Nonprofit · EIN 23-7069432
CFA SOCIETY BOSTON INC
Tax-exempt · BOSTON, MA 02110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,419,772 | $2,588,166 | -$168,394 | $6,656,724 | $1,236,645 | $5,420,079 |
| June 30, 2024 | 990 | $1,998,288 | $2,096,241 | -$97,953 | $6,910,043 | $1,425,846 | $5,484,197 |
| June 30, 2023 | 990 | $1,853,709 | $1,890,424 | -$36,715 | $6,655,258 | $1,492,130 | $5,163,128 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $975,180
- Membership dues
- $975,180
- Program service revenue
- $796,824
- Investment income
- $510,293
- Royalties
- $122,669
- Net gain from sales of assets
- $339,294
- Other revenue
- $137,475
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $605,561
- Other salaries and wages
- $255,010
- Salaries, compensation and benefits (total)
- $1,204,811
- Professional fundraising fees
- $0
- Accounting fees
- $21,711
- Occupancy
- $188,658
- Travel
- $26,326
- Depreciation
- $42,602
Balance sheet and other
- Total assets, start of year
- $6,910,043
- Total assets, end of year
- $6,656,724
- Total liabilities, end of year
- $1,236,645
- Net assets, end of year
- $5,420,079
- Land, buildings and equipment
- $90,006
- Net assets without donor restrictions
- $5,420,079
- Gross receipts
- $2,700,478
- Employees
- 8
- Volunteers
- 200
- Year formed
- 1946
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNE WOLF | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $284,947 | $37,353 |
| RENEE RUSSO | CHIEF OPERATING OFFICER Officer | 40 | $200,034 | $37,166 |
| TODD FOWLER | DIRECTOR OF EDUCATION AND CONTENT Highest-paid employee | 40 | $121,195 | $420 |
| ASHA MEHTA CFA | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW Z TUBMAN CFA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| KASHIF SIDDIQUI | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| PATRICK C GREGORY CFA | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| TIFFANY HU CFA | CHAIR, EDUCATION Trustee or director, Officer | 5 | $0 | $0 |
| ALLYSEN MATTISON CFA | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| SARAH N SAMUELS CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEON T HOLMES CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KENECHUKWU ANADU CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| P BRIAN ENYEART CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILIAM D KRAUSE CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SRI KRISHNAMURTHY CFA | DIRECTOR Trustee or director | 2 | $0 |
| BILL LI CFA CAIA | DIRECTOR Trustee or director | 2 | $0 |
| SEAN D FULLERTON | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNE WOLF | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 40 | $244,321 | $28,308 |
| RENEE RUSSO | CHIEF OPERATING OFFICER Officer | 40 | $189,463 | $27,624 |
| CAITLIN BASLER | DIRECTOR OF MEMBER TECHNOLOGY AND ENGAGEMENT Highest-paid employee | 40 | $103,745 | $19,088 |
| TODD FOWLER | DIRECTOR OF EDUCATION AND CONTENT Highest-paid employee | 40 | $107,030 | $412 |
| SARAH N SAMUELS CFA CAIA | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW Z TUBMAN CFA | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KEON T HOLMES CFA | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ASHA MEHTA CFA | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| ANADU KENECHUKWU CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| P BRIAN ENYEART CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK C GREGORY CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TIFFANY HU CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILIAM D KRAUSE CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SRI KRISHNAMURTHY CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL LI CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALLYSEN MATTISON CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KASHIF SIDDIQUI | DIRECTOR Trustee or director | 2 | $0 | $0 |
| HEATHER M YOUNG CFA | DIRECTOR Trustee or director | 5 | $0 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNE WOLF | CEO Trustee or director, Officer | 40 | $206,599 | $28,340 |
| GARABED SARKISSIAN | DIR. EDUCATION & CONTENT Highest-paid employee | 40 | $188,608 | $23,350 |
| RENEE RUSSO | CHIEF OPERATING OFICER Officer | 40 | $166,151 | $37,647 |
| BRENT BELL CFA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| HEATHER M YOUNG CFA | CHAIR, EDUCATION Trustee or director, Officer | 5 | $0 | $0 |
| ASHA MEHTA CFA | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| SARAH N SAMUELS CFA CAIA | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| PETER A SULLIVAN CFA | CHAIR, EDUCATION Trustee or director, Officer | 5 | $0 | $0 |
| ANDREW Z TUBMAN CFA | TREASURER Trustee or director | 5 | $0 | $0 |
| KENECHUKWU ANADU CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| P BRIAN ENYEART CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATRICK C GREGORY CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KEON T HOLMES CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WILIAM D KRAUSE CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SRI KRISHNAMURTHYM CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BILL LI CFA CAIA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ALLYSEN MATTISON CFA | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 FEDERAL ST STE 502, BOSTON, MA 02110-2040
- Principal officer (990 for 2024)
- JEANNE WOLF, 101 FEDERAL STREET SUITE 502, BOSTON, MA 02110
- Signed the 990
- JEANNE WOLF, CEO
- Phone
- (617) 426-0270
- Website
- WWW.CFABOSTON.ORG
- Return prepared by
- JOHNSON O'CONNOR FERON & CARUCCI LLP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7069432
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,656,724
- Income (IRS master file)
- $2,700,478
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $2,419,772 | $2,588,166 | $6,656,724 | XML |
| 990 | June 2024 | $1,998,288 | $2,096,241 | $6,910,043 | XML |
| 990 | June 2023 | $1,853,709 | $1,890,424 | $6,655,258 | XML |
| 990 | June 2022 | $2,072,624 | $1,759,733 | $5,288,449 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7069432).
Questions about CFA SOCIETY BOSTON INC
- What is the EIN of CFA SOCIETY BOSTON INC?
- The employer identification number (EIN) of CFA SOCIETY BOSTON INC is 23-7069432.
- Is CFA SOCIETY BOSTON INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1970.
- Are donations to CFA SOCIETY BOSTON INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CFA SOCIETY BOSTON INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CFA SOCIETY BOSTON INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CFA SOCIETY BOSTON INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CFA SOCIETY BOSTON INC?
- The 990 for the year ended June 30, 2025 names JEANNE WOLF.
- Who are the officers and directors of CFA SOCIETY BOSTON INC?
- The 990 for the year ended June 30, 2025 lists 18 people; 3 received compensation from the organization, the highest $284,947 (JEANNE WOLF, CHIEF EXECUTIVE OFFICER).
- How much revenue does CFA SOCIETY BOSTON INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,419,772, expenses of $2,588,166 and total assets of $6,656,724 at year end.
Other nonprofits in BOSTON
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND EIN 11-0303001 · last filed 990 for 2025
- DANA-FARBER CANCER INSTITUTE EIN 04-2263040 · last filed 990 for 2025
- CHILDRENS HOSPITAL CORPORATION EIN 04-2774441 · last filed 990 for 2025
- TRUSTEES OF BOSTON UNIVERSITY EIN 04-2103547 · last filed 990-N for 2024
- NORTHEASTERN UNIVERSITY EIN 04-1679980 · last filed 990-N for 2025
- BOSTON MEDICAL CENTER CORPORATION EIN 04-3314093 · last filed 990 for 2025
- COMMONWEALTH CARE ALLIANCE INC EIN 04-3756900 · last filed 990 for 2024
- HARVARD MANAGEMENT PRIVATE EQUITY CORPORATION EIN 04-3070522 · last filed 990 for 2025