Civic Intelligence

Baltimore Cfa Society Inc C/O Bolton Partners Inc

990EZ • Fiscal year 2017 • EIN 52-0895933

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 23, 2018

Organization ProfileWWW.CFASOCIETY.ORG/baltimore
brown advisory 901 s bond st No 400Baltimore, MD 21231

(443) 573-3918

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

15%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$339,502

Up $37,493 (+12%) from 2016

Net Assets

Up

$339,502

Up $37,493 (+12%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin74th percentile

Revenue

Up

$118,768

Up $15,449 (+15%) from 2016

Expenses

Up

$103,320

Up $2,505 (+2.5%) from 2016

Net Income

Up

$15,448

Up $12,944 (+517%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $151,589Liabilities 2010: $0Net Assets 2010: $151,5892010Assets 2011: $199,740Liabilities 2011: $0Net Assets 2011: $199,7402011Assets 2012: $200,696Liabilities 2012: $0Net Assets 2012: $200,6962012Assets 2013: $238,087Liabilities 2013: $0Net Assets 2013: $238,0872013Assets 2014: $253,535Liabilities 2014: $0Net Assets 2014: $253,5352014Assets 2015: $295,867Liabilities 2015: $0Net Assets 2015: $295,8672015Assets 2016: $302,009Liabilities 2016: $0Net Assets 2016: $302,0092016Assets 2017: $339,502Liabilities 2017: $0Net Assets 2017: $339,5022017Assets 2018: $306,779Liabilities 2018: $02018Assets 2019: $280,754Liabilities 2019: $0Net Assets 2019: $280,7542019Assets 2020: $317,032Liabilities 2020: $0Net Assets 2020: $317,0322020Assets 2021: $392,976Liabilities 2021: $0Net Assets 2021: $392,9762021Assets 2022: $267,252Liabilities 2022: $0Net Assets 2022: $267,2522022Assets 2023: $294,230Liabilities 2023: $0Net Assets 2023: $294,2302023Assets 2024: $309,029Liabilities 2024: $0Net Assets 2024: $309,0292024Assets 2025: $349,868Liabilities 2025: $25,728Net Assets 2025: $324,1402025

Highlighted filing

2017

Assets$339,502
Liabilities$0
Net Assets$339,502
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $81,138Expenses 2010: $67,682Net Income 2010: $13,4562010Revenue 2011: $91,368Expenses 2011: $67,401Net Income 2011: $23,9672011Revenue 2012: $94,039Expenses 2012: $95,001Net Income 2012: -$9622012Revenue 2013: $98,937Expenses 2013: $76,319Net Income 2013: $22,6182013Revenue 2014: $87,809Expenses 2014: $99,257Net Income 2014: -$11,4482014Revenue 2015: $102,976Expenses 2015: $66,678Net Income 2015: $36,2982015Revenue 2016: $103,319Expenses 2016: $100,815Net Income 2016: $2,5042016Revenue 2017: $118,768Expenses 2017: $103,320Net Income 2017: $15,4482017Revenue 2018: $172,451Expenses 2018: $224,992Net Income 2018: -$52,5412018Revenue 2019: $199,850Expenses 2019: $243,545Net Income 2019: -$43,6952019Revenue 2020: $182,352Expenses 2020: $160,799Net Income 2020: $21,5532020Revenue 2021: $167,057Expenses 2021: $133,085Net Income 2021: $33,9722021Revenue 2022: $192,517Expenses 2022: $272,573Net Income 2022: -$80,0562022Revenue 2023: $171,866Expenses 2023: $159,951Net Income 2023: $11,9152023Revenue 2024: $191,580Expenses 2024: $207,954Net Income 2024: -$16,3742024Revenue 2025: $228,519Expenses 2025: $238,163Net Income 2025: -$9,6442025

Highlighted filing

2017

Revenue$118,768
Expenses$103,320
Net Income$15,448
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 23, 2018
Return Version
2016v3.0
Gross Receipts
$118,768
Mission and Program Overview

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.

the baltimore CFA society, inc. was founded in 1948. the baltimore CFA society, 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 Services

DescriptionGrantsExpenses
THE BALTIMORE CFA SOCIETY, INC. PROVIDES THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE BALTIMORE CFA SOCIETY, INC. ALSO ENCOURAGES AND AIDS IN THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND PROVIDES MEMBERS OF THE SOCIETY WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
tuugi chuluunPresident-$0--
sean rhoderickVice President-$0--
kevin ostenTreasurer-$0--
david merkelSecretary-$0--
mark andrusisDirector-$0--
arturo balanaDirector-$0--
gregg cooperDirector-$0--
elizabeth goodierDirector-$0--
john lawsonDirector-$0--
emily matthewsDirector-$0--
farhan mustafaDirector-$0--
zachary reichenbachDirector-$0--
Filing and Contact Details

Filer

Filer Name
Baltimore Cfa Society Inc
EIN
52-0895933
Phone
4435733918
Address
brown advisory 901 s bond st No 400, BALTIMORE, MD 21231

Signing Officer

Name
Kevin Osten
Title
Treasurer
Phone
4435733918
Signed
2018-02-23
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
100 international drive suite 1400, baltimore, MD 21202
Preparer
Julia Flannery
Phone
4102469300
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: INVESTMENT INCOME. Amount: 5,849.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: CATERING. Amount: 29,523. Description: TRAVEL/CONFERENCE. Amount: 9,108. Description: speakers fees. Amount: 4,310. Total to Form 990-EZ, line 16: 42,941.”

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

“Description: UNREALIZED APPRECIATION IN STOCK FUNDS. Amount: 22,045.”

Raw XML Appendix172 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0tuugi chuluun
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8john lawson
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4dIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5dIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
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IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherExpensesTotalAmt042941
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0the baltimore CFA society, inc. was founded in 1948. the baltimore CFA society, 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.
IRS990EZ/PrintingPublicationsPostageAmt03998
IRS990EZ/ProgramServiceRevenueAmt011566
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE BALTIMORE CFA SOCIETY, INC. PROVIDES THE FINANCIAL COMMUNITY WITH INFORMATION AND KNOWLEDGE, WHILE ADVOCATING ETHICAL CONDUCT WITH REGARD TO INVESTMENTS AND FINANCIAL MANAGEMENT. THE BALTIMORE CFA SOCIETY, INC. ALSO ENCOURAGES AND AIDS IN THE EDUCATION OF PERSONS ENGAGED IN THE INVESTMENT PROFESSION, AND PROVIDES MEMBERS OF THE SOCIETY WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0103320
IRS990EZ/TotalRevenueAmt0118768
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/baltimore
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INVESTMENT INCOME. Amount: 5,849.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: CATERING. Amount: 29,523. Description: TRAVEL/CONFERENCE. Amount: 9,108. Description: speakers fees. Amount: 4,310. Total to Form 990-EZ, line 16: 42,941.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: UNREALIZED APPRECIATION IN STOCK FUNDS. Amount: 22,045.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Kevin Osten
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04435733918
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALTIMORE CFA SOCIETY INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0c/o kevin osten
ReturnHeader/Filer/BusinessNameControlTxt0BALT
ReturnHeader/Filer/EIN0520895933
ReturnHeader/Filer/PhoneNum04435733918
ReturnHeader/Filer/USAddress/AddressLine1Txt0brown advisory 901 s bond st No 400
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021231
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01F6429F47CD852903688965D63EDB3355B9BF040
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDBA28A911E66288058FA62898B1BC86E1332D72
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.98.98.7
ReturnHeader/FilingSecurityInformation/IPDt02018-02-23
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm012:16:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411944416
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 international drive suite 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021202
ReturnHeader/PreparerPersonGrp/PhoneNum04102469300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julia Flannery
ReturnHeader/ReturnTs02018-02-26T13:41:01-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$339,502
Liabilities
$0
Net assets
$339,502
Revenue
$118,768
Expenses
$103,320
Net income
$15,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.50$0.26$3.24$2.29$2.38$0.10
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.09$0.00$3.09$1.92$2.08$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$1.72$1.60$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$1.93$2.73$0.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.00$3.93$1.67$1.33$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$1.82$1.61$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$0.00$2.81$2.00$2.44$0.44
2018Summary only. Only limited summary data is available for this year.$3.07$0.00$1.72$2.25$0.53
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$1.19$1.03$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$1.03$1.01$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$1.03$0.67$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.88$0.99$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$0.00$2.38$0.99$0.76$0.23
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.94$0.95$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.91$0.67$0.24
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.00$1.52$0.81$0.68$0.13