NonprofitsCfa Society Of Saint Louis

Cfa Society Of Saint Louis

SAINT LOUIS, MO

Total revenue

$226K

Total expenses

$213K

Net assets

$414K

Grants received

$364K

5 grants

EIN

436031785

Tax year

2024

Mission

To advance the investment profession of the cfa charter for the benefit of our community.

Programs

2 programs

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.

Financials

FY 2024

Revenue

Contributions & grants$47K
Program service revenue$164K
Investment income$14K
Other revenue
Total revenue$226K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$213K
Total expenses$213K
Total assets$414K
Net assets$414K

People

15 listed

NameRoleCompensation

JOAN HECKER

Executive Dir.

Board

$38K

10 hrs/wk

RYAN TOMLINSON

President

Board

2 hrs/wk

SEAN STOUT

Vice President

Board

2 hrs/wk

TIM WESTRICH

Treasurer

Board

2 hrs/wk

SI CHEN

Secretary

Board

2 hrs/wk

STEVE KENNY

PAST PRESIDENT

Board

2 hrs/wk

BLAKE EMERSON

Director

Board

1 hrs/wk

DR GAURANGO BANERJEE

Director

Board

1 hrs/wk

MEGAN ST JOHN

Director

Board

1 hrs/wk

KEVIN MOORE

Director

Board

1 hrs/wk

DAN CONNER

Director

Board

1 hrs/wk

ALEC HUBBARD

Director

Board

1 hrs/wk

JULI NIEMANN

Director

Board

1 hrs/wk

KATHLEEN MCGRATH

Director

Board

1 hrs/wk

DEREK BEITER

Director

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$57K
GEN SUPPORT
2023
$54K
GEN SUPPORT
2022
$80K
GEN SUPPORT
2021
$74K
GEN SUPPORT
2020
$99K
GEN SUPPORT
2019

Funded by

$364K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$364K · 5 grants · 2019–2023

Details

EIN436031785
Subsection06
Ruling date1970-06
Formed1969
Employees0
Volunteers15
CFA SOCIETY OF SAINT LOUIS — Mission, Financials & Grants Received | Grantivo