CFA SOCIETY BOSTON INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: CFA SOCIETY BOSTON INC (EIN 23-7069432)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2011-11-14
IRS object ID: 201113189349305326
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-11-14T15:22:21-06:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WALSH JASTREM & BROWNE LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE LIBERTY SQUARE	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	237069432	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	BOSTON SECURITY ANALYSTS SOCIETY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	BOST	NameControl
Phone	6175426113	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	260 FRANKLIN STREET NO 15TH F	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	JEANNE WOLF	Name
Title	EXECUTIVE DIRECTOR	Title
Phone	6175426113	Phone
Date Signed	2011-11-14	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	THOMAS F WALSH	Name
Phone	6172273333	Phone
Date Prepared	2011-11-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JEANNE W WOLF	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	260 FRANKLIN STREET 15TH FLOOR	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	2310856	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.BSAS.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1946	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	EDUCATION OF ITS MEMBERS & PROFESSION	ActivityOrMissionDescription
Nbr Voting Members Governing Body	18	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	0	NbrIndependentVotingMembers
Total Nbr Employees	5	TotalNbrEmployees
Total Nbr Volunteers	0	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	0	ContributionsGrantsPriorYear
Contributions Grants Current Year	0	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	1440134	ProgramServiceRevenuePriorYear
Program Service Revenue CY	1529859	ProgramServiceRevenueCY
Investment Income Prior Year	59272	InvestmentIncomePriorYear
Investment Income Current Year	185139	InvestmentIncomeCurrentYear
Other Revenue Prior Year	111691	OtherRevenuePriorYear
Other Revenue Current Year	201588	OtherRevenueCurrentYear
Total Revenue Prior Year	1611097	TotalRevenuePriorYear
Total Revenue Current Year	1916586	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	0	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	493613	SalariesEtcPriorYear
Salaries Etc Current Year	430387	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	1028599	OtherExpensePriorYear
Other Expenses Current Year	813939	OtherExpensesCurrentYear
Total Expenses Prior Year	1522212	TotalExpensesPriorYear
Total Expenses Current Year	1244326	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	88885	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	672260	RevenuesLessExpensesCY
Total Assets BOY	2531857	TotalAssetsBOY
Total Assets EOY	3059438	TotalAssetsEOY
Total Liabilities BOY	356167	TotalLiabilitiesBOY
Total Liabilities EOY	211488	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	2175690	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	2847950	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	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.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	270164	Expense
Description	LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	282290	Expense
Description	CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	6953	Expense
Description	NEWSLETTER TO INFORM THE MEMBERS OF THE SOCIETY'S ACTIVITIES	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	107979	Expense

