Civic Intelligence

New York Center for Financial Studies

EIN 13-3021938 • 501(c)3 • New York, NY

Profile

CONTINUING EDUCATION

2 Park AvenueNew York, NY 10016

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

49th percentile

3.7%

Higher net margin than 49% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$797,075

Up $158,422 (+25%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$797,075

Up $158,422 (+25%) from 2023

Revenue

Up

$16,517

Up $28,609 (+237%) from 2023

Expenses

Up

$15,898

Up $9,885 (+164%) from 2023

Net Income

Up

$619

Up $18,724 (+103%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $377,506Liabilities 2010: $43,363Net Assets 2010: $334,1432010Assets 2011: $360,835Liabilities 2011: $4,0462011Assets 2012: $387,363Liabilities 2012: $4,046Net Assets 2012: $383,3172012Assets 2013: $463,220Liabilities 2013: $0Net Assets 2013: $463,2202013Assets 2014: $512,770Liabilities 2014: $0Net Assets 2014: $512,7702014Assets 2015: $584,747Liabilities 2015: $0Net Assets 2015: $584,7472015Assets 2016: $431,042Liabilities 2016: $0Net Assets 2016: $431,0422016Assets 2017: $498,410Liabilities 2017: $0Net Assets 2017: $498,4102017Assets 2018: $560,578Liabilities 2018: $0Net Assets 2018: $560,5782018Assets 2019: $598,803Liabilities 2019: $0Net Assets 2019: $598,8032019Assets 2020: $601,037Liabilities 2020: $0Net Assets 2020: $601,0372020Assets 2021: $785,158Liabilities 2021: $0Net Assets 2021: $785,1582021Assets 2022: $576,521Liabilities 2022: $0Net Assets 2022: $576,5212022Assets 2023: $638,653Liabilities 2023: $0Net Assets 2023: $638,6532023Assets 2024: $797,075Liabilities 2024: $0Net Assets 2024: $797,0752024

Highlighted filing

2024

Assets$797,075
Liabilities$0
Net Assets$797,075

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2010: $266,802Expenses 2010: $289,288Net Income 2010: -$22,4862010Revenue 2011: $104,587Expenses 2011: $118,273Net Income 2011: -$13,6862011Revenue 2012: $79,700Expenses 2012: $73,454Net Income 2012: $6,2462012Revenue 2013: $71,636Expenses 2013: $87,650Net Income 2013: -$16,0142013Revenue 2014: $75,444Expenses 2014: $102,960Net Income 2014: -$27,5162014Revenue 2015: $72,302Expenses 2015: $78,534Net Income 2015: -$6,2322015Revenue 2016: $74,241Expenses 2016: $94,507Net Income 2016: -$20,2662016Revenue 2017: $80,023Expenses 2017: $81,223Net Income 2017: -$1,2002017Revenue 2018: $78,331Expenses 2018: $92,129Net Income 2018: -$13,7982018Revenue 2019: $72,505Expenses 2019: $80,649Net Income 2019: -$8,1442019Revenue 2020: $65,939Expenses 2020: $91,199Net Income 2020: -$25,2602020Revenue 2021: $109,593Expenses 2021: $64,029Net Income 2021: $45,5642021Revenue 2022: $53,281Expenses 2022: $50,553Net Income 2022: $2,7282022Revenue 2023: -$12,092Expenses 2023: $6,013Net Income 2023: -$18,1052023Revenue 2024: $16,517Expenses 2024: $15,898Net Income 2024: $6192024

Highlighted filing

2024

Revenue$16,517
Expenses$15,898
Net Income$619

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.97$0.00$7.97$0.17$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$0.12$0.06$0.18
2022Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.53$0.51$0.03
2021Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$1.10$0.64$0.46
2020Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.66$0.91$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.73$0.81$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.78$0.92$0.14
2017Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.80$0.81$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.74$0.95$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$0.72$0.79$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.75$1.03$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.63$0.00$4.63$0.72$0.88$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.87$0.04$3.83$0.80$0.73$0.06
2011Summary only. Only limited summary data is available for this year.$3.61$0.04$1.05$1.18$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.43$3.34$2.67$2.89$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$44,785
Mission and Program Overview

Mission

CONTINUING EDUCATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$623,512$781,934▲ $158,422
Other Notes and Loans Receivable, Net$15,141$15,141→ $0
Total Assets$638,653$797,075▲ $158,422
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$638,653$797,075▲ $158,422
Total Net Assets Fund Balance$638,653$797,075▲ $158,422
Total Liabilities and Net Assets / Fund Balance$638,653$797,075▲ $158,422
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert EichlerPresident
Robert StuchinerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$16,517
Other Revenue
$0
Change in Net Assets
$619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,898
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$0$6,940$0$6,940
Fees for Services Accounting$0$3,000$0$3,000
Fees for Services Management$3,000$0$0$3,000
Other Expenses$2,550$408$0$2,958
Total Functional Expenses$5,550$10,348$0$15,898
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
New York Center for Financial Studies
EIN
13-3021938
Phone
9176991002
Address
2 Park Avenue, New York, NY 10016

Signing Officer

Name
Robert Stuchiner
Title
Treasurer
Phone
9176991002
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Eichler
Formed
1980
Legal Domicile
Ny
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
15

Preparer

Firm
O'KEEFE CPA LLC
Address
4770 SUNRISE HIGHWAY 200, MASSAPEQUA PARK, NY 11762
Preparer
Timothy O'Keefe
Phone
5165864940
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

The Form 990 is available upon request.

Pt VI, Line 11B

The Form 990 is reviewed by the Board Treasurer prior to submission and a copy is provided to the full Board.

Raw XML Appendix321 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/NoListedPersonsCompensatedInd0X
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IRS990/PYInvestmentIncomeAmt0-12342
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt016517
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0638653
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0797075
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 Park Avenue
IRS990/USAddress/CityNm0New York
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010016
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Stuchiner
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09176991002
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK CENTER FOR FINANCIAL STUDIES
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0133021938
ReturnHeader/Filer/PhoneNum09176991002
ReturnHeader/Filer/USAddress/AddressLine1Txt02 Park Avenue
ReturnHeader/Filer/USAddress/CityNm0New York
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010016
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263834821
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0O'KEEFE CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04770 SUNRISE HIGHWAY 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MASSAPEQUA PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011762
ReturnHeader/PreparerPersonGrp/PhoneNum05165864940
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Timothy O'Keefe
ReturnHeader/ReturnTs02025-05-15T17:38:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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