CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER
EIN 52-0895933 · Education (B)
What they do
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.
Should I give to this charity?
Basic public information is available, but it is not enough to judge how well donations are used. Ask the charity for a current spending breakdown and results.
Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.
Basic facts we verified
IRS warning checkNo IRS revocation warning appears in this data.
Money report from 2024The charity has a recent tax report to read.
They explain their jobThe charity tells us what it is trying to do.
They name their leaders14 people are listed in the latest report.
You can reach themThey list contact information, so you can ask questions.
Money made simple
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- Who did you help? Ask for a recent story or report that shows real results.
- What will my money do? Ask exactly what your gift will pay for.
- Is this really the charity? Give only through its official website or confirmed phone number.
Worth asking: Expenses exceeded revenue by $9,644 this year. Ask whether that was planned or caused by a one-time event.
Pay context: The highest compensation shown in this filing is $85,000 for ROBYN OSTEN (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.
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Financial picture
A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.
Money in and money out
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Leadership and board
Names, titles, time, and compensation below are reported by the organization on its Form 990.
People reported as paid
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See everyone listed on the board or leadership roster (14)
ROBYN OSTENEXECUTIVE DIRECTOR
DAVE DONAHOOBOARD MEMBER
DOUG WILLIAMSBOARD MEMBER
EMILY WACHTMEISTERTREASURER
GEORGE VON ZEDLITZSECRETARY
KYLE LAGRATTABOARD MEMBER
MARK ADRUSISBOARD MEMBER
MICHAEL MEDINGERBOARD MEMBER
MICHAEL SHAWPRESIDENT
NICHOLAS SHEPPARDBOARD MEMBER
NOELLE SAVAGEVICE PRESIDENT
VINCENT ANDERSONBOARD MEMBER
YINGYING SHAOBOARD MEMBER
ZACH REICHENBACHBOARD MEMBER
About this charity
- Recognized since
- January 1969
- Location
- 901 S BOND ST STE 400, BALTIMORE, MD 21231-3340
- County
- Baltimore (city)
- In care of
- % KEVIN OSTEN
- Primary officer
- EMILY WACHTMEISTER, TREASURER
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- July 1, 2024
- Return type
- 990
- Tax preparer
- RSM US LLP
- NTEE classification
- Education (B)
- IRS tax category
- Education