Massachusetts · Nonprofit
CFA SOCIETY BOSTON INC
CFA SOCIETY BOSTON INC (Massachusetts) receives grants from 1 organization whose IRS filings report $2,217,544 to it, the largest being CFA INSTITUTE ($2,217,544). 1 of them have funded it in more than one year.
- Revenue FY2025
- $2.4M
- Funders on record
- 1
- Grants received
- $2.2M
- Net assets
- $5.4M
What Cfa Society Boston Inc does
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.
As stated on its FY2025 Form 990.
Programs
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.
$856,443 spent$328,610 earned by the program92% of program spendingDiscussing 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.
$72,100 spent$468,214 earned by the program8% of program spending
The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $928,543.
The organization over time
Each line starts at 100 in 2018, so what you read is the shape rather than the size: 150 means half as much again as 2018, 50 means half. The number beside each label in the key is where it ended.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2022 to 2023, from $5.3M to $6.7M (+26%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jeanne Wolf
Chief executive officer
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income fell $331k → $154k.
From the IRS filings of CFA SOCIETY BOSTON INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
CFA SOCIETY BOSTON INC draws 100% of its grant income from funders outside Massachusetts, across 1 state in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Organizations like CFA SOCIETY BOSTON INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Screen this organization
A dated, signed PDF of the compliance screen for CFA SOCIETY BOSTON INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds CFA SOCIETY BOSTON INC?
- CFA SOCIETY BOSTON INC (Massachusetts) receives grants from 1 organization whose IRS filings report $2,217,544 to it, the largest being CFA INSTITUTE ($2,217,544). 1 of them have funded it in more than one year.
- How many funders does CFA SOCIETY BOSTON INC have?
- IRS filings report 1 organization giving $2,217,544 in grants to CFA SOCIETY BOSTON INC, 1 of which have funded it in more than one year.
- Who is the largest funder of CFA SOCIETY BOSTON INC?
- CFA INSTITUTE is the largest funder on record, with $2,217,544 in grants. The full list of funders is on this page.
- How can an organization like CFA SOCIETY BOSTON INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Cfa Society Boston →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2018–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing