Civic Intelligence

Institute for Quantitative Research in Finance

990 • Fiscal year 2019 • EIN 22-3773177

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 17, 2020

Organization ProfileQ-GROUP.ORG
CO Jaffe Mgmt 555 8th Ave No 190New York, NY 10018-0000

(212) 744-6825

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2019 filings • NTEE S • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.4%

Faster asset growth than 64% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-6.5%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • NTEE S • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,249,894

Up $97,137 (+8.4%) from 2018

Net Assets

Up

$1,243,938

Up $99,258 (+8.7%) from 2018

Liabilities

Down

$5,956

Down $2,121 (-26%) from 2018

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin66th percentile

Revenue

Down

$818,780

Down $57,335 (-6.5%) from 2018

Expenses

Down

$719,522

Down $115,095 (-14%) from 2018

Net Income

Up

$99,258

Up $57,760 (+139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$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

2019

Assets$1,249,894
Liabilities$5,956
Net Assets$1,243,938
Open 2019 Filing

Operations Trend

Revenue Growth26th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$818,780
Expenses$719,522
Net Income$99,258
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 17, 2020
Return Version
2019v5.1
Gross Receipts
$818,780
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$920,324$921,060▲ $736
Prepaid Expenses and Deferred Charges$158,034$187,600▲ $29,566
Cash and Non-Interest-Bearing Accounts$27,699$95,267▲ $67,568
Accounts Receivable$46,700$45,967▼ $733
Total Assets$1,152,757$1,249,894▲ $97,137
Liabilities
Deferred Revenue$6,500$5,500▼ $1,000
Accounts Payable and Accrued Expenses$1,577$456▼ $1,121
Total Liabilities$8,077$5,956▼ $2,121
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$934,680$1,243,938▲ $309,258
Net Assets With Donor Restrictions$210,000$0▼ $210,000
Total Net Assets Fund Balance$1,144,680$1,243,938▲ $99,258
Total Liabilities and Net Assets / Fund Balance$1,152,757$1,249,894▲ $97,137
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Richard LindseyChair
Gilbert HammerVice Chair
P HammondVice Chair
Marc ReinganumExecutive Vice President
Andrew AngDirector
Barbara PetittDirector
Clifford AsnessDirector
Greg Van InweganDirector
Hilarie GreenDirector
James GordonDirector
Joanne HillDirector
Katrina SherrerdDirector
Kenneth WinstonDirector
Laurence SiegelDirector
Mehdi MahmudDirector
Michelle ClaymanDirector
Ron KahnDirector
Vineer BhansaliDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Jaffe Management INCManagement Services555 8TH AVE STE 1902, New York, NY 10018$134,753
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$818,044
Investment Income
$736
Other Revenue
$0
Change in Net Assets
$99,258

Audited Revenue Reconciliation

Revenue per Audited Statements
$818,780
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$818,780
Total Revenue per Form 990
$818,780
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$719,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$20,000$127,200-$147,200
Travel$31,068--$31,068
Fees for Services Other$20,000--$20,000
Office Expenses$1,695$12,281-$13,976
Fees for Services Accounting-$11,500-$11,500
Other Expenses$8,076--$8,076
Information Technology$3,319$1,079-$4,398
Insurance-$2,391-$2,391
Fees for Services Legal-$381-$381
Total Functional Expenses$564,690$154,832$0$719,522

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$719,522
Total Expenses per Audited Statements$719,522
Total Expenses per Form 990$719,522
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 boardmember, a copy will be provided. If there are any material changes, an amended form 990 will be filed.”

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

“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”

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
EIN
22-3773177
Phone
2127446825
Address
CO JAFFE MGMT 555 8TH AVE NO 190, NEW YORK, NY 10018-0000

Signing Officer

Name
Richard Lindsey
Title
Chairman
Phone
2127446825
Signed
2020-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Lindsey
Formed
2000
Legal Domicile
De
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
0

Preparer

Firm
Skody Scot & Co Cpas Pc
Address
520 EIGHTH AVE SUITE 2200, NEW YORK, NY 10018
Preparer
William Skody
Phone
2129671100
Raw XML AppendixShowing 400 of 425 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/InformationTechnologyGrp/ProgramServicesAmt03319
IRS990/InformationTechnologyGrp/TotalAmt04398
IRS990/InsuranceGrp/ManagementAndGeneralAmt02391
IRS990/InsuranceGrp/TotalAmt02391
IRS990/InvestmentIncomeGrp/ExclusionAmt0736
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IRS990/LocalChaptersInd00
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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
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012281
IRS990/OfficeExpensesGrp/ProgramServicesAmt01695
IRS990/OfficeExpensesGrp/TotalAmt013976
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENT CATERING AND ROOM
IRS990/OtherExpensesGrp/Desc1AUDIO VISUAL EQUIPMENT
IRS990/OtherExpensesGrp/Desc2HONORARIA
IRS990/OtherExpensesGrp/Desc3PROGRAM EXPENSES - OTHE
IRS990/OtherExpensesGrp/ProgramServicesAmt0374892
IRS990/OtherExpensesGrp/ProgramServicesAmt181640
IRS990/OtherExpensesGrp/ProgramServicesAmt224000
IRS990/OtherExpensesGrp/ProgramServicesAmt38076
IRS990/OtherExpensesGrp/TotalAmt0374892
IRS990/OtherExpensesGrp/TotalAmt181640
IRS990/OtherExpensesGrp/TotalAmt224000
IRS990/OtherExpensesGrp/TotalAmt38076
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0158034
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0187600
IRS990/PrincipalOfficerNm0RICHARD LINDSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0818044
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0818044
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt020000
IRS990/PYInvestmentIncomeAmt0840
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IRS990/PYOtherRevenueAmt00
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IRS990/PYRevenuesLessExpensesAmt041498
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0876115
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt099258
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0818044
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IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0719522
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0818780
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0719522
IRS990ScheduleD/TotalRevenuePerForm990Amt0818780
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0818780
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0719522
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE 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/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0564690
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0818044
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0818780
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IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt0C/O JAFFE MGMT 555 8TH AVE NO 1902
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IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0100180000
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0Q-GROUP.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD LINDSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02127446825
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSTITUTE FOR QUANTITATIVE RESEARCH
ReturnHeader/Filer/BusinessNameControlTxt0INST
ReturnHeader/Filer/EIN0223773177
ReturnHeader/Filer/PhoneNum02127446825

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,249,894
Liabilities
$5,956
Net assets
$1,243,938
Revenue
$818,780
Expenses
$719,522
Net income
$99,258
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