Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
990 • Fiscal year 2016 • EIN 23-7063497
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Liabilities / Revenue
81st percentile
Higher debt load relative to revenue than 81% of similar nonprofits.
Net Margin
57th percentile
Higher net margin than 57% of similar nonprofits.
Top Officer Pay
98th percentile
Higher top officer pay than 98% of similar nonprofits.
Top officer pay equals 62.6% of source-year revenue.
Asset Growth
50th percentile
Faster asset growth than 50% of similar nonprofits.
Revenue Growth
27th percentile
Faster revenue growth than 27% of similar nonprofits.
Assets
Up$1,886,965
Up $23,862 (+1.3%) from 2015
Net Assets
Down$1,217,347
Down $367,022 (-23%) from 2015
Liabilities
Up$669,618
Up $390,884 (+140%) from 2015
Revenue
Down$949,091
Down $72,022 (-7.1%) from 2015
Expenses
Down$907,501
Down $158,749 (-15%) from 2015
Net Income
Up$41,590
Up $86,727 (+192%) from 2015
FERF's mission is to provide knowledge and insight that enable informed decision-making by senior-level financial executives and their organizations. FERF underwrites & conducts objective research projects on business management topics. FERF researchers identify key financial issues and develop impartial, timely research reports for FEI members and non-members alike, in a variety of publication formats such as Executive Reports, Issue and topical alerts, and magazine articles.
Ferf's mission is to provide knowledge and insight that enable informed decision-making by senior-level financial executives and their organizations. It underwrites and conducts objective research projects on business management topics. Most research investigates the evolving role of financial executives, the practices of financial management and the techniques to improve its effectiveness.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $1,811,361 | $1,867,648 | ▲ $56,287 |
| Accounts Receivable | $8,040 | $9,171 | ▲ $1,131 |
| Prepaid Expenses and Deferred Charges | $23,251 | $8,801 | ▼ $14,450 |
| Cash and Non-Interest-Bearing Accounts | $20,451 | $1,345 | ▼ $19,106 |
| Land, Buildings, and Equipment, Net | $0 | $0 | → $0 |
| Total Assets | $1,863,103 | $1,886,965 | ▲ $23,862 |
| Liabilities | |||
| Other Liabilities | $13,966 | $355,463 | ▲ $341,497 |
| Deferred Revenue | $139,500 | $175,000 | ▲ $35,500 |
| Accounts Payable and Accrued Expenses | $125,268 | $139,155 | ▲ $13,887 |
| Total Liabilities | $278,734 | $669,618 | ▲ $390,884 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,584,369 | $1,217,347 | ▼ $367,022 |
| Total Net Assets Fund Balance | $1,584,369 | $1,217,347 | ▼ $367,022 |
| Total Liabilities and Net Assets / Fund Balance | $1,863,103 | $1,886,965 | ▲ $23,862 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| William M Sinnett | Corporate Secretary | FT | $129,110 | $19,689 | $148,799 |
| Andrej Suskavcevic | President & CEO | - | - | $141,642 | $141,642 |
| Maria O' Grady | Treasurer | - | - | $122,057 | $122,057 |
| Name | Title |
|---|---|
| Edward V Weller | Chair |
| Marie Hollein | former President & CEO |
| Paul W Chase | outgoing interim president/treasure |
| Nicholas R Sucic | Vice-Chair |
| Paul Hensley | vice-Chair |
| Sam Eldessouky | vice-Chair |
| Bruce M Goldstein | Trustee |
| Hubert Glover | Trustee |
| MArie Theresa Gallagher | Trustee |
| Martin c Ross | trustee |
| Michael J Wood | Trustee |
| Monty Garrett | trustee |
| Nikhil P Varaiya | Trustee |
| Ruud P Roggekamp | Trustee |
| Terence Stack | Trustee |
| Taylor Hawes | eX-OffiCIO |
