Nonprofit · EIN 52-0895933
CFA SOCIETY BALTIMORE INC
Tax-exempt · BALTIMORE, MD 21231
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $228,519 | $238,163 | -$9,644 | $349,868 | $25,728 | $324,140 |
| June 30, 2024 | 990 | $191,580 | $207,954 | -$16,374 | $309,029 | $0 | $309,029 |
| June 30, 2023 | 990-EZ | $171,866 | $159,951 | $11,915 | $294,230 | $0 | $294,230 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $221,537
- Investment income
- $6,982
- Net gain from sales of assets
- $51
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,500
- Compensation of officers, directors and key employees
- $86,150
- Other salaries and wages
- $8,708
- Salaries, compensation and benefits (total)
- $99,140
- Professional fundraising fees
- $0
- Legal fees
- $6,833
- Accounting fees
- $6,851
Balance sheet and other
- Total assets, start of year
- $309,029
- Total assets, end of year
- $349,868
- Total liabilities, end of year
- $25,728
- Net assets, end of year
- $324,140
- Net assets without donor restrictions
- $324,140
- Gross receipts
- $253,468
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1969
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN OSTEN | EXECUTIVE DIRECTOR Officer | 20 | $85,000 |
| MICHAEL SHAW | PRESIDENT Trustee or director, Officer | 3 | $0 |
| NOELLE SAVAGE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| EMILY WACHTMEISTER | TREASURER Trustee or director, Officer | 1 | $0 |
| GEORGE VON ZEDLITZ | SECRETARY Trustee or director, Officer | 1 | $0 |
| KYLE LAGRATTA | BOARD MEMBER Trustee or director | 1 | $0 |
| YINGYING SHAO | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK ADRUSIS | BOARD MEMBER Trustee or director | 1 | $0 |
| ZACH REICHENBACH | BOARD MEMBER Trustee or director | 1 | $0 |
| VINCENT ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NICHOLAS SHEPPARD | BOARD MEMBER Trustee or director | 1 | $0 |
| DOUG WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MEDINGER | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVE DONAHOO | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN OSTEN | EXECUTIVE DIRECTOR Officer | 20 | $85,000 |
| MICHAEL SHAW | PRESIDENT Trustee or director, Officer | 3 | $0 |
| NOELLE SAVAGE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| EMILY WACHTMEISTER | TREASURER Trustee or director, Officer | 1 | $0 |
| GEORGE VON ZEDLITZ | SECRETARY Trustee or director, Officer | 1 | $0 |
| KYLE LAGRATTA | BOARD MEMBER Trustee or director | 1 | $0 |
| YINGYING SHAO | BOARD MEMBER Trustee or director | 1 | $0 |
| MARK ADRUSIS | BOARD MEMBER Trustee or director | 1 | $0 |
| ZACH REICHENBACH | BOARD MEMBER Trustee or director | 1 | $0 |
| VINCENT ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| NICHOLAS SHEPPARD | BOARD MEMBER Trustee or director | 1 | $0 |
| DOUG WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| MICHAEL MEDINGER | BOARD MEMBER Trustee or director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBYN OSTEN | EXECUTIVE DIRECTOR | 20 | $82,845 |
| DAVID DONAHOO | PRESIDENT | 3 | $0 |
| MICHAEL SHAW | VICE PRESIDENT | 1 | $0 |
| EMILY WACHTMEISTER | TREASURER | 1 | $0 |
| ELIZABETH GOODIER | SECRETARY | 1 | $0 |
| NOELLE SAVAGE | BOARD MEMBER | 1 | $0 |
| YINGYING SHAO | BOARD MEMBER | 1 | $0 |
| MARK ADRUSIS | BOARD MEMBER | 1 | $0 |
| ZACH REICHENBACH | BOARD MEMBER | 1 | $0 |
| TUUGI CHULUUN | BOARD MEMBER | 1 | $0 |
| VINCENT ANDERSON | BOARD MEMBER | 1 | $0 |
| NICHOLAS SHEPPARD | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 901 S BOND ST STE 400, BALTIMORE, MD 21231-3340
- In care of
- % KEVIN OSTEN
- Principal officer (990 for 2024)
- ROBYN OSTEN, BROWN ADVISORY 901 S BOND ST 400, BALTIMORE, MD 21231
- Signed the 990
- EMILY WACHTMEISTER, TREASURER
- Phone
- (443) 873-5245
- Website
- WWW.CFASOCIETY.ORG/BALTIMORE
- Return prepared by
- RSM US LLP
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.
Program accomplishments
- THE CFA SOCIETY BALTIMORE, INC. PROVIDES THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE CFA SOCIETY BALTIMORE, INC. ALSO ENCOURAGES AND AIDS IN THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND PROVIDES MEMBERS OF THE SOCIETY WITHOPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 52-0895933
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $349,868
- Income (IRS master file)
- $253,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $228,519 | $238,163 | $349,868 | XML |
| 990 | June 2024 | $191,580 | $207,954 | $309,029 | XML |
| 990-EZ | June 2023 | $171,866 | $159,951 | $294,230 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0895933).
Questions about CFA SOCIETY BALTIMORE INC
- What is the EIN of CFA SOCIETY BALTIMORE INC?
- The employer identification number (EIN) of CFA SOCIETY BALTIMORE INC is 52-0895933.
- Is CFA SOCIETY BALTIMORE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1969.
- Are donations to CFA SOCIETY BALTIMORE INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY BALTIMORE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY BALTIMORE INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY BALTIMORE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY BALTIMORE INC?
- The 990 for the year ended June 30, 2025 names ROBYN OSTEN.
- Who are the officers and directors of CFA SOCIETY BALTIMORE INC?
- The 990 for the year ended June 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $85,000 (ROBYN OSTEN, EXECUTIVE DIRECTOR).
- How much revenue does CFA SOCIETY BALTIMORE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $228,519, expenses of $238,163 and total assets of $349,868 at year end.
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