Civic Intelligence

Society of Quantitative Analysts Inc.

990EZ • Fiscal year 2012 • EIN 13-3482410

Jul 01, 2011 to Jun 30, 2012 • Filed on Dec 19, 2012

PO Box 663563
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

32nd percentile

-4.3%

Higher net margin than 32% of similar nonprofits.

2012 filings • NTEE S • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2012 filings • NTEE S • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

89th percentile

58%

Faster revenue growth than 89% of similar nonprofits.

2012 filings • NTEE S • <$500k nonprofits • Annualized from 2011 to 2012

Assets

Down

$54,551

Down $5,510 (-9.2%) from 2011

Net Assets

$54,551

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$128,801

Up $47,266 (+58%) from 2011

Expenses

Up

$134,311

Up $28,642 (+27%) from 2011

Net Income

Up

-$5,510

Up $18,624 (+77%) from 2011

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2012

Assets$54,551
Liabilities-
Net Assets$54,551

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$128,801
Expenses$134,311
Net Income-$5,510
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Dec 19, 2012
Return Version
2011v1.5
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.

Filing and Contact Details

Filer

EIN
13-3482410
Raw XML Appendix197 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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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Sergei Polevikov-Oppenheimer F
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Irina Bogacheva-QS Investors
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Peter Albanese- Robeco Investm
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IRS990EZ/OtherAssetsTotal/EOY02020
IRS990EZ/OtherExpensesTotal067384
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IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
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IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Rutledge
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MO
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IRS990EZ/TheBooksAreInCareOf/NamePerson0Professional Organization
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08009187930
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IRS990ScheduleA/AmtsFromSubstContributors/Total00
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IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear033950
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year033580
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years036000
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus3Years032575
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus4Years041875
IRS990ScheduleA/GiftsGrantsContribReceived509/Total0177980
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus3Years0773
IRS990ScheduleA/GrossInvestmentIncome509/CurrentTaxYearMinus4Years03992
IRS990ScheduleA/GrossInvestmentIncome509/Total04765
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYear094851
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus1Year047955
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus2Years059305
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus3Years056150
IRS990ScheduleA/GrossReceiptsFromAdmissions/CurrentTaxYearMinus4Years057990
IRS990ScheduleA/GrossReceiptsFromAdmissions/Total0316251
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total00
IRS990ScheduleA/InvestmentIncomeAndUBTI/CurrentTaxYearMinus3Years0773
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IRS990ScheduleA/InvestmentIncomeAndUBTI/Total04765
IRS990ScheduleA/InvestmentIncomePercentage00.00950
IRS990ScheduleA/NetIncomeFromOtherUBI/Total00
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IRS990ScheduleA/PubliclySupportedOrg509a20X
IRS990ScheduleA/PublicSupportPercentage50900.99050
IRS990ScheduleA/PublicSupportTotal5090494231
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IRS990ScheduleA/Total509/CurrentTaxYear0128801
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IRS990ScheduleA/ValueOfSvcsFcltsFurnishdByGovt/Total00
IRS990ScheduleO/GeneralExplanation/Explanation0Accounts Receivable - Beginning $0 Accounts Receivable - Ending $2020
IRS990ScheduleO/GeneralExplanation/Explanation1Bank Charges $16
IRS990ScheduleO/GeneralExplanation/Explanation2Telephone $707
IRS990ScheduleO/GeneralExplanation/Explanation3Audio Visual $3005
IRS990ScheduleO/GeneralExplanation/Explanation4Credit Card fees $4036
IRS990ScheduleO/GeneralExplanation/Explanation5Website $9850
IRS990ScheduleO/GeneralExplanation/Explanation6Food and Beverage $41566
IRS990ScheduleO/GeneralExplanation/Explanation7Insurance $2597
IRS990ScheduleO/GeneralExplanation/Explanation8Travel $5519
IRS990ScheduleO/GeneralExplanation/Explanation9Office Expenses $88
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IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.5
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ReturnHeader/Filer/EIN0133482410
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ReturnHeader/Filer/Phone08009187930
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ReturnHeader/Officer/DateSigned02012-12-19
ReturnHeader/Officer/Name0Indrani De
ReturnHeader/Officer/Title0Treasurer
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode011753
ReturnHeader/Preparer/Name0Cheri Sayah CPA
ReturnHeader/Preparer/Phone05163389500
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-23T13:26:48-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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