Civic Intelligence

Boston Security Analysts Society

990 • Fiscal year 2011 • EIN 23-7069432

Jul 01, 2010 to Jun 30, 2011 • Filed on Nov 14, 2011

Organization ProfileWWW.CFABOSTON.ORG

View Organization Page

260 Franklin Street No 15th F02109
Siviq Scores

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

Liabilities / Assets

29th percentile

0.07x

Higher debt load relative to assets than 29% of similar nonprofits.

2011 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets29th percentile

Assets

$3,059,438

No earlier filing loaded for comparison.

Net Assets

$2,847,950

No earlier filing loaded for comparison.

Liabilities

$211,488

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$1,244,326

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,059,438Liabilities 2011: $211,488Net Assets 2011: $2,847,9502011Assets 2012: $3,424,654Liabilities 2012: $195,843Net Assets 2012: $3,228,8112012Assets 2013: $3,879,572Liabilities 2013: $307,910Net Assets 2013: $3,571,6622013Assets 2014: $4,293,940Liabilities 2014: $254,252Net Assets 2014: $4,039,6882014Assets 2015: $4,250,173Liabilities 2015: $319,755Net Assets 2015: $3,930,4182015Assets 2016: $4,277,224Liabilities 2016: $317,724Net Assets 2016: $3,959,5002016Assets 2018: $4,463,942Liabilities 2018: $341,760Net Assets 2018: $4,122,1822018Assets 2019: $4,764,884Liabilities 2019: $411,881Net Assets 2019: $4,353,0032019Assets 2020: $4,708,519Liabilities 2020: $167,713Net Assets 2020: $4,540,8062020Assets 2021: $6,009,185Liabilities 2021: $269,573Net Assets 2021: $5,739,6122021Assets 2022: $5,288,449Liabilities 2022: $321,554Net Assets 2022: $4,966,8952022Assets 2023: $6,655,258Liabilities 2023: $1,492,130Net Assets 2023: $5,163,1282023Assets 2024: $6,910,043Liabilities 2024: $1,425,846Net Assets 2024: $5,484,1972024Assets 2025: $6,656,724Liabilities 2025: $1,236,645Net Assets 2025: $5,420,0792025

Highlighted filing

2011

Assets$3,059,438
Liabilities$211,488
Net Assets$2,847,950
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,244,3262011Expenses 2012: $1,049,8102012Expenses 2013: $1,517,2972013Revenue 2014: $1,686,466Expenses 2014: $1,510,865Net Income 2014: $175,6012014Revenue 2015: $1,616,079Expenses 2015: $1,584,191Net Income 2015: $31,8882015Revenue 2016: $1,634,873Expenses 2016: $1,647,010Net Income 2016: -$12,1372016Revenue 2018: $1,701,394Expenses 2018: $1,606,329Net Income 2018: $95,0652018Revenue 2019: $1,919,405Expenses 2019: $1,847,413Net Income 2019: $71,9922019Revenue 2020: $1,832,964Expenses 2020: $1,681,778Net Income 2020: $151,1862020Revenue 2021: $1,696,898Expenses 2021: $1,331,024Net Income 2021: $365,8742021Revenue 2022: $2,072,624Expenses 2022: $1,759,733Net Income 2022: $312,8912022Revenue 2023: $1,853,709Expenses 2023: $1,890,424Net Income 2023: -$36,7152023Revenue 2024: $1,998,288Expenses 2024: $2,096,241Net Income 2024: -$97,9532024Revenue 2025: $2,419,772Expenses 2025: $2,588,166Net Income 2025: -$168,3942025

Highlighted filing

2011

Revenue-
Expenses$1,244,326
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Nov 14, 2011
Return Version
2010v3.4
Gross Receipts
$2,310,856
Mission and Program Overview

Mission

Cfa society boston members promote the highest ethical standards, best practices and professional development within the investment industry to educate and build trust in the community it serves.

Major Activities

Activity 2
Continuing education courses available to all members and others in the profession
Activity 3
Newsletter to inform the members of the society's activities
Filing and Contact Details

Filer

EIN
23-7069432
Raw XML AppendixShowing 400 of 487 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
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY079387
IRS990/AccountsPayableAccruedExpenses/EOY025756
IRS990/AccountsReceivable/BOY029444
IRS990/AccountsReceivable/EOY011422
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION
IRS990/Activity2/Expense0282290
IRS990/Activity3/Description0NEWSLETTER TO INFORM THE MEMBERS OF THE SOCIETY'S ACTIVITIES
IRS990/Activity3/Expense06953
IRS990/ActivityOrMissionDescription0EDUCATION OF ITS MEMBERS & PROFESSION
IRS990/ActivityOther/Expense0107979
IRS990/AddressPrincipalOfficerUS/AddressLine10260 FRANKLIN STREET 15TH FLOOR
IRS990/AddressPrincipalOfficerUS/City0BOSTON
IRS990/AddressPrincipalOfficerUS/State0MA
IRS990/AddressPrincipalOfficerUS/ZIPCode002109
IRS990/AllOtherExpenses/ManagementAndGeneral051483
IRS990/AllOtherExpenses/ProgramServices0103287
IRS990/AllOtherExpenses/Total0154770
IRS990/AnnualDisclosureCoveredPersons00
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY030025
IRS990/CashNonInterestBearing/EOY0108779
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt00
IRS990/ContributionsGrantsCurrentYear00
IRS990/ContributionsGrantsPriorYear00
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval00
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DepreciationDepletion/Total016718
IRS990/DescribedIn501C300
IRS990/Description0LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers01
IRS990/EmploymentTaxReturnsFiled01
IRS990/Expense0270164
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ProgramServices029112
IRS990/FeesForServicesAccounting/Total029112
IRS990/FeesForServicesLegal/ProgramServices02893
IRS990/FeesForServicesLegal/Total02893
IRS990/FeesForServicesOther/ProgramServices022060
IRS990/FeesForServicesOther/Total022060
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek040.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek10.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek20.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek30.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek40.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek50.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek60.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek70.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek80.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek90.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek100.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek110.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek120.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek130.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek140.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek150.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek160.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek170.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek180.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek190.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek200.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector18X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector19X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector20X
IRS990/Form990PartVIISectionA/NamePerson0JEANNE WOLF
IRS990/Form990PartVIISectionA/NamePerson1STEPHANIE FIELD
IRS990/Form990PartVIISectionA/NamePerson2AMY PEPE
IRS990/Form990PartVIISectionA/NamePerson3LAUREN TOMASONE
IRS990/Form990PartVIISectionA/NamePerson4ALICE C AVANIAN
IRS990/Form990PartVIISectionA/NamePerson5DAMON BARGLOW
IRS990/Form990PartVIISectionA/NamePerson6CHARLES I CLOUGH JR
IRS990/Form990PartVIISectionA/NamePerson7DANIEL J FASCIANO
IRS990/Form990PartVIISectionA/NamePerson8DANIEL J FUSS
IRS990/Form990PartVIISectionA/NamePerson9CHRISTOPHER L GOOTKIND
IRS990/Form990PartVIISectionA/NamePerson10GEORGE R HOGUET
IRS990/Form990PartVIISectionA/NamePerson11THOMAS LINKAS
IRS990/Form990PartVIISectionA/NamePerson12STACEY L MARINO
