CFA SOCIETY BOSTON INC (EIN 237069432) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Principal Officer

JEANNE WOLF

Phone

6174260270

Tax Period

2024-07-01 to 2025-06-30

CFA SOCIETY BOSTON INC, founded in 1946, is a community nonprofit that reported $2.4M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. Net assets of $5.4M represent 27 months of operating reserves.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $975,180

Program Service Revenue $796,824

Investment Income $510,293

Other Revenue $137,475

TOTAL REVENUE $2,419,772

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,204,811

Fundraising Expenses $0

Program Expenses $928,543

Other Expenses $1,383,355

TOTAL EXPENSES $2,588,166

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,419,772	$1,998,288	+0.2%
Expenses	$2,588,166	$2,096,241	+0.2%
Net Income	$-168,394	$-97,953	+0.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$559,500

Total Directors

$322,300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEANNE WOLF	CHIEF EXECUTIVE OFFICER	40.00	Officer Director	$284,947	$37,353	$322,300
RENEE RUSSO	CHIEF OPERATING OFFICER	40.00	Officer	$200,034	$37,166	$237,200
TODD FOWLER	DIRECTOR OF EDUCATION AND CONTENT	40.00	Highest	$121,195	$420	$121,615
ASHA MEHTA CFA	CHAIR	5.00	Officer Director	$0	$0	$0
ANDREW Z TUBMAN CFA	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
KASHIF SIDDIQUI	TREASURER	5.00	Officer Director	$0	$0	$0
PATRICK C GREGORY CFA	SECRETARY	5.00	Officer Director	$0	$0	$0
TIFFANY HU CFA	CHAIR, EDUCATION	5.00	Officer Director	$0	$0	$0
ALLYSEN MATTISON CFA	VICE CHAIR	5.00	Officer Director	$0	$0	$0
SARAH N SAMUELS CFA CAIA	DIRECTOR	2.00	Director	$0	$0	$0
KEON T HOLMES CFA	DIRECTOR	2.00	Director	$0	$0	$0
KENECHUKWU ANADU CFA CAIA	DIRECTOR	2.00	Director	$0	$0	$0
JENNIFER K DESISTO CFA CAIA	DIRECTOR	2.00	Director	$0	$0	$0
P BRIAN ENYEART CFA	DIRECTOR	2.00	Director	$0	$0	$0
WILIAM D KRAUSE CFA	DIRECTOR	2.00	Director	$0	$0	$0
SRI KRISHNAMURTHY CFA	DIRECTOR	2.00	Director	$0	$0	$0
BILL LI CFA CAIA	DIRECTOR	2.00	Director	$0	$0	$0
SEAN D FULLERTON	DIRECTOR	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$2,419,772	$2,588,166	$6,656,724	$-168,394
2024	$1,998,288	$2,096,241	$6,910,043	$-97,953
2023	$1,853,709	$1,890,424	$6,655,258	$-36,715
2022	$2,072,624	$1,759,733	$5,288,449	$312,891
2021	$1,696,898	$1,331,024	$6,009,185	$365,874
2020	$1,832,964	$1,681,778	$4,708,519	$151,186
2019	$1,919,405	$1,847,413	$4,764,884	$71,992
2018	$1,701,394	$1,606,329	$4,463,942	$95,065

CFA SOCIETY BOSTON INC