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.
Public Charity
CFA SOCIETY BOSTON INC
CFA SOCIETY BOSTON INC is a nonprofit organization categorized as Public Charity based in BOSTON, MA. Its most recent IRS filing (2025) reports revenue of $2.4M, expenses of $2.6M, total assets of $6.7M. Imperigo tracks 9 reported grant relationships connected to this organization totaling approximately $2.5M.
EIN: 237069432
BOSTON, MA
Latest filing: 2025
Total Revenue$2.4M
Total Expenses$2.6M
Total Assets$6.7M
Grant Records9
Funding Total$2.5M
Filing Years2021–2025
Where $100 goes at Cfa Society Boston Inc
How Cfa Society Boston Inc divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$27
Programs
the work itself
$73
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $27 for programs
$25
Cfa Society Boston offers opportunities for members to engage in mentoring and both technical and soft skills development that further enhance their career trajectory
$2
Discussing the intersection of finance and technology
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GEN SUPPORT
$264,417
GEN SUPPORT
$274,734
GEN SUPPORT
$153,540
GEN SUPPORT
$310,045
GEN SUPPORT
$307,017
Showing up to 5 of 9 total records — full history available with membership.
Officers & Directors
VICE CHAIR
Allysen Mattison Cfa
IMMEDIATE PAST CHAIR
Andrew Z Tubman Cfa
CHAIR
Asha Mehta Cfa
DIRECTOR
Bill Li Cfa Caia
CHIEF EXECUTIVE OFFICER
Jeanne Wolf
DIRECTOR
Jennifer K Desisto Cfa Caia
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.4M | $2.6M | $6.7M |
| 2024 | $2.0M | $2.1M | $6.9M |
| 2023 | $1.9M | $1.9M | $6.7M |
| 2022 | $2.1M | $1.8M | $5.3M |
| 2021 | $1.7M | $1.3M | $6.0M |
Between 2021 and 2025, reported annual revenue grew from $1.7M to $2.4M (+43%), with total assets most recently reported at $6.7M.
Interactive year-over-year charts and full filing details available with membership.