Liabilities / Assets
15th percentile
Higher debt load relative to assets than 15% of similar nonprofits.
990 • Fiscal year 2018 • EIN 22-3773177
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
15th percentile
Higher debt load relative to assets than 15% of similar nonprofits.
Liabilities / Revenue
12th percentile
Higher debt load relative to revenue than 12% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
32nd percentile
Higher top officer pay than 32% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
16th percentile
Faster asset growth than 16% of similar nonprofits.
Revenue Growth
14th percentile
Faster revenue growth than 14% of similar nonprofits.
Assets
Down$1,152,757
Down $125,886 (-9.8%) from 2017
Net Assets
Up$1,144,680
Up $41,498 (+3.8%) from 2017
Liabilities
Down$8,077
Down $167,384 (-95%) from 2017
Revenue
Down$876,115
Down $240,028 (-22%) from 2017
Expenses
Up$834,617
Up $40,265 (+5.1%) from 2017
Net Income
Down$41,498
Down $280,293 (-87%) from 2017
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 | $1,059,484 | $920,324 | ▼ $139,160 |
| Prepaid Expenses and Deferred Charges | $24,303 | $158,034 | ▲ $133,731 |
| Accounts Receivable | $63,100 | $46,700 | ▼ $16,400 |
| Cash and Non-Interest-Bearing Accounts | $131,756 | $27,699 | ▼ $104,057 |
| Total Assets | $1,278,643 | $1,152,757 | ▼ $125,886 |
| Liabilities | |||
| Deferred Revenue | $110,500 | $6,500 | ▼ $104,000 |
| Accounts Payable and Accrued Expenses | $64,961 | $1,577 | ▼ $63,384 |
| Total Liabilities | $175,461 | $8,077 | ▼ $167,384 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $893,182 | $934,680 | ▲ $41,498 |
| Temporarily Rstr Net Assets | $210,000 | $210,000 | → $0 |
| Total Net Assets Fund Balance | $1,103,182 | $1,144,680 | ▲ $41,498 |
| Total Liabilities and Net Assets / Fund Balance | $1,278,643 | $1,152,757 | ▼ $125,886 |
| Name | Title |
|---|---|
| Richard Lindsey | Chair |
| Gilbert Hammer | Vice Chair |
| P Hammond | Vice Chair |
| Marc Reinganum | Executive Vice President |
| Andrew Ang | Director |
| Barbara Petitt | Director |
| Clifford Asness | Director |
| James Gordon | Director |
| Joanne Hill | Director |
| Katrina Sherrerd | Director |
| Kenneth Winston | Director |
| Laurence Siegel | Director |
| Leopoldo Guzman | Director |
| Mary Cahill | Director |
| Mehdi Mahmud | Director |
| Michelle Clayman | Director |
| Roger Clarke | Director |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Jaffe Management INC | Management Services | 555 8TH AVE STE 1902, New York, NY 10018 | $128,064 |
| Line Item | Amount |
|---|---|
| Other Expenses | $814,617 |
| Grants and Similar Amounts Paid | $20,000 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Management | $20,000 | $127,200 | - | $147,200 |
| All Other Expenses | $37,967 | - | - | $37,967 |
| Travel | $32,589 | - | - | $32,589 |
| Other Expenses | $40,699 | $26,000 | - | $26,000 |
| Fees for Services Other | $25,000 | - | - | $25,000 |
| Grants to Domestic Individuals | $20,000 | - | - | $20,000 |
| Fees for Services Accounting | - | $12,914 | - | $12,914 |
| Occupancy | $10,000 | - | - | $10,000 |
| Office Expenses | $1,518 | $7,921 | - | $9,439 |
| Information Technology | $3,820 | $4,005 | - | $7,825 |
| Insurance | - | $4,487 | - | $4,487 |
| Fees for Services Legal | - | $152 | - | $152 |
| Total Functional Expenses | $651,938 | $182,679 | $0 | $834,617 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $834,617 |
| Total Expenses per Audited Statements | $834,617 |
| Total Expenses per Form 990 | $834,617 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“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 boardmember, a copy will be provided. If there are any material changes, an amended form 990 will be filed.”
“The organization enforces the conflict of interest policy 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.”
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 | 64961 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 1577 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 63100 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 46700 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS AND PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 37967 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 37967 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 0 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 2127446825 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | C/O JAFFE MGMT 555 8TH AVE NO 1902 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NEW YORK |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 100180000 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 131756 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 27699 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| 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/ContractorCompensationGrp/CompensationAmt | 0 | 128064 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 555 8TH AVE STE 1902 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | NEW YORK |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 10018 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | JAFFE MANAGEMENT INC |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | MANAGEMENT SERVICES |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 20000 |
| IRS990/CYInvestmentIncomeAmt | 0 | 840 |
| IRS990/CYOtherExpensesAmt | 0 | 814617 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 875275 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 41498 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 834617 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 876115 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 110500 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 6500 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES A FORUM FOR INVESTMENT PROFESSIONALS TOADVANCE 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/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 651938 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 12914 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 12914 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 152 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 152 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 127200 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 20000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 147200 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 25000 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 25000 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| 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/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 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/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICHARD LINDSEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | GILBERT HAMMER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | P HAMMOND |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MARC REINGANUM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ANDREW ANG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CLIFFORD ASNESS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | MARY CAHILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ROGER CLARKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | MICHELLE CLAYMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | JAMES GORDON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | LEOPOLDO GUZMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | JOANNE HILL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | MEHDI MAHMUD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | BARBARA PETITT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | KATRINA SHERRERD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | LAURENCE SIEGEL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | KENNETH WINSTON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | VICE CHAIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | EXECUTIVE VICE PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | DIRECTOR |
| 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 | 17 |
| IRS990/GrantAmt | 0 | 20000 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 20000 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 20000 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 876115 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 17 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 4005 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 3820 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 7825 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4487 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4487 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 840 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 840 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 12 |
| 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 | 1103182 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1144680 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 10000 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 10000 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 7921 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 1518 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 9439 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | EVENT CATERING |
| IRS990/OtherExpensesGrp/Desc | 1 | AUDIO VISUAL EQUIPMENT |
| IRS990/OtherExpensesGrp/Desc | 2 | HOTEL ROOMS |
| IRS990/OtherExpensesGrp/Desc | 3 | UNCOLLECTIBLE RECEIVABL |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 26000 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 367090 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 93255 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 40699 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 367090 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 93255 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 40699 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 26000 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 24303 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 158034 |
| IRS990/PrincipalOfficerNm | 0 | RICHARD LINDSEY |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | PROGRAM SERVICE REVENU |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 875275 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 875275 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | -2000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 893 |
| IRS990/PYOtherExpensesAmt | 0 | 796352 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1115250 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 321791 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 794352 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1116143 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 41498 |
| 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 | 875275 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1059484 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 920324 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | 0 |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | 1 |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 834617 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 876115 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 834617 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 876115 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 876115 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 834617 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 0 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 20000 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | INDIVIDUAL AWARDS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 6 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | 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 BOARDMEMBER, A COPY WILL BE PROVIDED. IF THERE ARE ANY MATERIAL CHANGES, AN AMENDED FORM 990 WILL BE FILED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION ENFORCES THE CONFLICT OF INTEREST POLICY 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 | 2 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION C, LINE 19 |
| 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/TemporarilyRstrNetAssetsGrp/BOYAmt | 0 | 210000 |
| IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt | 0 | 210000 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 1278643 |
| IRS990/TotalAssetsEOYAmt | 0 | 1152757 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1278643 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1152757 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 182679 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 651938 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 834617 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 175461 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 8077 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 175461 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 8077 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1103182 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1144680 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 651938 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 875275 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 840 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 875275 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 876115 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1278643 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1152757 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 32589 |
| IRS990/TravelGrp/TotalAmt | 0 | 32589 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 893182 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 934680 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | C/O JAFFE MGMT 555 8TH AVE NO 1902 |
| IRS990/USAddress/CityNm | 0 | NEW YORK |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 100180000 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 17 |
| IRS990/VotingMembersIndependentCnt | 0 | 17 |
| IRS990/WebsiteAddressTxt | 0 | Q-GROUP.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RICHARD LINDSEY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2127446825 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INSTITUTE FOR QUANTITATIVE RESEARCH |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.