Maryland · Nonprofit
CFA SOCIETY BALTIMORE INC
CFA SOCIETY BALTIMORE INC (Maryland) receives grants from 1 organization whose IRS filings report $518,752 to it, the largest being CFA INSTITUTE ($518,752). 1 of them have funded it in more than one year.
- Revenue FY2025
- $229k
- Funders on record
- 1
- Grants received
- $519k
- Net assets
- $324k
What Cfa Society Baltimore Inc does
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.
As stated on its FY2025 Form 990.
Program
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 withopportunities to exchange ideas and information amongst their peers.
The program described on its FY2024 Form 990.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $393k to $267k (−32%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Robyn Osten
Executive director
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $58k → $51k.
From the IRS filings of CFA SOCIETY BALTIMORE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY BALTIMORE INC draws 100% of its grant income from funders outside Maryland, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA SOCIETY BALTIMORE INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Maryland
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY BALTIMORE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY BALTIMORE INC?
- CFA SOCIETY BALTIMORE INC (Maryland) receives grants from 1 organization whose IRS filings report $518,752 to it, the largest being CFA INSTITUTE ($518,752). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY BALTIMORE INC have?
- IRS filings report 1 organization giving $518,752 in grants to CFA SOCIETY BALTIMORE INC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY BALTIMORE INC?
- CFA INSTITUTE is the largest funder on record, with $518,752 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY BALTIMORE INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Maryland. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Society Baltimore →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing