2014-11-12T10:47:53-06:00 2014-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2013-07-01 237069432 BOSTON SECURITY ANALYSTS SOCIETY BOST 6174260270 2 FINANCIAL CENTER STE 1010 60 SOUTH S BOSTON MA 02111 JEANNE WOLF EXECUTIVE DIRECTOR 6174260270 2014-11-05 1 DOUGLAS M THORPE P01244437 7819143400 2014-10-21 2013 2015-11-30 17:44:51Z JEANNE WOLF 2 FINANCIAL CENTER STE 1010 60 SOUTH S BOSTON MA 02111 1828373 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 TO BENEFIT CLIENTS AND THE BROADER INVESTING PUBLIC. 18 17 17 0 0 0 0 0 1489363 1400383 135417 151083 130000 135000 1754780 1686466 0 0 0 0 546322 556302 0 0 0 970975 954563 1517297 1510865 237483 175601 3879572 4293940 307910 254252 3571662 4039688 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 508353 361675 LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS. 83268 267408 CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION. 771300 MEMBERSHIP DUES. 771300 591621 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 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 24 0 1 17 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 JEFF AUGUSTINE CHAIR, EDUCATION AND PROGR 5.00 X X 0 0 0 ALICE AVANIAN CHAIR 10.00 X X 0 0 0 DAMON BARGLOW DIRECTOR 5.00 X 0 0 0 ARCHANA BASI SECRETARY 5.00 X X 0 0 0 KEN D'SOUZA DIRECTOR 5.00 X 0 0 0 DAN FASCIANO IMMEDIATE PAST CHAIR 5.00 X 0 0 0 CHRIS FOTI DIRECTOR 5.00 X 0 0 0 GEORGE HOGUET DIRECTOR 5.00 X 0 0 0 TOM LINKAS PAST PRESIDENT 5.00 X 0 0 0 STACEY MARINO DIRECTOR 5.00 X 0 0 0 GEORGE MELLMAN DIRECTOR 5.00 X 0 0 0 LARRY POHLMAN DIRECTOR 5.00 X 0 0 0 MIKE ROBERGE PAST CHAIR 5.00 X 0 0 0 SCOTT STEWART TREASURER 5.00 X X 0 0 0 TEE TAGGART DIRECTOR 5.00 X 0 0 0 MICHAEL TROTSKY DIRECTOR 5.00 X 0 0 0 PAMELA YANG VICE CHAIR 10.00 X X 0 0 0 JEANNE WOLF EXECUTIVE DIRECTOR 40.00 X 180675 0 7520 STEPHANIE FIELD MANAGING DIRECTOR 40.00 X 111702 0 5167 292377 0 12687 2 0 1 0 0 MEETINGS 611430 361675 361675 EDUCATIONAL COURSES 611710 267408 267408 771300 771300 1400383 76362 76362 135000 135000 216628 141907 74721 74721 74721 1686466 1400383 0 286083 X 186480 289350 18170 27134 35168 15470 25899 61803 7184 20568 21119 81423 20051 32715 PROGRAM EXPENSE 353586 FACILITY AND FOOD 126292 PRACTICE EXAM 58484 BANK AND CREDIT CARD FE 19686 110283 1510865 181068 201451 84115 83711 55641 20257 950 3627 248240 143649 116314 104591 3431868 3880303 9616 0 3879572 4293940 111810 103712 196100 150540 307910 254252 X 3571662 4039688 3571662 4039688 3879572 4293940 175601 292425 0 X X 1 X 0 1 0 6909 1056 5853 167535 122108 45427 73796 20485 53311 104591 UNEARNED MEMBERSHIP DUES 150540 150540 X X X X X 0 0 0 JEANNE WOLF EXECUTIVE DIRECTOR 149595 0 31080 0 0 0 7520 0 0 0 188195 0 0 0 STEPHANIE FIELD MANAGING DIRECTOR 96202 0 15500 0 0 0 5167 0 0 0 116869 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 EXECUTIVE 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 INSTRUCTORS 19,466. ANNUAL MEETING 15,610. POSTAGE AND SHIPPING 12,557. MISCELLANEOUS 12,110. EDUCATION 9,903. INSURANCE EXPENSE 8,900. TELEPHONE 8,709. STAFF DEVELOPMENT 8,482. BOARD EXPENSE 8,180. COMMITTEE EXPENSE 3,320. NEIRC 2,938. TEXT BOOKS 108. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS.