Liabilities / Assets
32nd percentile
Higher debt load relative to assets than 32% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
91st percentile
Higher net margin than 91% of similar nonprofits.
Top Officer Pay
34th percentile
Higher top officer pay than 34% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Balance Sheet
Assets
Up$525,181
Up $111,961 (+27%) from 2012
Net Assets
Up$516,045
Up $114,070 (+28%) from 2012
Liabilities
Down$9,136
Down $2,109 (-19%) from 2012
Revenue And Expenses
Revenue
Down$119,820
Down $24,530 (-17%) from 2012
Expenses
Down$91,085
Down $37,554 (-29%) from 2012
Net Income
Up$28,735
Up $13,024 (+83%) from 2012
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2013 to Dec 31, 2013
- Signed
- Jul 30, 2014
- Return Version
- 2013v3.0
- Gross Receipts
- $119,820
Mission and Program Overview
Mission
The purpose shall be to foster professional interest in finance through meetings, publications, and other activities.
Foster professional interest in finance through meetings, publications, and other activities.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $298,754 | $390,715 | ▲ $91,961 |
| Savings and Temporary Cash Investments | $88,334 | $88,386 | ▲ $52 |
| Cash and Non-Interest-Bearing Accounts | $23,632 | $44,300 | ▲ $20,668 |
| Prepaid Expenses and Deferred Charges | $2,500 | $1,780 | ▼ $720 |
| Total Assets | $413,220 | $525,181 | ▲ $111,961 |
| Liabilities | |||
| Deferred Revenue | $11,245 | $9,136 | ▼ $2,109 |
| Total Liabilities | $11,245 | $9,136 | ▼ $2,109 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $401,975 | $516,045 | ▲ $114,070 |
| Total Net Assets Fund Balance | $401,975 | $516,045 | ▲ $114,070 |
| Total Liabilities and Net Assets / Fund Balance | $413,220 | $525,181 | ▲ $111,961 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Daniel A Rogers | chairman of the trustees |
| Beverly B Marshall | president |
| W Brian Barrett | vice chairman of the trustees |
| Ryan Garvey | Vice president local arrangements |
| Jack Wolf | vice president program |
| Anna D Martin | vice president-planning |
| David Becher | director |
| Karen Denning | director |
| Ken Daniels | director |
| Lucy Chernykh | director |
| Michael Goldstein | director |
| Suchi Mishra | director |
| David R Lange | Exec Director |
| Bonnie F Vann Ness | Co-Editors of Financial review |
| Robert Van Ness | Co-Editors of Financial review |
| Walter J Reinhart | VP Finance |
| Daniel Bradley | VP Program Elect |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $111,754
- Investment Income
- $8,066
- Other Revenue
- $0
- Change in Net Assets
- $28,735
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $91,085 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | - | - | - | $55,439 |
| Other Expenses | - | - | - | $21,003 |
| Fees for Services Other | - | - | - | $7,447 |
| Office Expenses | - | - | - | $6,696 |
| Fees for Services Accounting | - | - | - | $500 |
| Total Functional Expenses | $0 | $0 | $0 | $91,085 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign 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 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
Governance Explanations
Form 990, Part VI, Section A, line 2
“A married couple serve as voting members of the board of directors and as co-editors of the publication "The Financial Review".”
Form 990, Part VI, Section A, line 6
“Membership is made-up of college and university faculties involved in teaching or research in finance or related areas, officers of financial institutions and organization, and others interested in finance including doctoral students.”
Form 990, Part VI, Section A, line 7A
“The nominating committee shall make nominations, with the approval of the board of directors, for the position vice-president program elect and for president.”
Form 990, Part VI, Section B, line 11
“The annual statements are presented to both the Board of Directors and Board of Trustees (past presidents) before the 990 is completed.”
Form 990, Part VI, Section C, line 19
“The organization's tax return and governing documents are available upon request from the organization's executive director.”
