Civic Intelligence

Boston Investment Professionals Association Inc

EIN 27-3007606 • 501(c)6 • Boston, MA

Profile

To organize, plan, promote and support activities for the advancement and education of professionals in the investment management and oversight business in the new england area and develop and encourage investment management professionals to use highest principles and ehtics in the profession.

33 Arch Street 14th FloorBoston, MA 02110

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

77th percentile

0.12x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

19th percentile

-26%

Higher net margin than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-63%

Faster asset growth than 12% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$38,195

Down $64,828 (-63%) from 2023

Liabilities

Up

$4,765

Up $275 (+6.1%) from 2023

Net Assets

Down

$33,430

Down $65,103 (-66%) from 2023

Revenue

Down

$252,407

Down $49,093 (-16%) from 2023

Expenses

Up

$317,510

Up $12,982 (+4.3%) from 2023

Net Income

Down

-$65,103

Down $62,075 (-2050%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2010: $54,385Liabilities 2010: $2,033Net Assets 2010: $52,3522010Assets 2011: $76,193Liabilities 2011: $2,315Net Assets 2011: $73,8782011Assets 2012: $80,795Liabilities 2012: $2,665Net Assets 2012: $78,1302012Assets 2013: $64,860Liabilities 2013: $3,013Net Assets 2013: $61,8472013Assets 2014: $59,675Liabilities 2014: $2,503Net Assets 2014: $57,1722014Assets 2015: $45,433Liabilities 2015: $2,659Net Assets 2015: $42,7742015Assets 2016: $43,713Liabilities 2016: $2,785Net Assets 2016: $40,9282016Assets 2017: $81,158Liabilities 2017: $2,958Net Assets 2017: $78,2002017Assets 2018: $121,201Liabilities 2018: $37,463Net Assets 2018: $83,7382018Assets 2019: $84,517Liabilities 2019: $3,258Net Assets 2019: $81,2592019Assets 2020: $184,680Liabilities 2020: $3,453Net Assets 2020: $181,2272020Assets 2021: $74,970Liabilities 2021: $3,890Net Assets 2021: $71,0802021Assets 2022: $105,701Liabilities 2022: $4,140Net Assets 2022: $101,5612022Assets 2023: $103,023Liabilities 2023: $4,490Net Assets 2023: $98,5332023Assets 2024: $38,195Liabilities 2024: $4,765Net Assets 2024: $33,4302024

Highlighted filing

2024

Assets$38,195
Liabilities$4,765
Net Assets$33,430

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2010: $10,7462010Expenses 2011: $165,9992011Expenses 2012: $209,0902012Revenue 2013: $225,600Expenses 2013: $241,883Net Income 2013: -$16,2832013Revenue 2014: $260,600Expenses 2014: $265,275Net Income 2014: -$4,6752014Revenue 2015: $252,225Expenses 2015: $266,623Net Income 2015: -$14,3982015Revenue 2016: $289,475Expenses 2016: $291,321Net Income 2016: -$1,8462016Revenue 2017: $307,350Expenses 2017: $270,078Net Income 2017: $37,2722017Revenue 2018: $304,750Expenses 2018: $299,212Net Income 2018: $5,5382018Revenue 2019: $283,850Expenses 2019: $286,329Net Income 2019: -$2,4792019Revenue 2020: $167,850Expenses 2020: $67,882Net Income 2020: $99,9682020Revenue 2021: $115,000Expenses 2021: $225,147Net Income 2021: -$110,1472021Revenue 2022: $299,139Expenses 2022: $268,658Net Income 2022: $30,4812022Revenue 2023: $301,500Expenses 2023: $304,528Net Income 2023: -$3,0282023Revenue 2024: $252,407Expenses 2024: $317,510Net Income 2024: -$65,1032024

Highlighted filing

2024

Revenue$252,407
Expenses$317,510
Net Income-$65,103

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.05$0.33$2.52$3.18$0.65
2023Detailed filing. Detailed filing data is available for this year.$1.03$0.04$0.99$3.02$3.05$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.04$1.02$2.99$2.69$0.30
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.04$0.71$1.15$2.25$1.10
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.03$1.81$1.68$0.68$1.00
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.03$0.81$2.84$2.86$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.37$0.84$3.05$2.99$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$3.07$2.70$0.37
2016Detailed filing. Detailed filing data is available for this year.$0.44$0.03$0.41$2.89$2.91$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.45$0.03$0.43$2.52$2.67$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.03$0.57$2.61$2.65$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.03$0.62$2.26$2.42$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.03$0.78$2.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.02$0.74$1.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.02$0.52$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 26, 2025
Return Version
2024v5.2
Gross Receipts
$252,407
Mission and Program Overview

Mission

To organize,plan , promote and support activities for the advancement and education of professionals in the investment management and oversight business in the new england area and to develop and encourage investment mangement professionals to use highest principles and ethics in the profession.

