Civic Intelligence

Cfa Society of St Louis

EIN 43-6031785 • 501(c)6 • St Louis, MO

Profile

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

330 Wenneker DriveSt Louis, MO 63124

www.cfasociety.org/STLOUIS

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

61st percentile

5.9%

Higher net margin than 61% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$38,167

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

59th percentile

3.3%

Faster asset growth than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

56th percentile

2.5%

Faster revenue growth than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$414,344

Up $13,253 (+3.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$414,344

Up $13,253 (+3.3%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin61st percentile

Revenue

Up

$225,964

Up $5,583 (+2.5%) from 2024

Expenses

Up

$212,711

Up $2,218 (+1.1%) from 2024

Net Income

Up

$13,253

Up $3,365 (+34%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2012: $84,741Liabilities 2012: $02012Assets 2013: $122,004Liabilities 2013: $02013Assets 2014: $141,163Net Assets 2014: $141,1632014Assets 2015: $169,363Net Assets 2015: $169,3632015Assets 2016: $187,435Net Assets 2016: $187,4352016Assets 2017: $205,198Net Assets 2017: $205,1982017Assets 2018: $221,062Liabilities 2018: $0Net Assets 2018: $221,0622018Assets 2019: $261,488Liabilities 2019: $0Net Assets 2019: $261,4882019Assets 2020: $258,569Liabilities 2020: $0Net Assets 2020: $258,5692020Assets 2021: $358,084Liabilities 2021: $0Net Assets 2021: $358,0842021Assets 2022: $407,684Liabilities 2022: $0Net Assets 2022: $407,6842022Assets 2023: $391,203Liabilities 2023: $0Net Assets 2023: $391,2032023Assets 2024: $401,091Liabilities 2024: $0Net Assets 2024: $401,0912024Assets 2025: $414,344Liabilities 2025: $0Net Assets 2025: $414,3442025

Highlighted filing

2025

Assets$414,344
Liabilities$0
Net Assets$414,344
Open 2025 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2012: $137,652Expenses 2012: $133,281Net Income 2012: $4,3712012Revenue 2013: $154,578Expenses 2013: $117,315Net Income 2013: $37,2632013Revenue 2014: $129,132Expenses 2014: $109,284Net Income 2014: $19,8482014Revenue 2015: $153,830Expenses 2015: $124,619Net Income 2015: $29,2112015Revenue 2016: $163,547Expenses 2016: $145,475Net Income 2016: $18,0722016Revenue 2017: $180,161Expenses 2017: $162,398Net Income 2017: $17,7632017Revenue 2018: $196,090Expenses 2018: $180,226Net Income 2018: $15,8642018Revenue 2019: $213,639Expenses 2019: $173,213Net Income 2019: $40,4262019Revenue 2020: $201,007Expenses 2020: $203,926Net Income 2020: -$2,9192020Revenue 2021: $164,738Expenses 2021: $65,223Net Income 2021: $99,5152021Revenue 2022: $193,477Expenses 2022: $143,879Net Income 2022: $49,5982022Revenue 2023: $215,248Expenses 2023: $231,729Net Income 2023: -$16,4812023Revenue 2024: $220,381Expenses 2024: $210,493Net Income 2024: $9,8882024Revenue 2025: $225,964Expenses 2025: $212,711Net Income 2025: $13,2532025

Highlighted filing

2025

Revenue$225,964
Expenses$212,711
Net Income$13,253
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$414,344
Liabilities
$0
Net assets
$414,344
Revenue
$225,964
Expenses
$212,711
Net income
$13,253
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$2.26$2.13$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.00$4.01$2.20$2.10$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$0.00$3.91$2.15$2.32$0.16
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.08$0.00$4.08$1.93$1.44$0.50
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$1.65$0.65$1.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.59$0.00$2.59$2.01$2.04$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.61$0.00$2.61$2.14$1.73$0.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$1.96$1.80$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.05$2.05$1.80$1.62$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.87$1.87$1.64$1.45$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.69$1.69$1.54$1.25$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.41$1.41$1.29$1.09$0.20
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$1.55$1.17$0.37
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$1.38$1.33$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$225,964
Mission and Program Overview

Mission

Provide membership industry information

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$311,759$326,201▲ $14,442
Cash and Non-Interest-Bearing Accounts$89,291$88,143▼ $1,148
Land, Buildings, and Equipment, Net$41$0▼ $41
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$401,091$414,344▲ $13,253
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$401,091$414,344▲ $13,253
Total Net Assets Fund Balance$401,091$414,344▲ $13,253
Total Liabilities and Net Assets / Fund Balance$401,091$414,344▲ $13,253

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$782$782
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Joan HeckerExecutive DirectorPT$38,167$38,167

Board Members and Trustees

NameTitle
Steve KennyPast President
Ryan TomlinsonPresident
Sean StoutVice President
Alec HubbardDirector
Blake EmersonDirector
Dan ConnerDirector
Derek BeiterDirector
Dr Gaurango BanerjeeDirector
Juli NiemannDirector
Kathleen McgrathDirector
Kevin MooreDirector
Megan St JohnDirector
Si ChenSecretary
Tim WestrichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$47,374
Program Service Revenue
$164,148
Investment Income
$14,442
Other Revenue
$0
All Other Contributions
$47,374
Change in Net Assets
$13,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$38,167
Advertising---$13,047
Other Expenses---$4,485
Office Expenses---$1,474
Fees for Services Accounting---$1,200
Depreciation Depletion---$41
All Other Expenses---$10
Total Functional Expenses$0$0$0$212,711
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Joan HeckerOfficerManagement FeesNo$38,167

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the organization's executive director and board treasurer for review. The executive director and board treasurer review the return for proper presentation and disclosure; they suggest any changes or obtain any necessary explanations. The return is then presented to the board treasurer for his signature and e-file authorization by signing form 8879-eo.”

Form 990, Part VI, Section C, Line 19

“Information including the organization's bylaws and policies are available upon request. Upon request a copy of the organization's tax return (form 990 and attachments) will be made available for inspection for a period of three years from the due date it is required to be filed.”

FORM 990, PART VI, SECTION A, LINE 3:

“The society delegates control over management duties to joan hecker the association executive director”

Filing and Contact Details

Filer

Filer Name
Cfa Society of St Louis
EIN
43-6031785
Phone
3145203564
Address
330 WENNEKER DRIVE, ST LOUIS, MO 63124

Signing Officer

Name
Tim Westrich
Title
Treasurer
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Mo
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
15

Preparer

Firm
Morice List & Associates LLC
Address
8700 MANCHESTER RD, ST LOUIS, MO 63144
Preparer
Robert B Offerman
Phone
3146473005
Raw XML AppendixShowing 400 of 423 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5PAST PRESIDENT
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IRS990/MissionDesc0TO ADVANCE THE INVESTMENT PROFESSION OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE 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.
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0782
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JOAN HECKER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0OFFICER
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MANAGEMENT FEES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS:(A) NAME OF PERSON: JOAN HECKER(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:MORE THAN 35% OWNER OF MANAGEMENT COMPANY(D) DESCRIPTION OF TRANSACTION: MANAGEMENT FEE
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE ORGANIZATION'S EXECUTIVE DIRECTOR AND BOARD TREASURER FOR REVIEW. THE EXECUTIVE DIRECTOR AND BOARD TREASURER REVIEW THE RETURN FOR PROPER PRESENTATION AND DISCLOSURE; THEY SUGGEST ANY CHANGES OR OBTAIN ANY NECESSARY EXPLANATIONS. THE RETURN IS THEN PRESENTED TO THE BOARD TREASURER FOR HIS SIGNATURE AND E-FILE AUTHORIZATION BY SIGNING FORM 8879-EO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION INCLUDING THE ORGANIZATION'S BYLAWS AND POLICIES ARE AVAILABLE UPON REQUEST. UPON REQUEST A COPY OF THE ORGANIZATION'S TAX RETURN (FORM 990 AND ATTACHMENTS) WILL BE MADE AVAILABLE FOR INSPECTION FOR A PERIOD OF THREE YEARS FROM THE DUE DATE IT IS REQUIRED TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOCIETY DELEGATES CONTROL OVER MANAGEMENT DUTIES TO JOAN HECKER THE ASSOCIATION EXECUTIVE DIRECTOR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3:
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0330 WENNEKER DRIVE
IRS990/USAddress/CityNm0ST LOUIS
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IRS990/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/STLOUIS/
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM WESTRICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer

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