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Employer Identification Number 23-7069432

THE BOSTON SECURITY ANALYSTS SOCIETY, INC is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:THE BOSTON SECURITY ANALYSTS SOCIETY, INC
Employer identification number (EIN):23-7069432
EIN TypeTrusts, Estates, and Non-Profit/Exempt Organizations under the Tax Equity and Fiscal Responsibility Act (TEFRA)
EIN Issuing AuthorityBrookhaven, NY
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration THE BOSTON SECURITY ANALYSTS SOCIETY, INC 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementTO BE A COMMUNITY OF INVESTMENT PROFESSIONALS WHICH PROMOTES THE HIGHEST ETHICAL STANDARDS, BEST PRACTICES AND PROFESSIONAL DEVELOPMENT OF CURRENT AND FUTURE MEMBERS, FOR THE BENEFIT OF CLIENTS AND THE BROADER INVESTING PUBLIC.
Number of Employees5
Number of Volunteers200
Year Formed1946

Organization Governance

Legal DomicileMA
Voting Members - Governing Body18
Voting Members - Independent17

Organization Financials

2023-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 595,177
Program Service Revenue from current yearUSD $ 538,760
Investment Income from prior yearUSD $ 425,462
Investment Income from current yearUSD $ 136,018
Other Revenue from prior yearUSD $ 193,439
Other Revenue from current yearUSD $ 174,364
Gross receipts from all sourcesUSD $ 1,903,709
Net assets / fund balances at end of fiscal yearUSD $ 5,163,128
Net assets / fund balances at beginning of fiscal yearUSD $ 4,966,895
Total liabilities at end of fiscal yearUSD $ 1,492,130
Total liabilities at beginning of fiscal yearUSD $ 321,554
Total assets at end of fiscal yearUSD $ 6,655,258
Total assets at beginning of fiscal yearUSD $ 5,288,449
Revenues less expenses for current yearUSD $ -36,715
Revenues less expenses for previous yearUSD $ 312,891
Total expenses for current yearUSD $ 1,890,424
Total expenses for previous yearUSD $ 1,759,733
Other expenses in current yearUSD $ 949,496
Other expenses in previous yearUSD $ 981,812
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 940,928
Employee salary and benefits paid in previous yearUSD $ 777,921
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,853,709
Total revenue in previous fiscal yearUSD $ 2,072,624
Contributions and grants from current yearUSD $ 1,004,567
Contributions and grants from previous yearUSD $ 858,546
Revenue from membership duesUSD $ 1,004,567
Total of other revenueUSD $ 19,364
2022-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 509,206
Program Service Revenue from current yearUSD $ 595,177
Investment Income from prior yearUSD $ 169,170
Investment Income from current yearUSD $ 425,462
Other Revenue from prior yearUSD $ 168,889
Other Revenue from current yearUSD $ 193,439
Gross receipts from all sourcesUSD $ 2,233,943
Net assets / fund balances at end of fiscal yearUSD $ 4,966,895
Net assets / fund balances at beginning of fiscal yearUSD $ 5,739,612
Total liabilities at end of fiscal yearUSD $ 321,554
Total liabilities at beginning of fiscal yearUSD $ 269,573
Total assets at end of fiscal yearUSD $ 5,288,449
Total assets at beginning of fiscal yearUSD $ 6,009,185
Revenues less expenses for current yearUSD $ 312,891
Revenues less expenses for previous yearUSD $ 365,874
Total expenses for current yearUSD $ 1,759,733
Total expenses for previous yearUSD $ 1,331,024
Other expenses in current yearUSD $ 981,812
Other expenses in previous yearUSD $ 493,266
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 777,921
Employee salary and benefits paid in previous yearUSD $ 837,758
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 2,072,624
Total revenue in previous fiscal yearUSD $ 1,696,898
Contributions and grants from current yearUSD $ 858,546
Contributions and grants from previous yearUSD $ 849,633
Revenue from membership duesUSD $ 858,546
Total of other revenueUSD $ 38,439
2021-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 643,613
Program Service Revenue from current yearUSD $ 509,206
Investment Income from prior yearUSD $ 129,451
Investment Income from current yearUSD $ 169,170
Other Revenue from prior yearUSD $ 183,563
Other Revenue from current yearUSD $ 168,889
Gross receipts from all sourcesUSD $ 1,731,065
Net assets / fund balances at end of fiscal yearUSD $ 5,739,612
Net assets / fund balances at beginning of fiscal yearUSD $ 4,540,806
Total liabilities at end of fiscal yearUSD $ 269,573
Total liabilities at beginning of fiscal yearUSD $ 167,713
Total assets at end of fiscal yearUSD $ 6,009,185
Total assets at beginning of fiscal yearUSD $ 4,708,519
Revenues less expenses for current yearUSD $ 365,874
Revenues less expenses for previous yearUSD $ 151,186
Total expenses for current yearUSD $ 1,331,024
Total expenses for previous yearUSD $ 1,681,778
Other expenses in current yearUSD $ 493,266
Other expenses in previous yearUSD $ 800,642
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 837,758
Employee salary and benefits paid in previous yearUSD $ 881,136
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,696,898
Total revenue in previous fiscal yearUSD $ 1,832,964
Contributions and grants from current yearUSD $ 849,633
Contributions and grants from previous yearUSD $ 876,337
Revenue from membership duesUSD $ 849,633
Total of other revenueUSD $ 13,889
2020-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 759,661
Program Service Revenue from current yearUSD $ 643,613
Investment Income from prior yearUSD $ 105,665
Investment Income from current yearUSD $ 129,451
Other Revenue from prior yearUSD $ 188,428
Other Revenue from current yearUSD $ 183,563
Gross receipts from all sourcesUSD $ 2,217,076
Net assets / fund balances at end of fiscal yearUSD $ 4,540,806
Net assets / fund balances at beginning of fiscal yearUSD $ 4,353,003
Total liabilities at end of fiscal yearUSD $ 167,713
Total liabilities at beginning of fiscal yearUSD $ 411,881
Total assets at end of fiscal yearUSD $ 4,708,519
Total assets at beginning of fiscal yearUSD $ 4,764,884
Revenues less expenses for current yearUSD $ 151,186
Revenues less expenses for previous yearUSD $ 71,992
Total expenses for current yearUSD $ 1,681,778
Total expenses for previous yearUSD $ 1,847,413
Other expenses in current yearUSD $ 800,642
Other expenses in previous yearUSD $ 1,133,258
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 881,136
Employee salary and benefits paid in previous yearUSD $ 714,155
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,832,964
Total revenue in previous fiscal yearUSD $ 1,919,405
Contributions and grants from current yearUSD $ 876,337
Contributions and grants from previous yearUSD $ 865,651
Revenue from membership duesUSD $ 876,337
Total of other revenueUSD $ 28,563
2019-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 621,279
Program Service Revenue from current yearUSD $ 759,661
Investment Income from prior yearUSD $ 88,592
Investment Income from current yearUSD $ 105,665
Other Revenue from prior yearUSD $ 151,623
Other Revenue from current yearUSD $ 188,428
Gross receipts from all sourcesUSD $ 2,255,882
Net assets / fund balances at end of fiscal yearUSD $ 4,353,003
Net assets / fund balances at beginning of fiscal yearUSD $ 4,122,182
Total liabilities at end of fiscal yearUSD $ 411,881
Total liabilities at beginning of fiscal yearUSD $ 341,760
Total assets at end of fiscal yearUSD $ 4,764,884
Total assets at beginning of fiscal yearUSD $ 4,463,942
Revenues less expenses for current yearUSD $ 71,992
Revenues less expenses for previous yearUSD $ 95,065
Total expenses for current yearUSD $ 1,847,413
Total expenses for previous yearUSD $ 1,606,329
Other expenses in current yearUSD $ 1,133,258
Other expenses in previous yearUSD $ 920,348
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 714,155
Employee salary and benefits paid in previous yearUSD $ 685,981
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,919,405
Total revenue in previous fiscal yearUSD $ 1,701,394
Contributions and grants from current yearUSD $ 865,651
Contributions and grants from previous yearUSD $ 839,900
Revenue from membership duesUSD $ 865,651
Total of other revenueUSD $ 34,530
2018-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,554,832
Program Service Revenue from current yearUSD $ 1,461,179
Investment Income from prior yearUSD $ 204,819
Investment Income from current yearUSD $ 88,592
