CFA Society Baltimore Inc
CFA Society Baltimore Inc's network
13 people5 organisationsi13 people and 5 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (13). Violet dotted lines (5) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
13 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| David Donahoo (also filed as Dave Donahoo) | Board Member | 2019 | 7 yrs |
| Doug Williams | Board Member | 2020 | 6 yrs |
| Emily Wachtmeister | Treasurer | 2020 | 6 yrs |
| George Von Zedlitz | Company secretary | 2024 | 2 yrs |
| Kyle Lagratta | Board Member | 2024 | 2 yrs |
| Mark Adrusis | Board Member | 2023 | 3 yrs |
| Michael Medinger (also filed as Mike Medinger) | Board Member | 2021 | 5 yrs |
| Michael Shaw | President | 2020 | 6 yrs |
| Nicholas Sheppard | Board Member | 2023 | 3 yrs |
| Noelle Savage | Vice President | 2023 | 3 yrs |
| Vincent Anderson | Board Member | 2021 | 5 yrs |
| Yingying Shao | Board Member | 2019 | 7 yrs |
| Zachary Reichenbach (also filed as Zach Reichenbach) | Board Member | 2019 | 7 yrs |
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Robyn Osten | Executive Director | since 2020 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Robyn Osten | Executive Director | 20 | $85k | ||
| Michael Shaw | President | 3 | $0 | ||
| Noelle Savage | Vice President | 1 | $0 | ||
| Emily Wachtmeister | Treasurer | 1 | $0 | ||
| George von Zedlitz | Secretary | 1 | $0 | ||
| Kyle Lagratta | Board Member | 1 | $0 | ||
| Yingying Shao | Board Member | 1 | $0 | ||
| Mark Adrusis | Board Member | 1 | $0 | ||
| Zach Reichenbach | Board Member | 1 | $0 | ||
| Vincent Anderson | Board Member | 1 | $0 | ||
| Nicholas Sheppard | Board Member | 1 | $0 | ||
| Doug Williams | Board Member | 1 | $0 | ||
| Michael Medinger | Board Member | 1 | $0 | ||
| Dave Donahoo | Board Member | 1 | $0 |
About
- Legal name
- Cfa Society Baltimore Inc
- EIN
- 520895933
- Address
- 901 S Bond St Ste 400, Baltimore, MD, 21231-3340
- State
- Maryland
- 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... (as filed on the Form 990)
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 4 (IRS master file code)
- Formed
- 1969
- Principal officer
- Robyn Osten (as named on the Form 990)
- IRS ruling date
- 1 December 1969
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
Most connected
Longest observed on the filings
≥7years on the filingsDavid Donahoo
≥7years on the filingsYingying Shao
≥7years on the filingsZachary Reichenbach
≥6years on the filingsDoug Williams
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $350k
- Total liabilities
- $26k
- Net assets or fund balances
- $324k
- Contributions and grants received
- $0
- Program service revenue
- $222k
- Grants and similar paid out
- $2k
- Employees
- 0
- Volunteers
- 18
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $229k | $238k | Deficit $10k |
As filed on the IRS Form 990. US dollars.