Civic Intelligence

Institute for Quantitative Research In

EIN 22-3773177 • 501(c)6 • New York, NY

Profile

The organization's mission is to encourage the study of finance, support basic and applied research in the field of financial analysis, and encourage the use of advanced mathematics and econometric methods in financial management, and in furtherance thereof, to conduct investigations and other research activities in the fields of finance and securities analysis.

CO Jaffe Mgmt 330 W 38th St 1105New York, NY 10018

q-group.org

Siviq Scores

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

Liabilities / Assets

68th percentile

0.20x

Higher debt load relative to assets than 68% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

80th percentile

0.34x

Higher debt load relative to revenue than 80% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

NTEE S • $500k-$1M nonprofits • Source year 2024

Asset Growth

7th percentile

-37%

Faster asset growth than 7% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-10.0%

Faster revenue growth than 25% of similar nonprofits.

NTEE S • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$905,441

Down $540,193 (-37%) from 2023

Liabilities

Down

$183,166

Down $353,298 (-66%) from 2023

Net Assets

Down

$722,275

Down $186,895 (-21%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin9th percentile

Revenue

Down

$537,592

Down $59,533 (-10.0%) from 2023

Expenses

Up

$719,687

Up $13,118 (+1.9%) from 2023

Net Income

Down

-$182,095

Down $72,651 (-66%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth7th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $758,333Liabilities 2010: $513,909Net Assets 2010: $244,4242010Assets 2011: $913,040Liabilities 2011: $562,997Net Assets 2011: $350,0432011Assets 2012: $977,804Liabilities 2012: $542,461Net Assets 2012: $435,3432012Assets 2013: $998,513Liabilities 2013: $618,723Net Assets 2013: $379,7902013Assets 2014: $1,135,014Liabilities 2014: $613,254Net Assets 2014: $521,7602014Assets 2015: $1,243,675Liabilities 2015: $580,441Net Assets 2015: $663,2342015Assets 2016: $1,334,560Liabilities 2016: $569,169Net Assets 2016: $765,3912016Assets 2017: $1,278,643Liabilities 2017: $175,461Net Assets 2017: $1,103,1822017Assets 2018: $1,152,757Liabilities 2018: $8,077Net Assets 2018: $1,144,6802018Assets 2019: $1,249,894Liabilities 2019: $5,956Net Assets 2019: $1,243,9382019Assets 2020: $1,462,422Liabilities 2020: $87,562Net Assets 2020: $1,374,8602020Assets 2021: $1,195,413Liabilities 2021: $88,225Net Assets 2021: $1,107,1882021Assets 2022: $1,548,670Liabilities 2022: $530,056Net Assets 2022: $1,018,6142022Assets 2023: $1,445,634Liabilities 2023: $536,464Net Assets 2023: $909,1702023Assets 2024: $905,441Liabilities 2024: $183,166Net Assets 2024: $722,2752024

Highlighted filing

2024

Assets$905,441
Liabilities$183,166
Net Assets$722,275
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $946,8342010Revenue 2011: $938,837Expenses 2011: $834,218Net Income 2011: $104,6192011Expenses 2012: $858,2722012Revenue 2013: $896,768Expenses 2013: $951,333Net Income 2013: -$54,5652013Revenue 2014: $1,053,702Expenses 2014: $911,732Net Income 2014: $141,9702014Revenue 2015: $1,076,096Expenses 2015: $934,622Net Income 2015: $141,4742015Revenue 2016: $1,115,656Expenses 2016: $1,015,499Net Income 2016: $100,1572016Revenue 2017: $1,116,143Expenses 2017: $794,352Net Income 2017: $321,7912017Revenue 2018: $876,115Expenses 2018: $834,617Net Income 2018: $41,4982018Revenue 2019: $818,780Expenses 2019: $719,522Net Income 2019: $99,2582019Revenue 2020: $550,544Expenses 2020: $392,222Net Income 2020: $158,3222020Revenue 2021: $276,726Expenses 2021: $453,898Net Income 2021: -$177,1722021Revenue 2022: $472,027Expenses 2022: $649,928Net Income 2022: -$177,9012022Revenue 2023: $597,125Expenses 2023: $706,569Net Income 2023: -$109,4442023Revenue 2024: $537,592Expenses 2024: $719,687Net Income 2024: -$182,0952024

Highlighted filing

2024

Revenue$537,592
Expenses$719,687
Net Income-$182,095
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$905,441
Liabilities
$183,166
Net assets
$722,275
Revenue
$537,592
Expenses
$719,687
Net income
-$182,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.91$0.18$0.72$0.54$0.72$0.18
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.54$0.91$0.60$0.71$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.53$1.02$0.47$0.65$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.09$1.11$0.28$0.45$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.09$1.37$0.55$0.39$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.82$0.72$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.88$0.83$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.18$1.10$1.12$0.79$0.32
2016Detailed filing. Detailed filing data is available for this year.$1.33$0.57$0.77$1.12$1.02$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.58$0.66$1.08$0.93$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.14$0.61$0.52$1.05$0.91$0.14
2013Detailed filing. Detailed filing data is available for this year.$1.00$0.62$0.38$0.90$0.95$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.54$0.44$0.86
2011Summary only. Only limited summary data is available for this year.$0.91$0.56$0.35$0.94$0.83$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.51$0.24$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$537,592
Mission and Program Overview

Mission

The organization's mission is to encourage the study of finance, support basic and applied research in the field of financial analysis, and encourage the use of advanced mathematics and econometric methods in financial management, and in furtherance thereof, to conduct investigations and other research activities in the fields of finance and securities analysis.

Forum to evaluate new research, quantitative applications and provide solutions to improve investment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$771,806$572,030▼ $199,776
Prepaid Expenses and Deferred Charges$113,450$170,286▲ $56,836
Cash and Non-Interest-Bearing Accounts$198,796$163,125▼ $35,671
Accounts Receivable$0$0→ $0
Total Assets$1,084,052$905,441▼ $178,611
Liabilities
Deferred Revenue$155,000$174,500▲ $19,500
Accounts Payable and Accrued Expenses$24,682$8,666▼ $16,016
Total Liabilities$179,682$183,166▲ $3,484
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$904,370$722,275▼ $182,095
Total Net Assets Fund Balance$904,370$722,275▼ $182,095
Total Liabilities and Net Assets / Fund Balance$1,084,052$905,441▼ $178,611
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Richard LindseyChairman
Andrew AngBoard Member
Andrew WeismanBoard Member
Clifford AsnessBoard Member
Feifel LiBoard Member
Greg Van InwegenBoard Member
Inna OkounkovaBoard Member
James Gordon JrBoard Member
Kenneth WinstonBoard Member
Laurance SiegelBoard Member
Mehdi MahmudBoard Member
Mustafa SagunBoard Member
Ron KahnBoard Member
Sebastian PageBoard Member
Vineer BhansaliBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$537,450
Investment Income
$142
Other Revenue
$0
Change in Net Assets
$-182,095
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$709,292
Grants and Similar Amounts Paid$10,395
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$178,540
Travel---$26,993
Advertising---$26,656
Fees for Services Accounting---$12,582
Grants to Domestic Individuals---$10,395
Insurance---$4,151
Information Technology---$3,368
Other Expenses---$248
All Other Expenses---$120
Fees for Services Legal---$85
Office Expenses---$7
Total Functional Expenses$0$0$0$719,687
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Jaffe management, inc. Provides management services to the organization.”

Form 990, Part VI, Section B, Line 11B

“The form 990 has been reviewed by a group of persons authorized to review financial and audit matters prior to filing. The final form 990 (filed with the irs) will be available at the next meeting of the board for inspection. In addition, upon request of any board member, a copy will be provided. If there are any material changes, and amended form 990 will be filed.”

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

“The organization enforces the conflict of interest prolicy by monitoring known relationships, questionnaires, and noting any changes in disclosed information. Any conflict is reviewed by the board before a decision is made as to whether to approve the transaction.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Institute for Quantitative Research in
EIN
22-3773177
Phone
2127446825
Address
CO JAFFE MGMT 330 W 38TH ST 1105, NEW YORK, NY 10018

Signing Officer

Name
Richard Lindsey
Title
Chair
Phone
2127446825
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lindsey
Formed
2000
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
15

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6 RESEARCH DRIVE SUITE 450, SHELTON, CT 06484
Preparer
Nicholas Dapaz
Phone
2033665876
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consultants and outside contractors 178,540.”

FORM 990, PART XII, LINE 2C:

“There has been no change in the oversight of the audit of the financial statements.”

