NonprofitsCfa Society Boston Inc

Cfa Society Boston Inc

BOSTON, MA

Total revenue

$2.0M

Total expenses

$2.1M

Net assets

$5.5M

Grants received

$1.4M

5 grants

EIN

237069432

Tax year

2023

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.

Programs

1 program

Discussing the intersection of finance and technology. In addition to conferences, the society also offers industry analysis seminars, cfa candidate prep, and online learning opportunities through webinars and videos. Our cfa practice exam is used by cfa candidates globally to prepare for the cfa exam. We also work with educational partners to deliver candidate exam prep to local candidates. Our cio roundtable (which we plan on returning to annual program) features investment executives from asset owners and asset managers discussing trends in investments and asset allocation. Education remains at the core of who we are and what we do. Continuing education not only makes the professional better, it makes for a better profession.

Expenses: $3K

Financials

FY 2023

Revenue

Contributions & grants$983K
Program service revenue$703K
Investment income$151K
Other revenue$162K
Total revenue$2.0M

Expenses

Grants paid
Salaries & benefits$1.0M
Fundraising
Other expenses$1.1M
Total expenses$2.1M
Total assets$6.9M
Net assets$5.5M

People

19 listed

NameRoleCompensation

JEANNE WOLF

CHIEF EXECUTIVE OFFICER

Board

$244K

40 hrs/wk

RENEE RUSSO

CHIEF OPERATING OFFICER

Board

$189K

40 hrs/wk

SARAH N SAMUELS CFA CAIA

CHAIR

Board

5 hrs/wk

ANDREW Z TUBMAN CFA

TREASURER

Board

2 hrs/wk

KEON T HOLMES CFA

SECRETARY

Board

2 hrs/wk

ASHA MEHTA CFA

VICE CHAIR

Board

5 hrs/wk

ANADU KENECHUKWU CFA CAIA

DIRECTOR

Board

2 hrs/wk

JENNIFER K DESISTO CFA CAIA

DIRECTOR

Board

2 hrs/wk

P BRIAN ENYEART CFA

DIRECTOR

Board

2 hrs/wk

PATRICK C GREGORY CFA

DIRECTOR

Board

2 hrs/wk

TIFFANY HU CFA

DIRECTOR

Board

2 hrs/wk

WILIAM D KRAUSE CFA

DIRECTOR

Board

2 hrs/wk

SRI KRISHNAMURTHY CFA

DIRECTOR

Board

2 hrs/wk

BILL LI CFA CAIA

DIRECTOR

Board

2 hrs/wk

ALLYSEN MATTISON CFA

DIRECTOR

Board

2 hrs/wk

KASHIF SIDDIQUI

DIRECTOR

Board

2 hrs/wk

HEATHER M YOUNG CFA

DIRECTOR

Board

5 hrs/wk

TODD FOWLER

DIRECTOR OF EDUCATION AND CONTENT

Staff

$107K

40 hrs/wk

CAITLIN BASLER

DIRECTOR OF MEMBER TECHNOLOGY AND ENGAGEMENT

Staff

$104K

40 hrs/wk

Grants received

Showing 5 of 5

FromAmountPurposeYear
$275K
GEN SUPPORT
2023
$154K
GEN SUPPORT
2022
$310K
GEN SUPPORT
2021
$307K
GEN SUPPORT
2020
$307K
GEN SUPPORT
2019

Funded by

$1.4M from 1 funder · 5 grants · 2019–2023

Cfa Institute

$1.4M · 5 grants · 2019–2023

Details

EIN237069432
Subsection06
Ruling date1970-06
Formed1946
Employees6
Volunteers220
CFA SOCIETY BOSTON INC — Mission, Financials & Grants Received | Grantivo