NonprofitsCfa Society Baltimore Inc

Cfa Society Baltimore Inc

BALTIMORE, MD

Total revenue

$229K

Total expenses

$238K

Net assets

$324K

Grants received

$297K

5 grants

EIN

520895933

Tax year

2024

Mission

The cfa society baltimore, inc. Was founded in 1948. The cfa society baltimore, inc. Was established to provide the financial community with information and knowledge, while advocating ethical conduct with regard to investments and financial management. The baltimore cfa society, inc. Also seeks to encourage and aid the education of persons engaged in the investment profession, and to provide members of the society with opportunities to exchange ideas and information amongst their peers.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$222K
Investment income$7K
Other revenue
Total revenue$229K

Expenses

Grants paid$2K
Salaries & benefits$99K
Fundraising
Other expenses$138K
Total expenses$238K
Total assets$350K
Net assets$324K

People

14 listed

NameRoleCompensation

ROBYN OSTEN

EXECUTIVE DIRECTOR

Board

$85K

20 hrs/wk

NOELLE SAVAGE

VICE PRESIDENT

Board

1 hrs/wk

EMILY WACHTMEISTER

TREASURER

Board

1 hrs/wk

GEORGE VON ZEDLITZ

SECRETARY

Board

1 hrs/wk

KYLE LAGRATTA

BOARD MEMBER

Board

1 hrs/wk

YINGYING SHAO

BOARD MEMBER

Board

1 hrs/wk

MARK ADRUSIS

BOARD MEMBER

Board

1 hrs/wk

MICHAEL SHAW

PRESIDENT

Board

3 hrs/wk

VINCENT ANDERSON

BOARD MEMBER

Board

1 hrs/wk

NICHOLAS SHEPPARD

BOARD MEMBER

Board

1 hrs/wk

DOUG WILLIAMS

BOARD MEMBER

Board

1 hrs/wk

MICHAEL MEDINGER

BOARD MEMBER

Board

1 hrs/wk

DAVE DONAHOO

BOARD MEMBER

Board

1 hrs/wk

ZACH REICHENBACH

BOARD MEMBER

Board

1 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$50K
GEN SUPPORT
2023
$51K
GEN SUPPORT
2022
$61K
GEN SUPPORT
2021
$67K
GEN SUPPORT
2020
$68K
GEN SUPPORT
2019

Funded by

$297K from 1 funder · 5 grants · 2019–2023

Cfa Institute

$297K · 5 grants · 2019–2023

Details

EIN520895933
Subsection06
Ruling date1969-12
Formed1969
Employees0
Volunteers18
CFA SOCIETY BALTIMORE INC — Mission, Financials & Grants Received | Grantivo