| Thomas E Feeney | EX-OffiCIO |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 1 | $59,392 | Fair Market Value (FMV) |
| Other Non Cash Contri Table | 1 | $3,000 | Fair Market Value (FMV) |
| Total Noncash Contributions | 2 | $62,392 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $498,904 |
| Other Expenses | $408,597 |
| Total Fundraising Expense | $103,622 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $205,660 | $28,742 | $48,065 | $282,467 |
| Fees for Services Management | $52,408 | $183,468 | $13,536 | $249,412 |
| Current Officers, Directors, Trustees, and Key Employees | $110,689 | $14,228 | $25,092 | $150,009 |
| Other Employee Benefits | $47,850 | $1,838 | $8,148 | $57,836 |
| Fees for Services Other | $51,682 | - | - | $51,682 |
| Fees for Services Accounting | - | $18,000 | - | $18,000 |
| Office Expenses | $1,180 | $11,320 | $4,893 | $17,393 |
| Travel | $7,807 | - | $800 | $8,607 |
| Pension Plan Contributions | $7,109 | $273 | $1,210 | $8,592 |
| Conferences and Meetings | - | $4,813 | $1,878 | $6,691 |
| Other Expenses | $53,002 | $3,810 | - | $3,810 |
| Total Functional Expenses | $537,387 | $266,492 | $103,622 | $907,501 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $1,110,380 |
| Expenses per Audited Statements | $907,500 |
| Total Expenses per Form 990 | $907,500 |
| Expenses Not Reported on Form 990 | $202,880 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $202,880 |
| Fundraising Gross Income | $61,650 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fei Hall of Fame | $338,992 | $61,650 | $141,282 | $-79,632 |
| Total Events | $338,992 | $61,650 | $202,880 | $-141,230 |
| Liability | Amount |
|---|---|
| Pension Plan and other post-retirement benefits | $355,463 |
“Form 990 is sent to the full board for review. review comments are then incorporated.”
“FERF has a policy manual that is implemented and complied with. this is also reviewed and/or updated annually. FERF's policy manual includes a policy on conflict of interest and standards of conduct. this is also included in the employee handbook. any employee aware of another employee's violation of this policy must immediately notify the Vice-President and CFO or president and CEO. recently this policy covers trustees of the foundation.”
“FERF's policy manual includes an executive committee charter that provides the responsibilities of the executive committee which includes, among others, setting the salary structure of FERF and the compensation of its officers, in cooperation with FEI. FERF also has an incentive plan that is incorporated in the policy manual. FERF's president and CEO is also the president and CEO of FEI.”
“the Governing Documents, conflict of interest policy, and financial statements are available upon request.”
“Pension related charges -367,343.”
“the foundation has an audit committee who oversees the audit of its financial statements and selects its independent accountants.”
“The foundation has no unrecognized tax benefits at june 30, 2016 and 2015. The foundation's federal and state income tax returns prior to fiscal years 2013 and 2012, respectively, are closed and management continually evaluates changes in tax law and new authoritative rulings. If applicable, the foundation would recognize interest and penalties associated with tax matters as administrative and general expense and includes accrued interest and penalties with accrued expenses in the statement of financial position.”
“Pension related changes other than net periodic pension cost -367,343.”
“fundraising expense -202,880.”
“fundraising expense 202,880.”
