CFA SOCIETY BOSTON INC
Cite this
Plain text CFA SOCIETY BOSTON INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/cfa-society-boston-inc-237069432. Retrieved 2026-10-29.
APA furp.org. (n.d.). CFA SOCIETY BOSTON INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 29, 2026, from https://furp.org/org/cfa-society-boston-inc-237069432
MLA “CFA SOCIETY BOSTON INC.” furp.org, tax years 2010–2024, https://furp.org/org/cfa-society-boston-inc-237069432. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $2.4M · expenses $2.6M · assets $6.7M
- EIN
- 23-7069432
- Address
- 101 FEDERAL ST STE 502, BOSTON, MA 02110-2040
- Website
- WWW.CFABOSTON.ORG
- NTEE code
- -
- Exempt type
- 501(c)(6): business league or chamber of commerce (corporation)
- Ruling date
- June 1970 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
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.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
7 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Jeanne Wolf | CHIEF EXECUTIVE OFFICER | 2010-2024 | $322,300 | $2,997,349 | 1 |
| Renee Russo | CHIEF OPERATING OFFICER | 2020-2024 | $237,200 | $976,464 | 1 |
| Todd Fowler | DIRECTOR OF EDUCATION AND CONTENT | 2023-2024 | $121,615 | $229,057 | 1 |
| Stephanie Field (former) | MNG DIRECTOR, LEARNING & O | 2010-2019 | $148,641 | $841,752 | 1 |
| Garabed Sarkissian (former) | DIR. EDUCATION & CONTENT | 2020-2022 | $211,958 | $670,612 | 1 |
| George Dudley (former) | DIR. OF MARKETING & COMMUN | 2015-2019 | $104,027 | $495,686 | 1 |
| Caitlin Basler (former) | DIRECTOR OF MEMBER TECHNOLOGY AND ENGAGEMENT | 2023 | $122,833 | $122,833 | 1 |
Officers and directors, no compensation reported
65 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Sarah N Samuels Cfa Caia | DIRECTOR | 2018-2024 | 2 | $0 reported | 1 |
| Andrew Z Tubman Cfa | IMMEDIATE PAST CHAIR | 2019-2024 | 5 | $0 reported | 1 |
| Keon T Holmes Cfa | DIRECTOR | 2019-2024 | 2 | $0 reported | 1 |
| Asha Mehta Cfa | CHAIR | 2019-2024 | 5 | $0 reported | 1 |
| Jennifer K Desisto Cfa Caia | DIRECTOR | 2020-2024 | 2 | $0 reported | 1 |
| P Brian Enyeart Cfa | DIRECTOR | 2020-2024 | 2 | $0 reported | 1 |
| Patrick C Gregory Cfa | SECRETARY | 2020-2024 | 5 | $0 reported | 1 |
| Tiffany Hu Cfa | CHAIR, EDUCATION | 2023-2024 | 5 | $0 reported | 2 |
| Wiliam D Krause Cfa | DIRECTOR | 2020-2024 | 2 | $0 reported | 1 |
| Sri Krishnamurthy Cfa | DIRECTOR | 2023-2024 | 2 | $0 reported | 1 |
| Bill Li Cfa Caia | DIRECTOR | 2021-2024 | 2 | $0 reported | 1 |
| Allysen Mattison Cfa | VICE CHAIR | 2022-2024 | 5 | $0 reported | 1 |
| Kashif Siddiqui | TREASURER | 2023-2024 | 5 | $0 reported | 1 |
| Kenechukwu Anadu Cfa Caia | DIRECTOR | 2022-2024 | 2 | $0 reported | 1 |
| Sean D Fullerton | DIRECTOR | 2024 | 2 | $0 reported | 1 |
| Anadu Kenechukwu Cfa Caia (former) | DIRECTOR | 2021-2023 | 2 | $0 reported | 1 |
| Heather M Young Cfa (former) | DIRECTOR | 2017-2023 | 5 | $0 reported | 1 |
| Brent Bell Cfa (former) | IMMEDIATE PAST CHAIR | 2015-2022 | 5 | $0 reported | 1 |
| Peter A Sullivan Cfa (former) | CHAIR, EDUCATION | 2018-2022 | 5 | $0 reported | 1 |
| Sri Krishnamurthym Cfa (former) | DIRECTOR | 2022 | 2 | $0 reported | 1 |
| Susan E Farris Cfa (former) | IMMEDIATE PAST CHAIR | 2014-2021 | 2 | $0 reported | 1 |
| Erinn R King Cfa (former) | PAST CHAIR | 2014-2021 | 2 | $0 reported | 1 |
| Brent Bell Cfa Frm (former) | VICE CHAIR | 2020 | 2 | $0 reported | 1 |
| Jeffrey B Augustine Cfa Cfp (former) | DIRECTOR | 2020 | 2 | $0 reported | 1 |
| Hugh L Crowther (former) | DIRECTOR | 2017-2020 | 2 | $0 reported | 1 |
| Christine L Todd Cfa (former) | DIRECTOR | 2017-2020 | 2 | $0 reported | 1 |
| Michael G Trotsky Cfa (former) | DIRECTOR | 2012-2020 | 2 | $0 reported | 1 |
| George Hoguet (former) | DIRECTOR | 2010-2019 | 2 | $0 reported | 4 |
| Jeff Augustine Cfa (former) | DIRECTOR | 2011-2019 | 2 | $0 reported | 1 |
| Stephen Petersen Cfa (former) | DIRECTOR | 2017-2019 | 2 | $0 reported | 1 |
| Emery Trahancfa (former) | DIRECTOR | 2017-2019 | 2 | $0 reported | 1 |
| Lisa L Hessler (former) | CHAIR, EDUCATION AND PROGR | 2019 | 5 | $0 reported | 1 |
| Leah Hirshfield Cfa (former) | SECRETARY | 2015-2018 | 5 | $0 reported | 1 |
| Scott Stewart Cfa (former) | PAST CHAIR (19) | 2010-2018 | 2 | $0 reported | 1 |
| Lisa L Chioffi Cfa (former) | DIRECTOR | 2017-2018 | 2 | $0 reported | 1 |
| Vitaly Veksler Cfa (former) | DIRECTOR | 2017-2018 | 2 | $0 reported | 1 |
| Pamela Yang (former) | PAST CHAIR | 2010-2017 | 2 | $0 reported | 2 |
| Rob Fernandez Cfa (former) | CHAIR, EDUCATION & PROGRAMS | 2015-2017 | 5 | $0 reported | 1 |
| Alice Avanian (former) | PAST CHAIR | 2010-2015 | 5 | $0 reported | 2 |
| Bob Persons (former) | DIRECTOR | 2015 | 2 | $0 reported | 1 |
| Dan Fasciano (former) | PAST CHAIR | 2011-2015 | 2 | $0 reported | 1 |
| Kathleen Gaffney (former) | DIRECTOR | 2015 | 2 | $0 reported | 1 |
| Stacey Marino (former) | DIRECTOR | 2010-2015 | 2 | $0 reported | 1 |
| Thomas Bavin (former) | DIRECTOR | 2014-2015 | 2 | $0 reported | 1 |
| William Richardson (former) | DIRECTOR | 2014-2015 | 2 | $0 reported | 1 |
| Chris Foti (former) | CHAIR, PROGRAMS, AND EDUCATION | 2012-2014 | 5 | $0 reported | 1 |
| George Mellman (former) | DIRECTOR | 2010-2014 | 5 | $0 reported | 1 |
| Larry Pohlman (former) | DIRECTOR | 2012-2014 | 5 | $0 reported | 1 |
| Mike Roberge (former) | PAST CHAIR | 2010-2014 | 5 | $0 reported | 1 |
| Damon Barglow (former) | DIRECTOR | 2010-2013 | 5 | $0 reported | 1 |
| Archana Basi (former) | SECRETARY | 2011-2013 | 5 | $0 reported | 1 |
| Ken D'Souza (former) | DIRECTOR | 2012-2013 | 5 | $0 reported | 1 |
| Tom Linkas (former) | PAST PRESIDENT | 2011-2013 | 5 | $0 reported | 1 |
| Tee Taggart (former) | DIRECTOR | 2010-2013 | 5 | $0 reported | 1 |
| Dan Fuss (former) | PAST PRESIDENT AND DIRECTOR | 2011 | 0 | $0 reported | 1 |
| John R Minahan (former) | PAST PRESIDENT AND DIRECTOR | 2010-2011 | 0 | $0 reported | 1 |
| Matt Spiegel (former) | DIRECTOR | 2010-2011 | 0 | $0 reported | 1 |
| Amy Pepe (former) | MEMBERSHIP AND PROGRAM COO | 2010 | 0 | $0 reported | 1 |
| Lauren Tomasone (former) | DEPARTMENT HEAD | 2010 | 0 | $0 reported | 1 |
| Charles I Clough Jr (former) | DIRECTOR | 2010 | 0 | $0 reported | 1 |
| Daniel J Fasciano (former) | TREASURER | 2010 | 0 | $0 reported | 1 |
| Daniel J Fuss (former) | PAST PRESIDENT | 2010 | 0 | $0 reported | 1 |
| Christopher L Gootkind (former) | PAST PRESIDENT | 2010 | 0 | $0 reported | 1 |
| Thomas Linkas (former) | PRESIDENT | 2010 | 0 | $0 reported | 1 |
| Vincent P Stanton (former) | DIRECTOR | 2010 | 0 | $0 reported | 1 |
People by year
2024 · 18 people listed · 3 paid, $681K · 8 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | CHIEF EXECUTIVE OFFICER | 40 | $284,947 | $0 | $37,353 | $322,300 | 1 |
| RENEE RUSSO | CHIEF OPERATING OFFICER | 40 | $200,034 | $0 | $37,166 | $237,200 | 1 |
| TODD FOWLER | DIRECTOR OF EDUCATION AND CONTENT | 40 | $121,195 | $0 | $420 | $121,615 | 1 |
| ASHA MEHTA CFA | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ANDREW Z TUBMAN CFA | IMMEDIATE PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| KASHIF SIDDIQUI | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| PATRICK C GREGORY CFA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| TIFFANY HU CFA | CHAIR, EDUCATION | 5 | $0 | $0 | $0 | $0 | 2 |
| ALLYSEN MATTISON CFA | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SARAH N SAMUELS CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEON T HOLMES CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KENECHUKWU ANADU CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| P BRIAN ENYEART CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| WILIAM D KRAUSE CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SRI KRISHNAMURTHY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BILL LI CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SEAN D FULLERTON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2023 · 19 people listed · 4 paid, $720K · 6 employees · 220 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | CHIEF EXECUTIVE OFFICER | 40 | $244,321 | $0 | $28,308 | $272,629 | 1 |
| RENEE RUSSO | CHIEF OPERATING OFFICER | 40 | $189,463 | $0 | $27,624 | $217,087 | 1 |
| CAITLIN BASLER | DIRECTOR OF MEMBER TECHNOLOGY AND ENGAGEMENT | 40 | $103,745 | $0 | $19,088 | $122,833 | 1 |
| TODD FOWLER | DIRECTOR OF EDUCATION AND CONTENT | 40 | $107,030 | $0 | $412 | $107,442 | 1 |
| SARAH N SAMUELS CFA CAIA | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ANDREW Z TUBMAN CFA | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| KEON T HOLMES CFA | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| ASHA MEHTA CFA | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ANADU KENECHUKWU CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| P BRIAN ENYEART CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK C GREGORY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| TIFFANY HU CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| WILIAM D KRAUSE CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SRI KRISHNAMURTHY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BILL LI CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ALLYSEN MATTISON CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KASHIF SIDDIQUI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HEATHER M YOUNG CFA | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2022 · 18 people listed · 3 paid, $651K · 6 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | CEO | 40 | $206,599 | $0 | $28,340 | $234,939 | 1 |
| GARABED SARKISSIAN | DIR. EDUCATION & CONTENT | 40 | $188,608 | $0 | $23,350 | $211,958 | 1 |
| RENEE RUSSO | CHIEF OPERATING OFICER | 40 | $166,151 | $0 | $37,647 | $203,798 | 1 |
| BRENT BELL CFA | IMMEDIATE PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| HEATHER M YOUNG CFA | CHAIR, EDUCATION | 5 | $0 | $0 | $0 | $0 | 1 |
| ASHA MEHTA CFA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| SARAH N SAMUELS CFA CAIA | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| PETER A SULLIVAN CFA | CHAIR, EDUCATION | 5 | $0 | $0 | $0 | $0 | 1 |
| ANDREW Z TUBMAN CFA | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KENECHUKWU ANADU CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| P BRIAN ENYEART CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK C GREGORY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEON T HOLMES CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| WILIAM D KRAUSE CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SRI KRISHNAMURTHYM CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BILL LI CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ALLYSEN MATTISON CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2021 · 18 people listed · 3 paid, $549K · 5 employees · 150 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| GARABED SARKISSIAN | DIR. EDUCATION & CONTENT | 40 | $194,997 | $0 | $37,973 | $232,970 | 1 |
| RENEE RUSSO | DIR. MARKETING & STRATEGIC | 40 | $141,070 | $0 | $28,587 | $169,657 | 1 |
| JEANNE WOLF | CEO | 40 | $140,651 | $0 | $5,369 | $146,020 | 1 |
| SUSAN E FARRIS CFA | IMMEDIATE PAST CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRENT BELL CFA | CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SARAH N SAMUELS CFA CAIA | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| PETER A SULLIVAN CFA | CHAIR, EDUCATION | 5 | $0 | $0 | $0 | $0 | 1 |
| BILL LI CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ASHA MEHTA CFA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| P BRIAN ENYEART CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK C GREGORY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEON T HOLMES CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ERINN R KING CFA | PAST CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| WILIAM D KRAUSE CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ANDREW Z TUBMAN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HEATHER M YOUNG CFA | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| ANADU KENECHUKWU CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 19 people listed · 3 paid, $613K · 6 employees · 105 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | CEO | 40 | $238,154 | $0 | $0 | $238,154 | 1 |
| GARABED SARKISSIAN | DIRECTOR OF EDUCATION AND CONTENT | 40 | $202,906 | $0 | $22,778 | $225,684 | 1 |
| RENEE RUSSO | DIRECTOR OF MARKETING AND STRATEGIC INITIATIVES | 40 | $126,432 | $0 | $22,290 | $148,722 | 1 |
| SUSAN E FARRIS CFA | CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRENT BELL CFA FRM | VICE CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH N SAMUELS CFA CAIA | TREASURER | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER A SULLIVAN CFA CPA | SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY B AUGUSTINE CFA CFP | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HUGH L CROWTHER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JENNIFER K DESISTO CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| P BRIAN ENYEART CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PATRICK C GREGORY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KEON T HOLMES CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ERINN R KING CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| WILIAM D KRAUSE CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE L TODD CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL G TROTSKY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ANDREW Z TUBMAN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HEATHER M YOUNG CFA | CHAIR, EDUCATION & PROGRAMS | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 20 people listed · 3 paid, $479K · 6 employees · 180 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | CEO | 40 | $215,751 | $0 | $10,158 | $225,909 | 1 |
| STEPHANIE FIELD | MNG DIRECTOR, LEARNING & O | 40 | $148,641 | $0 | $0 | $148,641 | 1 |
| GEORGE DUDLEY | DIR. OF MARKETING & COMMUN | 40 | $104,027 | $0 | $0 | $104,027 | 1 |
| MICHAEL TROTSKY CFA | CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
| LISA L HESSLER | CHAIR, EDUCATION AND PROGR | 5 | $0 | $0 | $0 | $0 | 1 |
| HEATHER YOUNG CFA | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| BRENT BELL CFA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| JEFF AUGUSTINE CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HUGH CROWTHER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN FARRIS CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 4 |
| KEON T HOLMES CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ERINN KING CFA | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| ASHA MEHTA CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN PETERSEN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH N SAMUELS CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER A SULLIVAN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE TODD CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EMERY TRAHANCFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ANDREW Z TUBMAN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 20 people listed · 3 paid, $522K · 5 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $210,974 | $0 | $15,691 | $226,665 | 1 |
| STEPHANIE FIELD | MNG DIRECTOR, LEARNING & O | 40 | $144,279 | $0 | $13,173 | $157,452 | 1 |
| GEORGE DUDLEY | DIR. OF MARKETING & COMMUN | 40 | $126,003 | $0 | $12,378 | $138,381 | 1 |
| ERINN KING CFA | CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL TROTSKY CFA | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| BRENT BELL CFA | CHAIR, EDUCATION AND PROGRAMS / DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN FARRIS CFA | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| LEAH HIRSHFIELD CFA | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| JEFF AUGUSTINE CFA | IMMEDIATE PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART CFA | PAST CHAIR (19) | 2 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET CFA | PAST CHAIR (20) | 2 | $0 | $0 | $0 | $0 | 4 |
| LISA L CHIOFFI CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HUGH CROWTHER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN PETERSEN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH N SAMUELS CFA CAIA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER A SULLIVAN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE TODD CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EMERY TRAHANCFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| VITALY VEKSLER CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HEATHER YOUNG CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 20 people listed · 3 paid, $507K · 5 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $206,838 | $0 | $14,858 | $221,696 | 1 |
| STEPHANIE FIELD | MNG DIRECTOR, LEARNING & OPERATIONS | 40 | $141,450 | $0 | $12,390 | $153,840 | 1 |
| GEORGE DUDLEY | DIR. OF MARKETING & COMMUNICATIONS | 40 | $120,004 | $0 | $11,458 | $131,462 | 1 |
| JEFF AUGUSTINE CFA | CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
| BRENT BELL CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LISA L CHIOFFI CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| HUGH CROWTHER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN FARRIS CFA | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| ROB FERNANDEZ CFA | CHAIR, EDUCATION & PROGRAMS | 5 | $0 | $0 | $0 | $0 | 1 |
| LEAH HIRSHFIELD CFA | DIRECTOR/SECRETARY | 2 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET CFA | IMMEDIATE PAST CHAIR | 2 | $0 | $0 | $0 | $0 | 4 |
| ERINN KING CFA | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN PETERSEN CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART CFA | PAST CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHRISTINE TODD CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| EMERY TRAHANCFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL TROTSKY CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| VITALY VEKSLER CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG CFA | PAST CHAIR | 2 | $0 | $0 | $0 | $0 | 2 |
| HEATHER YOUNG CFA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 20 people listed · 3 paid, $463K · 5 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $193,105 | $0 | $14,483 | $207,588 | 1 |
| STEPHANIE FIELD | MANAGING DIRECTOR | 40 | $121,799 | $0 | $11,674 | $133,473 | 1 |
| GEORGE DUDLEY | DIRECTOR OF MARKETING AND COMMUNICATIONS | 40 | $110,610 | $0 | $11,206 | $121,816 | 1 |
| ALICE AVANIAN | PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 2 |
| BOB PERSONS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BRENT BELL | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAN FASCIANO | PAST CHAIR | 2 | $0 | $0 | $0 | $0 | 1 |
| ERINN KING | CHAIR, EDUCATION & PROGRAMS | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 4 |
| JEFF AUGUSTINE | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| KATHLEEN GAFFNEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LEAH HIRSHFIELD | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL TROTSKY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG | IMMEDIATE PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 2 |
| ROB FERNANDEZ | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART | CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
| STACEY MARINO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SUSAN FARRIS | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| THOMAS BAVIN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM RICHARDSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 18 people listed · 2 paid, $328K · 11 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $182,663 | $0 | $14,243 | $196,906 | 1 |
| STEPHANIE FIELD | MANAGING DIRECTOR | 40 | $119,936 | $0 | $11,541 | $131,477 | 1 |
| JEFF AUGUSTINE | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| ALICE AVANIAN | IMMEDIATE PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 2 |
| DAN FASCIANO | PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS FOTI | CHAIR, PROGRAMS, AND EDUCATION | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET | TREASURER | 5 | $0 | $0 | $0 | $0 | 4 |
| STACEY MARINO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE MELLMAN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| LARRY POHLMAN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE ROBERGE | PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART | VICE CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL TROTSKY | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG | CHAIR | 10 | $0 | $0 | $0 | $0 | 2 |
| ERINN KING | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM RICHARDSON | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| SUSAN FARRIS | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| THOMAS BAVIN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
2013 · 19 people listed · 2 paid, $305K · 17 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $180,675 | $0 | $7,520 | $188,195 | 1 |
| STEPHANIE FIELD | MANAGING DIRECTOR | 40 | $111,702 | $0 | $5,167 | $116,869 | 1 |
| JEFF AUGUSTINE | CHAIR, EDUCATION AND PROGR | 5 | $0 | $0 | $0 | $0 | 1 |
| ALICE AVANIAN | CHAIR | 10 | $0 | $0 | $0 | $0 | 2 |
| DAMON BARGLOW | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| ARCHANA BASI | SECRETARY | 5 | $0 | $0 | $0 | $0 | 1 |
| KEN D'SOUZA | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| DAN FASCIANO | IMMEDIATE PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| CHRIS FOTI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 4 |
| TOM LINKAS | PAST PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| STACEY MARINO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE MELLMAN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| LARRY POHLMAN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE ROBERGE | PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART | TREASURER | 5 | $0 | $0 | $0 | $0 | 1 |
| TEE TAGGART | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL TROTSKY | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG | VICE CHAIR | 10 | $0 | $0 | $0 | $0 | 2 |
2012 · 18 people listed · 1 paid, $187K · 15 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $174,480 | $0 | $12,070 | $186,550 | 1 |
| JEFF AUGUSTINE | CHAIR, EDUCATION AND PROGRAMS; PERSONNEL COMMITTEE | 10 | $0 | $0 | $0 | $0 | 1 |
| ALICE AVANIAN | CHAIR | 10 | $0 | $0 | $0 | $0 | 2 |
| DAMON BARGLOW | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| ARCHANA BASI | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| KEN D'SOUZA | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| DAN FASCIANO | IMMEDIATE PAST CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
| CHRIS FOTI | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE HOGUET | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 4 |
| TOM LINKAS | PAST PRESIDENT | 5 | $0 | $0 | $0 | $0 | 1 |
| STACEY MARINO | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| GEORGE MELLMAN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| LARRY POHLMAN | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MIKE ROBERGE | PAST CHAIR | 5 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART | TREASURER | 10 | $0 | $0 | $0 | $0 | 1 |
| TEE TAGGART | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL TROTSKY | DIRECTOR | 5 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG | VICE CHAIR | 10 | $0 | $0 | $0 | $0 | 2 |
2011 · 17 people listed · 1 paid, $174K · 5 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $167,000 | $0 | $6,500 | $173,500 | 1 |
| ALICE C AVANIAN | VP, EDUCATION AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
| JEFF AUGUSTINE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAMON BARGLOW | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ARCHANA BASI | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAN FASCIANO | SECRETARY AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DAN FUSS | PAST PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE R HOGUET | TREASURER AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| TOM LINKAS | PAST PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| STACEY MARINO | VP, PROGRAMS AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE MELLMAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN R MINAHAN | PAST PRESIDENT AND DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE ROBERGE | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| MATT SPIEGEL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| TEE TAGGART | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
2010 · 21 people listed · 1 paid, $156K · 5 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEANNE WOLF | EXECUTIVE DIRECTOR | 40 | $150,000 | $0 | $6,298 | $156,298 | 1 |
| STEPHANIE FIELD | DIRECTOR OF EDUCATION | 0 | $0 | $0 | $0 | $0 | 1 |
| AMY PEPE | MEMBERSHIP AND PROGRAM COO | 0 | $0 | $0 | $0 | $0 | 1 |
| LAUREN TOMASONE | DEPARTMENT HEAD | 0 | $0 | $0 | $0 | $0 | 1 |
| ALICE C AVANIAN | VICE PRESIDENT, EDUCATION | 0 | $0 | $0 | $0 | $0 | 2 |
| DAMON BARGLOW | SECRETARY | 0 | $0 | $0 | $0 | $0 | 1 |
| CHARLES I CLOUGH JR | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| DANIEL J FASCIANO | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| DANIEL J FUSS | PAST PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| CHRISTOPHER L GOOTKIND | PAST PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE R HOGUET | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 4 |
| THOMAS LINKAS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| STACEY L MARINO | VICE PRESIDENT, PROGRAMS | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE MELLMAN | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JOHN R MINAHAN | PAST PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| MIKE ROBERGE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MATT SPIEGEL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| VINCENT P STANTON | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| SCOTT STEWART | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| TEE TAGGART | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| PAMELA YANG | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $2,419,772 | $2,588,166 | $6,656,724 | $5,420,079 | $975,180 | $796,824 | $605,561 | 8 | 200 |
| 2023 · Form 990 | ||||||||
| $1,998,288 | $2,096,241 | $6,910,043 | $5,484,197 | $982,612 | $702,914 | $592,864 | 6 | 220 |
| 2022 · Form 990 | ||||||||
| $1,853,709 | $1,890,424 | $6,655,258 | $5,163,128 | $1,004,567 | $538,760 | $421,914 | 6 | 200 |
| 2021 · Form 990 | ||||||||
| $2,072,624 | $1,759,733 | $5,288,449 | $4,966,895 | $858,546 | $595,177 | $335,648 | 5 | 150 |
| 2020 · Form 990 | ||||||||
| $1,696,898 | $1,331,024 | $6,009,185 | $5,739,612 | $849,633 | $509,206 | $441,060 | 6 | 105 |
| 2019 · Form 990 | ||||||||
| $1,832,964 | $1,681,778 | $4,708,519 | $4,540,806 | $876,337 | $643,613 | $468,419 | 6 | 180 |
| 2018 · Form 990 | ||||||||
| $1,919,405 | $1,847,413 | $4,764,884 | $4,353,003 | $865,651 | $759,661 | $551,674 | 5 | 0 |
| 2017 · Form 990 | ||||||||
| $1,701,394 | $1,606,329 | $4,463,942 | $4,122,182 | $0 | $1,461,179 | $206,837 | 5 | 200 |
| 2015 · Form 990 | ||||||||
| $1,634,873 | $1,647,010 | $4,277,224 | $3,959,500 | $0 | $1,465,869 | $193,714 | 5 | 200 |
| 2014 · Form 990 | ||||||||
| $1,616,079 | $1,584,191 | $4,250,173 | $3,930,418 | $0 | $1,357,942 | $192,074 | 11 | 200 |
| 2013 · Form 990 | ||||||||
| $1,686,466 | $1,510,865 | $4,293,940 | $4,039,688 | $0 | $1,400,383 | $186,480 | 17 | 0 |
| 2012 · Form 990 | ||||||||
| $1,754,780 | $1,517,297 | $3,879,572 | $3,571,662 | $0 | $1,489,363 | $174,480 | 15 | 0 |
| 2011 · Form 990 | ||||||||
| $1,497,088 | $1,049,810 | $3,424,654 | $3,228,811 | $0 | $1,271,335 | $167,000 | 5 | 0 |
| 2010 · Form 990 | ||||||||
| $1,916,586 | $1,244,326 | $3,059,438 | $2,847,950 | $0 | $1,529,859 | $150,000 | 5 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- BOSTON ECONOMIC CLUB INC New York, NY · 1 person in common (Tiffany Hu Cfa)
Funders of this organization
1 grantor reported grants to this organization, $3,392,383 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CFA INSTITUTE | Public charity | Exact | 2009-2024 | 16 | $3,392,383 | 2024 | $264,417 | show |
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (30)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| MAS BOSTON SOCIETY INC | MA | X40 | $3,286,832 | $3,083,919 | IMAM | $152,000 | Similar name, revenue within 2x, same state |
| BOSTONIAN SOCIETY INC | MA | Not reported | $2,774,828 | $3,294,952 | EXECUTIVE DIRECTOR | $160,744 | Similar name, revenue within 2x, same state |
| BOSTON MARINE SOCIETY | MA | Not reported | $1,553,810 | $992,726 | EXECUTIVE DIRECTOR | $146,544 | Similar name, revenue within 2x, same state |
| CFA SOCIETY NEW YORK INC | NY | S46 | $4,724,981 | $4,274,470 | EXECUTIVE DIRECTOR | $300,977 | Similar name, revenue within 2x, similar mission |
| CLL SOCIETY INC | TN | E86 | $3,944,332 | $3,562,732 | Chief Medical Officer | $438,866 | Similar name, revenue within 2x |
| BOSTON CHAMBER MUSIC SOCIETY INC | MA | A68 | $592,400 | $442,000 | Executive Director | $92,500 | Similar name, revenue within 5x, same state |
| CFA SOCIETY ATLANTA INC | GA | Not reported | $562,336 | $484,706 | CONTRACT- E.D. | $99,104 | Similar name, revenue within 5x, similar mission |
| THE BOSTON SOCIETY INC | MA | B60 | $354,135 | $318,589 | EXECUTIVE DI | $153,310 | Similar name, revenue within 10x, same state |
| SIKH SANGAT SOCIETY BOSTON INC | MA | X99 | $398,873 | $184,083 | SECRETARY | $0 | Similar name, revenue within 10x, same state |
| CFA SOCIETY HARTFORD INC | CT | Not reported | $242,443 | $253,445 | PRESIDENT | $0 | Similar name, revenue within 10x, similar mission |
| BOOTH SOCIETY INC | SD | L80 | $413,788 | $265,055 | TREASURER | $0 | Similar name, revenue within 10x |
| BOSTON HUB SOCIETY INC | MA | W99 | $77,346 | $85,316 | DIRECTOR, PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| BOSTON REEFERS SOCIETY INC | MA | U21 | $32,068 | $34,582 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| KOREAN SOCIETY OF BOSTON INC | MA | Not reported | $136,703 | $132,141 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| JAPAN SOCIETY OF BOSTON INC | MA | Q20 | $113,467 | $248,971 | CHAIRMAN | $0 | Similar name, revenue differs more than 10x, same state |
| BOSTON WOODWIND SOCIETY INC | MA | A20 | $11,435 | $9,546 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| ARMENIAN SOCIETY OF BOSTON INC | MA | Not reported | $2,100 | $3,053 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| OBSTETRICAL SOCIETY OF BOSTON INC | MA | G90 | $26,950 | $29,976 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| THE SWAN SOCIETY IN BOSTON INC | MA | Not reported | $187,101 | $240,902 | EXEC DIRECTOR/SOC'L WORKER | $0 | Similar name, revenue differs more than 10x, same state |
| WEDGWOOD SOCIETY OF BOSTON INC | MA | Z99 | $18,484 | $6,305 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| BOSTON MAGAR SOCIETY | MA | E12 | $6,434 | $4,661 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| GERMAN AID SOCIETY OF BOSTON INC | MA | Not reported | $83,902 | $90,213 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, same state |
