Missouri · Nonprofit
CFA SOCIETY OF ST LOUIS
CFA SOCIETY OF ST LOUIS (Missouri) receives grants from 1 organization whose IRS filings report $583,183 to it, the largest being CFA INSTITUTE ($583,183). 1 of them have funded it in more than one year.
- Revenue FY2026
- $234k
- Funders on record
- 1
- Grants received
- $583k
- Net assets
- $459k
What Cfa Society of St Louis does
Mission
To advance the investment profession of the cfa charter for the benefit of our community.
As stated on its FY2026 Form 990.
Programs
Member events: forum for investment professionals to make presentations to membership, foster member relationships, and promote society
Marketing: branding, promoting cfa education through radio ads, business journals and banners
The 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.
The 3 programs described on its FY2026 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $259k to $358k (+38%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 10 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $75k → $54k.
From the IRS filings of CFA SOCIETY OF ST LOUIS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY OF ST LOUIS draws 100% of its grant income from funders outside Missouri, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA SOCIETY OF ST LOUIS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Missouri
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY OF ST LOUIS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY OF ST LOUIS?
- CFA SOCIETY OF ST LOUIS (Missouri) receives grants from 1 organization whose IRS filings report $583,183 to it, the largest being CFA INSTITUTE ($583,183). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY OF ST LOUIS have?
- IRS filings report 1 organization giving $583,183 in grants to CFA SOCIETY OF ST LOUIS, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY OF ST LOUIS?
- CFA INSTITUTE is the largest funder on record, with $583,183 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY OF ST LOUIS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Missouri. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2026 (financials across 2017–2026), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 22, 2026. What this page cannot tell you · view filing