Civic Intelligence

Eastern Finance Association

EIN 14-1582348 • 501(c)6 • Media, PA

Profile

The purpose shall be to foster professional interest in finance through meetings, publications, and other activities.

1243 Hunt Club LaneMedia, PA 19063

easternfinance.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.04x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

37%

Higher net margin than 94% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

49%

Faster revenue growth than 92% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,252,181

Up $160,001 (+15%) from 2023

Liabilities

Down

$8,398

Down $7,602 (-48%) from 2023

Net Assets

Up

$1,243,783

Up $167,603 (+16%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin94th percentile

Revenue

Up

$229,363

Up $75,272 (+49%) from 2023

Expenses

Up

$143,588

Up $18,627 (+15%) from 2023

Net Income

Up

$85,775

Up $56,645 (+194%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $391,359Liabilities 2010: $11,0292010Assets 2011: $395,754Liabilities 2011: $21,459Net Assets 2011: $374,2952011Assets 2012: $413,220Liabilities 2012: $11,245Net Assets 2012: $401,9752012Assets 2013: $525,181Liabilities 2013: $9,136Net Assets 2013: $516,0452013Assets 2014: $564,245Liabilities 2014: $7,871Net Assets 2014: $556,3742014Assets 2015: $559,536Liabilities 2015: $8,348Net Assets 2015: $551,1882015Assets 2016: $585,814Liabilities 2016: $19,094Net Assets 2016: $566,7202016Assets 2017: $710,355Liabilities 2017: $16,629Net Assets 2017: $693,7262017Assets 2018: $638,031Liabilities 2018: $34,845Net Assets 2018: $603,1862018Assets 2019: $818,244Liabilities 2019: $22,870Net Assets 2019: $795,3742019Assets 2020: $918,288Liabilities 2020: $0Net Assets 2020: $918,2882020Assets 2021: $1,122,753Liabilities 2021: $2,744Net Assets 2021: $1,120,0092021Assets 2022: $952,902Liabilities 2022: $6,930Net Assets 2022: $945,9722022Assets 2023: $1,092,180Liabilities 2023: $16,000Net Assets 2023: $1,076,1802023Assets 2024: $1,252,181Liabilities 2024: $8,398Net Assets 2024: $1,243,7832024

Highlighted filing

2024

Assets$1,252,181
Liabilities$8,398
Net Assets$1,243,783
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $134,179Expenses 2010: $108,492Net Income 2010: $25,6872010Revenue 2011: $117,448Expenses 2011: $110,475Net Income 2011: $6,9732011Revenue 2012: $144,350Expenses 2012: $128,639Net Income 2012: $15,7112012Revenue 2013: $119,820Expenses 2013: $91,085Net Income 2013: $28,7352013Revenue 2014: $122,657Expenses 2014: $122,018Net Income 2014: $6392014Revenue 2015: $138,361Expenses 2015: $133,600Net Income 2015: $4,7612015Revenue 2016: $139,545Expenses 2016: $148,628Net Income 2016: -$9,0832016Revenue 2017: $160,690Expenses 2017: $114,208Net Income 2017: $46,4822017Revenue 2018: $157,492Expenses 2018: $221,481Net Income 2018: -$63,9892018Revenue 2019: $214,222Expenses 2019: $143,506Net Income 2019: $70,7162019Revenue 2020: $152,297Expenses 2020: $157,666Net Income 2020: -$5,3692020Revenue 2021: $120,894Expenses 2021: $89,049Net Income 2021: $31,8452021Revenue 2022: $176,304Expenses 2022: $209,511Net Income 2022: -$33,2072022Revenue 2023: $154,091Expenses 2023: $124,961Net Income 2023: $29,1302023Revenue 2024: $229,363Expenses 2024: $143,588Net Income 2024: $85,7752024

Highlighted filing

2024

Revenue$229,363
Expenses$143,588
Net Income$85,775
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,252,181
Liabilities
$8,398
Net assets
$1,243,783
Revenue
$229,363
Expenses
$143,588
Net income
$85,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.01$1.24$0.23$0.14$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.02$1.08$0.15$0.12$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.01$0.95$0.18$0.21$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.02$0.80$0.21$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.03$0.60$0.16$0.22$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.02$0.69$0.16$0.11$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.59$0.02$0.57$0.14$0.15$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.55$0.14$0.13$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.01$0.56$0.12$0.12$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.01$0.52$0.12$0.09$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.40$0.14$0.13$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.02$0.37$0.12$0.11$0.01
2010Summary only. Only limited summary data is available for this year.$0.39$0.01$0.13$0.11$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.2
Gross Receipts
$229,363
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
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$990,353$1,151,850▲ $161,497
Cash and Non-Interest-Bearing Accounts$96,861$95,365▼ $1,496
Savings and Temporary Cash Investments$4,966$4,966→ $0
Total Assets$1,092,180$1,252,181▲ $160,001
Liabilities
Accounts Payable and Accrued Expenses$16,000$0▼ $16,000
Deferred Revenue-$8,398-
Total Liabilities$16,000$8,398▼ $7,602
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,076,180$1,243,783▲ $167,603
Total Net Assets Fund Balance$1,076,180$1,243,783▲ $167,603
Total Liabilities and Net Assets / Fund Balance$1,092,180$1,252,181▲ $160,001
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Ed NellingExecutive Director$20,000$20,000
Jon FulkersonVP Finance$12,000$12,000