| CFA SOCIETY OF IOWA INC | IA | Not reported | $232,842 | $287,677 | PRESIDENT | $0 | Similar name, revenue differs more than 10x, similar mission |
| CFA SOCIETY BALTIMORE INC | MD | Not reported | $228,519 | $238,163 | EXECUTIVE DIRECTOR | $85,000 | Similar name, revenue differs more than 10x |
| CFA SOCIETY OF BUFFALO INC | NY | S40 | $33,974 | $23,742 | PRESIDENT | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Grantors that funded the 30 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $2,588,166 spent · pay $1,204,811 · grants $0 · events $5,617
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $605,561 | - | - | - | 23.4% | |
| Other (as described) | EDUCATION AND CONFERENC | $555,643 | - | - | - | 21.5% |
| Other salaries and wages | $255,010 | - | - | - | 9.9% | |
| Fees: other services | $254,223 | - | - | - | 9.8% | |
| Other employee benefits | $204,978 | - | - | - | 7.9% | |
| Occupancy | $188,658 | - | - | - | 7.3% | |
| Information technology | $87,584 | - | - | - | 3.4% | |
| Payroll taxes | $86,547 | - | - | - | 3.3% | |
| Pension plan contributions | $52,715 | - | - | - | 2.0% | |
| Fees: management | $46,764 | - | - | - | 1.8% | |
| Depreciation and depletion | $42,602 | - | - | - | 1.6% | |
| All other expenses | $30,923 | - | - | - | 1.2% | |
| Other (as described) | STRATEGIC PLAN | $28,548 | - | - | - | 1.1% |
| Advertising and promotion | $26,652 | - | - | - | 1.0% | |
| Travel | $26,326 | - | - | - | 1.0% | |
| Fees: accounting | $21,711 | - | - | - | 0.8% | |
| Other (as described) | BANK AND CREDIT CARD FE | $20,431 | - | - | - | 0.8% |
| Insurance | $18,040 | - | - | - | 0.7% | |
| Other (as described) | MISCELLANEOUS | $17,536 | - | - | - | 0.7% |
| Office expenses | $12,097 | - | - | - | 0.5% | |
| Conferences, conventions and meetings | $5,617 | - | - | - | 0.2% | |
| Total | $2,588,166 | 100% |
2023 · Form 990 · $2,096,241 spent · pay $1,037,167 · grants $0 · events $18,585
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $592,864 | - | - | - | 28.3% | |
| Other (as described) | EDUCATION AND CONFERENC | $331,919 | - | - | - | 15.8% |
| Fees: other services | $227,938 | - | - | - | 10.9% | |
| Other salaries and wages | $200,814 | - | - | - | 9.6% | |
| Occupancy | $183,205 | - | - | - | 8.7% | |
| Other employee benefits | $105,917 | - | - | - | 5.1% | |
| Payroll taxes | $84,546 | - | - | - | 4.0% | |
| Information technology | $79,560 | - | - | - | 3.8% | |
| Pension plan contributions | $53,026 | - | - | - | 2.5% | |
| Fees: accounting | $32,625 | - | - | - | 1.6% | |
| Travel | $25,557 | - | - | - | 1.2% | |
| Depreciation and depletion | $25,486 | - | - | - | 1.2% | |
| Other (as described) | STAFF DEVELOPMENT | $20,453 | - | - | - | 1.0% |
| Advertising and promotion | $19,097 | - | - | - | 0.9% | |
| All other expenses | $16,617 | - | - | - | 0.8% | |
| Insurance | $16,492 | - | - | - | 0.8% | |
| Fees: legal | $15,789 | - | - | - | 0.8% | |
| Office expenses | $15,627 | - | - | - | 0.7% | |
| Other (as described) | BANK AND CREDIT CARD FE | $15,244 | - | - | - | 0.7% |
| Fees: management | $14,880 | - | - | - | 0.7% | |
| Other (as described) Event | PROGRAM EVENTS AND SPEC | $12,486 | - | - | - | 0.6% |
| Conferences, conventions and meetings | $6,099 | - | - | - | 0.3% | |
| Total | $2,096,241 | 100% |
2022 · Form 990 · $1,890,424 spent · pay $940,928 · grants $0 · events $332,734
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $421,914 | - | - | - | 22.3% | |
| Other (as described) Event | PROGRAM EVENTS AND SPEC | $315,022 | - | - | - | 16.7% |
| Other salaries and wages | $303,773 | - | - | - | 16.1% | |
| Information technology | $162,451 | - | - | - | 8.6% | |
| Other (as described) | EDUCATION AND CONFERENC | $140,820 | - | - | - | 7.4% |
| Occupancy | $133,153 | - | - | - | 7.0% | |
| Other employee benefits | $98,667 | - | - | - | 5.2% | |
| Payroll taxes | $68,610 | - | - | - | 3.6% | |
| Pension plan contributions | $47,964 | - | - | - | 2.5% | |
| Office expenses | $32,473 | - | - | - | 1.7% | |
| Fees: accounting | $26,145 | - | - | - | 1.4% | |
| Fees: other services | $24,562 | - | - | - | 1.3% | |
| Fees: management | $21,528 | - | - | - | 1.1% | |
| Conferences, conventions and meetings | $17,712 | - | - | - | 0.9% | |
| Insurance | $16,465 | - | - | - | 0.9% | |
| Travel | $16,382 | - | - | - | 0.9% | |
| Other (as described) | STAFF DEVELOPMENT | $12,793 | - | - | - | 0.7% |
| Advertising and promotion | $8,458 | - | - | - | 0.4% | |
| Other (as described) | MISCELLANEOUS | $8,410 | - | - | - | 0.4% |
| Depreciation and depletion | $8,132 | - | - | - | 0.4% | |
| Fees: legal | $4,990 | - | - | - | 0.3% | |
| Total | $1,890,424 | 100% |
2021 · Form 990 · $1,759,733 spent · pay $777,921 · grants $0 · events $330,155
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $335,648 | - | - | - | 19.1% | |
| Other (as described) Event | PROGRAM EVENTS AND SPEC | $327,768 | - | - | - | 18.6% |
| Other salaries and wages | $316,827 | - | - | - | 18.0% | |
| Fees: legal | $230,703 | - | - | - | 13.1% | |
| Other (as described) | EDUCATION AND CONFERENC | $129,979 | - | - | - | 7.4% |
| Occupancy | $97,231 | - | - | - | 5.5% | |
| Information technology | $74,781 | - | - | - | 4.2% | |
| Payroll taxes | $56,675 | - | - | - | 3.2% | |
| Fees: other services | $54,144 | - | - | - | 3.1% | |
| Other employee benefits | $40,688 | - | - | - | 2.3% | |
| Pension plan contributions | $28,083 | - | - | - | 1.6% | |
| Office expenses | $17,228 | - | - | - | 1.0% | |
| Insurance | $14,656 | - | - | - | 0.8% | |
| Other (as described) | STAFF DEVELOPMENT | $13,427 | - | - | - | 0.8% |
| Advertising and promotion | $6,343 | - | - | - | 0.4% | |
| Travel | $5,993 | - | - | - | 0.3% | |
| Fees: accounting | $3,100 | - | - | - | 0.2% | |
| Other (as described) | MISCELLANEOUS | $2,582 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $2,387 | - | - | - | 0.1% | |
| Depreciation and depletion | $1,490 | - | - | - | 0.1% | |
| Total | $1,759,733 | 100% |
2020 · Form 990 · $1,331,024 spent · pay $837,758 · grants $0 · events $78,314
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $441,060 | - | - | - | 33.1% | |
| Other salaries and wages | $274,792 | - | - | - | 20.6% | |
| Occupancy | $94,562 | - | - | - | 7.1% | |
