Cfa Society Boston Inc
Public records raise at least one point you should look into before giving.
What it says it does
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.
- Income
- $2.4 million
- Spending
- $2.6 million
- Employees
- 8
- Volunteers
- 200
- Highest pay
- $322,300, chief executive officer
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (2)
- $856,443 spent. CFA SOCIETY BOSTON OFFERS OPPORTUNITIES FOR MEMBERS TO ENGAGE IN MENTORING AND BOTH TECHNICAL AND SOFT SKILLS DEVELOPMENT THAT FURTHER ENHANCE THEIR CAREER TRAJECTORY. THE NORMALLY IN-PERSON EDUCATIONAL PROGRAMS ARE EXTREMELY POPULAR WITH MEMBERS, RANGING FROM TOPICS SUCH AS FINTECH, ESG AND GLOBAL MACROECONOMIC TRENDS. SINCE THE BEGINNING OF THE PANDEMIC, THE SOCIETY SHIFTED ITS PROGRAMMING TO VIRTUAL, AND AS A RESULT EVEN MORE MEMBERS BECAME ENGAGED. AS A THOUGHT LEADER IN THE BOSTON INVESTMENT COMMUNITY, CFA SOCIETY BOSTON AND ITS LEADERSHIP ARE COMMITTED TO PROVIDING A VALUABLE AND DYNAMIC EXPERIENCE FOR ITS MEMBERS. CFA BOSTON MEMBERS VALUE LIVE EVENTS SO THE SOCIETY HAS HELD AND CONTINUES TO HOLD SMALL EVENTS IN SAFE (TYPICALLY OUTDOOR) ENVIRONMENTS.
- $72,100 spent. 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.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since June 1970.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.