Civic Intelligence

Boston Security Analysts Society

990 • Fiscal year 2018 • EIN 23-7069432

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

Organization ProfileWWW.CFABOSTON.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

34th percentile

0.08x

Higher debt load relative to assets than 34% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.20x

Higher debt load relative to revenue than 54% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

58th percentile

5.6%

Higher net margin than 58% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

76th percentile

$221,696

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

50th percentile

2.2%

Faster asset growth than 50% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Revenue Growth

45th percentile

2.0%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$4,463,942

Up $186,718 (+4.4%) from 2016

Net Assets

Up

$4,122,182

Up $162,682 (+4.1%) from 2016

Liabilities

Up

$341,760

Up $24,036 (+7.6%) from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin58th percentile

Revenue

Up

$1,701,394

Up $66,521 (+4.1%) from 2016

Expenses

Down

$1,606,329

Down $40,681 (-2.5%) from 2016

Net Income

Up

$95,065

Up $107,202 (+883%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2018

Assets$4,463,942
Liabilities$341,760
Net Assets$4,122,182
Open 2018 Filing

Operations Trend

Revenue Growth45th 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

2018

Revenue$1,701,394
Expenses$1,606,329
Net Income$95,065
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Gross Receipts
$2,211,484
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 and the broader investing public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,012,514$4,124,860▲ $112,346
Cash and Non-Interest-Bearing Accounts$201,614$151,620▼ $49,994
Accounts Receivable$69,393$124,033▲ $54,640
Savings and Temporary Cash Investments$76,094$38,484▼ $37,610
Land, Buildings, and Equipment, Net$26,951$20,847▼ $6,104
Prepaid Expenses and Deferred Charges$5,434$4,098▼ $1,336
Total Assets$4,392,000$4,463,942▲ $71,942
Liabilities
Other Liabilities$239,350$240,650▲ $1,300
Accounts Payable and Accrued Expenses$249,263$101,110▼ $148,153
Total Liabilities$488,613$341,760▼ $146,853
Net Assets / Fund Balance
Unrestricted Net Assets$3,903,387$4,122,182▲ $218,795
Total Net Assets Fund Balance$3,903,387$4,122,182▲ $218,795
Total Liabilities and Net Assets / Fund Balance$4,392,000$4,463,942▲ $71,942

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,895$160,241$179,136
Other Land Buildings$0$73,796$73,796
Leasehold Improvements$1,952$4,957$6,909
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeanne WolfExecutive DirectorFT$172,365$49,331$221,696
Stephanie FieldMng Director, Learning & OperationsFT$123,000$30,840$153,840
George DudleyDirector of Marketing & CommunicationsFT$120,004$11,458$131,462

Board Members and Trustees

NameTitle
Jeff Augustine CfaChair
Rob Fernandez CfaChair, Education & Programs
George Hoguet CfaImmediate Past Chair
Pamela Yang CfaPast Chair
Scott Stewart CfaPast Chair
Erinn King CfaVice Chair
Brent Bell CfaDirector
Christine Todd CfaDirector
Emery TrahancfaDirector
Heather Young CfaDirector
Hugh CrowtherDirector
Lisa L Chioffi CfaDirector
Michael Trotsky CfaDirector
Stephen Petersen CfaDirector
Vitaly Veksler CfaDirector
Leah Hirshfield CfaDirector/secretary
Susan Farris CfaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,461,179
Investment Income
$88,592
Other Revenue
$151,623
Change in Net Assets
$95,065
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$920,348
Salaries, Compensation, and Employee Benefits$685,981
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$384,524
Current Officers, Directors, Trustees, and Key Employees---$206,837
Occupancy---$88,843
All Other Expenses---$77,371
Fees for Services Other---$65,953
Payroll Taxes---$48,580
Fees for Services Legal---$41,806
Information Technology---$37,487
Travel---$37,445
Pension Plan Contributions---$24,422
Office Expenses---$22,881
Other Expenses---$21,649
Other Employee Benefits---$21,618
Advertising---$20,990
Depreciation Depletion---$11,962
Insurance---$8,820
Fees for Services Accounting---$6,163
Total Functional Expenses$0$0$0$1,606,329
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Membership Dues$240,650
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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 11B

“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 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
Cfa Society Boston Inc
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
2018-12-04
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
Joseph M Giso CPA Mst
Phone
7819143400
Supplemental Narrative

Additional Explanations

Form 990, Page 12 - Part XII - Line 2C

“No change in oversight process or selection process from the prior 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, 2018.”

Raw XML AppendixShowing 400 of 503 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.

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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 AND THE BROADER INVESTING PUBLIC.
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IRS990/Desc0CFA SOCIETY BOSTON AND ITS 5,800 MEMBERS REPRESENT THE 5TH LARGEST SOCIETY OF CFA INSTITUTE'S 150 CFA SOCIETIES GLOBALLY. DELIVERING MEMBER VALUE REMAINS AT THE CORE OF WHAT THE SOCIETY OFFERS TO ITS MEMBERS. FROM NETWORKING OPPORTUNITIES TO CAREER SERVICES TO COMMUNITY INVOLVEMENT TO BRANDING AND AWARENESS, THERE IS A WAY FOR EVERYONE TO GET INVOLVED AND REALIZE VALUE. NETWORKING REMAINS ONE OF THE BIGGEST BENEFITS OF MEMBERSHIP, ACCORDING TO MEMBER SURVEYS. OUR HOLIDAY AND SUMMER NETWORKING RECEPTIONS PROVE TO BE AMONG OUR MOST POPULAR EVENTS. IN 2017, WE HOSTED FORMER CHAIR OF THE FEDERAL RESERVE, DR. BEN BERNANKE, TO SPEAK. OVER 1100 MEMBERS ATTENDED AND USED THAT AS AN OPPORTUNITY TO NETWORK AS WELL AS BUILD THEIR INVESTMENT PROFESSION KNOWLEDGE. CAREER SERVICES ARE ALSO A SIGNIFICANT BENEFIT OF MEMBERSHIP. CFA SOCIETY BOSTON OFFERS AN ONLINE JOB BOARD, WHICH CONNECTS EMPLOYERS WITH POTENTIAL EMPLOYEES. IT IS THE MOST CLICKED PAGE ON THE WEBSITE. CFA SOCIETY BOSTON ALSO OFFERS A MENTORSHIP PROGRAM, WHICH PAIRS INDUSTRY EXECUTIVES WITH YOUNG MEMBERS TO HELP GUIDE THEM ON THEIR JOURNEY THROUGH THE PROFESSION.GIVING BACK TO THE COMMUNITY THROUGH FINANCIAL LITERACY IS AN IMPORTANT PART OF THE SOCIETY'S OUTREACH. OVER 200 VOLUNTEERS REGULARLY DELIVER FINANCIAL EDUCATION PRESENTATIONS TO UNDERSERVED CONSTITUENTS. BRANDING AND AWARENESS REMAINS AT THE CORE OF THE ORGANIZATION AND WHAT THE CFA CHARTER STANDS FOR. A VERY SUCCESSFUL REBRANDING CAMPAIGN IN 2017 RESONATED WELL WITH MEMBERS AND THE GENERAL INVESTING PUBLIC, WITH MEMBER AND PUBLIC PERCEPTION RECEIVING HIGH MARKS.THE ORGANIZATION CONTINUES TO GROW AND DIVERSIFY, AND OUR WOMEN IN INVESTMENT MANAGEMENT INITIATIVE HAS INTRODUCED A CONVERSATION AROUND DIVERSITY AND INCLUSION IN THE INVESTMENT PROFESSION. GROWING AND PROMOTING THE PROFESSION REMAINS IMPORTANT AND RELEVANT, ESPECIALLY AT A TIME WHEN AUTOMATED TECHNOLOGIES ARE BECOMING MORE ADVANCED. WE HAVE AN EXTENSIVE UNIVERSITY OUTREACH PROGRAM TO ENSURE THE NEXT GENERATION OF PROFESSIONALS IS WELL-INFORMED AND EDUCATED. OVERALL THE SOCIETY CONTINUES TO GROW AND THRIVE. MEMBERS CONTINUE TO ENGAGE WITH THE SOCIETY TO FURTHER THEIR CAREERS AND BECOME BETTER AND MORE ETHICAL PROFESSIONALS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19120004
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR, EDUCATION & PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18MNG DIRECTOR, LEARNING & OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIR. OF MARKETING & COMMUNICATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01946
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-17553
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0492537
IRS990/GrossReceiptsAmt02211484
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt037487
IRS990/InsuranceGrp/TotalAmt08820
IRS990/InvestmentIncomeGrp/ExclusionAmt0106145
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0106145
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04012514
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04124860
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0238994
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026951
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020847
IRS990/LandBldgEquipCostOrOtherBssAmt0259841
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0510090
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/NetAssetsOrFundBalancesBOYAmt03903387
IRS990/NetAssetsOrFundBalancesEOYAmt04122182
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-17553
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-17553
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0123730
IRS990/NondeductibleContributionsInd01
IRS990/NondeductibleContriDisclInd01
IRS990/OccupancyGrp/TotalAmt088843
IRS990/OfficeExpensesGrp/TotalAmt022881
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt021618
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1FACILITY AND FOOD
IRS990/OtherExpensesGrp/Desc2PRACTICE EXAM
IRS990/OtherExpensesGrp/Desc3ANNUAL MEETING
IRS990/OtherExpensesGrp/TotalAmt0318556
IRS990/OtherExpensesGrp/TotalAmt187717
IRS990/OtherExpensesGrp/TotalAmt272705
IRS990/OtherExpensesGrp/TotalAmt321649
IRS990/OtherLiabilitiesGrp/BOYAmt0239350
IRS990/OtherLiabilitiesGrp/EOYAmt0240650
IRS990/OtherSalariesAndWagesGrp/TotalAmt0384524
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt048580
IRS990/PensionPlanContributionsGrp/TotalAmt024422
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05434
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04098
IRS990/PrincipalOfficerNm0JEANNE WOLF
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL COURSES
IRS990/ProgramServiceRevenueGrp/Desc1MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0343366
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1277913
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0343366
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1277913
IRS990/ProgSrvcAccomActy2Grp/Desc0CFA SOCIETY BOSTON OFFERS A LEARNING ENVIRONMENT FOR MEMBERS TO FURTHER THEIR INVESTMENT PROFESSION COMPETENCY. FEATURING THOUGHT LEADERS FROM ALL ASPECTS OF INVESTMENT MANAGEMENT, THE SOCIETY'S CONFERENCES AND SEMINARS ARE EDUCATIONAL, THOUGHT-PROVOKING AND EXTREMELY WELL-REGARDED BY MEMBERS. IN THE LAST FISCAL YEAR, THE SOCIETY OFFERED A FULL-LENGTH ESG (ENVIRONMENTAL, SOCIAL AND GOVERNANCE) INVESTING CONFERENCE. AS ESG BECOMES MORE RELEVANT DUE TO INVESTOR DEMANDS, CFA SOCIETY BOSTON HELPS ITS MEMBERS REMAIN RELEVANT TO CLIENTS BY FEATURING ESG EXPERTS FROM AROUND THE GLOBE. ANOTHER AREA CFA SOCIETY BOSTON HAS BEEN CUTTING-EDGE FOR ITS MEMBERS HAS BEEN THROUGH OUR THOUGHT LEADERSHIP IN FINTECH. OUR INAUGURAL FINTECH CONFERENCE WAS HELD THIS YEAR, AND IT FEATURED ACADEMICS, TECHNOLOGY EXECUTIVES AND INVESTMENT PROFESSIONALS DISCUSSING THE INTERSECTION OF FINANCE AND TECHNOLOGY. IN ADDITION TO CONFERENCES, THE SOCIETY ALSO OFFERS INDUSTRY ANALYSIS SEMINARS, CFA CANDIDATE PREP, AND ONLINE LEARNING OPPORTUNITIES THROUGH WEBINARS AND VIDEOS. OUR CFA PRACTICE EXAM IS USED BY CFA CANDIDATES GLOBALLY TO PREPARE FOR THE CFA EXAM. WE ALSO WORK WITH EDUCATIONAL PARTNERS TO DELIVER CANDIDATE EXAM PREP TO LOCAL CANDIDATES. OUR ANNUAL CIO ROUNDTABLE FEATURES INVESTMENT EXECUTIVES FROM ASSET OWNERS AND ASSET MANAGERS DISCUSSING TRENDS IN INVESTMENTS AND ASSET ALLOCATION. EDUCATION REMAINS AT THE CORE OF WHO WE ARE AND WHAT WE DO. CONTINUING EDUCATION NOT ONLY MAKES THE PROFESSIONAL BETTER, IT MAKES FOR A BETTER PROFESSION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt078657
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0343366
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MEMBERSHIP DUES
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0839900
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0204819
IRS990/PYOtherExpensesAmt01352112
IRS990/PYOtherRevenueAmt0149622
IRS990/PYProgramServiceRevenueAmt01554832
IRS990/PYRevenuesLessExpensesAmt0-143632
IRS990/PYSalariesCompEmpBnftPaidAmt0700793
IRS990/PYTotalExpensesAmt02052905
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01909273
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt095065
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0277913
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0151623
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0151623
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076094
IRS990/SavingsAndTempCashInvstGrp/EOYAmt038484
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt018895
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0160241
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0179136
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01952
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04957
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06909
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt073796
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt073796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0240650
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNEARNED MEMBERSHIP DUES
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, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020847
IRS990ScheduleD/TotalLiabilityAmt0240650
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0172365
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1123000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount034473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount118450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt014858
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt112390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEANNE WOLF
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEPHANIE FIELD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1MNG DIRECTOR, LEARNING & OPERATIONS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0221696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1153840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,463,942
Liabilities
$341,760
Net assets
$4,122,182
Revenue
$1,701,394
Expenses
$1,606,329
Net income
$95,065
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