| Other (as described) | EDUCATION AND CONFERENC | $89,811 | - | - | - | 6.7% |
| Information technology | $65,081 | - | - | - | 4.9% | |
| Other (as described) Event | PROGRAM EVENTS AND SPEC | $62,530 | - | - | - | 4.7% |
| Payroll taxes | $59,822 | - | - | - | 4.5% | |
| Fees: other services | $48,501 | - | - | - | 3.6% | |
| Fees: accounting | $46,861 | - | - | - | 3.5% | |
| Other employee benefits | $31,116 | - | - | - | 2.3% | |
| Pension plan contributions | $30,968 | - | - | - | 2.3% | |
| All other expenses | $16,834 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $15,784 | - | - | - | 1.2% | |
| Other (as described) | STRATEGIC PLAN | $10,700 | - | - | - | 0.8% |
| Insurance | $9,060 | - | - | - | 0.7% | |
| Advertising and promotion | $7,947 | - | - | - | 0.6% | |
| Other (as described) | BAD DEBT | $7,635 | - | - | - | 0.6% |
| Fees: legal | $6,331 | - | - | - | 0.5% | |
| Office expenses | $4,897 | - | - | - | 0.4% | |
| Depreciation and depletion | $4,197 | - | - | - | 0.3% | |
| Travel | $2,535 | - | - | - | 0.2% | |
| Total | $1,331,024 | 100% |
2019 · Form 990 · $1,681,778 spent · pay $881,136 · grants $0 · events $244,685
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $468,419 | - | - | - | 27.9% | |
| Other salaries and wages | $262,230 | - | - | - | 15.6% | |
| Other (as described) Event | PROGRAM EVENTS AND SPEC | $239,700 | - | - | - | 14.3% |
| Other (as described) | EDUCATION AND CONFERENC | $177,816 | - | - | - | 10.6% |
| Occupancy | $90,978 | - | - | - | 5.4% | |
| Fees: other services | $83,083 | - | - | - | 4.9% | |
| Payroll taxes | $63,814 | - | - | - | 3.8% | |
| Information technology | $62,331 | - | - | - | 3.7% | |
| Other employee benefits | $52,341 | - | - | - | 3.1% | |
| Fees: accounting | $36,496 | - | - | - | 2.2% | |
| Pension plan contributions | $34,332 | - | - | - | 2.0% | |
| Office expenses | $17,589 | - | - | - | 1.0% | |
| Travel | $15,334 | - | - | - | 0.9% | |
| Other (as described) | STRATEGIC PLAN | $15,000 | - | - | - | 0.9% |
| All other expenses | $14,342 | - | - | - | 0.9% | |
| Other (as described) | BANK AND CREDIT CARD FE | $11,227 | - | - | - | 0.7% |
| Depreciation and depletion | $10,647 | - | - | - | 0.6% | |
| Insurance | $8,873 | - | - | - | 0.5% | |
| Advertising and promotion | $7,103 | - | - | - | 0.4% | |
| Fees: legal | $5,138 | - | - | - | 0.3% | |
| Conferences, conventions and meetings | $4,985 | - | - | - | 0.3% | |
| Total | $1,681,778 | 100% |
2018 · Form 990 · $1,847,413 spent · pay $714,155 · grants $0 · events $509,376
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $551,674 | - | - | - | 29.9% | |
| Other (as described) Event | PROGRAM EVENTS AND SPEC | $505,215 | - | - | - | 27.3% |
| Other (as described) | EDUCATION AND CONFERENC | $226,098 | - | - | - | 12.2% |
| Occupancy | $97,898 | - | - | - | 5.3% | |
| Fees: other services | $85,882 | - | - | - | 4.6% | |
| Other salaries and wages | $64,390 | - | - | - | 3.5% | |
| Information technology | $60,645 | - | - | - | 3.3% | |
| Payroll taxes | $57,070 | - | - | - | 3.1% | |
| Fees: accounting | $53,482 | - | - | - | 2.9% | |
| Pension plan contributions | $26,303 | - | - | - | 1.4% | |
| Other (as described) | BANK AND CREDIT CARD FE | $18,861 | - | - | - | 1.0% |
| Travel | $17,584 | - | - | - | 1.0% | |
| Office expenses | $16,455 | - | - | - | 0.9% | |
| Other employee benefits | $14,718 | - | - | - | 0.8% | |
| Depreciation and depletion | $13,510 | - | - | - | 0.7% | |
| Insurance | $9,896 | - | - | - | 0.5% | |
| Other (as described) | STAFF DEVELOPMENT | $8,407 | - | - | - | 0.5% |
| Advertising and promotion | $7,232 | - | - | - | 0.4% | |
| Conferences, conventions and meetings | $4,161 | - | - | - | 0.2% | |
| All other expenses | $2,690 | - | - | - | 0.1% | |
| Fees: investment management | $2,681 | - | - | - | 0.1% | |
| Fees: legal | $2,561 | - | - | - | 0.1% | |
| Total | $1,847,413 | 100% |
2017 · Form 990 · $1,606,329 spent · pay $685,981 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $384,524 | - | - | - | 23.9% | |
| Other (as described) | PROGRAM EXPENSE | $318,556 | - | - | - | 19.8% |
| Pay: officers, directors, trustees, key employees | $206,837 | - | - | - | 12.9% | |
| Occupancy | $88,843 | - | - | - | 5.5% | |
| Other (as described) | FACILITY AND FOOD | $87,717 | - | - | - | 5.5% |
| All other expenses | $77,371 | - | - | - | 4.8% | |
| Other (as described) | PRACTICE EXAM | $72,705 | - | - | - | 4.5% |
| Fees: other services | $65,953 | - | - | - | 4.1% | |
| Payroll taxes | $48,580 | - | - | - | 3.0% | |
| Fees: legal | $41,806 | - | - | - | 2.6% | |
| Information technology | $37,487 | - | - | - | 2.3% | |
| Travel | $37,445 | - | - | - | 2.3% | |
| Pension plan contributions | $24,422 | - | - | - | 1.5% | |
| Office expenses | $22,881 | - | - | - | 1.4% | |
| Other (as described) | ANNUAL MEETING | $21,649 | - | - | - | 1.3% |
| Other employee benefits | $21,618 | - | - | - | 1.3% | |
| Advertising and promotion | $20,990 | - | - | - | 1.3% | |
| Depreciation and depletion | $11,962 | - | - | - | 0.7% | |
| Insurance | $8,820 | - | - | - | 0.5% | |
| Fees: accounting | $6,163 | - | - | - | 0.4% | |
| Total | $1,606,329 | 100% |
2015 · Form 990 · $1,647,010 spent · pay $657,504 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $364,035 | - | - | - | 22.1% | |
| Other (as described) | PROGRAM EXPENSE | $276,656 | - | - | - | 16.8% |
| Pay: officers, directors, trustees, key employees | $193,714 | - | - | - | 11.8% | |
| Other (as described) | FACILITY AND FOOD | $157,358 | - | - | - | 9.6% |
| Occupancy | $90,396 | - | - | - | 5.5% | |
| All other expenses | $83,595 | - | - | - | 5.1% | |
| Other (as described) | PRACTICE EXAM | $79,182 | - | - | - | 4.8% |
| Fees: other services | $63,528 | - | - | - | 3.9% | |
| Fees: accounting | $48,020 | - | - | - | 2.9% | |
| Payroll taxes | $46,693 | - | - | - | 2.8% | |
| Travel | $39,054 | - | - | - | 2.4% | |
| Depreciation and depletion | $34,861 | - | - | - | 2.1% | |
| Other (as described) | ANNUAL MEETING | $31,479 | - | - | - | 1.9% |
| Information technology | $28,071 | - | - | - | 1.7% | |
| Pension plan contributions | $27,419 | - | - | - | 1.7% | |
| Other employee benefits | $25,643 | - | - | - | 1.6% | |
