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US nonprofit · EIN 436031785 · Saint Louis, MOiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 436031785)Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay.Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Licence US Federal Government public domain.How we handle data

CFA Society of Saint Louis

Revenue
$226k
year to 30 June 2025
Expenses
$213k
year to 30 June 2025
Total assets
$414k
$0 liabilities
Net assets
$414k
assets less liabilities
Directors and trustees
14
3.1 years on average
Staff
0
15 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
1
named in Part VII
How am I connected?

CFA Society of Saint Louis' network

14 people2 organisationsi14 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Alec HubbardDirector2024
2 yrs
Blake EmersonDirector2023
3 yrs
Dan ConnerDirector2024
2 yrs
Derek BeiterDirector2025
1 yr
Dr Gaurango BanerjeeDirector2023
3 yrs
Juli NiemannDirector2024
2 yrs
Kathleen McGrathDirector2024
2 yrs
Kevin MooreDirector2023
3 yrs
Megan St JohnDirector2023
3 yrs
Ryan TomlinsonPresident2024
2 yrs
Sean StoutVice President2025
1 yr
SI ChenCompany secretary2021
5 yrs
Steve KennyPast President2024
2 yrs
TIM WestrichTreasurer2019
7 yrs
Under 5 years5 to 6 years6 years or moreShow all 14 →

Officers and senior leadership

1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Joan HeckerExecutive Dir.since 2023

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Joan HeckerExecutive Dir.10$38k
Ryan TomlinsonPresident2$0
Sean StoutVice President2$0
Tim WestrichTreasurer2$0
Si ChenSecretary2$0
Steve KennyPast President2$0
Blake EmersonDirector1$0
Dr Gaurango BanerjeeDirector1$0
Megan St JohnDirector1$0
Kevin MooreDirector1$0
Dan ConnerDirector1$0
Alec HubbardDirector1$0
Juli NiemannDirector1$0
Kathleen McGrathDirector1$0
Derek BeiterDirector1$0

About

Legal name
Cfa Society of Saint Louis
EIN
436031785
Address
330 Wenneker Dr, Saint Louis, MO, 63124-2036
State
Missouri
Mission
To advance the investment profession of the cfa charter for the benefit of our community. (as filed on the Form 990)
IRS classification
501(c)06 (tax-exempt under section 501(c)(3) where shown)
Size band
4 (IRS master file code)
Formed
1969
IRS ruling date
1 June 1970
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2025

Most connected

Longest observed on the filings

≥7years on the filingsTIM Westrich
≥5years on the filingsSI Chen
≥3years on the filingsBlake Emerson
≥3years on the filingsDr Gaurango Banerjee

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$414k
Total liabilities
$0
Net assets or fund balances
$414k
Contributions and grants received
$47k
Program service revenue
$164k
Employees
0
Volunteers
15

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$226k$213k$13k

As filed on the IRS Form 990. US dollars.