Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
990 • Fiscal year 2023 • EIN 22-3773177
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Liabilities / Revenue
80th percentile
Higher debt load relative to revenue than 80% of similar nonprofits.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
31st percentile
Higher top officer pay than 31% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
20th percentile
Faster asset growth than 20% of similar nonprofits.
Revenue Growth
73rd percentile
Faster revenue growth than 73% of similar nonprofits.
Assets
Down$1,445,634
Down $103,036 (-6.7%) from 2022
Net Assets
Down$909,170
Down $109,444 (-11%) from 2022
Liabilities
Up$536,464
Up $6,408 (+1.2%) from 2022
Revenue
Up$597,125
Up $125,098 (+27%) from 2022
Expenses
Up$706,569
Up $56,641 (+8.7%) from 2022
Net Income
Up-$109,444
Up $68,457 (+38%) from 2022
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | $771,737 | $771,888 | ▲ $151 |
| Accounts Receivable | $452,000 | $370,500 | ▼ $81,500 |
| Cash and Non-Interest-Bearing Accounts | $136,901 | $198,796 | ▲ $61,895 |
| Prepaid Expenses and Deferred Charges | $188,032 | $104,450 | ▼ $83,582 |
| Total Assets | $1,548,670 | $1,445,634 | ▼ $103,036 |
| Liabilities | |||
| Deferred Revenue | $526,000 | $525,500 | ▼ $500 |
| Accounts Payable and Accrued Expenses | $4,056 | $10,964 | ▲ $6,908 |
| Total Liabilities | $530,056 | $536,464 | ▲ $6,408 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,018,614 | $909,170 | ▼ $109,444 |
| Total Net Assets Fund Balance | $1,018,614 | $909,170 | ▼ $109,444 |
| Total Liabilities and Net Assets / Fund Balance | $1,548,670 | $1,445,634 | ▼ $103,036 |
| Name | Title |
|---|---|
| Richard Lindsey | Chairman |
| Andrew Ang | Board Member |
| Andrew Weisman | Board Member |
| Clifford Asness | Board Member |
| Feifel Li | Board Member |
| Greg Van Inwegen | Board Member |
| Inna Okounkova | Board Member |
| James Gordon Jr | Board Member |
| Kenneth Winston | Board Member |
| Laurance Siegel | Board Member |
| Mehdi Mahmud | Board Member |
| Mustafa Sagun | Board Member |
| Ron Kahn | Board Member |
| Sebastian Page | Board Member |
| Vineer Bhansali | Board Member |
| Line Item | Amount |
|---|---|
| Other Expenses | $696,203 |
| Grants and Similar Amounts Paid | $10,366 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | $20,400 | $150,000 | - | $170,400 |
| Travel | $39,167 | - | - | $39,167 |
| All Other Expenses | $2,499 | $9,754 | - | $12,253 |
| Grants to Domestic Individuals | $10,366 | - | - | $10,366 |
| Other Expenses | $10,000 | - | - | $10,000 |
| Advertising | $8,672 | - | - | $8,672 |
| Insurance | - | $7,949 | - | $7,949 |
| Information Technology | - | $3,112 | - | $3,112 |
| Fees for Services Accounting | - | $101 | - | $101 |
| Fees for Services Legal | - | $82 | - | $82 |
| Total Functional Expenses | $535,571 | $170,998 | $0 | $706,569 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Jaffe management, inc. Provides management services to the organization.”
“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.”
“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.”
“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”
“Consultants and outside contractors: program service expenses 20,400. Management and general expenses 150,000. Fundraising expenses 0. Total expenses 170,400.”
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/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 4056 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 10964 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 452000 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 370500 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS AND PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 8672 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 8672 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 9754 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 2499 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 12253 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | JAFFE MANAGEMENT INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2127446825 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 330 WEST 38TH STREET 1105 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NEW YORK |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 10018 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 136901 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 198796 |
| 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/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 10366 |
| IRS990/CYInvestmentIncomeAmt | 0 | 152 |
| IRS990/CYOtherExpensesAmt | 0 | 696203 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 596973 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -109444 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 706569 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 597125 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 526000 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 525500 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | THE 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/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 535571 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 101 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 101 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 82 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 82 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 150000 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 20400 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 170400 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| 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/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | 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/PersonNm | 0 | RICHARD LINDSEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANDREW ANG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CLIFFORD ASNESS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | VINEER BHANSALI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JAMES GORDON JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | FEIFEL LI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MEHDI MAHMUD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | SEBASTIAN PAGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MUSTAFA SAGUN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | LAURANCE SIEGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | KENNETH WINSTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | ANDREW WEISMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | GREG VAN INWEGEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | RON KAHN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | INNA OKOUNKOVA |
| 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/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/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | BOARD MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2000 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 15 |
| IRS990/GrantAmt | 0 | 10366 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 10366 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 10366 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 597125 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 3112 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 3112 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 7949 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7949 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 152 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 152 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 16 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | DE |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1018614 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 909170 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1018614 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 909170 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | HOTEL ROOMS |
| IRS990/OtherExpensesGrp/Desc | 1 | AUDIO EQUIP, RENTALS |
| IRS990/OtherExpensesGrp/Desc | 2 | PROGRAM EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 3 | PROVISION FOR UNCOLLECT |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 307985 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 116482 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 20000 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 10000 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 307985 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 116482 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 20000 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 10000 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 188032 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 104450 |
| IRS990/PrincipalOfficerNm | 0 | RICHARD LINDSEY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PROGRAM SERVICE INCOME |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 596973 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 596973 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 9520 |
| IRS990/PYInvestmentIncomeAmt | 0 | 152 |
| IRS990/PYOtherExpensesAmt | 0 | 640408 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 471875 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -177901 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 649928 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 472027 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -109444 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| 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 | 596973 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 771737 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 771888 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 10366 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | ROGER F. MURRAY PRIZE |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 3 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | GRANTS ARE AWARDED BASED ON SPECIFIC CRITERIA AND ARE APPROVED BY THE BOARD COMMITTEE THAT OVERSEES ALL RECIPIENTS OF GRANTS. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART 1, LINE 2: |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | JAFFE MANAGEMENT, INC. PROVIDES MANAGEMENT SERVICES TO THE ORGANIZATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | CONSULTANTS AND OUTSIDE CONTRACTORS: PROGRAM SERVICE EXPENSES 20,400. MANAGEMENT AND GENERAL EXPENSES 150,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 170,400. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART IX, LINE 11G |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 1 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1548670 |
| IRS990/TotalAssetsEOYAmt | 0 | 1445634 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1548670 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1445634 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 170998 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 535571 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 706569 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 530056 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 536464 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 530056 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 536464 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1018614 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 909170 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 535571 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 596973 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 152 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 596973 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 597125 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 15 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1548670 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1445634 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 39167 |
| IRS990/TravelGrp/TotalAmt | 0 | 39167 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | C/O JAFFE MGMT 555 8TH AVENUE 1902 |
| IRS990/USAddress/CityNm | 0 | NEW YORK |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 10018 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 15 |
| IRS990/VotingMembersIndependentCnt | 0 | 15 |
| IRS990/WebsiteAddressTxt | 0 | Q-GROUP.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RICHARD LINDSEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2127446825 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INSTITUTE FOR QUANTITATIVE RESEARCH IN |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FINANCE |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INST |
| ReturnHeader/Filer/EIN | 0 | 223773177 |
| ReturnHeader/Filer/PhoneNum | 0 | 2127446825 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | CO JAFFE MGMT 330 W 38TH ST 1105 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEW YORK |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 10018 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 061533315 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CIRONEFRIEDBERG LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6 RESEARCH DRIVE 450 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SHELTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 06484 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2033665876 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | NICHOLAS DAPAZ |
| ReturnHeader/ReturnTs | 0 | 2024-11-14T12:27:39-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.