Nonprofit · EIN 43-6031785
CFA SOCIETY OF SAINT LOUIS
Tax-exempt · SAINT LOUIS, MO 63124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $233,734 | $189,086 | $44,648 | $458,992 | $0 | $458,992 |
| June 30, 2025 | 990 | $225,964 | $212,711 | $13,253 | $414,344 | $0 | $414,344 |
| June 30, 2024 | 990 | $220,381 | $210,493 | $9,888 | $401,091 | $0 | $401,091 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $6,000
- Program service revenue
- $215,760
- Investment income
- $11,974
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,310
Balance sheet and other
- Total assets, start of year
- $414,344
- Total assets, end of year
- $458,992
- Total liabilities, end of year
- $0
- Net assets, end of year
- $458,992
- Net assets without donor restrictions
- $458,992
- Gross receipts
- $233,734
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1969
- State of legal domicile
- MO
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN HECKER | Executive Dir. Officer | 10 | $42,172 |
| SEAN STOUT | President Trustee or director, Officer | 2 | $0 |
| BRADY RITCHEY | Vice President Trustee or director, Officer | 2 | $0 |
| TIM WESTRICH | Treasurer Trustee or director, Officer | 2 | $0 |
| SI CHEN | Secretary Trustee or director, Officer | 2 | $0 |
| RYAN TOMLINSON | PAST PRESIDENT Trustee or director | 2 | $0 |
| MORGAN KOENIG | Director Trustee or director | 1 | $0 |
| DR GAURANGO BANERJEE | Director Trustee or director | 1 | $0 |
| SCOTT FROIDL | Director Trustee or director | 1 | $0 |
| DAN CONNER | Director Trustee or director | 1 | $0 |
| ALEC HUBBARD | Director Trustee or director | 1 | $0 |
| KATHLEEN MCGRATH | Director Trustee or director | 1 | $0 |
| PAUL RHEA | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN HECKER | Executive Dir. Officer | 10 | $38,167 |
| RYAN TOMLINSON | President Trustee or director, Officer | 2 | $0 |
| SEAN STOUT | Vice President Trustee or director, Officer | 2 | $0 |
| TIM WESTRICH | Treasurer Trustee or director, Officer | 2 | $0 |
| SI CHEN | Secretary Trustee or director, Officer | 2 | $0 |
| STEVE KENNY | PAST PRESIDENT Trustee or director | 2 | $0 |
| BLAKE EMERSON | Director Trustee or director | 1 | $0 |
| DR GAURANGO BANERJEE | Director Trustee or director | 1 | $0 |
| MEGAN ST JOHN | Director Trustee or director | 1 | $0 |
| KEVIN MOORE | Director Trustee or director | 1 | $0 |
| DAN CONNER | Director Trustee or director | 1 | $0 |
| ALEC HUBBARD | Director Trustee or director | 1 | $0 |
| JULI NIEMANN | Director Trustee or director | 1 | $0 |
| KATHLEEN MCGRATH | Director Trustee or director | 1 | $0 |
| DEREK BEITER | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN HECKER | Executive Dir. Officer | 10 | $33,780 |
| STEVE KENNY | President Trustee or director, Officer | 2 | $0 |
| RYAN TOMLINSON | Vice President Trustee or director, Officer | 2 | $0 |
| TIM WESTRICH | Treasurer Trustee or director, Officer | 2 | $0 |
| SI CHEN | Secretary Trustee or director, Officer | 2 | $0 |
| KATHLEEN MCGRATH | PAST PRESIDENT Trustee or director | 2 | $0 |
| BLAKE EMERSON | Director Trustee or director | 1 | $0 |
| DR GAURANGO BANERJEE | Director Trustee or director | 1 | $0 |
| MEGAN ST JOHN | Director Trustee or director | 1 | $0 |
| KEVIN MOORE | Director Trustee or director | 1 | $0 |
| DAN CONNER | Director Trustee or director | 1 | $0 |
| ALEC HUBBARD | Director Trustee or director | 1 | $0 |
| JULI NIEMANN | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 330 WENNEKER DR, SAINT LOUIS, MO 63124-2036
- In care of
- % JOAN HECKER
- Signed the 990
- TIM WESTRICH, Treasurer
- Phone
- (314) 520-3564
- Website
- WWW.CFASOCIETY.ORG/STLOUIS/
- Return prepared by
- MORICE LIST & ASSOCIATES LLC
Mission
TO ADVANCE THE INVESTMENT PROFESSION OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY.
Program accomplishments
- 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.
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-6031785
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $458,992
- Income (IRS master file)
- $233,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $233,734 | $189,086 | $458,992 | XML |
| 990 | June 2025 | $225,964 | $212,711 | $414,344 | XML |
| 990 | June 2024 | $220,381 | $210,493 | $401,091 | XML |
| 990 | June 2023 | $215,248 | $231,729 | $391,203 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 43-6031785).
Questions about CFA SOCIETY OF SAINT LOUIS
- What is the EIN of CFA SOCIETY OF SAINT LOUIS?
- The employer identification number (EIN) of CFA SOCIETY OF SAINT LOUIS is 43-6031785.
- Is CFA SOCIETY OF SAINT LOUIS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to CFA SOCIETY OF SAINT LOUIS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY OF SAINT LOUIS 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 SAINT LOUIS due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY OF SAINT LOUIS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who are the officers and directors of CFA SOCIETY OF SAINT LOUIS?
- The 990 for the year ended June 30, 2026 lists 13 people; 1 received compensation from the organization, the highest $42,172 (JOAN HECKER, Executive Dir.).
- How much revenue does CFA SOCIETY OF SAINT LOUIS have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $233,734, expenses of $189,086 and total assets of $458,992 at year end.
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