- Revenue 2024
- $2,419,772
- Expenses 2024
- $2,588,166
As filed
- Subsection
- 06
- Classification
- 2000
- Street
- 101 FEDERAL ST STE 502
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
JEANNE 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 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 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 CFA
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
ANDREW Z TUBMAN CFA
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
KASHIF SIDDIQUI
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
PATRICK C GREGORY CFA
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
TIFFANY HU CFA
CHAIR, EDUCATION
- Total calculated
- $0
- Hours/week
- 5
-
ALLYSEN MATTISON CFA
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
SARAH N SAMUELS CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KEON T HOLMES CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
KENECHUKWU ANADU CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JENNIFER K DESISTO CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
P BRIAN ENYEART CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
WILIAM D KRAUSE CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SRI KRISHNAMURTHY CFA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
BILL LI CFA CAIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SEAN 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $2,419,772
- Expenses
- $2,588,166
- Contributions
- $975,180
- Grants paid
- $0
-
2023
- Revenue
- $1,998,288
- Expenses
- $2,096,241
- Contributions
- $982,612
- Grants paid
- $0
-
2022
- Revenue
- $1,853,709
- Expenses
- $1,890,424
- Contributions
- $1,004,567
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $2,072,624
- Expenses
- $1,759,733
- Assets (EOY)
- $5,288,449
-
2020 · 990
- Revenue
- $1,696,898
- Expenses
- $1,331,024
- Assets (EOY)
- $6,009,185
-
2019 · 990
- Revenue
- $1,832,964
- Expenses
- $1,681,778
- Assets (EOY)
- $4,708,519
-
2018 · 990
- Revenue
- $1,919,405
- Expenses
- $1,847,413
- Assets (EOY)
- $4,764,884
-
2017 · 990
- Revenue
- $1,701,394
- Expenses
- $1,606,329
- Assets (EOY)
- $4,463,942
-
2015 · 990
- Revenue
- $1,634,873
- Expenses
- $1,647,010
- Assets (EOY)
- $4,277,224
-
2014 · 990
- Revenue
- $1,616,079
- Expenses
- $1,584,191
- Assets (EOY)
- $4,250,173
-
2013 · 990
- Revenue
- $1,686,466
- Expenses
- $1,510,865
- Assets (EOY)
- $4,293,940
-
2012 · 990
- Revenue
- not reported
- Expenses
- $1,517,297
- Assets (EOY)
- $3,879,572
-
2011 · 990
- Revenue
- not reported
- Expenses
- $1,049,810
- Assets (EOY)
- $3,424,654
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
$274,734
2023 GEN SUPPORT
-
$264,417
2024 GEN SUPPORT
-
$153,540
2022 GEN SUPPORT
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.