To organize, plan, promote and support activities for advancement and education of professionals in the investment management and oversight business in the new england area and to develop and encourage investment management professionals to use highest principles and ethics in the profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$103,023$38,195▼ $64,828
Total Assets$103,023$38,195▼ $64,828
Liabilities
Accounts Payable and Accrued Expenses$4,490$4,765▲ $275
Total Liabilities$4,490$4,765▲ $275
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$98,533$33,430▼ $65,103
Total Net Assets Fund Balance$98,533$33,430▼ $65,103
Total Liabilities and Net Assets / Fund Balance$103,023$38,195▼ $64,828
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$252,407
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-65,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$300,410
Grants and Similar Amounts Paid$17,100
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$295,411--$295,411
Grants to Domestic Orgs$17,100--$17,100
Fees for Services Accounting-$4,750-$4,750
Insurance-$45-$45
Other Expenses-$15-$15
Total Functional Expenses$312,511$4,999$0$317,510
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cradles to CrayonsBrighton, MA-General Operations$15,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 is a 501(c)6 nonprofit and does not issue stock or have stockholders. Governanace authoritiy is vested in the board of directors who are elected by the membership outlined in the bylaws.

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

The organization is a 501(c)6 nonprofit and does not issue stock or have stockholders. Governanace authoritiy is vested in the board of directors who are elected by the membership outlined in the bylaws.

Form 990, Part VI, Section A, Line 8B

The organization's governing body documents and maintains written minutes of all its meetings, in accordance with established policy and best practices. However, not all committees with authority to act on behalf of the governing body maintain written minutes of their meetings.

Form 990, Part VI, Section B, Line 11B

No review was or will be conducted

Form 990, Part VI, Section B, Line 12

ANNUAL BOARD MEETING

Form 990, Part VI, Section C, Line 19

No other documents available to the public.

Filing and Contact Details

Filer

Filer Name
Boston Investment Professionals
EIN
27-3007606
Phone
5082509430
Address
33 ARCH STREET 14TH FLOOR, BOSTON, MA 02110

Signing Officer

Name
Adam Mcraig
Title
Treasurer
Phone
5082509430
Signed
2025-09-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Adam Mcraig
Formed
2010
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Treeful Damaso Aniceto Inc
Address
85 WEST STREET STE F-302, WALPOLE, MA 02081
Preparer
George Pottackal
Phone
7814493346
Raw XML Appendix337 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/BOYAmt04490
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04765
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ORGANIZE, PLAN, PROMOTE AND SUPPORT ACTIVITIES FOR ADVANCEMENT AND EDUCATION OF PROFESSIONALS IN THE INVESTMENT MANAGEMENT AND OVERSIGHT BUSINESS IN THE NEW ENGLAND AREA AND TO DEVELOP AND ENCOURAGE INVESTMENT MANAGEMENT PROFESSIONALS TO USE HIGHEST PRINCIPLES AND ETHICS IN THE PROFESSION.
IRS990/BooksInCareOfDetail/PersonNm0ADAM CRAIG
IRS990/BooksInCareOfDetail/PhoneNum05082509430
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt032 CROSBY LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0EAST FALMOUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002536
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0103023
IRS990/CashNonInterestBearingGrp/EOYAmt038195
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0295411
IRS990/ConferencesMeetingsGrp/TotalAmt0295411
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt017100
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0300410
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0252407
IRS990/CYRevenuesLessExpensesAmt0-65103
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0317510
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0252407
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO ORGANIZE, PLAN, PROMOTE AND SUPPORT ACTIVITIES FOR THE ADVANCEMENT AND EDUCATION OF PROFESSIONALS IN THE INVESTMENT MANAGEMENT AND OERSIGHT BUSINESS IN THE NEW ENGLAND AREA AND TO DEVELOP AND ENCOURAGE INVESTMENT PROFESSIONALS TO USE HIGHEST PRINCIPLES AND ETHICS IN THE PROFESSION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0312511
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04750
IRS990/FeesForServicesAccountingGrp/TotalAmt04750
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0DAVID PAPPALARDO
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID J BAUER
IRS990/Form990PartVIISectionAGrp/PersonNm3CLAROY BRANTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4MOLLY GIFFEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ASHBY HATCH
IRS990/Form990PartVIISectionAGrp/PersonNm6EILEEN HAYES
IRS990/Form990PartVIISectionAGrp/PersonNm7JENNIFER VACCARO
IRS990/Form990PartVIISectionAGrp/PersonNm8PETER D ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9ADAM MCRAIG
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN GGARGANO
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/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/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017100
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017100
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0252407
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt045
IRS990/InsuranceGrp/TotalAmt045
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ORGANIZE, PLAN, PROMOTE AND SUPPORT ACTIVITIES FOR THE ADVANCEMENT AND EDUCATION OF PROFESSIONALS IN THE INVESTMENT MANAGEMENT AND OVERSIGHT BUSINESS IN THE NEW ENGLAND AREA AND DEVELOP AND ENCOURAGE INVESTMENT MANAGEMENT PROFESSIONALS TO USE HIGHEST PRINCIPLES AND EHTICS IN THE PROFESSION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt098533
IRS990/NetAssetsOrFundBalancesEOYAmt033430
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt098533
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt033430
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2FILING FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt095
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt194
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215
IRS990/OtherExpensesGrp/TotalAmt095
IRS990/OtherExpensesGrp/TotalAmt194
IRS990/OtherExpensesGrp/TotalAmt215
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ADAM MCRAIG
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER FUNCTION
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0252407
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0252407
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt023000
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0281528
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0301500
IRS990/PYRevenuesLessExpensesAmt0-3028
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0304528
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0301500
IRS990/ReconcilationRevenueExpnssAmt0-65103
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt015000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CRADLES TO CRAYONS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0155 NORTH BEACON STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BRIGHTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002135
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A 501(C)6 NONPROFIT AND DOES NOT ISSUE STOCK OR HAVE STOCKHOLDERS. GOVERNANACE AUTHORITIY IS VESTED IN THE BOARD OF DIRECTORS WHO ARE ELECTED BY THE MEMBERSHIP OUTLINED IN THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS A 501(C)6 NONPROFIT AND DOES NOT ISSUE STOCK OR HAVE STOCKHOLDERS. GOVERNANACE AUTHORITIY IS VESTED IN THE BOARD OF DIRECTORS WHO ARE ELECTED BY THE MEMBERSHIP OUTLINED IN THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING BODY DOCUMENTS AND MAINTAINS WRITTEN MINUTES OF ALL ITS MEETINGS, IN ACCORDANCE WITH ESTABLISHED POLICY AND BEST PRACTICES. HOWEVER, NOT ALL COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY MAINTAIN WRITTEN MINUTES OF THEIR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUAL BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0103023
IRS990/TotalAssetsEOYAmt038195
IRS990/TotalAssetsGrp/BOYAmt0103023
IRS990/TotalAssetsGrp/EOYAmt038195
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04999
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0312511
IRS990/TotalFunctionalExpensesGrp/TotalAmt0317510
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04490
IRS990/TotalLiabilitiesEOYAmt04765
IRS990/TotalLiabilitiesGrp/BOYAmt04490
IRS990/TotalLiabilitiesGrp/EOYAmt04765
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098533
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033430
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0312511
IRS990/TotalProgramServiceRevenueAmt0252407
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0252407
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0252407
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0103023
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038195
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 ARCH STREET 14TH FLOOR
IRS990/USAddress/CityNm0BOSTON
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002110
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM MCRAIG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05082509430
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON INVESTMENT PROFESSIONALS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0273007606
ReturnHeader/Filer/PhoneNum05082509430
ReturnHeader/Filer/USAddress/AddressLine1Txt033 ARCH STREET 14TH FLOOR
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471028363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TREEFUL DAMASO ANICETO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 WEST STREET STE F-302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALPOLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002081
ReturnHeader/PreparerPersonGrp/PhoneNum07814493346
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE POTTACKAL
ReturnHeader/ReturnTs02025-09-26T12:56:54-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.