Cfa Society Of St Louis

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 436031785 ✦ St louis, MO ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Of St Louis?

The Cfa Society of St. Louis is a nonprofit organization situated at 330 Wenneker Drive, St. Louis, Missouri 63124. Their primary mission is to advance the investment profession, upholding the highest ethical standards and professional competency. They achieve this by promoting the significance of the CFA charter within their community. The society organizes events, such as forums, where investment professionals present and engage with members, fostering relationships and promoting the organization. This nonprofit is dedicated to enhancing the investment sector for the betterment of their community.


Official website here: www.cfasociety.org/stlouis/

Is Cfa Society Of St Louis legitimate?

Cfa Society Of St Louis is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Of St Louis submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.cfasociety.org/stlouis/

What is the mission statement of Cfa Society Of St Louis?

The Cfa Society of St Louis's mission is centered around advancing the investment profession. They aim to promote ethical behavior, professional competency, and the value of the CFA Charter within the investment profession for the benefit of the community. The society organizes events, such as forums, to provide a platform for investment professionals to present their insights, foster relationships among members, and promote the society. The ultimate goal is to elevate the investment profession for the betterment of the community.


Official website here: www.cfasociety.org/stlouis/

Who is the CEO of Cfa Society Of St Louis?

Joan Hecker is the Executive Director of Cfa Society Of St Louis.


Official website here: www.cfasociety.org/stlouis/

What is the revenue of Cfa Society Of St Louis?

Cfa Society Of St Louis's revenue in 2023 was $215,248.


Official website here: www.cfasociety.org/stlouis/

Who are the executives of Cfa Society Of St Louis and what are their salaries?

There 14 volunteers at Cfa Society Of St Louis.


Here are 14 key members and their salaries:


Kat Mcgrath (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aaron Goeckner (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim Westrich (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Si Chen (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Dutemple (Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Megan St John (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jack Dwyer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Fred Strasheim (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Blake Emerson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dr Gaurango Banerjee (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Moore (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Patrick Fearon (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steven Jenny (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joan Hecker (Executive Director)
  • Compensation: $34,626
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org/stlouis/

Where can I find the form 990 for Cfa Society Of St Louis?

Cfa Society Of St Louis's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.cfasociety.org/stlouis/

Learn more at the official website: www.cfasociety.org/stlouis/

Mission Statement of Cfa Society Of St Louis

The Cfa Society of St. Louis is committed to advancing the investment profession for the benefit of their community. They achieve this mission by promoting the highest standards of ethical behavior, professional competency, and the value of the CFA Charter within the investment industry. The society's primary goal is to enhance the standing and reputation of investment professionals, thereby contributing positively to their community.

To accomplish their mission, the Cfa Society of St. Louis organizes various events for investment professionals. These events serve as a platform for industry experts to present their insights, foster relationships within the membership, and promote the society. By facilitating these interactions, the society aims to foster a sense of community among investment professionals and strengthen their collective knowledge and expertise. Additionally, the events help in promoting the Cfa Society of St. Louis and raising its profile within the investment community.

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Impact




October, 2024

CFA Society of St. Louis plays a vital role in advancing the investment profession within the St. Louis community. By focusing on promoting the highest standards of ethical behavior and professional competency, the Society enhances the integrity and reliability of investment practices in the region.

Through various member events, the organization provides a forum for investment professionals to share insights, make presentations, and foster relationships. This not only facilitates knowledge sharing but also strengthens professional networks, ultimately benefiting the community as a whole.

By emphasizing the value of the CFA charter, the Society contributes to the professional development of its members, ensuring that the investment community in St. Louis is well-equipped to meet the challenges of an evolving financial landscape. In doing so, it enhances the overall quality of financial services available to the community, promoting both trust and competence in investment practices.




This information is meant to be a general summary of Cfa Society Of St Louis. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$215,248 (2023)
Expenses
$231,729 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $4,374
  • Program Service Revenue: $206,506
  • Gross Receipts: $215,248

Assets and Liabilities:

  • Total Assets: $391,203
  • Total Liabilities: $0
  • Net Assets: $391,203

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$98,425

CFA FUNDING

Revenue

$46,197

SPONSORSHIPS

Revenue

$32,390

MEMBER EVENTS INCOME

Revenue

$29,494

Organization Details

Founding Year

1969

Principal Officer

Joan Hecker

Main Address

330 WENNEKER DRIVE, ST LOUIS, MO, 63124

NTEE Category

Code: S41 - Community improvement

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