CFA SOCIETY BOSTON INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CFA SOCIETY BOSTON INC (EIN 23-7069432)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-02-01
- IRS object ID
- 201920329349300422
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-02-01T10:22:43-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237069432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFA SOCIETY BOSTON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CFAS | BusinessNameControlTxt |
| Phone | 6174260270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 FINANCIAL CTR STE 1010 60 S ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE WOLF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6174260270 | PhoneNum |
| Signature | 2018-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH M GISO CPA MST | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2018-12-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.230.50.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-04 | IPDt |
| IP Tm | 15:22:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9EFD6D159D202A0741FC2E70A744A84443C946AA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C2926380507EFA8A31F6F64CD0A9520ACA6BA46D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEANNE WOLF | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 FINANCIAL CTR STE 1010 60 S ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,211,484 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.CFABOSTON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS, FOR THE BENEFIT OF CLIENTS AND THE BROADER INVESTING PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,554,832 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,461,179 | CYProgramServiceRevenueAmt |
| PY Investment Income | $204,819 | PYInvestmentIncomeAmt |
| CY Investment Income | $88,592 | CYInvestmentIncomeAmt |
| PY Other Revenue | $149,622 | PYOtherRevenueAmt |
| CY Other Revenue | $151,623 | CYOtherRevenueAmt |
| PY Total Revenue | $1,909,273 | PYTotalRevenueAmt |
| CY Total Revenue | $1,701,394 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $700,793 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $685,981 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,352,112 | PYOtherExpensesAmt |
| CY Other Expenses | $920,348 | CYOtherExpensesAmt |
| PY Total Expenses | $2,052,905 | PYTotalExpensesAmt |
| CY Total Expenses | $1,606,329 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$143,632 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $95,065 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,392,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,463,942 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $488,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $341,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,903,387 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,122,182 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS TO BENEFIT CLIENTS AND THE BROADER INVESTING PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $459,647 | ExpenseAmt |
| Revenue | $277,913 | RevenueAmt |
| Desc | CFA SOCIETY BOSTON AND ITS 5,800 MEMBERS REPRESENT THE 5TH LARGEST SOCIETY OF CFA INSTITUTE'S 150 CFA SOCIETIES GLOBALLY. DELIVERING MEMBER VALUE REMAINS AT THE CORE OF WHAT THE SOCIETY OFFERS TO ITS MEMBERS. FROM NETWORKING OPPORTUNITIES TO CAREER SERVICES TO COMMUNITY INVOLVEMENT TO BRANDING AND AWARENESS, THERE IS A WAY FOR EVERYONE TO GET INVOLVED AND REALIZE VALUE. NETWORKING REMAINS ONE OF THE BIGGEST BENEFITS OF MEMBERSHIP, ACCORDING TO MEMBER SURVEYS. OUR HOLIDAY AND SUMMER NETWORKING RECEPTIONS PROVE TO BE AMONG OUR MOST POPULAR EVENTS. IN 2017, WE HOSTED FORMER CHAIR OF THE FEDERAL RESERVE, DR. BEN BERNANKE, TO SPEAK. OVER 1100 MEMBERS ATTENDED AND USED THAT AS AN OPPORTUNITY TO NETWORK AS WELL AS BUILD THEIR INVESTMENT PROFESSION KNOWLEDGE. CAREER SERVICES ARE ALSO A SIGNIFICANT BENEFIT OF MEMBERSHIP. CFA SOCIETY BOSTON OFFERS AN ONLINE JOB BOARD, WHICH CONNECTS EMPLOYERS WITH POTENTIAL EMPLOYEES. IT IS THE MOST CLICKED PAGE ON THE WEBSITE. CFA SOCIETY BOSTON ALSO OFFERS A MENTORSHIP PROGRAM, WHICH PAIRS INDUSTRY EXECUTIVES WITH YOUNG MEMBERS TO HELP GUIDE THEM ON THEIR JOURNEY THROUGH THE PROFESSION.GIVING BACK TO THE COMMUNITY THROUGH FINANCIAL LITERACY IS AN IMPORTANT PART OF THE SOCIETY'S OUTREACH. OVER 200 VOLUNTEERS REGULARLY DELIVER FINANCIAL EDUCATION PRESENTATIONS TO UNDERSERVED CONSTITUENTS. BRANDING AND AWARENESS REMAINS AT THE CORE OF THE ORGANIZATION AND WHAT THE CFA CHARTER STANDS FOR. A VERY SUCCESSFUL REBRANDING CAMPAIGN IN 2017 RESONATED WELL WITH MEMBERS