Form 990, Part VII
“Beverly B. Marshall - Auburn Univ 303 Louder Hall, Auburn, AL 36849. Anna D. Martin - St. John's Univ 8000 Utopia Pkwy, New York, NY 11439. Daniel A. Rogers - Portland State Univ. PO Box 751, Portland, OR 97207-0751. W. Brian Barrett - Univ. of Miami 5250 University Dr., Coral Gables, FL 33124-6552. Jack Wolf - Clemson Univ. 301 Sirrine Hall, Clemson, SC 29634. Ryan Garvey - Duquesne Univ. 600 Forbes Ave., Pittsburg, PA 15282. Daniel Bradley - Univ of South FL 4202 E. Fowler Ave, Tampa, FL 33620. Bonnie F. Vann Ness - Univ of MS 227 Holman Hall, University, MS 38677. Robert Van Ness - Univ of MS 227 Holman Hall, University, MS 38677. David R. Lange - AUM PO Box 244023, Montgomery, AL 36124-4023. Walter J Reinhart - Loyola Univ. 2034 Greenspring Dr., Baltimore, MD 21210. David Becher - Drexel Univ 3301 Arch St., Philadelphia, PA 19104. Lucy Chernykh - Clemson Univ. School of Accountancy and Finance, Clemson, SC 29634. Ken Daniels - Virginia Commonwealth Univ School of Business, Richmond, VA 23280-4000. Karen Denning - Fairleigh Dickinson Univ 1000 River Rd, Teaneck, NJ 07666. Michael Goldstein - Babson Univ 322 Tomasso Hall 231 Forest St, Babson Park, MA 02457-0310. Suchi Mishra - Fl International Univ 838 Tulip Cir, Weston, FL 33327.”
Filing and Contact Details
Filer
- EIN
- 14-1582348
- Phone
- 3342443492
Signing Officer
- Name
- Dr David R Lange
- Title
- Executive Director and Treasurer
- Phone
- 3342443492
- Signed
- 2014-07-30
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Dr David R Lange
- Formed
- 1976
- Legal Domicile
- Ny
- Voting Board Members
- 17
- Independent Board Members
- 17
- Employees
- 0
- Volunteers
- 17
Preparer
- Preparer
- Julia L Stevenson
- Phone
- 3342708061
Raw XML Appendix360 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 |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | Foster professional interest in finance through meetings, publications, and other activities. |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | David R Lange |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3342443492 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | Auburn University Montgomery |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | Montgomery |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | AL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 36124 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 23632 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 44300 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 55439 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 8066 |
| IRS990/CYOtherExpensesAmt | 0 | 91085 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 111754 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 28735 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 91085 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 119820 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 11245 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 9136 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Annual academic scholarly conference |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 55439 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 500 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 7447 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Bonnie F Vann Ness |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Robert Van Ness |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | David Becher |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Lucy Chernykh |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Ken Daniels |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Karen Denning |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Michael Goldstein |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Suchi Mishra |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Beverly B Marshall |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Anna D Martin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Daniel A Rogers |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | W Brian Barrett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Jack Wolf |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Ryan Garvey |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Daniel Bradley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | David R Lange |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Walter J Reinhart |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Co-Editors of Financial review |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Co-Editors of Financial review |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | president |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | vice president-planning |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | chairman of the trustees |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | vice chairman of the trustees |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | vice president program |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Vice president local arrangements |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | VP Program Elect |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Exec Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | VP Finance |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1976 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 17 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 119820 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 8066 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 8066 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 298754 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 390715 |
| IRS990/IRPDocumentCnt | 0 | 1 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | The purpose shall be to foster professional interest in finance through meetins, publications, and other activities. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 401975 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 516045 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 85336 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 6696 |
| IRS990/OfficerMailingAddressInd | 0 | 1 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Publishing expenses |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 21003 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 2500 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1780 |