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	107979	TotalOfOtherProgramServiceExp
Total Program Service Expense	667386	TotalProgramServiceExpense
Described In501 C3	0	DescribedIn501C3
Schedule B Required	0	ScheduleBRequired
Political Activities	0	PoliticalActivities
Subject To Proxy Tax	0	SubjectToProxyTax
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	0	TermOrPermanentEndowments
Report Land Bldg Equip	1	ReportLandBldgEquip
Report Invest Oth Securities	0	ReportInvestOthSecurities
Report Prog Rel Invest	0	ReportProgRelInvest
Report Other Assets	0	ReportOtherAssets
Report Other Liabilities	1	ReportOtherLiabilities
Report Fin48 Footnote	0	ReportFin48Footnote
Independent Audit Financial Stmt	0	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	0	ConsolidatedAuditFinancialStmt
School	0	School
Foreign Office	0	ForeignOffice
Foreign Activities	0	ForeignActivities
More Than5000 K To Organizations	0	MoreThan5000KToOrganizations
More Than5000 K To Individuals	0	MoreThan5000KToIndividuals
Professional Fundraising	0	ProfessionalFundraising
Fundraising Activities	0	FundraisingActivities
Gaming	0	Gaming
Hospital	0	Hospital
Grants To Organizations	0	GrantsToOrganizations
Grants To Individuals	0	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	0	TaxExemptBonds
Loan To Officer Or DQP	0	LoanToOfficerOrDQP
Grant To Related Person	0	GrantToRelatedPerson
Bsnss Rltnshp With Organization	0	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	0	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	0	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	0	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	RelatedEntity
Related Org Controlled Entity	0	RelatedOrgControlledEntity
Transaction Related Entity	0	TransactionRelatedEntity
Activities Conducted Partnership	0	ActivitiesConductedPartnership
Schedule O Required	1	ScheduleORequired
Number Forms Transmitted With1096	0	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	5	NumberOfEmployees
Employment Tax Returns Filed	1	EmploymentTaxReturnsFiled
Unrelated Business Income	0	UnrelatedBusinessIncome
Foreign Financial Account	0	ForeignFinancialAccount
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTrans
Taxable Party Notification	0	TaxablePartyNotification
Non Deductible Contributions	0	NonDeductibleContributions
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	18	NbrVotingGoverningBodyMembers
Number Independent Voting Members	0	NumberIndependentVotingMembers
Family Or Business Relationship	0	FamilyOrBusinessRelationship
Delegation Of Management Duties	0	DelegationOfManagementDuties
Changes To Organizing Docs	0	ChangesToOrganizingDocs
Material Diversion Or Misuse	0	MaterialDiversionOrMisuse
Members Or Stockholders	1	MembersOrStockholders
Election Of Board Members	1	ElectionOfBoardMembers
Decisions Subject To Approval	0	DecisionsSubjectToApproval
Minutes Of Governing Body	1	MinutesOfGoverningBody
Minutes Of Committees	1	MinutesOfCommittees
Officer Mailing Address	0	OfficerMailingAddress
Local Chapters	1	LocalChapters
Policies Reference Chapters	1	PoliciesReferenceChapters
Form990 Provided To Governing Body	1	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	1	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	0	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	0	RegularMonitoringEnforcement
Whistleblower Policy	0	WhistleblowerPolicy
Document Retention Policy	1	DocumentRetentionPolicy
Compensation Process CEO	0	CompensationProcessCEO
Compensation Process Other	0	CompensationProcessOther
Investment In Joint Venture	0	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Own Website	X	OwnWebsite

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	JEANNE W WOLF	BusinessNameLine1

Field	Value	IRS element (for citing)
Telephone Number	6175426113	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	260 FRANKLIN STREET 15TH FLOOR	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	02109	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation
JEANNE WOLF
EXECUTIVE DIRECTOR	40.00	X	150000	0	6298
STEPHANIE FIELD
DIRECTOR OF EDUCATION	0.00	X	0	0	0
AMY PEPE
MEMBERSHIP AND PROGRAM COO	0.00	X	0	0	0
LAUREN TOMASONE
DEPARTMENT HEAD	0.00	X	0	0	0
ALICE C AVANIAN
VICE PRESIDENT, EDUCATION	0.00	X	0	0	0
DAMON BARGLOW
SECRETARY	0.00	X	0	0	0
CHARLES I CLOUGH JR
DIRECTOR	0.00	X	0	0	0
DANIEL J FASCIANO
TREASURER	0.00	X	0	0	0
DANIEL J FUSS
PAST PRESIDENT	0.00	X	0	0	0
CHRISTOPHER L GOOTKIND
PAST PRESIDENT	0.00	X	0	0	0
GEORGE R HOGUET
DIRECTOR	0.00	X	0	0	0
THOMAS LINKAS
PRESIDENT	0.00	X	0	0	0
STACEY L MARINO
VICE PRESIDENT, PROGRAMS	0.00	X	0	0	0
GEORGE MELLMAN
DIRECTOR	0.00	X	0	0	0
JOHN R MINAHAN
PAST PRESIDENT	0.00	X	0	0	0
MIKE ROBERGE
DIRECTOR	0.00	X	0	0	0
MATT SPIEGEL
DIRECTOR	0.00	X	0	0	0
VINCENT P STANTON
DIRECTOR	0.00	X	0	0	0
SCOTT STEWART
DIRECTOR	0.00	X	0	0	0
TEE TAGGART
DIRECTOR	0.00	X	0	0	0
PAMELA YANG
DIRECTOR	0.00	X	0	0	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	150000	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	6298	TotalOtherCompensation
Number Individuals GT100 K	1	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources
Number Of Contractors GT100 K	0	NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EDUCATION COURSES	611710	555101	555101
MEETINGS	621400	249333	249333

