2013-11-01T13:17:19-05:00 2013-06-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 107 AUDUBON ROAD STE 104 WAKEFIELD MA 01880 990 2012-07-01 237069432 BOSTON SECURITY ANALYSTS SOCIETY BOST 6174260270 2 FINANCIAL CENTER STE 1010 60 SOUTH STREET BOSTON MA 02111 JEANNE WOLF 6174260270 2013-10-31 1 DOUGLAS M THORPE P01244437 7819143400 2013-10-31 2012 2016-02-24 21:20:13Z X JEANNE WOLF 2 FINANCIAL CENTER STE 1010 60 SOUTH STREET BOSTON MA 02111 2195050 0 X WWW.BSAS.ORG X 1946 MA TO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, CAREER DEVELOPMENT, AND FELLOWSHIP AMONG ITS MEMBERS, FOR THE BENEFIT OF THEIR CLIENTS, AND THE BROADER INVESTING PUBLIC. 18 17 15 0 0 0 0 0 1271335 1489363 99774 135417 125979 130000 1497088 1754780 0 0 0 0 456303 546322 0 0 0 593507 970975 1049810 1517297 447278 237483 3424654 3879572 195843 307910 3228811 3571662 TO PROMOTE THE HIGHEST ETHICAL STANDARDS, CAREER DEVELOPMENT, AND FELLOWSHIP AMONG ITS MEMBERS, FOR THE BENEFIT OF THEIR CLIENTS, AND THE BROADER INVESTING PUBLIC. 0 0 527996 386840 LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS. 114930 342023 CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION. 642926 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 23 0 1 15 1 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 0 1 1 0 0 0 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 10.00 X X 0 0 0 ALICE AVANIAN 10.00 X X 0 0 0 DAMON BARGLOW 5.00 X 0 0 0 ARCHANA BASI 10.00 X X 0 0 0 KEN D'SOUZA 5.00 X 0 0 0 DAN FASCIANO 10.00 X 0 0 0 CHRIS FOTI 5.00 X 0 0 0 GEORGE HOGUET 5.00 X 0 0 0 TOM LINKAS 5.00 X 0 0 0 STACEY MARINO 5.00 X 0 0 0 GEORGE MELLMAN 5.00 X 0 0 0 LARRY POHLMAN 5.00 X 0 0 0 MIKE ROBERGE 5.00 X 0 0 0 SCOTT STEWART 10.00 X X 0 0 0 TEE TAGGART 5.00 X 0 0 0 MICHAEL TROTSKY 5.00 X 0 0 0 PAMELA YANG 10.00 X X 0 0 0 JEANNE WOLF 40.00 X 174480 0 12070 174480 0 12070 1 0 1 0 0 MEETINGS 611430 386840 386840 EDUCATIONAL COURSES 611710 342023 342023 760500 760500 1489363 91913 91913 130000 130000 483774 440270 43504 43504 43504 1754780 1754780 0 0 174480 290313 49047 32482 12958 26063 74108 7791 6854 10031 81677 16346 20307 PROGRAM EXPENSE 340906 FACILITY AND FOOD 138849 PRACTICE EXAM 69680 INSTRUCTORS 39145 126260 1517297 185203 181068 395438 84115 24758 55641 6161 950 227247 110933 24203 116314 2779275 3431868 9616 9616 3424654 3879572 59046 111810 136797 196100 195843 307910 X 3228811 3571662 3228811 3571662 3424654 3879572 X 237483 105430 -62 X X 0 1 X 1 0 6909 81 6828 154851 110852 43999 65487 65487 116314 UNEARNED MEMBERSHIP DUES 196100 196100 1860210 105429 105429 1754781 0 1754781 1517359 62 62 1517297 0 1517297 PART XII, LINE 2D - OTHER ADJUSTMENTS: DEPRECIATION ADJUSTMENT FOR TAX PURPOSES X X X X X 0 0 0 JEANNE WOLF 145400 0 29080 0 0 0 7270 0 4800 0 186550 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 IS APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: TO ADJUST DEPRECIATION FOR TAX PURPOSES -62. THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS.