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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 23-7069432 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Jeanne Wolf
Total Revenue
$2.4M
FY2024
Total Expenses
$2.6M
FY2024
Net Assets
$5.4M
Program Ratio
35.9%
expenses on programs
Employees
8
Volunteers
200
Board Members
15
Voting
15
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.