Cfa Society Boston Inc

Unknown organization based in Boston, MA. 8 employees. Exempt under §501(c)(6).

MissionCFA 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.

EIN
23-7069432
State
MA
Sector
Unknown
Budget band
$1M–$2.5M
Latest filing
TY 2024
Records
3 officers · 6 years

Financial snapshot · TY 2024

$2.4M
Total revenue
$2.6M
Total expenses
$6.7M
Net assets

Financial health · TY 2024

58
Moderate financial health
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
100
25.1 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
88
Mix of program fees, grants & contributions

Leadership compensation

Jeanne Wolf
CHIEF EXECUTIVE OFFICER
$322,300
Renee Russo
CHIEF OPERATING OFFICER
$237,200
Todd Fowler
DIRECTOR OF EDUCATION AND CONTENT
$121,615

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Cfa Society Boston Inc Executive Compensation | 990 Data | DoubleNine