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	725425	TotalRevenueColumn
Related Or Exempt Function Income	725425	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	1529859	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	64283	TotalRevenueColumn
Related Or Exempt Function Income	64283	RelatedOrExemptFunctionIncome

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	30000	TotalRevenueColumn
Related Or Exempt Function Income	30000	RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	515126	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	394270	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	120856	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	120856	TotalRevenueColumn
Related Or Exempt Function Income	120856	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
UNREALIZED GAIN ON INV	900099	191677	191677
UNREALIZED LOSS ON INV	900099	-20089	-20089

Field	Value	IRS element (for citing)
Total Other Revenue	171588	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1916586	TotalRevenueColumn
Related Or Exempt Function Income	1916586	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	338549	Total
Management And General	338549	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	43500	Total
Management And General	43500	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	48338	Total
Management And General	48338	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	2893	Total
Program Services	2893	ProgramServices

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	29112	Total
Program Services	29112	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	22060	Total
Program Services	22060	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	72407	Total
Management And General	72407	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	27498	Total
Program Services	21553	ProgramServices
Management And General	5945	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	16718	Total

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
FACILITY AND FOOD	182058	182058
INSTRUCTORS	129852	129852
PROGRAM EXPENSE	79309	79309
PRACTICE EXAM	66836	66836
ANNUAL MEETING	30426	30426

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	154770	Total
Program Services	103287	ProgramServices
Management And General	51483	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	1244326	Total
Program Services	667386	ProgramServices
Management And General	560222	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	30025	BOY
EOY	108779	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	413002	BOY
EOY	366859	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	29444	BOY
EOY	11422	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	5717	BOY
EOY	4810	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	172569	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	128615	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	60058	BOY
EOY	43954	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	1983995	BOY
EOY	2513998	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	9616	BOY
EOY	9616	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	2531857	BOY
EOY	3059438	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	79387	BOY
EOY	25756	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	276780	BOY
EOY	185732	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	356167	BOY
EOY	211488	EOY

Field	Value	IRS element (for citing)
Do Not Follow SFAS117	X	DoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Field	Value	IRS element (for citing)
BOY	2175690	BOY
EOY	2847950	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2175690	BOY
EOY	2847950	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	2531857	BOY
EOY	3059438	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	672260	ReconcilationRevenueExpenses
Reconcilation Other Changes	0	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	0	AccountantCompileOrReview
FS Audited	0	FSAudited
Audit Committee	1	AuditCommittee
Federal Grant Audit Required	0	FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	172569	InvestmentCostOrOtherBasis
Depreciation	128615	Depreciation
Book Value	43954	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	43954	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	AmountAmount
UNEARNED MEMBERSHIP DUES	$171,870
OTHER LIABILITIES	$13,862

Field	Value	IRS element (for citing)
Total Of Amounts	185732	TotalOfAmounts

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	X	WrittenEmploymentContract
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	0	SeverancePayment
Supplemental Nonqual Retire Plan	0	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	0	EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	JEANNE WOLF	NamePerson
Base Compensation Filing Org	125000	BaseCompensationFilingOrg
Comp Based On Related Orgs	0	CompBasedOnRelatedOrgs
Bonus Filing Org	25000	BonusFilingOrg
Bonus Related Orgs	0	BonusRelatedOrgs
Other Compensation Filing Org	0	OtherCompensationFilingOrg
Other Compensation Related Orgs	0	OtherCompensationRelatedOrgs
Deferred Comp Filing Org	6298	DeferredCompFilingOrg
Deferred Comp Related Orgs	0	DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org	0	NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs	0	NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org	156298	TotalCompensationFilingOrg
Total Compensation Related Orgs	0	TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org	0	CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs	0	CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifier	ExplanationExplanation	Return ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 6	THE ORGANIZATION HAS MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A	THE ORGANIZATIONS MEMBERS ELECT MEMBERS OF THE GOVERNING BOARD.
FORM 990, PART VI, SECTION B, LINE 11	THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY AT THEIR ANNUAL BOARD MEETING
	ALL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE.	FORM 990, PART VI, SECTION C, LINE 19
ALL OTHER FUNCTIONAL EXPENSES	BANK AND CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 21,735. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,735. COORDINATOR AND ASSOCIATE: PROGRAM SERVICE EXPENSES 21,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,150. POSTAGE,PRINTING & SHIPPING: PROGRAM SERVICE EXPENSES 10,494. MANAGEMENT AND GENERAL EXPENSES 10,440. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,934. TEXT BOOKS: PROGRAM SERVICE EXPENSES 12,557. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,557. INSURANCE EXPENSE: PROGRAM SERVICE EXPENSES 10,703. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,703. ELECTRONIC DELIVERY/INTERNET: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,559. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,559. OFFICE SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,706. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,706. NEWS LETTER: PROGRAM SERVICE EXPENSES 6,953. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,953. NEIRC: PROGRAM SERVICE EXPENSES 6,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,787. TELEPHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,728. BOOK/TAX DEPRECIATION DIFFERENCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,251. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,251. BOARD EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,721. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,721. OUTSIDE SERVICE: PROGRAM SERVICE EXPENSES 4,004. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,004. COMMITTEE EXPENSE: PROGRAM SERVICE EXPENSES 3,751. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,751. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 2,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,278. WALL STREET JOURNAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,210. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,210. STAFF DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,964. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,964. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,822. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,822. MARKETING EXPENSE: PROGRAM SERVICE EXPENSES 911. MANAGEMENT AND GENERAL EXPENSES 46. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 957.	FORM 990, PART X, LINE 24F

CFA SOCIETY BOSTON INC: Form 990, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990 IRS990

Address Principal Officer US AddressPrincipalOfficerUS

Activity2 Activity2

Activity3 Activity3

Activity Other ActivityOther

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Address US AddressUS

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

Program Service Revenue ProgramServiceRevenue (2 entries)

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Investment Income InvestmentIncome

Royalties Revenue RoyaltiesRevenue

Gross Amount Sales Assets GrossAmountSalesAssets

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Gain Or Loss GainOrLoss

Net Gain Or Loss Investments NetGainOrLossInvestments

Other Revenue Misc OtherRevenueMisc (2 entries)

Total Revenue TotalRevenue

Other Salaries And Wages OtherSalariesAndWages

Other Employee Benefits OtherEmployeeBenefits

Payroll Taxes PayrollTaxes

Fees For Services Legal FeesForServicesLegal

Fees For Services Accounting FeesForServicesAccounting

Fees For Services Other FeesForServicesOther

Occupancy Occupancy

Travel Travel

Depreciation Depletion DepreciationDepletion

Other Expenses OtherExpenses (5 entries)

All Other Expenses AllOtherExpenses

Total Functional Expenses TotalFunctionalExpenses

Cash Non Interest Bearing CashNonInterestBearing

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Accounts Receivable AccountsReceivable

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Other Assets Total OtherAssetsTotal

Total Assets TotalAssets

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Other Liabilities OtherLiabilities

Total Liabilities TotalLiabilities

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Schedule D IRS990ScheduleD

Equipment Equipment

Other Liabilities OtherLiabilities (2 entries)

Schedule J IRS990ScheduleJ

Form990 Schedule J Part II Form990ScheduleJPartII

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

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