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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.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$2M
Program Spending
16%
of total expenses go to program services
Total Contributions
$982.6K
Total Expenses
▼$2.1M
Total Assets
$6.9M
Total Liabilities
▼$1.4M
Net Assets
$5.5M
Officer Compensation
→$592.9K
Other Salaries
$200.8K
Investment Income
$151.2K
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2024 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $2M | $982.6K | $2.1M | $6.9M | $5.5M |
| 2022IRS e-File | $1.9M | $1M | $1.9M | $6.7M | $5.2M |
| 2021 | $1.7M | $849.6K | $1.3M | $6M | $5.7M |
| 2020 | $1.8M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Jeanne Wolf | Chief Executive Officer | 40 | $244.3K | $0 | $28.3K | $272.6K |
| Renee Russo | Chief Operating Officer | 40 | $189.5K | $0 | $27.6K | $217.1K |
| Sarah N Samuels Cfa Caia | Chair | 5 | $0 | $0 | $0 | $0 |
| Andrew Z Tubman Cfa | Treasurer | 2 | $0 | $0 | $0 | $0 |
| Keon T Holmes Cfa | Secretary | 2 | $0 | $0 | $0 | $0 |
| Asha Mehta Cfa | Vice Chair | 5 | $0 | $0 | $0 | $0 |
Jeanne Wolf
Chief Executive Officer
$272.6K
Hrs/Wk
40
Compensation
$244.3K
Related Orgs
$0
Other
$28.3K
Renee Russo
Chief Operating Officer
$217.1K
Hrs/Wk
40
Compensation
$189.5K
Related Orgs
$0
Other
$27.6K
Sarah N Samuels Cfa Caia
Chair
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Andrew Z Tubman Cfa
Treasurer
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Keon T Holmes Cfa
Secretary
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Asha Mehta Cfa
Vice Chair
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Caitlin Basler | Director Of Member Technology And Engagement | 40 | $103.7K | $0 | $19.1K | $122.8K |
| Todd Fowler | Director Of Education And Content | 40 | $107K | $0 | $412 | $107.4K |
Caitlin Basler
Director Of Member Technology And Engagement
$122.8K
Hrs/Wk
40
Compensation
$103.7K
Related Orgs
$0
Other
$19.1K
Todd Fowler
Director Of Education And Content
$107.4K
Hrs/Wk
40
Compensation
$107K
Related Orgs
$0
Other
$412
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Allysen Mattison Cfa | Director | 2 | $0 | $0 | $0 | $0 |
| Anadu Kenechukwu Cfa Caia | Director | 2 | $0 | $0 | $0 | $0 |
| Bill Li Cfa Caia | Director | 2 | $0 | $0 | $0 | $0 |
| Heather M Young Cfa | Director | 5 | $0 | $0 | $0 | $0 |
| Jennifer K Desisto Cfa Caia | Director | 2 | $0 | $0 | $0 | $0 |
| Kashif Siddiqui |
Allysen Mattison Cfa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Anadu Kenechukwu Cfa Caia
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Bill Li Cfa Caia
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $876.3K |
| $1.7M |
| $4.7M |
| $4.5M |
| 2019 | $1.9M | $865.7K | $1.8M | $4.8M | $4.4M |
| 2018 | $1.7M | $0 | $1.6M | $4.5M | $4.1M |
| 2017 | $1.9M | $0 | $2.1M | $4.4M | $3.9M |
| 2016 | $1.6M | $0 | $1.6M | $4.3M | $4M |
| 2015 | $1.6M | $0 | $1.6M | $4.3M | $3.9M |
| 2014 | $1.7M | $0 | $1.5M | $4.3M | $4M |
| 2013 | $1.8M | $0 | $1.5M | $3.9M | $3.6M |
| 2012 | $1.5M | $0 | $1M | $3.4M | $3.2M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | — |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| Director |
| 2 |
| $0 |
| $0 |
| $0 |
| $0 |
| P Brian Enyeart Cfa | Director | 2 | $0 | $0 | $0 | $0 |
| Patrick C Gregory Cfa | Director | 2 | $0 | $0 | $0 | $0 |
| Sri Krishnamurthy Cfa | Director | 2 | $0 | $0 | $0 | $0 |
| Tiffany Hu Cfa | Director | 2 | $0 | $0 | $0 | $0 |
| Wiliam D Krause Cfa | Director | 2 | $0 | $0 | $0 | $0 |
Heather M Young Cfa
Director
$0
Hrs/Wk
5
Compensation
$0
Related Orgs
$0
Other
$0
Jennifer K Desisto Cfa Caia
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Kashif Siddiqui
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
P Brian Enyeart Cfa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Patrick C Gregory Cfa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Sri Krishnamurthy Cfa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Tiffany Hu Cfa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Wiliam D Krause Cfa
Director
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0