CFA SOCIETY OF ST LOUIS (EIN 436031785) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Phone

3145203564

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY OF ST LOUIS, founded in 1969, is a small nonprofit that reported $226K in total revenue in fiscal year 2024. Expenses of $213K left a modest 6% surplus.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $47,374

Program Service Revenue $164,148

Investment Income $14,442

Other Revenue $0

TOTAL REVENUE $225,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $212,711

TOTAL EXPENSES $212,711

Year-over-Year Comparison

	2024	2023	Change
Revenue	$225,964	$220,381	+0.0%
Expenses	$212,711	$210,493	+0.0%
Net Income	$13,253	$9,888	+0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$38,167

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN HECKER	Executive Dir.	10.00	Officer	$38,167	$0	$38,167
RYAN TOMLINSON	President	2.00	Officer Director	$0	$0	$0
SEAN STOUT	Vice President	2.00	Officer Director	$0	$0	$0
TIM WESTRICH	Treasurer	2.00	Officer Director	$0	$0	$0
SI CHEN	Secretary	2.00	Officer Director	$0	$0	$0
STEVE KENNY	PAST PRESIDENT	2.00	Director	$0	$0	$0
BLAKE EMERSON	Director	1.00	Director	$0	$0	$0
DR GAURANGO BANERJEE	Director	1.00	Director	$0	$0	$0
MEGAN ST JOHN	Director	1.00	Director	$0	$0	$0
KEVIN MOORE	Director	1.00	Director	$0	$0	$0
DAN CONNER	Director	1.00	Director	$0	$0	$0
ALEC HUBBARD	Director	1.00	Director	$0	$0	$0
JULI NIEMANN	Director	1.00	Director	$0	$0	$0
KATHLEEN MCGRATH	Director	1.00	Director	$0	$0	$0
DEREK BEITER	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$225,964	$212,711	$414,344	$13,253
2024	$220,381	$210,493	$401,091	$9,888
2023	$215,248	$231,729	$391,203	$-16,481
2022	$193,477	$143,879	$407,684	$49,598
2021	$164,738	$65,223	$358,084	$99,515
2020	$201,007	$203,926	$258,569	$-2,919
2019	$213,639	$173,213	$261,488	$40,426

CFA SOCIETY OF ST LOUIS