IRS990/Form990PartVIISectionA/NamePerson13GEORGE MELLMAN
IRS990/Form990PartVIISectionA/NamePerson14JOHN R MINAHAN
IRS990/Form990PartVIISectionA/NamePerson15MIKE ROBERGE
IRS990/Form990PartVIISectionA/NamePerson16MATT SPIEGEL
IRS990/Form990PartVIISectionA/NamePerson17VINCENT P STANTON
IRS990/Form990PartVIISectionA/NamePerson18SCOTT STEWART
IRS990/Form990PartVIISectionA/NamePerson19TEE TAGGART
IRS990/Form990PartVIISectionA/NamePerson20PAMELA YANG
IRS990/Form990PartVIISectionA/OtherCompensation06298
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation120
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation160
IRS990/Form990PartVIISectionA/OtherCompensation170
IRS990/Form990PartVIISectionA/OtherCompensation180
IRS990/Form990PartVIISectionA/OtherCompensation190
IRS990/Form990PartVIISectionA/OtherCompensation200
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization0150000
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization190
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization200
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs120
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/Title0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR OF EDUCATION
IRS990/Form990PartVIISectionA/Title2MEMBERSHIP AND PROGRAM COO
IRS990/Form990PartVIISectionA/Title3DEPARTMENT HEAD
IRS990/Form990PartVIISectionA/Title4VICE PRESIDENT, EDUCATION
IRS990/Form990PartVIISectionA/Title5SECRETARY
IRS990/Form990PartVIISectionA/Title6DIRECTOR
IRS990/Form990PartVIISectionA/Title7TREASURER
IRS990/Form990PartVIISectionA/Title8PAST PRESIDENT
IRS990/Form990PartVIISectionA/Title9PAST PRESIDENT
IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11PRESIDENT
IRS990/Form990PartVIISectionA/Title12VICE PRESIDENT, PROGRAMS
IRS990/Form990PartVIISectionA/Title13DIRECTOR
IRS990/Form990PartVIISectionA/Title14PAST PRESIDENT
IRS990/Form990PartVIISectionA/Title15DIRECTOR
IRS990/Form990PartVIISectionA/Title16DIRECTOR
IRS990/Form990PartVIISectionA/Title17DIRECTOR
IRS990/Form990PartVIISectionA/Title18DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR
IRS990/Form990PartVIISectionA/Title20DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited00
IRS990/FundraisingActivities00
IRS990/GainOrLoss/Securities0120856
IRS990/Gaming00
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsAndSimilarAmntsPriorYear00
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations00
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities0515126
IRS990/GrossReceipts02310856
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt00
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartIII0X
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0185139
IRS990/InvestmentIncomePriorYear059272
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome064283
IRS990/InvestmentIncome/TotalRevenueColumn064283
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsPubTradedSecurities/BOY01983995
IRS990/InvestmentsPubTradedSecurities/EOY02513998
IRS990/LandBldgEquipmentAccumDeprec0128615
IRS990/LandBuildingsEquipmentBasis0172569
IRS990/LandBuildingsEquipmentBasisNet/BOY060058
IRS990/LandBuildingsEquipmentBasisNet/EOY043954
IRS990/LessCostOthBasisSalesExpenses/Securities0394270
IRS990/LoanToOfficerOrDQP00
IRS990/LocalChapters01
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO FORMULATE AND PROMOTE HIGH STANDARDS OF PROFESSIONAL ETHICS IN THE PRACTICE OF FINANCIAL ANALYSIS AND TO EDUCATE AND INFORM FINANCIAL ANALYSTS AS TO TECHNIQUE, STANDARDS, AND DEVELOPMENTS WITH REGARD TO FINANCIAL ANALYSTS; SECURITIES, AND SECURITIES MARKETS IN ORDER THAT THEY MAY SERVE THE PUBLIC MORE COMPETENTLY.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0JEANNE W WOLF
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers018
IRS990/NbrVotingMembersGoverningBody018
IRS990/NetAssetsOrFundBalancesBOY02175690
IRS990/NetAssetsOrFundBalancesEOY02847950
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0120856
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0120856
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberIndividualsGT100K01
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees05
IRS990/NumberW2GIncluded00
IRS990/Occupancy/ManagementAndGeneral072407
IRS990/Occupancy/Total072407
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY09616
IRS990/OtherAssetsTotal/EOY09616
IRS990/OtherEmployeeBenefits/ManagementAndGeneral043500
IRS990/OtherEmployeeBenefits/Total043500
IRS990/OtherExpensePriorYear01028599
IRS990/OtherExpensesCurrentYear0813939
IRS990/OtherExpenses/Description0FACILITY AND FOOD
IRS990/OtherExpenses/Description1INSTRUCTORS
IRS990/OtherExpenses/Description2PROGRAM EXPENSE
IRS990/OtherExpenses/Description3PRACTICE EXAM
IRS990/OtherExpenses/Description4ANNUAL MEETING
IRS990/OtherExpenses/ProgramServices0182058
IRS990/OtherExpenses/ProgramServices1129852
IRS990/OtherExpenses/ProgramServices279309
IRS990/OtherExpenses/ProgramServices366836
IRS990/OtherExpenses/ProgramServices430426
IRS990/OtherExpenses/Total0182058
IRS990/OtherExpenses/Total1129852
IRS990/OtherExpenses/Total279309
IRS990/OtherExpenses/Total366836
IRS990/OtherExpenses/Total430426
IRS990/OtherLiabilities/BOY0276780
IRS990/OtherLiabilities/EOY0185732
IRS990/OtherRevenueCurrentYear0201588
IRS990/OtherRevenueMisc/BusinessCode0900099
IRS990/OtherRevenueMisc/BusinessCode1900099
IRS990/OtherRevenueMisc/Description0UNREALIZED GAIN ON INV
IRS990/OtherRevenueMisc/Description1UNREALIZED LOSS ON INV
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome0191677
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome1-20089
IRS990/OtherRevenueMisc/TotalRevenueColumn0191677
IRS990/OtherRevenueMisc/TotalRevenueColumn1-20089
IRS990/OtherRevenuePriorYear0111691
IRS990/OtherSalariesAndWages/ManagementAndGeneral0338549
IRS990/OtherSalariesAndWages/Total0338549
IRS990/OwnWebsite0X
IRS990/PaidInCapSrplsLandBldgEqpFund/BOY00
IRS990/PaidInCapSrplsLandBldgEqpFund/EOY00
IRS990/PartialLiquidation00
IRS990/PayrollTaxes/ManagementAndGeneral048338
IRS990/PayrollTaxes/Total048338
IRS990/PoliciesReferenceChapters01
IRS990/PoliticalActivities00
IRS990/PrepaidExpensesDeferredCharges/BOY05717
IRS990/PrepaidExpensesDeferredCharges/EOY04810
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenue/BusinessCode0611710
IRS990/ProgramServiceRevenue/BusinessCode1621400
IRS990/ProgramServiceRevenueCY01529859
IRS990/ProgramServiceRevenue/Description0EDUCATION COURSES
IRS990/ProgramServiceRevenue/Description1MEETINGS
IRS990/ProgramServiceRevenuePriorYear01440134
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0555101
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1249333
IRS990/ProgramServiceRevenue/TotalRevenueColumn0555101
IRS990/ProgramServiceRevenue/TotalRevenueColumn1249333
IRS990/ProhibitedTaxShelterTrans00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0672260
IRS990/RegularMonitoringEnforcement00
IRS990/RelatedEntity00
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote00
IRS990/ReportInvestOthSecurities00
IRS990/ReportLandBldgEquip01
IRS990/ReportOtherAssets00
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/RetainedEarningsEndowmentEtc/BOY02175690
IRS990/RetainedEarningsEndowmentEtc/EOY02847950
IRS990/RevenuesLessExpensesCY0672260
IRS990/RevenuesLessExpensesPriorYear088885
IRS990/RoyaltiesRevenue/RelatedOrExemptFunctionIncome030000
IRS990/RoyaltiesRevenue/TotalRevenueColumn030000
IRS990/SalariesEtcCurrentYear0430387
IRS990/SalariesEtcPriorYear0493613
IRS990/SavingsAndTempCashInvestments/BOY0413002
IRS990/SavingsAndTempCashInvestments/EOY0366859
IRS990/ScheduleBRequired00
IRS990ScheduleD/Equipment/BookValue043954
IRS990ScheduleD/Equipment/Depreciation0128615
IRS990ScheduleD/Equipment/InvestmentCostOrOtherBasis0172569
IRS990ScheduleD/OtherLiabilities/Amount0171870
IRS990ScheduleD/OtherLiabilities/Amount113862
IRS990ScheduleD/OtherLiabilities/Description0UNEARNED MEMBERSHIP DUES
IRS990ScheduleD/OtherLiabilities/Description1OTHER LIABILITIES
IRS990ScheduleD/TotalOfAmounts0185732
IRS990ScheduleD/TotalOfBookValueLandBuildings043954
IRS990ScheduleJ/BoardOrCommitteeApproval0X
IRS990ScheduleJ/EquityBasedCompArrangement00
IRS990ScheduleJ/Form990ScheduleJPartII/BaseCompensationFilingOrg0125000
IRS990ScheduleJ/Form990ScheduleJPartII/BonusFilingOrg025000
IRS990ScheduleJ/Form990ScheduleJPartII/BonusRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg06298
