Civic Intelligence

Society of Quantitative Analysts Inc.

990EZ • Fiscal year 2018 • EIN 13-3482410

Jul 01, 2017 to Jun 30, 2018 • Filed on May 14, 2019

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

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

77th percentile

28%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-34%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$114,143

Up $24,966 (+28%) from 2017

Net Assets

Up

$114,143

Up $24,966 (+28%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$94,374

Down $48,801 (-34%) from 2017

Expenses

Down

$69,408

Down $21,145 (-23%) from 2017

Net Income

Down

$24,966

Down $27,656 (-53%) from 2017

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

2018

Assets$114,143
Liabilities-
Net Assets$114,143

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

2018

Revenue$94,374
Expenses$69,408
Net Income$24,966
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 14, 2019
Return Version
2017v2.2
Gross Receipts
$94,374
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.$20,089-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIN GIBBSVice President-$0--
LILIAN QUAHSecretary-$0--
INNA OKOUNKOVAPast President-$0--
KENNETH HIGHTOWERPresident-$0--
KEN D'SOUZATreasurer-$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
2019-05-14
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 Revenue.1

OTHER REVENUE $480

Other Expenses.1002

Office Expenses $63

Other Expenses.1003

Information Technology $6262

Other Expenses.1005

Travel $981

Other Expenses.1007

Conferences, Conventions, and Meetings $20089

Other Expenses.1012

Insurance $1314

Other Expenses.1

Bank and credit card fees $4127

Other Expenses.3

TELEPHONE $360

Raw XML Appendix172 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/PersonNm3KENNETH HIGHTOWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEN D'SOUZA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
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IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherExpensesTotalAmt033196
IRS990EZ/OtherRevenueTotalAmt0480
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IRS990EZ/PrintingPublicationsPostageAmt0496
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt020089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt069408
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IRS990EZ/TotalRevenueAmt094374
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SQA-US.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025624
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt022750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026025
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032290
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0130639
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt064
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt069880
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0117551
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt082890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt066760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt045942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0383023
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt064
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt064
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0480
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0480
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99890
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt093830
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0105640
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt092785
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt078232
IRS990ScheduleA/Total509Grp/TotalAmt0513662
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt094374
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0514206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER REVENUE $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information Technology $6262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Travel $981
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $20089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance $1314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK AND CREDIT CARD FEES $4127
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $360
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1003
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KENNETH HIGHTOWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOCIETY OF QUANTITATIVE ANALYSTS INC
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ReturnHeader/Filer/EIN0133482410
ReturnHeader/Filer/PhoneNum05186943157
ReturnHeader/Filer/USAddress/AddressLine1Txt0230 WASHNGTON AVENUE EXT
ReturnHeader/Filer/USAddress/CityNm0ALBANY
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ReturnHeader/Filer/USAddress/ZIPCd012203
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-13T17:36:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits