Civic Intelligence

Baltimore Cfa Society Inc C/O Bolton Partners Inc

990EZ • Fiscal year 2020 • EIN 52-0895933

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 03, 2021

Organization ProfileWWW.CFASOCIETY.ORG/BALTIMORE
Brown Advisory 901 S Bond St NoBaltimore, MD 21231

(410) 537-5428

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

65th percentile

12%

Higher net margin than 65% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

75th percentile

$17,043

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

-8.8%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$317,032

Up $36,278 (+13%) from 2019

Net Assets

Up

$317,032

Up $36,278 (+13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin65th percentile

Revenue

Down

$182,352

Down $17,498 (-8.8%) from 2019

Expenses

Down

$160,799

Down $82,746 (-34%) from 2019

Net Income

Up

$21,553

Up $65,248 (+149%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2020

Assets$317,032
Liabilities$0
Net Assets$317,032
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$182,352
Expenses$160,799
Net Income$21,553
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 3, 2021
Return Version
2019v5.2
Gross Receipts
$182,352
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.

Program Services

DescriptionGrantsExpenses
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 WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.$0$0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBYN OSTENExecutive DirectorPT$17,043-$17,043
ELIZABETH GOODIERBoard Member-$0--
FARHAN MUSTAFABoard Member-$0--
SEAN RHODERICKBoard Member-$0--
PAIGE DAVISBoard Member-$0--
MICHAEL SHAWBoard Member-$0--
EMILY WACHTMEISTERBoard Member-$0--
DOUG WILLIAMSBoard Member-$0--
YING YING SHAOBoard Member-$0--
TUUGI CHULUUNBoard Member-$0--
GREGG COOPERBoard Member-$0--
MARK ANDRUSISBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society Baltimore Inc
EIN
52-0895933
Phone
4105375428
Address
BROWN ADVISORY 901 S BOND ST NO, BALTIMORE, MD 21231

Signing Officer

Name
Kevin Osten
Title
Treasurer
Phone
4105375428
Signed
2021-03-03
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: 6,021.”

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

“Description: events. Amount: 93,432. Description: board. Amount: 4,064. Description: marketing. Amount: 7,443. Description: bank/service fees. Amount: 1,084. Description: reimbursable expenses. Amount: 2,959. Description: sponsorship. Amount: 1,500. Total to form 990-ez, line 16: 110,482.”

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

“Description: unrealized appreciation in stock funds. Amount: 14,725.”

Raw XML Appendix162 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEVIN OSTEN
IRS990EZ/BooksInCareOfDetail/PhoneNum04105375428
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0BROWN ADVISORY 901 S BOND ST NO 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021231
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0280754
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0317032
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt021553
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04725
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0280754
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0317032
IRS990EZ/GrossReceiptsAmt0182352
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt06021
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0127327
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0280754
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0317032
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0280754
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0317032
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1017043
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH GOODIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FARHAN MUSTAFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SEAN RHODERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAIGE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5EMILY WACHTMEISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DOUG WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7YING YING SHAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TUUGI CHULUUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GREGG COOPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ROBYN OSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MARK ANDRUSIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt014725
IRS990EZ/OtherExpensesTotalAmt0110482
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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.
IRS990EZ/ProgramServiceRevenueAmt049004
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 WITH OPPORTUNITIES TO EXCHANGE IDEAS AND INFORMATION AMONGST THEIR PEERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt045592
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0160799
IRS990EZ/TotalRevenueAmt0182352
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/BALTIMORE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 6,021.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENTS. AMOUNT: 93,432. DESCRIPTION: BOARD. AMOUNT: 4,064. DESCRIPTION: MARKETING. AMOUNT: 7,443. DESCRIPTION: BANK/SERVICE FEES. AMOUNT: 1,084. DESCRIPTION: REIMBURSABLE EXPENSES. AMOUNT: 2,959. DESCRIPTION: SPONSORSHIP. AMOUNT: 1,500. TOTAL TO FORM 990-EZ, LINE 16: 110,482.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED APPRECIATION IN STOCK FUNDS. AMOUNT: 14,725.
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN OSTEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04105375428
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY BALTIMORE INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KEVIN OSTEN
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0520895933
ReturnHeader/Filer/PhoneNum04105375428
ReturnHeader/Filer/USAddress/AddressLine1Txt0BROWN ADVISORY 901 S BOND ST NO
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021231
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/PreparationDt02021-03-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA FLANNERY
ReturnHeader/ReturnTs02021-03-10T13:43:38-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$317,032
Liabilities
$0
Net assets
$317,032
Revenue
$182,352
Expenses
$160,799
Net income
$21,553
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits