Civic Intelligence

Boston Security Analysts Society

990 • Fiscal year 2016 • EIN 23-7069432

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 16, 2017

Organization ProfileWWW.BSAS.ORG

View Organization Page

2 Financial Ctr Ste 1010 60 S StBoston, MA 02111

(617) 426-0270

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.07x

Higher debt load relative to assets than 32% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.19x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

31st percentile

-0.7%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

73rd percentile

$207,588

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

0.6%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

1.2%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,277,224

Up $27,051 (+0.6%) from 2015

Net Assets

Up

$3,959,500

Up $29,082 (+0.7%) from 2015

Liabilities

Down

$317,724

Down $2,031 (-0.6%) from 2015

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin31st percentile

Revenue

Up

$1,634,873

Up $18,794 (+1.2%) from 2015

Expenses

Up

$1,647,010

Up $62,819 (+4.0%) from 2015

Net Income

Down

-$12,137

Down $44,025 (-138%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

2016

Assets$4,277,224
Liabilities$317,724
Net Assets$3,959,500
Open 2016 Filing

Operations Trend

Revenue Growth43rd percentile

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

2016

Revenue$1,634,873
Expenses$1,647,010
Net Income-$12,137
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$2,842,030
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.

To be a community of investment professionals which promotes the highest ethical standards, best practices and professional development of current and future members, for the benefit of clients benefit clients and the broader investing public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,851,987$3,915,205▲ $63,218
Accounts Receivable$44,341$130,464▲ $86,123
Cash and Non-Interest-Bearing Accounts$204,088$114,951▼ $89,137
Savings and Temporary Cash Investments$79,610$80,310▲ $700
Land, Buildings, and Equipment, Net$67,903$34,535▼ $33,368
Prepaid Expenses and Deferred Charges$2,244$1,759▼ $485
Total Assets$4,250,173$4,277,224▲ $27,051
Liabilities
Other Liabilities$216,092$186,100▼ $29,992
Accounts Payable and Accrued Expenses$103,663$131,624▲ $27,961
Total Liabilities$319,755$317,724▼ $2,031
Net Assets / Fund Balance
Unrestricted Net Assets$3,930,418$3,959,500▲ $29,082
Total Net Assets Fund Balance$3,930,418$3,959,500▲ $29,082
Total Liabilities and Net Assets / Fund Balance$4,250,173$4,277,224▲ $27,051

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$26,032$142,068$168,100
Other Land Buildings$4,113$69,683$73,796
Leasehold Improvements$4,390$2,519$6,909
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne WolfExecutive DirectorFT$164,254$43,334$207,588
Stephanie FieldManaging DirectorFT$121,799$11,674$133,473
George DudleyDirector of Marketing and CommunicationsFT$110,610$11,206$121,816

Board Members and Trustees

NameTitle
Scott StewartChair
Erinn KingChair, Education & Programs
Pamela YangImmediate Past Chair
Alice AvanianPast Chair
Dan FascianoPast Chair
George HoguetVice Chair
Bob PersonsDirector
Brent BellDirector
Kathleen GaffneyDirector
Leah HirshfieldDirector
Michael TrotskyDirector
Rob FernandezDirector
Stacey MarinoDirector
Thomas BavinDirector
William RichardsonDirector
Susan FarrisSecretary
Jeff AugustineTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,465,869
Investment Income
$21,828
Other Revenue
$147,176
Change in Net Assets
$-12,137

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,634,873
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$41,219
Total Revenue per Audited Statements
$1,676,092
Total Revenue per Form 990
$1,634,873
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$989,506
Salaries, Compensation, and Employee Benefits$657,504
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$364,035
Current Officers, Directors, Trustees, and Key Employees---$193,714
Occupancy---$90,396
All Other Expenses---$83,595
Fees for Services Other---$63,528
Fees for Services Accounting---$48,020
Payroll Taxes---$46,693
Travel---$39,054
Depreciation Depletion---$34,861
Other Expenses---$31,479
Information Technology---$28,071
Pension Plan Contributions---$27,419
Other Employee Benefits---$25,643
Office Expenses---$23,227
Advertising---$20,990
Insurance---$9,697
Fees for Services Legal---$3,392
Total Functional Expenses$0$0$0$1,647,010

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,647,010
Total Expenses per Audited Statements$1,647,010
Total Expenses per Form 990$1,647,010
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Membership Dues$186,100
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The organization has members.”

Form 990, Part VI, Section A, Line 7A

“The organization's members elect members of the governing board.”

Form 990, Part VI, Section B, Line 11

“The form 990 was reviewed by the audit committee prior to its filing.”

Form 990, Part VI, Section B, Line 12C

“The organization monitors compliance with the written conflict of interest policy on an annual basis.”

Form 990, Part VI, Section B, Line 15

“Compensation for the organization's executive director and other key employees, is approved by the organization's board of directors. The organization uses comparative 990's from similar organizations, employment contracts, and compensation surveys to establish the salaries of the executive director and any other key employees.”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policies, and financial statements are avaliable to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Boston Security Analysts Society
EIN
23-7069432
Phone
6174260270
Address
2 FINANCIAL CTR STE 1010 60 S ST, BOSTON, MA 02111

Signing Officer

Name
Jeanne Wolf
Title
Executive Director
Phone
6174260270
Signed
2017-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeanne Wolf
Formed
1946
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
17
Employees
5
Volunteers
200

Preparer

Firm
JOHNSON O'CONNOR FERON & CARUCCI LLP
Address
101 EDGEWATER DRIVE SUITE 210, WAKEFIELD, MA 01880
Preparer
Douglas M Thorpe
Phone
7819143400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Miscellaneous 30,451. Bank and credit card fees 12,544. Telephone 8,526. Bad debt expense 6,575. Board expense 6,188. Committee expense 5,640. Postage and shipping 5,325. Neirc 4,588. Staff development 3,125. Text books 633.”

FORM 990, PART XII, LINE 2C:

“The process has remained the same from last year.”

Financial Statement Notes

PART X, LINE 2:

“The society regularly reviews and evaluates its tax positions taken in its filed returns and recognizes the benefit from a tax position only if it is more likely than not that the position would be sustained upon audit based solely on the technical merits of the tax position. The society files a federal tax return. The statute of limitations for this jurisdiction is generally three years. The society has no returns under examination as of june 30, 2016.”

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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0103663
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0131624
IRS990/AccountsReceivableGrp/BOYAmt044341
IRS990/AccountsReceivableGrp/EOYAmt0130464
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS, FOR THE BENEFIT OF CLIENTS BENEFIT CLIENTS AND THE BROADER INVESTING PUBLIC.
IRS990/AdvertisingGrp/TotalAmt020990
IRS990/AllOtherExpensesGrp/TotalAmt083595
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOSTON SECURITY ANALYSTS SOCIETY INC
IRS990/BooksInCareOfDetail/PhoneNum06174260270
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt060 SOUTH STREET NO 1010
IRS990/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002111
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0204088
IRS990/CashNonInterestBearingGrp/EOYAmt0114951
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0193714
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt021828
IRS990/CYOtherExpensesAmt0989506
IRS990/CYOtherRevenueAmt0147176
IRS990/CYProgramServiceRevenueAmt01465869
IRS990/CYRevenuesLessExpensesAmt0-12137
IRS990/CYSalariesCompEmpBnftPaidAmt0657504
IRS990/CYTotalExpensesAmt01647010
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01634873
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt034861
IRS990/Desc0LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0501788
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt048020
IRS990/FeesForServicesLegalGrp/TotalAmt03392
IRS990/FeesForServicesOtherGrp/TotalAmt063528
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1714483
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1811674
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1911206
IRS990/Form990PartVIISectionAGrp/PersonNm0ALICE AVANIAN
IRS990/Form990PartVIISectionAGrp/PersonNm1BOB PERSONS
IRS990/Form990PartVIISectionAGrp/PersonNm2BRENT BELL
IRS990/Form990PartVIISectionAGrp/PersonNm3DAN FASCIANO
IRS990/Form990PartVIISectionAGrp/PersonNm4ERINN KING
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE HOGUET
IRS990/Form990PartVIISectionAGrp/PersonNm6JEFF AUGUSTINE
IRS990/Form990PartVIISectionAGrp/PersonNm7KATHLEEN GAFFNEY
IRS990/Form990PartVIISectionAGrp/PersonNm8LEAH HIRSHFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL TROTSKY
IRS990/Form990PartVIISectionAGrp/PersonNm10PAMELA YANG
IRS990/Form990PartVIISectionAGrp/PersonNm11ROB FERNANDEZ
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm13STACEY MARINO
IRS990/Form990PartVIISectionAGrp/PersonNm14SUSAN FARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm15THOMAS BAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm16WILLIAM RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm17JEANNE WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm18STEPHANIE FIELD
IRS990/Form990PartVIISectionAGrp/PersonNm19GEORGE DUDLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17193105
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18121799
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19110610
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR, EDUCATION & PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR OF MARKETING AND COMMUNICATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01946
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-69663
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01137494
IRS990/GrossReceiptsAmt02842030
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt028071
IRS990/InsuranceGrp/TotalAmt09697
IRS990/InvestmentIncomeGrp/ExclusionAmt091491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091491
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03851987
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03915205
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0214270
IRS990/LandBldgEquipBasisNetGrp/BOYAmt067903
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034535
IRS990/LandBldgEquipCostOrOtherBssAmt0248805
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01207157
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS TO BENEFIT CLIENTS AND THE BROADER INVESTING PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03930418
IRS990/NetAssetsOrFundBalancesEOYAmt03959500
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-69663
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-69663
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt041219
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt090396
IRS990/OfficeExpensesGrp/TotalAmt023227
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025643
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1FACILITY AND FOOD
IRS990/OtherExpensesGrp/Desc2PRACTICE EXAM
IRS990/OtherExpensesGrp/Desc3ANNUAL MEETING
IRS990/OtherExpensesGrp/TotalAmt0276656
IRS990/OtherExpensesGrp/TotalAmt1157358
IRS990/OtherExpensesGrp/TotalAmt279182
IRS990/OtherExpensesGrp/TotalAmt331479
IRS990/OtherLiabilitiesGrp/BOYAmt0216092
IRS990/OtherLiabilitiesGrp/EOYAmt0186100
IRS990/OtherSalariesAndWagesGrp/TotalAmt0364035
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt046693
IRS990/PensionPlanContributionsGrp/TotalAmt027419
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02244
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01759
IRS990/PrincipalOfficerNm0JEANNE WOLF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL COURSES
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0378856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1269763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0378856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1269763
IRS990/ProgSrvcAccomActy2Grp/Desc0CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt088050
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0378856
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MEMBERSHIP DUES.
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0817250
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0113137
IRS990/PYOtherExpensesAmt0930823
IRS990/PYOtherRevenueAmt0145000
IRS990/PYProgramServiceRevenueAmt01357942
IRS990/PYRevenuesLessExpensesAmt031888
IRS990/PYSalariesCompEmpBnftPaidAmt0653368
IRS990/PYTotalExpensesAmt01584191
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01616079
IRS990/ReconcilationRevenueExpnssAmt0-12137
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0269763
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0147176
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0147176
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079610
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080310
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt026032
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142068
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0168100
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01647010
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04390
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02519
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06909
IRS990ScheduleD/NetUnrealizedGainsInvstAmt041219
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04113
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069683
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0186100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED MEMBERSHIP DUES
IRS990ScheduleD/RevenueNotReportedAmt041219
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01634873
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE SOCIETY FILES A FEDERAL TAX RETURN. THE STATUTE OF LIMITATIONS FOR THIS JURISDICTION IS GENERALLY THREE YEARS. THE SOCIETY HAS NO RETURNS UNDER EXAMINATION AS OF JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034535
IRS990ScheduleD/TotalExpensesPerForm990Amt01647010
IRS990ScheduleD/TotalLiabilityAmt0186100
IRS990ScheduleD/TotalRevenuePerForm990Amt01634873
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01676092
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01647010
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0164254
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount028851
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt08243
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt06240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEANNE WOLF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0207588
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MONITORS COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES, IS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE ORGANIZATION USES COMPARATIVE 990'S FROM SIMILAR ORGANIZATIONS, EMPLOYMENT CONTRACTS, AND COMPENSATION SURVEYS TO ESTABLISH THE SALARIES OF THE EXECUTIVE DIRECTOR AND ANY OTHER KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MISCELLANEOUS 30,451. BANK AND CREDIT CARD FEES 12,544. TELEPHONE 8,526. BAD DEBT EXPENSE 6,575. BOARD EXPENSE 6,188. COMMITTEE EXPENSE 5,640. POSTAGE AND SHIPPING 5,325. NEIRC 4,588. STAFF DEVELOPMENT 3,125. TEXT BOOKS 633.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE PROCESS HAS REMAINED THE SAME FROM LAST YEAR.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,277,224
Liabilities
$317,724
Net assets
$3,959,500
Revenue
$1,634,873
Expenses
$1,647,010
Net income
-$12,137
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