Other Revenue from prior yearUSD $ 149,622
Other Revenue from current yearUSD $ 151,623
Gross receipts from all sourcesUSD $ 2,211,484
Net assets / fund balances at end of fiscal yearUSD $ 4,122,182
Net assets / fund balances at beginning of fiscal yearUSD $ 3,903,387
Total liabilities at end of fiscal yearUSD $ 341,760
Total liabilities at beginning of fiscal yearUSD $ 488,613
Total assets at end of fiscal yearUSD $ 4,463,942
Total assets at beginning of fiscal yearUSD $ 4,392,000
Revenues less expenses for current yearUSD $ 95,065
Revenues less expenses for previous yearUSD $ -143,632
Total expenses for current yearUSD $ 1,606,329
Total expenses for previous yearUSD $ 2,052,905
Other expenses in current yearUSD $ 920,348
Other expenses in previous yearUSD $ 1,352,112
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 685,981
Employee salary and benefits paid in previous yearUSD $ 700,793
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,701,394
Total revenue in previous fiscal yearUSD $ 1,909,273
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2016-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,357,942
Program Service Revenue from current yearUSD $ 1,465,869
Investment Income from prior yearUSD $ 113,137
Investment Income from current yearUSD $ 21,828
Other Revenue from prior yearUSD $ 145,000
Other Revenue from current yearUSD $ 147,176
Gross receipts from all sourcesUSD $ 2,842,030
Net assets / fund balances at end of fiscal yearUSD $ 3,959,500
Net assets / fund balances at beginning of fiscal yearUSD $ 3,930,418
Total liabilities at end of fiscal yearUSD $ 317,724
Total liabilities at beginning of fiscal yearUSD $ 319,755
Total assets at end of fiscal yearUSD $ 4,277,224
Total assets at beginning of fiscal yearUSD $ 4,250,173
Revenues less expenses for current yearUSD $ -12,137
Revenues less expenses for previous yearUSD $ 31,888
Total expenses for current yearUSD $ 1,647,010
Total expenses for previous yearUSD $ 1,584,191
Other expenses in current yearUSD $ 989,506
Other expenses in previous yearUSD $ 930,823
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 657,504
Employee salary and benefits paid in previous yearUSD $ 653,368
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,634,873
Total revenue in previous fiscal yearUSD $ 1,616,079
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
2015-06-30
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 1,400,383
Program Service Revenue from current yearUSD $ 1,357,942
Investment Income from prior yearUSD $ 151,083
Investment Income from current yearUSD $ 113,137
Other Revenue from prior yearUSD $ 135,000
Other Revenue from current yearUSD $ 145,000
Gross receipts from all sourcesUSD $ 1,673,868
Net assets / fund balances at end of fiscal yearUSD $ 3,930,418
Net assets / fund balances at beginning of fiscal yearUSD $ 4,039,688
Total liabilities at end of fiscal yearUSD $ 319,755
Total liabilities at beginning of fiscal yearUSD $ 254,252
Total assets at end of fiscal yearUSD $ 4,250,173
Total assets at beginning of fiscal yearUSD $ 4,293,940
Revenues less expenses for current yearUSD $ 31,888
Revenues less expenses for previous yearUSD $ 175,601
Total expenses for current yearUSD $ 1,584,191
Total expenses for previous yearUSD $ 1,510,865
Other expenses in current yearUSD $ 930,823
Other expenses in previous yearUSD $ 954,563
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 653,368
Employee salary and benefits paid in previous yearUSD $ 556,302
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 1,616,079
Total revenue in previous fiscal yearUSD $ 1,686,466
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0

Other Company Names associated with EIN

BOSTON SECURITY ANALYSTS SOCIETY
CFA SOCIETY BOSTON INC

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 237069432

USA Location Address
2 FINANCIAL CENTER, SUITE 1010
60 SOUTH STREET
BOSTON
MA
02111
Date first seen: 2007-10-01
Date last seen: 2024-07-31
USA Location Address
260 FRANKLIN STREET
BOSTON
MA
02110
Date first seen: 2007-01-01
Date last seen: 2024-09-25

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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