2017-01-16T12:56:58-06:00 2016-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2015-07-01 237069432 BOSTON SECURITY ANALYSTS SOCIETY BOST 6174260270 2 FINANCIAL CTR STE 1010 60 S ST BOSTON MA 02111 JEANNE WOLF EXECUTIVE DIRECTOR 6174260270 2017-01-16 1 DOUGLAS M THORPE P01244437 7819143400 2017-01-16 2015 2021-01-29 14:40:06Z JEANNE WOLF 2 FINANCIAL CTR STE 1010 60 S ST BOSTON MA 02111 2842030 0 X WWW.BSAS.ORG X 1946 MA 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 BENEFIT CLIENTS AND THE BROADER INVESTING PUBLIC. 18 17 5 200 0 0 0 0 1357942 1465869 113137 21828 145000 147176 1616079 1634873 0 0 0 0 653368 657504 0 0 0 930823 989506 1584191 1647010 31888 -12137 4250173 4277224 319755 317724 3930418 3959500 X 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. 0 0 501788 269763 LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS. 88050 378856 CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION. 817250 MEMBERSHIP DUES. 817250 589838 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 5 1 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X BOSTON SECURITY ANALYSTS SOCIETY INC 6174260270 60 SOUTH STREET NO 1010 BOSTON MA 02111 ALICE AVANIAN PAST CHAIR 5.00 X 0 0 0 BOB PERSONS DIRECTOR 2.00 X 0 0 0 BRENT BELL DIRECTOR 2.00 X 0 0 0 DAN FASCIANO PAST CHAIR 2.00 X 0 0 0 ERINN KING CHAIR, EDUCATION & PROGRAMS 5.00 X X 0 0 0 GEORGE HOGUET VICE CHAIR 5.00 X X 0 0 0 JEFF AUGUSTINE TREASURER 5.00 X X 0 0 0 KATHLEEN GAFFNEY DIRECTOR 2.00 X 0 0 0 LEAH HIRSHFIELD DIRECTOR 2.00 X 0 0 0 MICHAEL TROTSKY DIRECTOR 2.00 X 0 0 0 PAMELA YANG IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 ROB FERNANDEZ DIRECTOR 2.00 X 0 0 0 SCOTT STEWART CHAIR 10.00 X X 0 0 0 STACEY MARINO DIRECTOR 2.00 X 0 0 0 SUSAN FARRIS SECRETARY 5.00 X X 0 0 0 THOMAS BAVIN DIRECTOR 2.00 X 0 0 0 WILLIAM RICHARDSON DIRECTOR 2.00 X 0 0 0 JEANNE WOLF EXECUTIVE DIRECTOR 40.00 X 193105 0 14483 STEPHANIE FIELD MANAGING DIRECTOR 40.00 X 121799 0 11674 GEORGE DUDLEY DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 X 110610 0 11206 425514 0 37363 3 0 1 0 0 EDUCATIONAL COURSES 611710 378856 378856 MEETINGS 611430 269763 269763 817250 817250 1465869 91491 91491 147176 147176 1137494 1207157 -69663 -69663 -69663 1634873 1465869 0 169004 X 193714 364035 27419 25643 46693 3392 48020 63528 20990 23227 28071 90396 39054 34861 9697 PROGRAM EXPENSE 276656 FACILITY AND FOOD 157358 PRACTICE EXAM 79182 ANNUAL MEETING 31479 83595 1647010 204088 114951 79610 80310 44341 130464 2244 1759 248805 214270 67903 34535 3851987 3915205 4250173 4277224 103663 131624 216092 186100 319755 317724 X 3930418 3959500 3930418 3959500 4250173 4277224 -12137 41219 0 X X 0 1 X 1 0 6909 2519 4390 168100 142068 26032 73796 69683 4113 34535 UNEARNED MEMBERSHIP DUES 186100 186100 X 1676092 41219 41219 1634873 0 1634873 1647010 0 1647010 0 1647010 PART X, LINE 2: 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, 2016. X X X X X 0 0 0 JEANNE WOLF EXECUTIVE DIRECTOR 164254 0 28851 0 0 0 8243 0 6240 0 207588 0 0 0 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 11 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 AND OTHER KEY EMPLOYEES, 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, PART IX, LINE 24E MISCELLANEOUS 30,451. BANK AND CREDIT CARD FEES 12,544. TELEPHONE 8,526. BAD DEBT EXPENSE 6,575. BOARD EXPENSE 6,188. COMMITTEE EXPENSE 5,640. POSTAGE AND SHIPPING 5,325. NEIRC 4,588. STAFF DEVELOPMENT 3,125. TEXT BOOKS 633. FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED THE SAME FROM LAST YEAR.