| Office expenses | $23,227 | - | - | - | 1.4% | |
| Advertising and promotion | $20,990 | - | - | - | 1.3% | |
| Insurance | $9,697 | - | - | - | 0.6% | |
| Fees: legal | $3,392 | - | - | - | 0.2% | |
| Total | $1,647,010 | 100% |
2014 · Form 990 · $1,584,191 spent · pay $653,368 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $365,208 | - | - | - | 23.1% | |
| Other (as described) | PROGRAM EXPENSE | $294,067 | - | - | - | 18.6% |
| Pay: officers, directors, trustees, key employees | $192,074 | - | - | - | 12.1% | |
| Other (as described) | FACILITY AND FOOD | $164,240 | - | - | - | 10.4% |
| Occupancy | $87,421 | - | - | - | 5.5% | |
| All other expenses | $78,660 | - | - | - | 5.0% | |
| Other (as described) | PRACTICE EXAM | $54,452 | - | - | - | 3.4% |
| Fees: other services | $45,463 | - | - | - | 2.9% | |
| Payroll taxes | $42,810 | - | - | - | 2.7% | |
| Fees: accounting | $40,995 | - | - | - | 2.6% | |
| Depreciation and depletion | $36,580 | - | - | - | 2.3% | |
| Travel | $28,698 | - | - | - | 1.8% | |
| Information technology | $28,639 | - | - | - | 1.8% | |
| Other employee benefits | $27,049 | - | - | - | 1.7% | |
| Pension plan contributions | $26,227 | - | - | - | 1.7% | |
| Other (as described) | MISCELLANEOUS | $21,084 | - | - | - | 1.3% |
| Office expenses | $17,475 | - | - | - | 1.1% | |
| Insurance | $11,690 | - | - | - | 0.7% | |
| Fees: legal | $11,050 | - | - | - | 0.7% | |
| Advertising and promotion | $10,309 | - | - | - | 0.7% | |
| Total | $1,584,191 | 100% |
2013 · Form 990 · $1,510,865 spent · pay $556,302 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM EXPENSE | $353,586 | - | - | - | 23.4% |
| Other salaries and wages | $289,350 | - | - | - | 19.2% | |
| Pay: officers, directors, trustees, key employees | $186,480 | - | - | - | 12.3% | |
| Other (as described) | FACILITY AND FOOD | $126,292 | - | - | - | 8.4% |
| All other expenses | $110,283 | - | - | - | 7.3% | |
| Occupancy | $81,423 | - | - | - | 5.4% | |
| Fees: other services | $61,803 | - | - | - | 4.1% | |
| Other (as described) | PRACTICE EXAM | $58,484 | - | - | - | 3.9% |
| Payroll taxes | $35,168 | - | - | - | 2.3% | |
| Depreciation and depletion | $32,715 | - | - | - | 2.2% | |
| Other employee benefits | $27,134 | - | - | - | 1.8% | |
| Fees: accounting | $25,899 | - | - | - | 1.7% | |
| Information technology | $21,119 | - | - | - | 1.4% | |
| Office expenses | $20,568 | - | - | - | 1.4% | |
| Travel | $20,051 | - | - | - | 1.3% | |
| Other (as described) | BANK AND CREDIT CARD FE | $19,686 | - | - | - | 1.3% |
| Pension plan contributions | $18,170 | - | - | - | 1.2% | |
| Fees: legal | $15,470 | - | - | - | 1.0% | |
| Advertising and promotion | $7,184 | - | - | - | 0.5% | |
| Total | $1,510,865 | 100% |
2012 · Form 990 · $1,517,297 spent · pay $546,322 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other (as described) | PROGRAM EXPENSE | $340,906 | - | - | - | 22.5% |
| Other salaries and wages | $290,313 | - | - | - | 19.1% | |
| Pay: officers, directors, trustees, key employees | $174,480 | - | - | - | 11.5% | |
| Other (as described) | FACILITY AND FOOD | $138,849 | - | - | - | 9.2% |
| All other expenses | $126,260 | - | - | - | 8.3% | |
| Occupancy | $81,677 | - | - | - | 5.4% | |
| Fees: other services | $74,108 | - | - | - | 4.9% | |
| Other (as described) | PRACTICE EXAM | $69,680 | - | - | - | 4.6% |
| Other employee benefits | $49,047 | - | - | - | 3.2% | |
| Other (as described) | INSTRUCTORS | $39,145 | - | - | - | 2.6% |
| Payroll taxes | $32,482 | - | - | - | 2.1% | |
| Fees: accounting | $26,063 | - | - | - | 1.7% | |
| Depreciation and depletion | $20,307 | - | - | - | 1.3% | |
| Travel | $16,346 | - | - | - | 1.1% | |
| Fees: legal | $12,958 | - | - | - | 0.9% | |
| Information technology | $10,031 | - | - | - | 0.7% | |
| Advertising and promotion | $7,791 | - | - | - | 0.5% | |
| Office expenses | $6,854 | - | - | - | 0.5% | |
| Total | $1,517,297 | 100% |
2011 · Form 990 · $1,049,810 spent · pay $456,303 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $221,535 | - | - | - | 21.1% | |
| Pay: officers, directors, trustees, key employees | $167,000 | - | - | - | 15.9% | |
| Other (as described) | FACILITY AND FOOD | $115,033 | - | - | - | 11.0% |
| All other expenses | $83,714 | - | - | - | 8.0% | |
| Other (as described) | PRACTICE EXAM | $74,092 | - | - | - | 7.1% |
| Occupancy | $73,850 | - | - | - | 7.0% | |
| Other (as described) | PROGRAM EXPENSE | $64,134 | - | - | - | 6.1% |
| Other employee benefits | $38,297 | - | - | - | 3.6% | |
| Payroll taxes | $29,471 | - | - | - | 2.8% | |
| Other (as described) | ANNUAL MEETING | $29,244 | - | - | - | 2.8% |
| Fees: other services | $29,104 | - | - | - | 2.8% | |
| Travel | $28,803 | - | - | - | 2.7% | |
| Depreciation and depletion | $22,653 | - | - | - | 2.2% | |
| Fees: accounting | $21,769 | - | - | - | 2.1% | |
| Information technology | $12,999 | - | - | - | 1.2% | |
| Office expenses | $12,966 | - | - | - | 1.2% | |
| Fees: legal | $11,409 | - | - | - | 1.1% | |
| Insurance | $9,802 | - | - | - | 0.9% | |
| Advertising and promotion | $3,935 | - | - | - | 0.4% | |
| Total | $1,049,810 | 100% |
2010 · Form 990 · $1,244,326 spent · pay $430,387 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $338,549 | - | $338,549 | - | 27.2% | |
| Other (as described) | FACILITY AND FOOD | $182,058 | $182,058 | - | - | 14.6% |
| All other expenses | $154,770 | $103,287 | $51,483 | - | 12.4% | |
| Other (as described) | INSTRUCTORS | $129,852 | $129,852 | - | - | 10.4% |
| Other (as described) | PROGRAM EXPENSE | $79,309 | $79,309 | - | - | 6.4% |
| Occupancy | $72,407 | - | $72,407 | - | 5.8% | |
| Other (as described) | PRACTICE EXAM | $66,836 | $66,836 | - | - | 5.4% |
| Payroll taxes | $48,338 | - | $48,338 | - | 3.9% | |
| Other employee benefits | $43,500 | - | $43,500 | - | 3.5% | |
| Other (as described) | ANNUAL MEETING | $30,426 | $30,426 | - | - | 2.4% |
| Fees: accounting | $29,112 | $29,112 | - | - | 2.3% | |
| Travel | $27,498 | $21,553 | $5,945 | - | 2.2% | |
| Fees: other services | $22,060 | $22,060 | - | - | 1.8% | |
| Depreciation and depletion | $16,718 | - | - | - | 1.3% | |
| Fees: legal | $2,893 | $2,893 | - | - | 0.2% | |
| Total | $1,244,326 | 100% |
Comments