AND THE GENERAL INVESTING PUBLIC, WITH MEMBER AND PUBLIC PERCEPTION RECEIVING HIGH MARKS.THE ORGANIZATION CONTINUES TO GROW AND DIVERSIFY, AND OUR WOMEN IN INVESTMENT MANAGEMENT INITIATIVE HAS INTRODUCED A CONVERSATION AROUND DIVERSITY AND INCLUSION IN THE INVESTMENT PROFESSION. GROWING AND PROMOTING THE PROFESSION REMAINS IMPORTANT AND RELEVANT, ESPECIALLY AT A TIME WHEN AUTOMATED TECHNOLOGIES ARE BECOMING MORE ADVANCED. WE HAVE AN EXTENSIVE UNIVERSITY OUTREACH PROGRAM TO ENSURE THE NEXT GENERATION OF PROFESSIONALS IS WELL-INFORMED AND EDUCATED. OVERALL THE SOCIETY CONTINUES TO GROW AND THRIVE. MEMBERS CONTINUE TO ENGAGE WITH THE SOCIETY TO FURTHER THEIR CAREERS AND BECOME BETTER AND MORE ETHICAL PROFESSIONALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,657 | ExpenseAmt |
| Revenue | $343,366 | RevenueAmt |
| Desc | CFA SOCIETY BOSTON OFFERS A LEARNING ENVIRONMENT FOR MEMBERS TO FURTHER THEIR INVESTMENT PROFESSION COMPETENCY. FEATURING THOUGHT LEADERS FROM ALL ASPECTS OF INVESTMENT MANAGEMENT, THE SOCIETY'S CONFERENCES AND SEMINARS ARE EDUCATIONAL, THOUGHT-PROVOKING AND EXTREMELY WELL-REGARDED BY MEMBERS. IN THE LAST FISCAL YEAR, THE SOCIETY OFFERED A FULL-LENGTH ESG (ENVIRONMENTAL, SOCIAL AND GOVERNANCE) INVESTING CONFERENCE. AS ESG BECOMES MORE RELEVANT DUE TO INVESTOR DEMANDS, CFA SOCIETY BOSTON HELPS ITS MEMBERS REMAIN RELEVANT TO CLIENTS BY FEATURING ESG EXPERTS FROM AROUND THE GLOBE. ANOTHER AREA CFA SOCIETY BOSTON HAS BEEN CUTTING-EDGE FOR ITS MEMBERS HAS BEEN THROUGH OUR THOUGHT LEADERSHIP IN FINTECH. OUR INAUGURAL FINTECH CONFERENCE WAS HELD THIS YEAR, AND IT FEATURED ACADEMICS, TECHNOLOGY EXECUTIVES AND INVESTMENT PROFESSIONALS 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 ANNUAL CIO ROUNDTABLE 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $839,900 | RevenueAmt |
| Desc | MEMBERSHIP DUES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $839,900 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $538,304 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CFA SOCIETY BOSTON INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174260270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 SOUTH STREET NO 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JEFF AUGUSTINE CFA | |||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRENT BELL CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA L CHIOFFI CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HUGH CROWTHER | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN FARRIS CFA | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROB FERNANDEZ CFA | |||||||
| CHAIR, EDUCATION & PROGRAMS | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LEAH HIRSHFIELD CFA | |||||||
| DIRECTOR/SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE HOGUET CFA | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERINN KING CFA | |||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEPHEN PETERSEN CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT STEWART CFA | |||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE TODD CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMERY TRAHANCFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL TROTSKY CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VITALY VEKSLER CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA YANG CFA | |||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER YOUNG CFA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE WOLF | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $206,838 | $0 | $14,858 | |
| STEPHANIE FIELD | |||||||
| MNG DIRECTOR, LEARNING & OPERATIONS | 40.00 | $141,450 | $0 | $12,390 | Yes (X) | ||
| GEORGE DUDLEY | |||||||
| DIR. OF MARKETING & COMMUNICATIONS | 40.00 | $120,004 | $0 | $11,458 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $468,292 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $38,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL COURSES | 611710 | $343,366 | $343,366 |
| MEETINGS | 611430 | $277,913 | $277,913 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $839,900 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $839,900 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,461,179 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,145 | TotalRevenueColumnAmt |
| Exclusion | $106,145 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,623 | TotalRevenueColumnAmt |
| Exclusion | $151,623 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $492,537 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $510,090 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$17,553 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$17,553 | TotalRevenueColumnAmt |