Raw XML Appendix374 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt024682
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08666
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS AND PROVIDE SOLUTIONS TO IMPROVE INVESTMENT.
IRS990/AdvertisingGrp/TotalAmt026656
IRS990/AllOtherExpensesGrp/TotalAmt0120
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAFFE MANAGEMENT INC
IRS990/BooksInCareOfDetail/PhoneNum02127446825
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0330 WEST 38TH STREET 1105
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW YORK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd010018
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0198796
IRS990/CashNonInterestBearingGrp/EOYAmt0163125
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt010395
IRS990/CYInvestmentIncomeAmt0142
IRS990/CYOtherExpensesAmt0709292
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0537450
IRS990/CYRevenuesLessExpensesAmt0-182095
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0719687
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0537592
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0155000
IRS990/DeferredRevenueGrp/EOYAmt0174500
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE ORGANIZATION PROVIDES A FORUM FOR INVESTMENT PROFESSIONALS TO ADVANCE THE PRACTICE OF GLOBAL INVESTMENT MANAGEMENT BY CONNECTING INVESTMENT PROFESSIONALS WITH RIGOROUS RESEARCH AND IDEAS AT THE FRONTIER OF THE INDUSTRY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0552213
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt012582
IRS990/FeesForServicesLegalGrp/TotalAmt085
IRS990/FeesForServicesOtherGrp/TotalAmt0178540
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD LINDSEY
IRS990/Form990PartVIISectionAGrp/PersonNm1ANDREW ANG
IRS990/Form990PartVIISectionAGrp/PersonNm2CLIFFORD ASNESS
IRS990/Form990PartVIISectionAGrp/PersonNm3VINEER BHANSALI
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES GORDON JR
IRS990/Form990PartVIISectionAGrp/PersonNm5FEIFEL LI
IRS990/Form990PartVIISectionAGrp/PersonNm6MEHDI MAHMUD
IRS990/Form990PartVIISectionAGrp/PersonNm7SEBASTIAN PAGE
IRS990/Form990PartVIISectionAGrp/PersonNm8MUSTAFA SAGUN
IRS990/Form990PartVIISectionAGrp/PersonNm9LAURANCE SIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm10KENNETH WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm11ANDREW WEISMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12GREG VAN INWEGEN
IRS990/Form990PartVIISectionAGrp/PersonNm13RON KAHN
IRS990/Form990PartVIISectionAGrp/PersonNm14INNA OKOUNKOVA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt010395
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt010395
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0537592
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt03368
IRS990/InsuranceGrp/TotalAmt04151
IRS990/InvestmentIncomeGrp/ExclusionAmt0142
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0142
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS TO ENCOURAGE THE STUDY OF FINANCE, SUPPORT BASIC AND APPLIED RESEARCH IN THE FIELD OF FINANCIAL ANALYSIS, AND ENCOURAGE THE USE OF ADVANCED MATHEMATICS AND ECONOMETRIC METHODS IN FINANCIAL MANAGEMENT, AND IN FURTHERANCE THEREOF, TO CONDUCT INVESTIGATIONS AND OTHER RESEARCH ACTIVITIES IN THE FIELDS OF FINANCE AND SECURITIES ANALYSIS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0904370
IRS990/NetAssetsOrFundBalancesEOYAmt0722275
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0904370
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0722275
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt07
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0HOTEL ROOMS
IRS990/OtherExpensesGrp/Desc1AUDIO EQUIP, RENTALS
IRS990/OtherExpensesGrp/Desc2BANK FEES
IRS990/OtherExpensesGrp/Desc3ANNUAL FILING FEE
IRS990/OtherExpensesGrp/TotalAmt0335058
IRS990/OtherExpensesGrp/TotalAmt1112671
IRS990/OtherExpensesGrp/TotalAmt28813
IRS990/OtherExpensesGrp/TotalAmt3248
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113450
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0170286
IRS990/PrincipalOfficerNm0RICHARD LINDSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0537450
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0537450
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt010366
IRS990/PYInvestmentIncomeAmt0152
IRS990/PYOtherExpensesAmt0701004
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0598900
IRS990/PYRevenuesLessExpensesAmt0-112318
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0711370
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0599052
IRS990/ReconcilationRevenueExpnssAmt0-182095
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0537450
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0771806
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0572030
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt010395
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ROGER F. MURRAY PRIZE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JAFFE MANAGEMENT, INC. PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 HAS BEEN REVIEWED BY A GROUP OF PERSONS AUTHORIZED TO REVIEW FINANCIAL AND AUDIT MATTERS PRIOR TO FILING. THE FINAL FORM 990 (FILED WITH THE IRS) WILL BE AVAILABLE AT THE NEXT MEETING OF THE BOARD FOR INSPECTION. IN ADDITION, UPON REQUEST OF ANY BOARD MEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AND AMENDED FORM 990 WILL BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST PROLICY BY MONITORING KNOWN RELATIONSHIPS, QUESTIONNAIRES, AND NOTING ANY CHANGES IN DISCLOSED INFORMATION. ANY CONFLICT IS REVIEWED BY THE BOARD BEFORE A DECISION IS MADE AS TO WHETHER TO APPROVE THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTANTS AND OUTSIDE CONTRACTORS 178,540.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAS BEEN NO CHANGE IN THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01084052
IRS990/TotalAssetsEOYAmt0905441
IRS990/TotalAssetsGrp/BOYAmt01084052
IRS990/TotalAssetsGrp/EOYAmt0905441
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0719687
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0179682
IRS990/TotalLiabilitiesEOYAmt0183166
IRS990/TotalLiabilitiesGrp/BOYAmt0179682
IRS990/TotalLiabilitiesGrp/EOYAmt0183166
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0904370
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0722275
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0552213
IRS990/TotalProgramServiceRevenueAmt0537450
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0142
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0537450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0537592
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01084052
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0905441
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt026993
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0C/O JAFFE MGMT 555 8TH AVENUE 1902
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010018
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0Q-GROUP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02127446825
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR QUANTITATIVE RESEARCH IN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FINANCE
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0223773177
ReturnHeader/Filer/PhoneNum02127446825
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO JAFFE MGMT 330 W 38TH ST 1105
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010018
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 RESEARCH DRIVE SUITE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHELTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006484
ReturnHeader/PreparerPersonGrp/PhoneNum02033665876
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NICHOLAS DAPAZ
ReturnHeader/ReturnTs02025-11-13T07:42:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.