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 8 reported grant relationships connected to this organization totaling approximately $2.2M.
EIN: 237069432
BOSTON, MA
Latest filing: 2025
Total Revenue$2.4M
Total Expenses$2.6M
Total Assets$6.7M
Grant Records8
Funding Total$2.2M
Filing Years2021–2025
Sample Grants Received
GEN SUPPORT
$274,734
GEN SUPPORT
$153,540
GEN SUPPORT
$310,045
GEN SUPPORT
$307,017
GEN SUPPORT
$306,962
Showing up to 5 of 8 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.