Public Charity

CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER

CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER is a nonprofit organization categorized as Public Charity based in BALTIMORE, MD. Its most recent IRS filing (2025) reports revenue of $229K, expenses of $238K, total assets of $350K. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $519K.

EIN: 520895933 BALTIMORE, MD Latest filing: 2025
Total Revenue$229K
Total Expenses$238K
Total Assets$350K
Grant Records8
Funding Total$519K
Filing Years2020–2025

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.

Officers & Directors

BOARD MEMBER Dave Donahoo
BOARD MEMBER Doug Williams
TREASURER Emily Wachtmeister
SECRETARY George Von Zedlitz
BOARD MEMBER Kyle Lagratta
BOARD MEMBER Mark Adrusis

Officer compensation and complete director data available with membership.

Top Grant Purposes

GEN SUPPORT
$518,752 8 grants

Financial Trends

Year Revenue Expenses Assets
2025 $229K $238K $350K
2024 $192K $208K $309K
2023 $172K $160K $294K
2021 $167K $133K $393K
2020 $182K $161K $317K

Between 2020 and 2025, reported annual revenue grew from $182K to $229K (+25%), with total assets most recently reported at $350K.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for CFA SOCIETY BALTIMORE INC C/O EMILY WACHTMEISTER

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