Totals
- Total revenue
- $2,419,772
- Total expenses
- $2,588,166
- Contributions and grants received
- $975,180
- Grants paid
- $0
- Program service revenue
- $796,824
- Investment income
- $510,293
- Other revenue
- $137,475
- Total assets, end of year
- $6,656,724
- Total liabilities, end of year
- $1,236,645
- Net assets or fund balances, end of year
- $5,420,079
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $928,543
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$975,180
-
2a · Program service revenue: EDUCATIONAL COURSES
total $468,214 · related or exempt $468,214
-
2b · Program service revenue: MEETINGS
total $328,610 · related or exempt $328,610
-
3 · Investment income
total $170,999 · excluded $170,999
-
5 · Royalties
total $122,669 · excluded $122,669
-
7a · Gross sales of assets other than inventory
securities $620,000
-
7b · Less cost or other basis and sales expenses
securities $280,706
-
7c · Gain or loss
securities $339,294
-
7d · Net gain or loss
total $339,294 · excluded $339,294
-
11a · Other revenue: JOB BOARD
total $14,806 · excluded $14,806
-
11e · Other revenue, total
$14,806
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $605,561
-
7 · Other salaries and wages
total $255,010
-
8 · Pension plan contributions
total $52,715
-
9 · Other employee benefits
total $204,978
-
10 · Payroll taxes
total $86,547
-
11a · Fees: management
total $46,764
-
11c · Fees: accounting
total $21,711
-
11g · Fees: other
total $254,223
-
12 · Advertising and promotion
total $26,652
-
13 · Office expenses
total $12,097
-
14 · Information technology
total $87,584
-
16 · Occupancy
total $188,658
-
17 · Travel
total $26,326
-
19 · Conferences, conventions and meetings
total $5,617
-
22 · Depreciation, depletion and amortization
total $42,602
-
23 · Insurance
total $18,040
-
24a · Other expenses: EDUCATION AND CONFERENC
total $555,643
-
24b · Other expenses: STRATEGIC PLAN
total $28,548
-
24c · Other expenses: BANK AND CREDIT CARD FE
total $20,431
-
24d · Other expenses: MISCELLANEOUS
total $17,536
-
24e · All other expenses
total $30,923
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $120,255 · end of year $115,658
-
2 · Savings and temporary cash investments
beginning of year $169,076 · end of year $168,773
-
4 · Accounts receivable
beginning of year $60,575 · end of year $215
-
9 · Prepaid expenses and deferred charges
beginning of year $21,835 · end of year $33,020
-
10a · Land, buildings and equipment: cost or other basis
$175,226
-
10b · Land, buildings and equipment: accumulated depreciation
$85,220
-
10c · Land, buildings and equipment, net
beginning of year $132,608 · end of year $90,006
-
12 · Investments: other securities
beginning of year $5,431,947 · end of year $5,426,297
-
15 · Other assets
beginning of year $973,747 · end of year $822,755
-
17 · Accounts payable and accrued expenses
beginning of year $143,812 · end of year $100,673
-
19 · Deferred revenue
beginning of year $289,975 · end of year $303,975
-
25 · Other liabilities
beginning of year $992,059 · end of year $831,997
-
27 · Net assets without donor restrictions
beginning of year $5,484,197 · end of year $5,420,079
Mission and programs · 2024
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.
-
CFA SOCIETY BOSTON OFFERS OPPORTUNITIES FOR MEMBERS TO ENGAGE IN MENTORING AND BOTH TECHNICAL AND SOFT SKILLS DEVELOPMENT THAT FURTHER ENHANCE THEIR CAREER TRAJECTORY. THE NORMALLY IN-PERSON EDUCATIONAL PROGRAMS ARE EXTREMELY POPULAR WITH MEMBERS, RANGING FROM TOPICS SUCH AS FINTECH, ESG AND GLOBAL MACROECONOMIC TRENDS. SINCE THE BEGINNING OF THE PANDEMIC, THE SOCIETY SHIFTED ITS PROGRAMMING TO VIRTUAL, AND AS A RESULT EVEN MORE MEMBERS BECAME ENGAGED. AS A THOUGHT LEADER IN THE BOSTON INVESTMENT COMMUNITY, CFA SOCIETY BOSTON AND ITS LEADERSHIP ARE COMMITTED TO PROVIDING A VALUABLE AND DYNAMIC EXPERIENCE FOR ITS MEMBERS. CFA BOSTON MEMBERS VALUE LIVE EVENTS SO THE SOCIETY HAS HELD AND CONTINUES TO HOLD SMALL EVENTS IN SAFE (TYPICALLY OUTDOOR) ENVIRONMENTS.
Expenses $856,443 · Revenue $328,610
-
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 CIO ROUNDTABLE (WHICH WE PLAN ON RETURNING TO ANNUAL PROGRAM) 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.
Expenses $72,100 · Revenue $468,214
As filed on the 2024 return.
Listed in Part VII
-
Jeanne WolfJEANNE WOLF
CHIEF EXECUTIVE OFFICER
- Total calculated
- $322,300
- From this org
- $284,947
- From related orgs
- $0
- Other
- $37,353
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,480
- Bonus
- $68,467
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $37,353
- Filer's total
- $322,300
-
Renee RussoRENEE RUSSO
CHIEF OPERATING OFFICER
- Total calculated
- $237,200
- From this org
- $200,034
- From related orgs
- $0
- Other
- $37,166
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,639
- Bonus
- $32,395
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $37,166
- Filer's total
- $237,200
-
Todd FowlerTODD FOWLER
DIRECTOR OF EDUCATION AND CONTENT
- Total calculated
- $121,615
- From this org
- $121,195
- From related orgs
- $0
- Other
- $420
- Hours/week
- 40
-
Asha Mehta CFAASHA MEHTA CFA
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Andrew Z Tubman CFAANDREW Z TUBMAN CFA
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Kashif SiddiquiKASHIF SIDDIQUI
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Patrick C Gregory CFAPATRICK C GREGORY CFA
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Tiffany Hu CFATIFFANY HU CFA
CHAIR, EDUCATION
- Total calculated
- $0
- Hours/week
- 5
-
Allysen Mattison CFAALLYSEN MATTISON CFA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Sarah N Samuels CFA CaiaSARAH N SAMUELS CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Keon T Holmes CFAKEON T HOLMES CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Kenechukwu Anadu CFA CaiaKENECHUKWU ANADU CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jennifer K Desisto CFA CaiaJENNIFER K DESISTO CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
P Brian Enyeart CFAP BRIAN ENYEART CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Wiliam D Krause CFAWILIAM D KRAUSE CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sri Krishnamurthy CFASRI KRISHNAMURTHY CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Bill Li CFA CaiaBILL LI CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Sean D FullertonSEAN D FULLERTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630139349302053
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