| Exclusion | -$17,553 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,701,394 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,461,179 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $240,215 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,837 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,524 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,422 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,618 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,580 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,806 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,163 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,953 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,990 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,881 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,487 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,843 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,445 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,962 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,820 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROGRAM EXPENSE | $318,556 |
| FACILITY AND FOOD | $87,717 |
| PRACTICE EXAM | $72,705 |
| ANNUAL MEETING | $21,649 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,371 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,606,329 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,614 | BOYAmt |
| EOY | $151,620 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,094 | BOYAmt |
| EOY | $38,484 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,393 | BOYAmt |
| EOY | $124,033 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434 | BOYAmt |
| EOY | $4,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $259,841 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $238,994 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,951 | BOYAmt |
| EOY | $20,847 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,012,514 | BOYAmt |
| EOY | $4,124,860 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,000 | BOYAmt |
| EOY | $4,463,942 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,263 | BOYAmt |
| EOY | $101,110 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,350 | BOYAmt |
| EOY | $240,650 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,613 | BOYAmt |
| EOY | $341,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,903,387 | BOYAmt |
| EOY | $4,122,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,903,387 | BOYAmt |
| EOY | $4,122,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,392,000 | BOYAmt |
| EOY | $4,463,942 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $95,065 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $123,730 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,957 | DepreciationAmt |
| Book Value | $1,952 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $179,136 | OtherCostOrOtherBasisAmt |
| Depreciation | $160,241 | DepreciationAmt |
| Book Value | $18,895 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $73,796 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,847 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEARNED MEMBERSHIP DUES | Desc |
| Amt | $240,650 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $240,650 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SOCIETY REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE SOCIETY FILES A FEDERAL TAX RETURN. THE STATUTE OF LIMITATIONS FOR THIS JURISDICTION IS GENERALLY THREE YEARS. THE SOCIETY HAS NO RETURNS UNDER EXAMINATION AS OF JUNE 30, 2018. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEANNE WOLF | ||||||||||||||
| EXECUTIVE DIRECTOR | $172,365 | $0 | $34,473 | $0 | $0 | $0 | $0 | $0 | $14,858 | $0 | $221,696 | $0 | $0 | $0 |
| STEPHANIE FIELD | ||||||||||||||
| MNG DIRECTOR, LEARNING & OPERATIONS | $123,000 | $0 | $18,450 | $0 | $0 | $0 | $0 | $0 | $12,390 | $0 | $153,840 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS COMPLIANCE WITH THE WRITTEN CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR IS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE ORGANIZATION USES COMPARATIVE 990'S FROM SIMILAR ORGANIZATIONS, EMPLOYMENT CONTRACTS, AND COMPENSATION SURVEYS TO ESTABLISH THE SALARIES OF THE EXECUTIVE DIRECTOR AND ANY OTHER KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVALIABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PAGE 12 - PART XII - LINE 2C | NO CHANGE IN OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR. |
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