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 | 125268 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 139155 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 8040 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 9171 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | FERF'S MISSION IS TO PROVIDE KNOWLEDGE AND INSIGHT THAT ENABLE INFORMED DECISION-MAKING BY SENIOR-LEVEL FINANCIAL EXECUTIVES AND THEIR ORGANIZATIONS. IT UNDERWRITES AND CONDUCTS OBJECTIVE RESEARCH PROJECTS ON BUSINESS MANAGEMENT TOPICS. MOST RESEARCH INVESTIGATES THE EVOLVING ROLE OF FINANCIAL EXECUTIVES, THE PRACTICES OF FINANCIAL MANAGEMENT AND THE TECHNIQUES TO IMPROVE ITS EFFECTIVENESS. |
| IRS990/AllOtherContributionsAmt | 0 | 560937 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Andrej Suskavcevic |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9737651033 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1250 Headquarters Plaza West Tower |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Morristown |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NJ |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 07960 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 20451 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1345 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 25092 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 14228 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 110689 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 150009 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 1878 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 4813 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 6691 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 277342 |
| IRS990/CostOfGoodsSoldAmt | 0 | 4624 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 838279 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 45181 |
| IRS990/CYOtherExpensesAmt | 0 | 408597 |
| IRS990/CYOtherRevenueAmt | 0 | -139369 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 205000 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 41590 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 498904 |
| IRS990/CYTotalExpensesAmt | 0 | 907501 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 103622 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 949091 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 139500 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 175000 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Executive Reports, Issue and topical alerts, articles in the Financial Executive magazine |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DoingBusinessAsName/BusinessNameLine1Txt | 0 | FERF |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 537387 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 18000 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 18000 |
| IRS990/FeesForServicesManagementGrp/FundraisingAmt | 0 | 13536 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 183468 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 52408 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 249412 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 51682 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 51682 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd | 0 | X |
| 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/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 10145 |
| 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 | 18993 |
| 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/OtherCompensationAmt | 17 | 16623 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 19689 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Andrej Suskavcevic |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Bruce M Goldstein |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Edward V Weller |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Hubert Glover |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MArie Theresa Gallagher |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Martin c Ross |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Michael J Wood |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Monty Garrett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Nicholas R Sucic |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Nikhil P Varaiya |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Paul Hensley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Paul W Chase |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Ruud P Roggekamp |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Sam Eldessouky |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Taylor Hawes |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Terence Stack |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Thomas E Feeney |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Maria O' Grady |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | WILLIAM M SINNETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | Marie Hollein |
| 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/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 129110 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 131497 |
| 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 | 189177 |
| 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/ReportableCompFromRltdOrgAmt | 17 | 105434 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 593998 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | outgoing interim president/treasure |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | eX-OffiCIO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | EX-OffiCIO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | Corporate Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | former President & CEO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1944 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 1 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 277342 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 202880 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 61650 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -631 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 200000 |
| IRS990/GrossReceiptsAmt | 0 | 1357226 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 6485 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 15 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 45812 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 45812 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1811361 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1867648 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 200631 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 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 | FERF's mission is to provide knowledge and insight that enable informed decision-making by senior-level financial executives and their organizations. FERF underwrites & conducts objective research projects on business management topics. FERF researchers identify key financial issues and develop impartial, timely research reports for FEI members and non-members alike, in a variety of publication formats such as Executive Reports, Issue and topical alerts, and magazine articles. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1584369 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1217347 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -631 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -631 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -141230 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -141230 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1861 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 1861 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -41269 |
| IRS990/NoncashContributionsAmt | 0 | 62392 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 4893 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 11320 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 1180 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 17393 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -367343 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 8148 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 1838 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 47850 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 57836 |
| IRS990/OtherExpensesGrp/Desc | 0 | Printed research report |
| IRS990/OtherExpensesGrp/Desc | 1 | state filing |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3810 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 53002 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 53002 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3810 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 13966 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 355463 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 48065 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 28742 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 205660 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 282467 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/FundraisingAmt | 0 | 1210 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 273 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 7109 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 8592 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 23251 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 8801 |
| IRS990/PrincipalOfficerNm | 0 | Andrej SUSKAVCEVIC |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | research projects |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 205000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 205000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 597058 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 172817 |
| IRS990/PYOtherExpensesAmt | 0 | 449943 |
| IRS990/PYOtherRevenueAmt | 0 | 71238 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 180000 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -45137 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 616307 |
| IRS990/PYTotalExpensesAmt | 0 | 1066250 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 1021113 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 41590 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 206861 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 4650 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 6200 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt | 0 | 8925 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt | 0 | 7950 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 27725 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Fund raising - 2011 Amount: $ 304,008. 2012 Amount: $ 354,284. 2013 Amount: $ 416,549. 2014 Amount: $ 259,902. 2015 Amount: $ 61,650. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Schedule A, Part III, Line 12, Explanation of Other Income: |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 838279 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 597058 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 639867 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 667752 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 677882 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3420838 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 45812 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 35797 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 31718 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 40722 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 28872 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 182921 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 211485 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 187702 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 192177 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 118173 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 163807 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 873344 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 45812 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 35797 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 31718 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 40722 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 28872 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 182921 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.03110 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.02910 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 61650 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 259902 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 416549 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.