BOSTON, MA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
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...
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.
DISCUSSING 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...
DISCUSSING 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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare CFA SOCIETY BOSTON INC with other nonprofits in Massachusetts and across the country.