2011-11-14T15:22:21-06:00 2011-06-30 WALSH JASTREM & BROWNE LLP ONE LIBERTY SQUARE BOSTON MA 02109 990 2010-07-01 237069432 BOSTON SECURITY ANALYSTS SOCIETY BOST 6175426113 260 FRANKLIN STREET NO 15TH F BOSTON MA 02109 JEANNE WOLF 6175426113 2011-11-14 1 THOMAS F WALSH 6172273333 2011-11-14 2010 2016-03-07 17:11:31Z JEANNE W WOLF 260 FRANKLIN STREET 15TH FLOOR BOSTON MA 02109 2310856 0 X WWW.BSAS.ORG X 1946 MA EDUCATION OF ITS MEMBERS & PROFESSION 18 0 5 0 0 0 0 0 1440134 1529859 59272 185139 111691 201588 1611097 1916586 0 0 0 0 493613 430387 0 0 0 1028599 813939 1522212 1244326 88885 672260 2531857 3059438 356167 211488 2175690 2847950 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 270164 LUNCHEONS, ANNUAL MEETINGS, SEMINARS AND OTHER EVENTS. AVAILABLE FOR ALL MEMBERS AND GUESTS. 282290 CONTINUING EDUCATION COURSES AVAILABLE TO ALL MEMBERS AND OTHERS IN THE PROFESSION 6953 NEWSLETTER TO INFORM THE MEMBERS OF THE SOCIETY'S ACTIVITIES 107979 107979 667386 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 0 0 5 1 0 0 0 0 0 0 X 18 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 0 0 0 1 0 0 0 MA X JEANNE W WOLF 6175426113 260 FRANKLIN STREET 15TH FLOOR BOSTON MA 02109 JEANNE WOLF 40.00 X 150000 0 6298 STEPHANIE FIELD 0.00 X 0 0 0 AMY PEPE 0.00 X 0 0 0 LAUREN TOMASONE 0.00 X 0 0 0 ALICE C AVANIAN 0.00 X 0 0 0 DAMON BARGLOW 0.00 X 0 0 0 CHARLES I CLOUGH JR 0.00 X 0 0 0 DANIEL J FASCIANO 0.00 X 0 0 0 DANIEL J FUSS 0.00 X 0 0 0 CHRISTOPHER L GOOTKIND 0.00 X 0 0 0 GEORGE R HOGUET 0.00 X 0 0 0 THOMAS LINKAS 0.00 X 0 0 0 STACEY L MARINO 0.00 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 VINCENT P STANTON 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 150000 0 6298 1 0 1 0 0 EDUCATION COURSES 611710 555101 555101 MEETINGS 621400 249333 249333 725425 725425 1529859 64283 64283 30000 30000 515126 394270 120856 120856 120856 UNREALIZED GAIN ON INV 900099 191677 191677 UNREALIZED LOSS ON INV 900099 -20089 -20089 171588 1916586 1916586 0 0 338549 338549 43500 43500 48338 48338 2893 2893 29112 29112 22060 22060 72407 72407 27498 21553 5945 16718 FACILITY AND FOOD 182058 182058 INSTRUCTORS 129852 129852 PROGRAM EXPENSE 79309 79309 PRACTICE EXAM 66836 66836 ANNUAL MEETING 30426 30426 154770 103287 51483 1244326 667386 560222 0 30025 108779 413002 366859 29444 11422 5717 4810 172569 128615 60058 43954 1983995 2513998 9616 9616 2531857 3059438 79387 25756 276780 185732 356167 211488 X 0 0 0 0 2175690 2847950 2175690 2847950 2531857 3059438 672260 0 X 0 0 1 0 172569 128615 43954 43954 UNEARNED MEMBERSHIP DUES 171870 OTHER LIABILITIES 13862 185732 X X 0 0 0 JEANNE WOLF 125000 0 25000 0 0 0 6298 0 0 0 156298 0 0 0 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 FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24F 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.