Cfa Society Baltimore Inc C/O Emily Wachtmeister

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 520895933 ✦ Baltimore, MD ✦ Designated as a 501(c)(6)

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Overview

What is Cfa Society Baltimore Inc C/O Emily Wachtmeister?

The Baltimore CFA Society, Inc., under the leadership of Emily Wachtmeister, was established in 1948. This nonprofit organization is committed to serving the financial community, offering them valuable information and knowledge. Its primary goal is to promote ethical practices in investment and financial management. The society's mission extends to advocating for ethical conduct within the industry, ensuring a responsible and trustworthy financial environment for all.


Official website here: www.cfasociety.org

Is Cfa Society Baltimore Inc C/O Emily Wachtmeister legitimate?

Cfa Society Baltimore Inc C/O Emily Wachtmeister is a legitimate nonprofit organization registered as a 501(c)(6) entity. Cfa Society Baltimore Inc C/O Emily Wachtmeister submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $85,000
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.cfasociety.org

What is the mission statement of Cfa Society Baltimore Inc C/O Emily Wachtmeister?

The CFA Society, established in 1948, is committed to serving the financial community by providing them with relevant information and knowledge. Its primary objective is to advocate for ethical conduct in investment and financial management practices. The society aims to empower professionals in the field, promoting the highest standards of integrity and excellence. It provides resources and opportunities for ongoing learning and professional development, fostering a culture of responsible investment and sound financial decision-making.


Official website here: www.cfasociety.org

What is the revenue of Cfa Society Baltimore Inc C/O Emily Wachtmeister?

Cfa Society Baltimore Inc C/O Emily Wachtmeister's revenue in 2024 was $191,580.


Official website here: www.cfasociety.org

Who are the executives of Cfa Society Baltimore Inc C/O Emily Wachtmeister and what are their salaries?

There 12 volunteers at Cfa Society Baltimore Inc C/O Emily Wachtmeister.

Here are 13 key members and their salaries:


Michael Shaw (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Noelle Savage (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Emily Wachtmeister (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
George Von Zedlitz (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kyle Lagratta (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Yingying Shao (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Adrusis (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Zach Reichenbach (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vincent Anderson (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nicholas Sheppard (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Doug Williams (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Medinger (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Robyn Osten (Executive Director)
  • Compensation: $85,000
  • Related: $0
  • Other: $0


Official website here: www.cfasociety.org

Where can I find the form 990 for Cfa Society Baltimore Inc C/O Emily Wachtmeister?

Cfa Society Baltimore Inc C/O Emily Wachtmeister's most recent form 990 was submitted in 2024 and can be accessed here.


Official website here: www.cfasociety.org

Learn more at the official website: www.cfasociety.org

Mission Statement of Cfa Society Baltimore Inc C/O Emily Wachtmeister

The Baltimore CFA Society, Inc., established in 1948, is an organization dedicated to serving the financial community. Its primary objective is to disseminate relevant information and knowledge while promoting ethical conduct in investment and financial management practices. This nonprofit organization advocates for ethical behavior in the financial sector, providing a platform for professionals to enhance their understanding and adherence to ethical standards. By doing so, the Baltimore CFA Society, Inc. aims to foster a responsible and trustworthy financial environment.

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Impact




October, 2024

Cfa Society Baltimore Inc, under the leadership of Emily Wachtmeister, has made significant contributions to the financial community in Baltimore since its founding in 1948. By providing crucial information and knowledge, the organization enhances the understanding of financial practices among professionals. Its commitment to ethical conduct in investments and financial management fosters a culture of integrity within the industry.

The society plays a vital role in community improvement by advocating for high standards in financial practices, which ultimately leads to more informed investment decisions. Through educational programs, networking opportunities, and resources, Cfa Society Baltimore nurtures a community of finance professionals who are equipped to navigate complex financial landscapes responsibly.

Moreover, the society’s impact extends beyond its immediate members. By promoting ethical standards and continuous education, it contributes to the overall stability and trust in the financial markets, benefiting both individual investors and the broader economic landscape. Through these efforts, Cfa Society Baltimore Inc is a pivotal player in enhancing the professionalism and ethical standards of the financial community in Baltimore and beyond.




This information is meant to be a general summary of Cfa Society Baltimore Inc C/O Emily Wachtmeister. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$191,580 (2024)
Expenses
$207,954 (2024)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2024.

  • Investment Income: $6,936
  • Program Service Revenue: $186,833
  • Gross Receipts: $213,769

Assets and Liabilities:

  • Total Assets: $294,230
  • Total Liabilities: $0
  • Net Assets: $294,230

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$85,518

SPONSORSHIP

Revenue

$46,064

OP FUNDING

Revenue

$43,825

EVENT REGISTRATION

Revenue

$11,426

Organization Details

Principal Officer

Robyn Osten

NTEE Category

Code: S40 - Community improvement

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