2302 0 0 0 0 0 0 0 0 0 0 MEMEBERSHIP EVENTS 111613 RESEARCH CHALLENGE 7837 SOCIETY DEVELOPMENT 4341 STOCK PORTFOLIO GAME 1207 0 189086 0 0 0 88143 120816 326201 338176 0 0 0 0 0 0 0 782 782 0 0 0 0 0 0 414344 458992 0 0 X 414344 458992 414344 458992 414344 458992 44648 X false false false false false true false 782 782 JOAN HECKER OFFICER 42172 MANAGEMENT FEES false Schedule L, Part V Supplemental Information SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: JOAN HECKER(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:MORE THAN 35% OWNER OF MANAGEMENT COMPANY(D) DESCRIPTION OF TRANSACTION: MANAGEMENT FEE Form 990, Part VI, Section B, Line 11b FORM 990 IS PROVIDED TO THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BOARD TREASURER FOR REVIEW. THE EXECUTIVE DIRECTOR AND BOARD TREASURER REVIEW THE RETURN FOR PROPER PRESENTATION AND DISCLOSURE; THEY SUGGEST ANY CHANGES OR OBTAIN ANY NECESSARY EXPLANATIONS. THE RETURN IS THEN PRESENTED TO THE BOARD TREASURER FOR HIS SIGNATURE AND E-FILE AUTHORIZATION BY SIGNING FORM 8879-EO. Form 990, Part VI, Section C, Line 19 INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990 AND ATTACHMENTS) WILL BE MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED. FORM 990, PART VI, SECTION A, LINE 3: THE SOCIETY DELEGATES CONTROL OVER MANAGEMENT DUTIES TO JOAN HECKER THE ASSOCIATION EXECUTIVE DIRECTOR