Civic Intelligence

Boston Asset Management Association Inc

EIN 46-5037205 • 501(c)6 • Needham, MA

Profile

To advance the asset management industry in boston and massachusetts and thereby to positively affect the economy of boston and massachusetts; to advocate fair and equitable public policies affecting the interests of organizations in the asset management industry and their employees; to inculate just and equitable principles in the industry, and; to acquire, posess and disseminate useful information to and for organizations in the industry; and generally to promote the welfare of asset management organizations and their employees and the prosperity of the commonwealth of massachusetts.

30 Edgewater DriveNeedham, MA 02492

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-15%

Higher net margin than 26% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$154,036

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 72.7% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

8th percentile

-100%

Faster asset growth than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-22%

Faster revenue growth than 24% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $34,484 (-100%) from 2022

Liabilities

Down

$0

Down $3,272 (-100%) from 2022

Net Assets

Down

$0

Down $31,212 (-100%) from 2022

Operations
Liabilities / Revenue51st percentileNet Margin26th percentile

Revenue

Down

$211,864

Down $58,136 (-22%) from 2022

Expenses

Down

$243,076

Down $22,912 (-8.6%) from 2022

Net Income

Down

-$31,212

Down $35,224 (-878%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$100K$50K$0Assets 2015: $26,690Liabilities 2015: $02015Assets 2016: $57,090Liabilities 2016: $0Net Assets 2016: $57,0902016Assets 2017: $63,069Liabilities 2017: $0Net Assets 2017: $63,0692017Assets 2018: $57,192Liabilities 2018: $1,950Net Assets 2018: $55,2422018Assets 2019: $86,213Liabilities 2019: $1,615Net Assets 2019: $84,5982019Assets 2020: $48,998Liabilities 2020: $0Net Assets 2020: $48,9982020Assets 2021: $30,200Liabilities 2021: $3,000Net Assets 2021: $27,2002021Assets 2022: $34,484Liabilities 2022: $3,272Net Assets 2022: $31,2122022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth24th percentile

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

$600K$400K$200K$0-$200KRevenue 2015: $168,000Expenses 2015: $147,385Net Income 2015: $20,6152015Revenue 2016: $259,000Expenses 2016: $228,601Net Income 2016: $30,3992016Revenue 2017: $430,000Expenses 2017: $424,021Net Income 2017: $5,9792017Revenue 2018: $395,000Expenses 2018: $402,827Net Income 2018: -$7,8272018Revenue 2019: $305,000Expenses 2019: $275,644Net Income 2019: $29,3562019Revenue 2020: $270,000Expenses 2020: $305,600Net Income 2020: -$35,6002020Revenue 2021: $270,000Expenses 2021: $291,798Net Income 2021: -$21,7982021Revenue 2022: $270,000Expenses 2022: $265,988Net Income 2022: $4,0122022Revenue 2023: $211,864Expenses 2023: $243,076Net Income 2023: -$31,2122023

Highlighted filing

2023

Revenue$211,864
Expenses$243,076
Net Income-$31,212
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$211,864
Expenses
$243,076
Net income
-$31,212
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.12$2.43$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.03$0.31$2.70$2.66$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$2.70$2.92$0.22
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$2.70$3.06$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.02$0.85$3.05$2.76$0.29
2018Detailed filing. Detailed filing data is available for this year.$0.57$0.02$0.55$3.95$4.03$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$4.30$4.24$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$2.59$2.29$0.30
2015Summary only. Only limited summary data is available for this year.$0.27$0.00$1.68$1.47$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$211,864
Mission and Program Overview

Mission

To advance the asset management industry in boston and massachusetts and thereby to positively affect the economy of boston and massachusetts; to advocate fair and equitable public policies affecting the interests of organizations in the asset management industry and their employees; to inculate just and equitable principles in the industry, and; to acquire, posess and disseminate useful information to and for organizations in the industry; and generally to promote the welfare of asset management organizations and their employees and the prosperity of the commonwealth of massachusetts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$24,484$0▼ $24,484
Accounts Receivable$10,000$0▼ $10,000
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$34,484$0▼ $34,484
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,272--
Total Liabilities$3,272$0▼ $3,272
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,212$0▼ $31,212
Total Net Assets Fund Balance$31,212$0▼ $31,212
Total Liabilities and Net Assets / Fund Balance$34,484$0▼ $34,484
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James SegelPresident/clerkPT$154,036$154,036$154,036

Board Members and Trustees

NameTitle
Thomas SamolukDirector
Oswaldo PalomoTreasurer/clerk
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$205,000
Investment Income
$0
Other Revenue
$6,864
Change in Net Assets
$-31,212
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying$218,072--$218,072
Other Expenses$25,000--$25,000
Office Expenses-$4-$4
Total Functional Expenses$243,072$4$0$243,076
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“After the tax return is prepared a copy of the return is put into a shared portal in which all members of the governing body have access to view the return and ask questions prior to the president or treasurer signing the e-file forms that allow for the release of the tax return.”

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

“The organization meets several times a year and it is mentioned and disclosure is required during these board meetings.”

Form 990, Part VI, Section C, Line 19

“Boston asset management association inc. Makes available upon requests to the public all governing documents, conflict of interest policy, and financial statements by e-mailing james segel at [email protected].”

Filing and Contact Details

Filer

Filer Name
Boston Asset Management Association Inc
EIN
46-5037205
Phone
6172633321
Address
30 EDGEWATER DRIVE, NEEDHAM, MA 02492

Signing Officer

Name
James W Segel
Title
President
Phone
6172852862
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James W Segel
Formed
2014
Legal Domicile
Ma
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Colonial Bookkeeping & Tax Inc
Address
1150 MAIN STREET FLOOR 2 STE 5, CONCORD, MA 01742
Preparer
Laura Lech
Phone
5085232505
Raw XML Appendix300 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/BOYAmt03272
IRS990/AccountsReceivableGrp/BOYAmt010000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADVANCE THE ASSET MANAGEMENT INDUSTRY IN BOSTON AND MASSACHUSETTS AND THEREBY TO POSITIVELY AFFECT THE ECONOMY OF BOSTON AND MASSACHUSETTS; TO ADVOCATE FAIR AND EQUITABLE PUBLIC POLICIES AFFECTING THE INTERESTS OF ORGANIZATIONS IN THE ASSET MANAGEMENT INDUSTRY AND THEIR EMPLOYEES; TO INCULATE JUST AND EQUITABLE PRINCIPLES IN THE INDUSTRY, AND; TO ACQUIRE, POSESS AND DISSEMINATE USEFUL INFORMATION TO AND FOR ORGANIZATIONS IN THE INDUSTRY; AND GENERALLY TO PROMOTE THE WELFARE OF ASSET MANAGEMENT ORGANIZATIONS AND THEIR EMPLOYEES AND THE PROSPERITY OF THE COMMONWEALTH OF MASSACHUSETTS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0COLONIAL BOOKKEEPING & TAX INC
IRS990/BooksInCareOfDetail/PhoneNum09784028888
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01150 MAIN STREET 2ND FLOOR
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd001742
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024484
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0243076
IRS990/CYOtherRevenueAmt06864
IRS990/CYProgramServiceRevenueAmt0205000
IRS990/CYRevenuesLessExpensesAmt0-31212
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0243076
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0211864
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO ADVANCE THE ASSET MANAGEMENT INDUSTRY IN BOSTON AND MASSACHUSETTS AND THEREBY TO POSITIVELY AFFECT THE ECONOMY OF BOSTON AND MASSACHUSETTS; TO ADVOCATE FAIR AND EQUITABLE PUBLIC POLICIES AFFECTING THE INTERESS OF ORGANIZATIONS IN THE ASSET MANAGEMENT INDUSTRY AND THEIR EMPLOYEES; TO INCULCATE JUST AND EQUITABLE PRINCIPLES IN THE INDUSTRY, AND; TO ACQUIRE, POSSESS AND DISSEMINATE USEFUL INFORMATION TO AND FOR ORGANIZATIONS IN THE INDUSTRY; AND GENERALLY TO PROMOTE THE WELFARE OF ASSET MANAGEMENT ORGANIZATIONS AND THEIR EMPLOYEES AND THE PROSPERITY OF THE COMMONWEALTH OF MASACHUSETTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0243072
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0218072
IRS990/FeesForServicesLobbyingGrp/TotalAmt0218072
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES SEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm1OSWALDO PALOMO
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS SAMOLUK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0154036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER/CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0211864
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ADVANCE THE ASSET MANAGEMENT INDUSTRY IN BOSTON AND MASSACHUSETTS AND THEREBY TO POSITIVELY AFFECT THE ECONOMY OF BOSTON AND MASSACHUSETTS; TO ADVOCATE FAIR AND EQUITABLE PUBLIC POLICIES AFFECTING THE INTERESTS OF ORGANIZATIONS IN THE ASSET MANAGEMENT INDUSTRY AND THEIR EMPLOYEES; TO INCULATE JUST AND EQUITABLE PRINCIPLES IN THE INDUSTRY, AND; TO ACQUIRE, POSESS AND DISSEMINATE USEFUL INFORMATION TO AND FOR ORGANIZATIONS IN THE INDUSTRY; AND GENERALLY TO PROMOTE THE WELFARE OF ASSET MANAGEMENT ORGANIZATIONS AND THEIR EMPLOYEES AND THE PROSPERITY OF THE COMMONWEALTH OF MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt031212
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt031212
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04
IRS990/OfficeExpensesGrp/TotalAmt04
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BAD DEBT
IRS990/OtherExpensesGrp/ProgramServicesAmt025000
IRS990/OtherExpensesGrp/TotalAmt025000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06864
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06864
IRS990/OtherRevenueTotalAmt06864
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JAMES W SEGEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROMOTION OF ASSET MAN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0205000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0205000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0265988
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0270000
IRS990/PYRevenuesLessExpensesAmt04012
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0265988
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0270000
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-31212
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt0154036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAMES SEGEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CLERK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0154036
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd00
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/EmployeeOfSuccessorInd00
IRS990ScheduleN/LiabilitiesPaidInd00
IRS990ScheduleN/OwnerOfSuccessorInd00
IRS990ScheduleN/ReceiveCompensationInd00
IRS990ScheduleN/RequiredToNotifyAGInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFTER THE TAX RETURN IS PREPARED A COPY OF THE RETURN IS PUT INTO A SHARED PORTAL IN WHICH ALL MEMBERS OF THE GOVERNING BODY HAVE ACCESS TO VIEW THE RETURN AND ASK QUESTIONS PRIOR TO THE PRESIDENT OR TREASURER SIGNING THE E-FILE FORMS THAT ALLOW FOR THE RELEASE OF THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MEETS SEVERAL TIMES A YEAR AND IT IS MENTIONED AND DISCLOSURE IS REQUIRED DURING THESE BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOSTON ASSET MANAGEMENT ASSOCIATION INC. MAKES AVAILABLE UPON REQUESTS TO THE PUBLIC ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BY E-MAILING JAMES SEGEL AT [email protected].
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd01
IRS990/TotalAssetsBOYAmt034484
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt034484
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0243072
IRS990/TotalFunctionalExpensesGrp/TotalAmt0243076
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03272
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03272
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt031212
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0243072
IRS990/TotalProgramServiceRevenueAmt0205000
IRS990/TotalReportableCompFromOrgAmt0154036
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0211864
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0211864
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt034484
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt030 EDGEWATER DRIVE
IRS990/USAddress/CityNm0NEEDHAM
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002492
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES W SEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06172852862
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BOSTON ASSET MANAGEMENT ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BOST
ReturnHeader/Filer/EIN0465037205
ReturnHeader/Filer/PhoneNum06172633321
ReturnHeader/Filer/USAddress/AddressLine1Txt030 EDGEWATER DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0452445345
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COLONIAL BOOKKEEPING & TAX INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 MAIN STREET FLOOR 2 STE 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001742
ReturnHeader/PreparerPersonGrp/PhoneNum05085232505
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA LECH
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-14T21:27:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.