Civic Intelligence

Ima Research Foundation Inc

990 • Fiscal year 2020 • EIN 22-3323222

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 29, 2021

Organization ProfileN/A
10 Paragon DriveMontvale, NJ 07645

(201) 573-9000

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.00x

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

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-1452%

Higher net margin than 1% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Top Officer Pay

100th percentile

$834,089

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 26081.6% of source-year revenue.

2020 filings • NTEE B90 • <$500k nonprofits • Source year 2020

Asset Growth

25th percentile

-13%

Faster asset growth than 25% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-97%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • NTEE B90 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$307,073

Down $46,422 (-13%) from 2019

Net Assets

Down

$307,073

Down $46,422 (-13%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin1st percentile

Revenue

Down

$3,198

Down $102,771 (-97%) from 2019

Expenses

Down

$49,620

Down $4,851 (-8.9%) from 2019

Net Income

Down

-$46,422

Down $97,920 (-190%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0-$200KAssets 2012: $250,363Liabilities 2012: $106,982Net Assets 2012: $143,3812012Assets 2013: $236,141Liabilities 2013: $158,077Net Assets 2013: $78,0642013Assets 2014: $240,541Liabilities 2014: $255,139Net Assets 2014: -$14,5982014Assets 2015: $210,186Liabilities 2015: $97,250Net Assets 2015: $112,9362015Assets 2017: $397,726Liabilities 2017: $230,000Net Assets 2017: $167,7262017Assets 2018: $301,997Liabilities 2018: $0Net Assets 2018: $301,9972018Assets 2019: $353,495Liabilities 2019: $0Net Assets 2019: $353,4952019Assets 2020: $307,073Liabilities 2020: $0Net Assets 2020: $307,0732020Assets 2021: $370,479Liabilities 2021: $0Net Assets 2021: $370,4792021Assets 2022: $289,770Liabilities 2022: $0Net Assets 2022: $289,7702022Assets 2023: $186,404Liabilities 2023: $0Net Assets 2023: $186,4042023Assets 2024: $401,000Liabilities 2024: $46,223Net Assets 2024: $354,7772024

Highlighted filing

2020

Assets$307,073
Liabilities$0
Net Assets$307,073
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2012: $241,462Expenses 2012: $97,523Net Income 2012: $143,9392012Expenses 2013: $67,2652013Revenue 2014: $3,251Expenses 2014: $95,914Net Income 2014: -$92,6632014Revenue 2015: $213,826Expenses 2015: $86,292Net Income 2015: $127,5342015Revenue 2017: $203,974Expenses 2017: $73,366Net Income 2017: $130,6082017Revenue 2018: $203,871Expenses 2018: $69,600Net Income 2018: $134,2712018Revenue 2019: $105,969Expenses 2019: $54,471Net Income 2019: $51,4982019Revenue 2020: $3,198Expenses 2020: $49,620Net Income 2020: -$46,4222020Revenue 2021: $202,967Expenses 2021: $139,561Net Income 2021: $63,4062021Revenue 2022: $100,969Expenses 2022: $181,678Net Income 2022: -$80,7092022Revenue 2023: $1,529Expenses 2023: $104,895Net Income 2023: -$103,3662023Revenue 2024: $300,350Expenses 2024: $131,977Net Income 2024: $168,3732024

Highlighted filing

2020

Revenue$3,198
Expenses$49,620
Net Income-$46,422
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 29, 2021
Return Version
2019v5.1
Gross Receipts
$3,198
Mission and Program Overview

Mission

To develop and disseminate timely management accounting and financial management research findings that can be applied to current and emerging business issues.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$30,000$31,000▲ $1,000
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$353,495$307,073▼ $46,422
Other Assets Total$323,495$276,073▼ $47,422
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$353,495$307,073▼ $46,422
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$353,495$307,073▼ $46,422
Total Liabilities and Net Assets / Fund Balance$353,495$307,073▼ $46,422

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$276,073--
Compensation and Service Providers
Top Officer Pay100th percentile

Board Members and Trustees

NameTitle
Christian Cuzick CMAPresident
Dr Anthony P CuratolaTrustee
Dr Paul E Juras CMA CPATrustee
Virginia D White CMATrustee
Doreen Remmen CMA CSCA CAECFO
Raef LawsonCommittee Staff Liaison
Jeffrey ThomsonCMA CSCA CAESecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$929
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$2,269
Change in Net Assets
$-46,422
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$42,774
Other Expenses$6,846
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,774--$26,774
Foreign Grants$10,000--$10,000
Grants to Domestic Orgs$6,000--$6,000
Conferences and Meetings$4,484--$4,484
Other Expenses$2,362$0$0$2,362
Total Functional Expenses$49,620$0$0$49,620
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette Universitymilwaukee, WI501(c)(3)Research Grant$6,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Business relationship some of imarf's current officers and directors, as reported in form 990 part vii-a, are serving as board members and/or officers of ima's related entities during tax year of 2019. Form 990, part vi, section b, line 11b a copy of the return is provided to the full board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members, officers and employees review and sign a conflict of interest statement and disclosure in accordance with the policies and procedures of the controlling affiliate (institute of management accountants, inc.). The ceo and board chair of the ethics committee of the controlling affiliate follow up on disclosed items. Members are periodically reminded to disclose conflicts of interest on any matter addressed by the board. Conflict of interest compliance measures under the controlling affiliate's code of ethics policy include disciplinary action up to and including expulsion.”

Form 990, Part VI, Section B, Lines 15A and 15B

“The ceo and cfo of the controlling affiliate (institute of management accountants, inc.) are officers of the entity and the ceo is the secretary/treasurer. Compensation of officers, if any, are reviewed and approved by independent members of the controlling affiliate's board annually after review of comparable data and deliberation. Meetings are contemporaneously recorded. The organization does not compensate any other officers.”

