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EIN 52-0895933

Cfa Society Baltimore

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Baltimore
State
Maryland
Year formed
1969
Most recent tax filings
2023-06-01
NTEE code, primary
S41: Promotion of Business
Description
Cfa Society Baltimore, Inc. was founded in 1948 with the mission of providing information and knowledge to the financial community, advocating ethical conduct regarding investments and financial management. The society also promotes education in the field and is located in Baltimore, MD.
Also known as...
Baltimore Cfa Society; Holly Sackett
Total revenues
$171,866
2023
Total expenses
$159,951
2023
Total assets
$294,230
2023
Num. employees
n/a

Who funds Cfa Society Baltimore

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$60,744

Personnel at Cfa Society Baltimore

NameTitleCompensation
Robyn OstenExecutive Director$82,845
Emily WachtmeisterTreasurer$0
Kevin OstenPast Treasurer$0

Financials for Cfa Society Baltimore

RevenuesFYE 06/2023
Total grants, contributions, etc.$125,079
Program services$40,775
Membership dues$125,079
Investment income and dividends$5,813
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$199
Total revenues$171,866

Form 990s for Cfa Society Baltimore

Fiscal year endingDate received by IRSFormPDF link
2022-062022-11-01990EZView PDF
2021-062022-03-02990EZView PDF
2020-062021-04-22990EZView PDF
2019-062019-12-11990EZView PDF
2018-062019-04-16990EOView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $60,744 from CFA Institute
July 6, 2023
Updated personnel
Identified 6 new personnel
June 13, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
May 10, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local level
General information
Address
Brown Advisory 901 S Bond St 400
Baltimore, MD 21231
Metro area
Baltimore-Columbia-Towson, MD
County
Baltimore City, MD
Website URL
cfasociety.org/baltimore/pages/default.aspx 
Phone
(443) 873-5245
IRS details
EIN
52-0895933
Fiscal year end
June
Taxreturn type
Form 990-EZ
Year formed
1969
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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