2026-01-13T10:26:39-06:00 2025-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 101 EDGEWATER DRIVE SUITE 210 WAKEFIELD MA 01880 990 2024-07-01 237069432 CFA SOCIETY BOSTON INC CFAS 6174260270 101 FEDERAL STREET SUITE 502 BOSTON MA 02110 JEANNE WOLF CEO 6174260270 2026-01-13 1 1 JOSEPH M GISO CPA MST P00030126 7819143400 2026-01-13 2024 2025-03-06 01:10:19Z JEANNE WOLF 101 FEDERAL STREET SUITE 502 BOSTON MA 02110 2700478 0 X WWW.CFABOSTON.ORG X 1946 MA 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. 15 15 8 200 0 0 982612 975180 702914 796824 151217 510293 161545 137475 1998288 2419772 0 0 0 0 1037167 1204811 0 0 0 1059074 1383355 2096241 2588166 -97953 -168394 6910043 6656724 1425846 1236645 5484197 5420079 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. 0 0 856443 328610 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. 72100 468214 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. 928543 0 0 0 1 0 0 0 0 0 1 1 0 1 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 26 0 1 8 1 0 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CFA SOCIETY BOSTON INC 6174260270 101 FEDERAL STREET SUITE 502 BOSTON MA 02110 JEANNE WOLF CHIEF EXECUTIVE OFFICER 40.00 X X 284947 0 37353 RENEE RUSSO CHIEF OPERATING OFFICER 40.00 X 200034 0 37166 TODD FOWLER DIRECTOR OF EDUCATION AND CONTENT 40.00 X 121195 0 420 ASHA MEHTA CFA CHAIR 5.00 X X 0 0 0 ANDREW Z TUBMAN CFA IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 KASHIF SIDDIQUI TREASURER 5.00 X X 0 0 0 PATRICK C GREGORY CFA SECRETARY 5.00 X X 0 0 0 TIFFANY HU CFA CHAIR, EDUCATION 5.00 X X 0 0 0 ALLYSEN MATTISON CFA VICE CHAIR 5.00 X X 0 0 0 SARAH N SAMUELS CFA CAIA DIRECTOR 2.00 X 0 0 0 KEON T HOLMES CFA DIRECTOR 2.00 X 0 0 0 KENECHUKWU ANADU CFA CAIA DIRECTOR 2.00 X 0 0 0 JENNIFER K DESISTO CFA CAIA DIRECTOR 2.00 X 0 0 0 P BRIAN ENYEART CFA DIRECTOR 2.00 X 0 0 0 WILIAM D KRAUSE CFA DIRECTOR 2.00 X 0 0 0 SRI KRISHNAMURTHY CFA DIRECTOR 2.00 X 0 0 0 BILL LI CFA CAIA DIRECTOR 2.00 X 0 0 0 SEAN D FULLERTON DIRECTOR 2.00 X 0 0 0 606176 0 74939 3 0 1 0 0 975180 975180 EDUCATIONAL COURSES 611710 468214 468214 MEETINGS 611430 328610 328610 796824 170999 170999 122669 122669 620000 280706 339294 339294 339294 JOB BOARD 900099 14806 14806 14806 2419772 796824 0 647768 605561 255010 52715 204978 86547 46764 21711 254223 26652 12097 87584 188658 26326 5617 42602 18040 EDUCATION AND CONFERENC 555643 STRATEGIC PLAN 28548 BANK AND CREDIT CARD FE 20431 MISCELLANEOUS 17536 30923 2588166 120255 115658 169076 168773 60575 215 21835 33020 175226 85220 132608 90006 5431947 5426297 973747 822755 6910043 6656724 143812 100673 289975 303975 992059 831997 1425846 1236645 X 5484197 5420079 5484197 5420079 6910043 6656724 -168394 104276 0 X X 0 1 X 1 0 1 1 0 59199 33320 25879 107027 42900 64127 9000 9000 0 90006 VANGUARD REIT INDEX FUND 250528 F VANGUARD INTERNATIONAL 1149292 F VANGUARD STOCK MARKET 1657762 F VANGUARD BOND MARKET 1502457 F VANGUARD SHORT-TERM FEDERAL 7998 F HIGH-YIELD CORP FUND ADM 596103 F VANGUARD ST CORP BOND INDEX AD 262157 F 5426297 RIGHT OF USE ASSET - OPERATING LEASE 822755 822755 OPERATING LEASE LIABILITY 831997 831997 X 2524048 104276 104276 2419772 0 2419772 2588166 0 2588166 0 2588166 PART X, LINE 2: THE SOCIETY QUALIFIES AS A TAX-EXEMPT NON-PROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. 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, 2025. X X X X 0 0 0 JEANNE WOLF CHIEF EXECUTIVE OFFICER 216480 0 68467 0 0 0 0 0 37353 0 322300 0 0 0 RENEE RUSSO CHIEF OPERATING OFFICER 167639 0 32395 0 0 0 0 0 37166 0 237200 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 11B THE ORGANIZATION'S FORM 990 IS PREPARED WITH THE ASSISTANCE OF AN OUTSIDE ACCOUNTING FIRM. FOLLOWING AUDIT COMMITTEE'S REVIEW, THE OUTSIDE ACCOUNTING FIRM WILL MAKE EDITS AS NECESSARY AND FINALIZE THE RETURN. COPIES OF COMPLETED FORM 990 WILL BE DISTRIBUTED IN ELECTRONIC FORM TO MEMBERS OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST BY COMPLETING A QUESTIONNAIRE ANNUALLY. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT IS THE DUTY OF THE INDIVIDUAL TO DISCLOSE SUCH INTEREST. THIS INTEREST IS TO BE RECORDED IN THE MINUTES OF THE MEETING OF THE BOARD AND WHERE THE CONFLICT CONCERNS ANY BOARD OR COMMITTEE MEMBER, THE INDIVIDUAL(S) SHALL NOT PARTICIPATE IN ANY VOTE OR DELIBERATION ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR AND COO ARE DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS BY USING COMPARABLE, RELEVANT MARKET DATA FOR THE ORGANIZATION'S POSITIONS OBTAINED FROM PUBLISHED SURVEYS, AND OTHER AVAILABLE SOURCES SUCH AS PEER ORGANIZATIONS' 990 FORMS. OTHER SURVEYS OF SPECIALIZED SKILL SETS OR EMPLOYEE ATTRIBUTES CRITICAL TO THE SUCCESS OF THE ORGANIZATION WILL ALSO BE INCORPORATED AS NEEDED. MOREOVER, THE BOARD MAY RELY ON OUTSIDE ADVISORS, CONSULTANTS, AND COUNSEL, FROM TIME TO TIME, TO PROVIDE MARKET DATA REPORTS, ANALYSIS, AND OPINIONS WITH RESPECT TO COMPENSATION-RELATED MATTERS. ALL COMPENSATION DECISIONS MADE ARE DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE IN OVERSIGHT PROCESS OR SELECTION PROCESS FROM THE PRIOR YEAR.