Public Charity

CFA SOCIETY OF ST LOUIS

CFA SOCIETY OF ST LOUIS is a nonprofit organization categorized as Public Charity based in ST LOUIS, MO. Its most recent IRS filing (2025) reports revenue of $226K, expenses of $213K, total assets of $414K. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $583K.

EIN: 436031785 ST LOUIS, MO Latest filing: 2025
Total Revenue$226K
Total Expenses$213K
Total Assets$414K
Grant Records8
Funding Total$583K
Filing Years2020–2025

Mission

TO ADVANCE THE INVESTMENT PROFESSION OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY.

Officers & Directors

Director Alec Hubbard
Director Blake Emerson
Director Dan Conner
Director Derek Beiter
Director Dr Gaurango Banerjee
Executive Dir. Joan Hecker

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$583,183 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $226K $213K $414K
2024 $220K $210K $401K
2023 $215K $232K $391K
2021 $165K $65K $358K
2020 $201K $204K $259K

Between 2020 and 2025, reported annual revenue grew from $201K to $226K (+12%), with total assets most recently reported at $414K.

Interactive year-over-year charts and full filing details available with membership.

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