2012-11-15T13:14:05-06:00 2012-06-30 043491623 WALSH JASTREM & BROWNE LLP 155 SEAPORT BOULEVARD BOSTON MA 02210 990 2011-07-01 237069432 BOSTON SECURITY ANALYSTS SOCIETY BOST 6175426113 260 FRANKLIN STREET NO 15TH F BOSTON MA 02109 JEANNE W WOLF 6175426113 2012-11-15 1 THOMAS F WALSH P00584534 6172273333 2012-11-15 2011 2016-02-24 21:20:13Z JEANNE W WOLF 260 FRANKLIN STREET 15TH FLOOR BOSTON MA 02109 1825900 0 X WWW.BSAS.ORG X 1946 MA EDUCATION OF ITS MEMBERS & THE PROFESSION OF SECURITY ANALYSIS 17 16 5 0 0 0 0 0 1529859 1271335 185139 99774 201588 125979 1916586 1497088 0 0 0 0 430387 456303 0 0 0 813939 593507 1244326 1049810 672260 447278 3059438 3424654 211488 195843 2847950 3228811 X TO FORMULATE AND PROMOTE HIGH STANDARDS OF PROFESSIONAL ETHICS IN THE PRACTICE OF FINANCIAL ANALYSIS AND TO EDUCATE AND INFORM FINANCIAL ANALYSTS AS TO TECHNIQUE, STANDARDS, AND DEVELOPMENTS WITH REGARD TO FINANCIAL ANALYSTS; SECURITIES, AND SECURITIES MARKETS IN ORDER THAT THEY MAY SERVE THE PUBLIC MORE COMPETENTLY. 0 0 228090 LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS. 113777 CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION 341867 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 0 1 29 0 5 1 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 0 1 1 0 0 X JEANNE W WOLF 6175426113 260 FRANKLIN STREET 15TH FLOOR BOSTON MA 02109 JEANNE WOLF 40.00 X X 167000 0 6500 ALICE C AVANIAN 0.00 X X 0 0 0 JEFF AUGUSTINE 0.00 X 0 0 0 DAMON BARGLOW 0.00 X 0 0 0 ARCHANA BASI 0.00 X 0 0 0 DAN FASCIANO 0.00 X X 0 0 0 DAN FUSS 0.00 X 0 0 0 GEORGE R HOGUET 0.00 X X 0 0 0 TOM LINKAS 0.00 X 0 0 0 STACEY MARINO 0.00 X X 0 0 0 GEORGE MELLMAN 0.00 X 0 0 0 JOHN R MINAHAN 0.00 X 0 0 0 MIKE ROBERGE 0.00 X 0 0 0 MATT SPIEGEL 0.00 X 0 0 0 SCOTT STEWART 0.00 X 0 0 0 TEE TAGGART 0.00 X 0 0 0 PAMELA YANG 0.00 X 0 0 0 167000 0 6500 1 0 1 0 0 EDUCATION COURSES 611710 348781 348781 MEETINGS 621400 173167 173167 749387 749387 1271335 68586 68586 125979 125979 360000 328812 31188 31188 31188 1497088 1497088 0 0 167000 221535 38297 29471 11409 21769 29104 3935 12966 12999 73850 28803 22653 9802 FACILITY AND FOOD 115033 PRACTICE EXAM 74092 PROGRAM EXPENSE 64134 ANNUAL MEETING 29244 83714 1049810 108779 185203 366859 395438 11422 24758 4810 6161 124615 100412 43954 24203 2513998 2779275 9616 9616 3059438 3424654 25756 59046 185732 136797 211488 195843 X 2847950 3228811 2847950 3228811 3059438 3424654 X 447278 -66417 X 1 0 1 X 0 124615 100412 24203 24203 UNEARNED MEMBERSHIP DUES 124020 OTHER LIABILITIES 12777 136797 X X 0 0 0 JEANNE WOLF 140000 0 27000 0 0 0 6500 0 0 0 173500 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 DIRECTOR AND TREASURER 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 15A 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, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -66,417.