Civic Intelligence

Society of Quantitative Analysts Inc.

990EZ • Fiscal year 2017 • EIN 13-3482410

Jul 01, 2016 to Jun 30, 2017 • Filed on May 13, 2018

Organization ProfileWWW.SQA-US.ORG
230 Washngton Avenue ExtAlbany, NY 12203

(518) 694-3157

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Liabilities / Revenue

51st percentile

0.00x

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • NTEE S • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

144%

Faster asset growth than 94% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • NTEE S • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$89,177

Up $52,622 (+144%) from 2016

Net Assets

Up

$89,177

Up $52,622 (+144%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin87th percentile

Revenue

Up

$143,175

Up $37,695 (+36%) from 2016

Expenses

Down

$90,553

Down $21,936 (-20%) from 2016

Net Income

Up

$52,622

Up $59,631 (+851%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

2017

Assets$89,177
Liabilities$0
Net Assets$89,177
Open 2017 Filing

Operations Trend

Revenue Growth81st percentile

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

2017

Revenue$143,175
Expenses$90,553
Net Income$52,622
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 13, 2018
Return Version
2016v3.0
Gross Receipts
$143,175
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.$40,583-
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN GIBBSSecretary-$0--
LILIAN QUAHTreasurer-$0--
INNA OKOUNKOVAPast President-$0--
KENNETH HIGHTOWERPresident-$0--
RANDY O'TOOLEVice President-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Kenneth Hightower
Title
President
Signed
2018-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Ralph J Bizzarro CPA
Address
230 Washington Avenue Ste 100, Albany, NY 12203
Preparer
Ralph J Bizzarro
Phone
5184951119
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $663”

Other Expenses.1003

“Information Technology $5614”

Other Expenses.1005

“Travel $2118”

Other Expenses.1007

“Conferences, Conventions, and Meetings $40583”

Other Expenses.1012

“Insurance $1418”

Other Expenses.1

“Bank and credit card fees $5396”

Other Expenses.3

“TELEPHONE $360”

Raw XML Appendix165 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/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt056152
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IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0818
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040583
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SQA-US.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt025624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023300
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129989
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0117551
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $663
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $2118
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $40583
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $1418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK AND CREDIT CARD FEES $5396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $360
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/EIN0133482410
ReturnHeader/Filer/PhoneNum05186943157
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-13T07:56:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,177
Liabilities
$0
Net assets
$89,177
Revenue
$143,175
Expenses
$90,553
Net income
$52,622
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
2017Detailed filing. Detailed filing data is available for this year.$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