| IRS990/PrincipalOfficerNm | 0 | Dr David R Lange |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 511120 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 611430 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Financial Review Journ |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Annual Meeting |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 58898 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 52856 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 58898 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 52856 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Quarterly publication of The Financial Review mailed to members and libraries. |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 21003 |
| IRS990/ProgSrvcAccomActy2Grp/RevenueAmt | 0 | 58898 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 6602 |
| IRS990/PYOtherExpensesAmt | 0 | 128639 |
| IRS990/PYOtherRevenueAmt | 0 | 27647 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 110101 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 15711 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 128639 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 144350 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 28735 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 52856 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 88334 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 88386 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A married couple serve as voting members of the board of directors and as co-editors of the publication "The Financial Review". |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Membership is made-up of college and university faculties involved in teaching or research in finance or related areas, officers of financial institutions and organization, and others interested in finance including doctoral students. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The nominating committee shall make nominations, with the approval of the board of directors, for the position vice-president program elect and for president. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The annual statements are presented to both the Board of Directors and Board of Trustees (past presidents) before the 990 is completed. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The organization's tax return and governing documents are available upon request from the organization's executive director. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Beverly B. Marshall - Auburn Univ 303 Louder Hall, Auburn, AL 36849. Anna D. Martin - St. John's Univ 8000 Utopia Pkwy, New York, NY 11439. Daniel A. Rogers - Portland State Univ. PO Box 751, Portland, OR 97207-0751. W. Brian Barrett - Univ. of Miami 5250 University Dr., Coral Gables, FL 33124-6552. Jack Wolf - Clemson Univ. 301 Sirrine Hall, Clemson, SC 29634. Ryan Garvey - Duquesne Univ. 600 Forbes Ave., Pittsburg, PA 15282. Daniel Bradley - Univ of South FL 4202 E. Fowler Ave, Tampa, FL 33620. Bonnie F. Vann Ness - Univ of MS 227 Holman Hall, University, MS 38677. Robert Van Ness - Univ of MS 227 Holman Hall, University, MS 38677. David R. Lange - AUM PO Box 244023, Montgomery, AL 36124-4023. Walter J Reinhart - Loyola Univ. 2034 Greenspring Dr., Baltimore, MD 21210. David Becher - Drexel Univ 3301 Arch St., Philadelphia, PA 19104. Lucy Chernykh - Clemson Univ. School of Accountancy and Finance, Clemson, SC 29634. Ken Daniels - Virginia Commonwealth Univ School of Business, Richmond, VA 23280-4000. Karen Denning - Fairleigh Dickinson Univ 1000 River Rd, Teaneck, NJ 07666. Michael Goldstein - Babson Univ 322 Tomasso Hall 231 Forest St, Babson Park, MA 02457-0310. Suchi Mishra - Fl International Univ 838 Tulip Cir, Weston, FL 33327. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VII |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 413220 |
| IRS990/TotalAssetsEOYAmt | 0 | 525181 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 413220 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 525181 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 91085 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 11245 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 9136 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 11245 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 9136 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 401975 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 516045 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 76442 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 111754 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 119820 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 119820 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 17 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 413220 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 525181 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 401975 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 516045 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | AUM - PO Box 244023 |
| IRS990/USAddress/City | 0 | Montgomery |
| IRS990/USAddress/State | 0 | AL |
| IRS990/USAddress/ZIPCode | 0 | 361244023 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 17 |
| IRS990/VotingMembersIndependentCnt | 0 | 17 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Dr David R Lange |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director and Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3342443492 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-07-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | Eastern Finance Association |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EAST |
| ReturnHeader/Filer/EIN | 0 | 141582348 |
| ReturnHeader/Filer/PhoneNum | 0 | 3342443492 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | AUM - PO Box 244023 |
| ReturnHeader/Filer/USAddress/City | 0 | Montgomery |
| ReturnHeader/Filer/USAddress/State | 0 | AL |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 361244023 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 631003744 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | PARKER GILL EISEN & STEVENSON PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 4228 Lomac Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Montgomery |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | AL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 36106 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3342708061 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-07-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Julia L Stevenson |
| ReturnHeader/ReturnTs | 0 | 2014-07-30T13:59:18-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $525,181
- Liabilities
- $9,136
- Net assets
- $516,045
- Revenue
- $119,820
- Expenses
- $91,085
- Net income
- $28,735