Civic Intelligence

Society of Quantitative Analysts Inc

EIN 13-3482410 • 501(c)3 • Albany, NY

Profile

Provide a forum for the formal presentation of theory and practice by academics and investment professionals to encourage the dissemination of "leading edge" ideas and innovations related to the work of investment professionals, including analytical techniques and technologies for investment research and management.

230 Washngton Avenue Ext 101Albany, NY 12203

www.sqa-us.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

36th percentile

-5.1%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-3.0%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-9.4%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$112,085

Down $3,522 (-3.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$112,085

Down $3,522 (-3.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Down

$69,603

Down $7,222 (-9.4%) from 2023

Expenses

Up

$73,125

Up $6,817 (+10%) from 2023

Net Income

Down

-$3,522

Down $14,039 (-133%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2011: $60,061Liabilities 2011: $02011Assets 2012: $54,551Net Assets 2012: $54,5512012Assets 2013: $43,978Liabilities 2013: $0Net Assets 2013: $43,9782013Assets 2014: $30,294Liabilities 2014: $0Net Assets 2014: $30,2942014Assets 2015: $43,564Liabilities 2015: $0Net Assets 2015: $43,5642015Assets 2016: $36,555Liabilities 2016: $0Net Assets 2016: $36,5552016Assets 2017: $89,177Liabilities 2017: $0Net Assets 2017: $89,1772017Assets 2018: $114,143Net Assets 2018: $114,1432018Assets 2019: $136,475Liabilities 2019: $0Net Assets 2019: $136,4752019Assets 2020: $139,636Liabilities 2020: $0Net Assets 2020: $139,6362020Assets 2021: $109,231Liabilities 2021: $0Net Assets 2021: $109,2312021Assets 2022: $105,090Liabilities 2022: $0Net Assets 2022: $105,0902022Assets 2023: $115,607Liabilities 2023: $0Net Assets 2023: $115,6072023Assets 2024: $112,085Net Assets 2024: $112,0852024

Highlighted filing

2024

Assets$112,085
Liabilities-
Net Assets$112,085
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $81,535Expenses 2011: $105,669Net Income 2011: -$24,1342011Revenue 2012: $128,801Expenses 2012: $134,311Net Income 2012: -$5,5102012Revenue 2013: $85,896Expenses 2013: $96,469Net Income 2013: -$10,5732013Revenue 2014: $78,232Expenses 2014: $91,916Net Income 2014: -$13,6842014Revenue 2015: $92,785Expenses 2015: $79,515Net Income 2015: $13,2702015Revenue 2016: $105,480Expenses 2016: $112,489Net Income 2016: -$7,0092016Revenue 2017: $143,175Expenses 2017: $90,553Net Income 2017: $52,6222017Revenue 2018: $94,374Expenses 2018: $69,408Net Income 2018: $24,9662018Revenue 2019: $97,155Expenses 2019: $74,823Net Income 2019: $22,3322019Revenue 2020: $56,586Expenses 2020: $53,425Net Income 2020: $3,1612020Revenue 2021: $21,145Expenses 2021: $51,550Net Income 2021: -$30,4052021Revenue 2022: $46,928Expenses 2022: $51,069Net Income 2022: -$4,1412022Revenue 2023: $76,825Expenses 2023: $66,308Net Income 2023: $10,5172023Revenue 2024: $69,603Expenses 2024: $73,125Net Income 2024: -$3,5222024

Highlighted filing

2024

Revenue$69,603
Expenses$73,125
Net Income-$3,522
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,085
Liabilities
-
Net assets
$112,085
Revenue
$69,603
Expenses
$73,125
Net income
-$3,522
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.70$0.73$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.77$0.66$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.47$0.51$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.21$0.52$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.57$0.53$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.97$0.75$0.22
2018Detailed filing. Detailed filing data is available for this year.$1.14$1.14$0.94$0.69$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$1.43$0.91$0.53
2016Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.05$1.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.93$0.80$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.78$0.92$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.86$0.96$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.55$1.29$1.34$0.06
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.82$1.06$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$69,603
Mission and Program Overview

Mission

Provide a forum for the formal presentation of theory and practice by academics and investment professionals to encourage the dissemination of "leading edge" ideas and innovations related to the work of investment professionals, including analytical techniques and technologies for investment research and management.

Program Services

DescriptionGrantsExpenses
PROVIDED MULTIPLE FORUMS FOR THE FORMAL PRESENTATION OF THEORY AND PRACTICE BY ACADEMICS AND INVESTMENTS.-$17,225
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOS KOUTSOYANNISPast President-$0--
AMY WIERENGAVice President-$0--
EDWARD AWSecretary-$0--
JESS STAUTHTreasurer-$0--
PAVEL VAYNSHTOKPresident-$0--
Filing and Contact Details

Filer

Filer Name
Society of Quantitative Analysts Inc
EIN
13-3482410
Phone
5186943157
Address
230 WASHNGTON AVENUE EXT 101, ALBANY, NY 12203

Signing Officer

Name
Pavel Vaynshtok
Title
President
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ralph J Bizzarro CPA
Address
230 Washington Avenue Ext Ste 101, Albany, NY 12203
Preparer
Ralph J Bizzarro
Phone
5184951119
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $60”

Other Expenses.1003

“Information Technology $10475”

Other Expenses.1007

“Conferences, Conventions, and Meetings $17225”

Other Expenses.1012

“Insurance $2420”

Other Expenses.1

“CREDIT CARD FEES $2728”

Other Expenses.2

“TELEPHONE $360”

Raw XML Appendix140 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CAPITOL HILL MGMT SERVICES
IRS990EZ/BooksInCareOfDetail/PhoneNum05184638644
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 WASHINGTON AVE EXT STE 101
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBANY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012203
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0115607
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112085
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3522
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt039857
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0115607
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112085
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt069603
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02733
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030700
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0115607
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0115607
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOS KOUTSOYANNIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY WIERENGA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EDWARD AW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESS STAUTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAVEL VAYNSHTOK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt033268
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE A FORUM FOR THE FORMAL PRESENTATION OF THEORY AND PRACTICE BY ACADEMICS AND INVESTMENT PROFESSIONALS TO ENCOURAGE THE DISSEMINATION OF "LEADING EDGE" IDEAS AND INNOVATIONS RELATED TO THE WORK OF INVESTMENT PROFESSIONALS, INCLUDING ANALYTICAL TECHNIQUES AND TECHNOLOGIES FOR INVESTMENT RESEARCH AND MANAGEMENT.
IRS990EZ/ProgramServiceRevenueAmt036170
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED MULTIPLE FORUMS FOR THE FORMAL PRESENTATION OF THEORY AND PRACTICE BY ACADEMICS AND INVESTMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017225
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073125
IRS990EZ/TotalProgramServiceExpensesAmt017225
IRS990EZ/TotalRevenueAmt069603
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SQA-US.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $60
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $10475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $17225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $2420
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD FEES $2728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAVEL VAYNSHTOK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY OF QUANTITATIVE ANALYSTS INC
ReturnHeader/Filer/BusinessNameControlTxt0SOCI
ReturnHeader/Filer/EIN0133482410
ReturnHeader/Filer/PhoneNum05186943157
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 WASHNGTON AVENUE EXT 101
ReturnHeader/Filer/USAddress/CityNm0ALBANY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ralph J Bizzarro CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 Washington Avenue Ext Ste 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd012203
ReturnHeader/PreparerPersonGrp/PhoneNum05184951119
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ralph J Bizzarro
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-13T07:56:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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No mirrored PDF or thumbnail assets are attached yet.