Form 990, Part VI, Section C, Line 19

“The consolidated audited financial statements and conflict of interest policy of the controlling affiliate (institute of management accountants, inc.), and the entitys governing documents and form 1023 are available on the controlling affiliate's website. The entitys form 990 is available on guidestars website and upon written request.”

Filing and Contact Details

Filer

Filer Name
Ima Research Foundation Inc
EIN
22-3323222
In Care Of
% DOREEN REMMEN
Phone
2015739000
Address
10 PARAGON DRIVE, MONTVALE, NJ 07645

Signing Officer

Name
Doreen Remmen
Title
CFO
Phone
2015739000
Signed
2021-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Thomson Cma
Formed
1994
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
4
Employees
0
Volunteers
15

Preparer

Firm
Grant Thornton Llp
Address
757 THIRD AVENUE 4TH FLOOR, NEW YORK, NY 10017-2013
Preparer
Daniel Romano
Phone
2125990100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a committee responsible for the oversight of the audit as well as the selection of the independent accountant.”

Financial Statement Notes

Part X, Line 2

“Ima, imamef, imarf and ima products and services, llc (a non-operating entity) were incorporated in the state of new jersey and are exempt from federal, state and local income taxes under section 501(c)(3) of the internal revenue code (the "code") and therefore have made no provision for income taxes in the accompanying combined financial statements. Icma is currently exempt from federal income tax under 501(c)(6) of the code. Ima, imamef, imarf, ima products and services, llc and icma have been determined by the internal revenue service not to be "private foundations" within the meaning of section 509(a) of the code. There was no unrelated business income tax payable for the year ended june 30, 2020. The organization has analyzed tax positions taken for filing with the internal revenue service and state jurisdictions where it operates. The organization does not anticipate any adjustments that would result in a material adverse effect on the organization's financial condition, change in net assets or cash flows.”

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IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0323495
IRS990/OtherAssetsTotalGrp/EOYAmt0276073
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SHARED SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt02362
IRS990/OtherExpensesGrp/TotalAmt02362
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JEFFREY THOMSON CMA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0102691
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt049365
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt05106
IRS990/PYOtherRevenueAmt03278
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt051498
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt054471
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0105969
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-46422
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0929
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02269
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02269
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222659674
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INSTITUTE OF MANAGEMENT ACCOUNTANTS INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0276073
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM AFFILIATES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IMA, IMAMEF, IMARF AND IMA PRODUCTS AND SERVICES, LLC (A NON-OPERATING ENTITY) WERE INCORPORATED IN THE STATE OF NEW JERSEY AND ARE EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THEREFORE HAVE MADE NO PROVISION FOR INCOME TAXES IN THE ACCOMPANYING COMBINED FINANCIAL STATEMENTS. ICMA IS CURRENTLY EXEMPT FROM FEDERAL INCOME TAX UNDER 501(C)(6) OF THE CODE. IMA, IMAMEF, IMARF, IMA PRODUCTS AND SERVICES, LLC AND ICMA HAVE BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE "PRIVATE FOUNDATIONS" WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX PAYABLE FOR THE YEAR ENDED JUNE 30, 2020. THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION, CHANGE IN NET ASSETS OR CASH FLOWS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0276073
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt010000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0research grant
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Europe (Including Iceland and Greenland)
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/Total501c3OrgCnt01
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt026774
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Research Grants
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Research Grant
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Marquette University
IRS990ScheduleI/RecipientTable/RecipientEIN0390806251
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0po box 1881
IRS990ScheduleI/RecipientTable/USAddress/CityNm0milwaukee
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd053201
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE FOR CLEARLY DEFINED RESEARCH PROJECTS IN MANAGEMENT ACCOUNTING AND RELATED FIELDS, AND ARE LIMITED TO DOCTORAL STUDENTS AND RESEARCHERS. DOCTORAL STUDENTS MUST PROVIDE FACULTY ADVISOR SUPPORT FOR PROJECT. RESEARCHERS MUST BE FULL-TIME COLLEGE/UNIVERSITY FACULTY OR INDUSTRY PRACTITIONERS WITH APPROPRIATE RESEARCH EXPERIENCE, CREDENTIALS AND/OR CERTIFICATIONS. RESEARCH PROJECT PROPOSALS INCLUDE A TIMELINE AND PROGRESS REPORT(S), AND DELIVERABLES INCLUDE REPORT, PUBLICATION AND/OR PRESENTATION GEARED TOWARDS FINANCIAL PROFESSIONALS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt084143
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1210139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt263827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0279670
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1601793
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2210191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt011200
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt118800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt211009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt13357
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt228257
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,073
Liabilities
$0
Net assets
$307,073
Revenue
$3,198
Expenses
$49,620
Net income
-$46,422
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$0.46$3.55$3.00$1.32$1.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.02$1.05$1.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$1.01$1.82$0.81
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.70$0.00$3.70$2.03$1.40$0.63
2020Detailed filing. Detailed filing data is available for this year.$3.07$0.00$3.07$0.03$0.50$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$1.06$0.54$0.51
2018Summary only. Only limited summary data is available for this year.$3.02$0.00$3.02$2.04$0.70$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$2.30$1.68$2.04$0.73$1.31
2015Detailed filing. Detailed filing data is available for this year.$2.10$0.97$1.13$2.14$0.86$1.28
2014Detailed filing. Detailed filing data is available for this year.$2.41$2.55$0.15$0.03$0.96$0.93
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$1.58$0.78$0.67
2012Summary only. Only limited summary data is available for this year.$2.50$1.07$1.43$2.41$0.98$1.44