CFA SOCIETY OF ST LOUIS TO ADVANCE THE INVESTMENT PROFESSION OF THE CFA CHARTER FOR THE BENEFIT OF OUR COMMUNITY.
Free Market/Pro-Business
Local (City/County Level)
Adults (Ages 26-64)
Workforce & Economic Opportunity
Convening & Network Building
Education & Awareness
Community & Economic Development
Young Adults (Ages 19-25)
Annual Revenue
$225,964
Known Funders
39
Grants Received
94
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $225,964 | $212,711 | $414,344 |
| 2023 | $220,381 | $210,493 | $401,091 |
| 2022 | $215,248 | $231,729 | $391,203 |
| 2021 | $193,477 | $143,879 | $407,684 |
| 2020 | $164,738 | $65,223 | $358,084 |
| 2019 | $201,007 | $203,926 | $258,569 |
| 2018 | $213,639 | $173,213 | $261,488 |
| 2017 | $196,090 | $180,226 | $221,062 |
Top Funders
GATEWAY FOUNDATION
ST LOUIS, MO
$3,370,075 (2023)
GATEWAY FOUNDATION
ST LOUIS, MO
$3,370,075 (2023)
GATEWAY FOUNDATION
ST LOUIS, MO
$1,594,893 (2023)
GATEWAY FOUNDATION
ST LOUIS, MO
$1,594,893 (2023)
GATEWAY FOUNDATION
ST LOUIS, MO
$1,525,617 (2022)
GATEWAY FOUNDATION
ST LOUIS, MO
$649,150 (2022)
BERGES FAMILY FOUNDATION
ST LOUIS, MO
$124,000 (2021)
$100,000 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$79,857 (2021)
CFA INSTITUTE
CHARLOTTESVILLE, VA
$54,212 (2022)
Showing top 10 of 39 funders.
Key Personnel
From 2024 IRS 990 filing
D
DEREK BEITER
Director
K
KATHLEEN MCGRATH
Director
J
JULI NIEMANN
Director
A
ALEC HUBBARD
Director
D
DAN CONNER
Director
K
KEVIN MOORE
Director
M
MEGAN ST JOHN
Director
D
DR GAURANGO BANERJEE
Director
B
BLAKE EMERSON
Director
S
STEVE KENNY
PAST PRESIDENT
Showing 10 of 15 key personnel.
Frequently Asked Questions
Other Nonprofits in Missouri
BJC HEALTH SYSTEM GROUP RETURN$11,251,316,536
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION INC$6,100,727,459
WASHINGTON UNIVERSITY$3,129,343,358
Ascension Health Alliance$2,344,976,505
SSM HEALTH CARE ST LOUIS$2,192,307,272
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