Board Members and Trustees

NameTitle
Larry FauverChairman of the Trustees
Marc LipsonPresident
Ivalina Kalchevadirector
Kristi Minnickdirector
Matthew Gustafsondirector
Scott Yonkerdirector
Tracy Wangdirector
Michael PaganoCo-Editor, Financial Revie
Tina YangCo-Editor, Financial Revie
Kathleen KahleVP Planning
Clifton GreenVP Program
Andy PuckettVP Program Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$165,122
Investment Income
$64,241
Other Revenue
$0
Change in Net Assets
$85,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,188
Salaries, Compensation, and Employee Benefits$33,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$86,080
Current Officers, Directors, Trustees, and Key Employees---$33,400
Other Expenses---$4,148
Office Expenses---$3,710
Fees for Services Accounting---$2,650
Total Functional Expenses$0$0$0$143,588
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Business relationship with 35% controlled entity
No
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 6

“Membership is made-up of college and university faculty members involved in teaching or research in finance or related areas, officers of financial institutions and organizations, 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 11B

“The annual statements are presented to both the Board of Directors and Board of Trustees (past presidents) before the 990 is completed. The timing of the board meetings does not permit the entire board to review the Form 990, but the Executive Director and Finance VP do review it and approve it for submission.”

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 Contact Addresses for Officers, Directors, Etc

“Larry Fauver - University of Tennessee, Knoxville, TN 37996. Marc Lipson - University of Virginia, Charlottesville, VA 22903. Kathleen Kahle - University of Arizona, Tucson, AZ 85721. Clifton Green - Emory University, Atlanta, GA 30322. Andy Puckett - University of Tennessee, Knoxville, TN 37996. Ed Nelling - Drexel University, Philadelphia, PA 19104. Jon Fulkerson - University of Dayton, Dayton, OH 45469. Matthew Gustafson - The Pennsylvania State University, State College, PA 16801. Kristi Minnick - Bentley University, Waltham, MA 02452. Scott Yonker - Cornell University, Ithaca, NY 14850. Tracy Wang - University of Minnesota, Minneapolis, MN 55455.”

Filing and Contact Details

Filer

Filer Name
Eastern Finance Association
EIN
14-1582348
Phone
2158952117
Address
1243 Hunt Club Lane, Media, PA 19063

Signing Officer

Name
Dr Edward Nelling
Title
Executive Director
Phone
2158952117
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Edward Nelling
Formed
1976
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
0
Volunteers
12

Preparer

Firm
Parker Gill Eisen & Stevenson Pc
Address
4228 Lomac Street, Montgomery, AL 36106
Preparer
Julia L Stevenson
Phone
3342708061
Raw XML Appendix343 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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IRS990/ProgramServiceRevenueGrp/Desc1Financial Review Journ
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt096280
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt168842
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt096280
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt168842
IRS990/ProgSrvcAccomActy2Grp/Desc0Quarterly publication of The Financial Review mailed to members and libraries.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt029130
IRS990/PYSalariesCompEmpBnftPaidAmt034800
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0154091
IRS990/ReconcilationRevenueExpnssAmt085775
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt04966
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership is made-up of college and university faculty members involved in teaching or research in finance or related areas, officers of financial institutions and organizations, and others interested in finance including doctoral students.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The annual statements are presented to both the Board of Directors and Board of Trustees (past presidents) before the 990 is completed. The timing of the board meetings does not permit the entire board to review the Form 990, but the Executive Director and Finance VP do review it and approve it for submission.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization's tax return and governing documents are available upon request from the organization's executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Larry Fauver - University of Tennessee, Knoxville, TN 37996. Marc Lipson - University of Virginia, Charlottesville, VA 22903. Kathleen Kahle - University of Arizona, Tucson, AZ 85721. Clifton Green - Emory University, Atlanta, GA 30322. Andy Puckett - University of Tennessee, Knoxville, TN 37996. Ed Nelling - Drexel University, Philadelphia, PA 19104. Jon Fulkerson - University of Dayton, Dayton, OH 45469. Matthew Gustafson - The Pennsylvania State University, State College, PA 16801. Kristi Minnick - Bentley University, Waltham, MA 02452. Scott Yonker - Cornell University, Ithaca, NY 14850. Tracy Wang - University of Minnesota, Minneapolis, MN 55455.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc
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IRS990/TerminateOperationsInd00
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01243 Hunt Club Lane
IRS990/USAddress/CityNm0Media
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019063
IRS990/VotingMembersGoverningBodyCnt014
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IRS990/WebsiteAddressTxt0http://easternfinance.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Dr Edward Nelling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02158952117
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Eastern Finance Association
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0141582348
ReturnHeader/Filer/PhoneNum02158952117
ReturnHeader/Filer/USAddress/AddressLine1Txt01243 Hunt Club Lane
ReturnHeader/Filer/USAddress/CityNm0Media
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019063
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631003744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PARKER GILL EISEN & STEVENSON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04228 Lomac Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montgomery
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036106
ReturnHeader/PreparerPersonGrp/PhoneNum03342708061
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Julia L Stevenson
ReturnHeader/ReturnTs02025-11-10T09:46:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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