Civic Intelligence

Baltimore Cfa Society Inc C/O Bolton Partners Inc

990EZ • Fiscal year 2022 • EIN 52-0895933

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 31, 2022

Brown Advisory 901 S Bond St 400Baltimore, MD 21231

(443) 873-5245

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.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.00x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-42%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

92nd percentile

$74,869

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

11th percentile

-32%

Faster asset growth than 11% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

55th percentile

15%

Faster revenue growth than 55% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$267,252

Down $125,724 (-32%) from 2021

Net Assets

Down

$267,252

Down $125,724 (-32%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$192,517

Up $25,460 (+15%) from 2021

Expenses

Up

$272,573

Up $139,488 (+105%) from 2021

Net Income

Down

-$80,056

Down $114,028 (-336%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$267,252
Liabilities$0
Net Assets$267,252

Operations Trend

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

2022

Revenue$192,517
Expenses$272,573
Net Income-$80,056
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$192,517
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBYN OSTENExecutive DirectorPT$74,869-$74,869
DAVID DONAHOOPresident-$0--
MICHAEL SHAWVice President-$0--
EMILY WACHTMEISTERTreasurer-$0--
ELIZABETH GOODIERSecretary-$0--
NOELLE SAVAGEBoard Member-$0--
YINGYING SHAOBoard Member-$0--
MARK ADRUSISBoard Member-$0--
ZACH REICHENBACHBoard Member-$0--
TUUGI CHULUUNBoard Member-$0--
VINCENT ANDERSONBoard Member-$0--
NICHOLAS SHEPPARDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Cfa Society Baltimore Inc
EIN
52-0895933
Phone
4438735245
Address
BROWN ADVISORY 901 S BOND ST 400, BALTIMORE, MD 21231

Signing Officer

Name
Emily Wachtmeister
Title
Treasurer
Phone
4438735245
Signed
2022-10-31
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: 4,236.

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

Description: events. Amount: 162,653. Description: board. Amount: 3,277. Description: marketing. Amount: 10,514. Description: bank/service fees. Amount: 895. Total to form 990-ez, line 16: 177,339.

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

Description: net unrealized loss on investments. Amount: -45,668.

Raw XML Appendix170 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/BusinessName/BusinessNameLine1Txt0EMILY WACHTMEISTER
IRS990EZ/BooksInCareOfDetail/PhoneNum04438735245
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0BROWN ADVISORY 901 S BOND ST 400
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd021231
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0392976
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0267252
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0-80056
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07140
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0267252
IRS990EZ/GainOrLossFromSaleOfAssetsAmt04919
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt0192517
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04236
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0138487
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0392976
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0267252
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0392976
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0267252
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt074869
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/CompensationAmt100
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/PersonNm0ROBYN OSTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID DONAHOO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL SHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3EMILY WACHTMEISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ELIZABETH GOODIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5NOELLE SAVAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6YINGYING SHAO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARK ADRUSIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ZACH REICHENBACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9TUUGI CHULUUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10VINCENT ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11NICHOLAS SHEPPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-45668
IRS990EZ/OtherExpensesTotalAmt0177339
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/ProgramServiceRevenueAmt044875
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/SalariesOtherCompEmplBnftAmt085094
IRS990EZ/SaleOfAssetsGrossAmt04919
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0272573
IRS990EZ/TotalRevenueAmt0192517
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/BALTIMORE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 4,236.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: EVENTS. AMOUNT: 162,653. DESCRIPTION: BOARD. AMOUNT: 3,277. DESCRIPTION: MARKETING. AMOUNT: 10,514. DESCRIPTION: BANK/SERVICE FEES. AMOUNT: 895. TOTAL TO FORM 990-EZ, LINE 16: 177,339.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: NET UNREALIZED LOSS ON INVESTMENTS. AMOUNT: -45,668.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMILY WACHTMEISTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04438735245
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CFA SOCIETY BALTIMORE INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EMILY WACHTMEISTER
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0520895933
ReturnHeader/Filer/PhoneNum04438735245
ReturnHeader/Filer/USAddress/AddressLine1Txt0BROWN ADVISORY 901 S BOND ST 400
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/PreparationDt02022-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA FLANNERY
ReturnHeader/ReturnTs02022-11-01T10:54:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0EMILY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WACHTMEISTER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2022Detailed filing. Detailed filing data is available for this year.$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
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