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0JEANNE WOLF
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg0156298
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs00
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATIONS MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THEIR ANNUAL BOARD MEETING
IRS990ScheduleO/GeneralExplanation/Explanation3ALL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE.
IRS990ScheduleO/GeneralExplanation/Explanation4BANK AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 21,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,735. COORDINATOR AND ASSOCIATE: PROGRAM SERVICE EXPENSES 21,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,150. POSTAGE,PRINTING & SHIPPING: PROGRAM SERVICE EXPENSES 10,494. MANAGEMENT AND GENERAL EXPENSES 10,440. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,934. TEXT BOOKS: PROGRAM SERVICE EXPENSES 12,557. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,557. INSURANCE EXPENSE: PROGRAM SERVICE EXPENSES 10,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,703. ELECTRONIC DELIVERY/INTERNET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,559. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,559. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,706. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,706. NEWS LETTER: PROGRAM SERVICE EXPENSES 6,953. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,953. NEIRC: PROGRAM SERVICE EXPENSES 6,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,787. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,728. BOOK/TAX DEPRECIATION DIFFERENCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,251. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,251. BOARD EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,721. OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 4,004. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,004. COMMITTEE EXPENSE: PROGRAM SERVICE EXPENSES 3,751. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,751. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 2,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,278. WALL STREET JOURNAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,210. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,210. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,964. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,822. MARKETING EXPENSE: PROGRAM SERVICE EXPENSES 911. MANAGEMENT AND GENERAL EXPENSES 46. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 957.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/Identifier3ALL OTHER FUNCTIONAL EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART X, LINE 24F
IRS990/ScheduleORequired01
IRS990/School00
IRS990/SignificantChange00
IRS990/SignificantNewProgramServices00
IRS990/StateLegalDomicile0MA
IRS990/StatesWhereCopyOfReturnIsFiled0MA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,059,438
Liabilities
$211,488
Net assets
$2,847,950
Revenue
-
Expenses
$1,244,326
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.66$1.24$5.42$2.42$2.59$0.17
2024Detailed filing. Detailed filing data is available for this year.$6.91$1.43$5.48$2.00$2.10$0.10
2023Detailed filing. Detailed filing data is available for this year.$6.66$1.49$5.16$1.85$1.89$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.29$0.32$4.97$2.07$1.76$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.01$0.27$5.74$1.70$1.33$0.37
2020Detailed filing. Detailed filing data is available for this year.$4.71$0.17$4.54$1.83$1.68$0.15
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.41$4.35$1.92$1.85$0.07
2018Detailed filing. Detailed filing data is available for this year.$4.46$0.34$4.12$1.70$1.61$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.28$0.32$3.96$1.63$1.65$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.32$3.93$1.62$1.58$0.03
2014Detailed filing. Detailed filing data is available for this year.$4.29$0.25$4.04$1.69$1.51$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.31$3.57$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.20$3.23$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$0.21$2.85$1.24