Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
990 • Fiscal year 2017 • EIN 23-7063497
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
73rd percentile
Higher net margin than 73% of similar nonprofits.
Top Officer Pay
96th percentile
Higher top officer pay than 96% of similar nonprofits.
Top officer pay equals 39.0% of source-year revenue.
Asset Growth
61st percentile
Faster asset growth than 61% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Assets
Up$2,020,653
Up $133,688 (+7.1%) from 2016
Net Assets
Up$1,634,444
Up $417,097 (+34%) from 2016
Liabilities
Down$386,209
Down $283,409 (-42%) from 2016
Revenue
Up$961,619
Up $12,528 (+1.3%) from 2016
Expenses
Down$819,984
Down $87,517 (-9.6%) from 2016
Net Income
Up$141,635
Up $100,045 (+241%) from 2016
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 | $1,867,648 | $1,978,452 | ▲ $110,804 |
| Prepaid Expenses and Deferred Charges | $8,801 | $18,789 | ▲ $9,988 |
| Accounts Receivable | $9,171 | $18,205 | ▲ $9,034 |
| Cash and Non-Interest-Bearing Accounts | $1,345 | $5,207 | ▲ $3,862 |
| Total Assets | $1,886,965 | $2,020,653 | ▲ $133,688 |
| Liabilities | |||
| Other Liabilities | $355,463 | $186,501 | ▼ $168,962 |
| Deferred Revenue | $175,000 | $125,500 | ▼ $49,500 |
| Accounts Payable and Accrued Expenses | $139,155 | $74,208 | ▼ $64,947 |
| Total Liabilities | $669,618 | $386,209 | ▼ $283,409 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,217,347 | $1,634,444 | ▲ $417,097 |
| Total Net Assets Fund Balance | $1,217,347 | $1,634,444 | ▲ $417,097 |
| Total Liabilities and Net Assets / Fund Balance | $1,886,965 | $2,020,653 | ▲ $133,688 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| William Mcnair Sinnett | COR Sec Up to 12.31.16 | FT | $126,762 | $48,571 | $175,333 |
| Maria O' Grady | Treasurer | - | - | $143,345 | $143,345 |
| Name | Title |
|---|---|
| Edward V Weller | Chair |
| Andrej Suskavcevic | President & CEO |
| MArie Theresa Gallagher | Vice-Chair |
| Nicholas R Sucic | Vice-Chair |
| Paul Hensley | vice-Chair |
| Sam Eldessouky | vice-Chair |
| Loren Mahon | Ex- officio Trustee |
| James Abel | Ex-Officio Trustee |
| Bruce M Goldstein | Trustee |
| Hubert Glover | Trustee |
| Jason Yager | Trustee |
| Michael J Wood | Trustee |
| Nikhil P Varaiya | Trustee |
| Ruud P Roggekamp | Trustee |
| Sridahar Ramamoorti Ph D | Trustee |
| Terence Stack | Trustee |
| Liliana DeVita | COO/COR Sec from 1.1.17 |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Other Non Cash Contri Table | 275 | $52,560 | Fair Market Value (FMV) |
| Other Non Cash Contri Table | 250 | $5,500 | Fair Market Value (FMV) |
| Other Non Cash Contri Table | 250 | $3,250 | Fair Market Value (FMV) |
| Other Non Cash Contri Table | 250 | $2,500 | Fair Market Value (FMV) |
| Total Noncash Contributions | 1,025 | $63,810 | - |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $436,379 |
| Other Expenses | $383,605 |
| Total Fundraising Expense | $74,598 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $165,746 | $27,627 | $38,473 | $231,846 |
| Fees for Services Management | - | $199,619 | - | $199,619 |
| Other Employee Benefits | $82,508 | $8,244 | $13,581 | $104,333 |
| Current Officers, Directors, Trustees, and Key Employees | $72,140 | $11,672 | $16,388 | $100,200 |
| Fees for Services Other | $75,838 | - | - | $75,838 |
| Fees for Services Accounting | - | $20,800 | - | $20,800 |
| Office Expenses | $250 | $12,173 | $6,046 | $18,469 |
| Travel | $6,180 | - | $110 | $6,290 |
| Other Expenses | $55,235 | $3,751 | - | $3,751 |
| Conferences and Meetings | $3,603 | - | - | $3,603 |
| Total Functional Expenses | $461,500 | $283,886 | $74,598 | $819,984 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $1,011,531 |
| Expenses per Audited Statements | $819,984 |
| Total Expenses per Form 990 | $819,984 |
| Expenses Not Reported on Form 990 | $191,547 |
| Expenses Not Reported on Financial Statements | $0 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $186,701 |
| Fundraising Gross Income | $43,875 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Fei Hall of Fame | $301,975 | $43,875 | $134,793 | $-90,918 |
| Total Events | $301,975 | $43,875 | $186,701 | $-142,826 |
| Liability | Amount |
|---|---|
| Pension Plan and other post-retirement benefits | $186,501 |
“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 144,100.”
“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, 2017 and 2016. The foundation's federal and state income tax returns prior to fiscal years 2014 and 2013, 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.”
“fundraising expense -186,701. Other costs -4,846.”
“fundraising expense 186,701. Costs 4,846.”
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 | 139155 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 74208 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 9171 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 18205 |
| 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 | 556191 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Maria O'Grady |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9737651060 |
| 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 | 1345 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 5207 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 16388 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 11672 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 72140 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 100200 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 3603 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 3603 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 258100 |
| IRS990/CostOfGoodsSoldAmt | 0 | 4846 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 814291 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 75655 |
| IRS990/CYOtherExpensesAmt | 0 | 383605 |
| IRS990/CYOtherRevenueAmt | 0 | -144327 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 216000 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 141635 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 436379 |
| IRS990/CYTotalExpensesAmt | 0 | 819984 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 74598 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 961619 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 175000 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 125500 |
| 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 | 461500 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 20800 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 20800 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 199619 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 199619 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 75838 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 75838 |
| 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/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 | 0.30 |
| 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 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| 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/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/OfficerInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 29410 |
| 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 | 22525 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 16722 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 21400 |
| 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 | James Abel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Jason Yager |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Loren Mahon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MArie Theresa Gallagher |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Michael J Wood |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Nicholas R Sucic |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Nikhil P Varaiya |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Paul Hensley |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Ruud P Roggekamp |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Sam Eldessouky |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Sridahar Ramamoorti Ph D |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Terence Stack |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Liliana DeVita |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Maria O' Grady |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | William Mcnair Sinnett |
| 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 | 153933 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 345226 |
| 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 | 160155 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 126623 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| 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 | Ex-Officio Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Ex- officio Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | vice-Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | COO/Cor Sec from 1.1.17 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | Cor Sec Up to 12.31.16 |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1944 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 258100 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 186701 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 43875 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 39391 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 375000 |
| IRS990/GrossReceiptsAmt | 0 | 1488775 |
| IRS990/GrossSalesOfInventoryAmt | 0 | 3345 |
| 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 | 36264 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 36264 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1867648 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 1978452 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 335609 |
| 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 | 1217347 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1634444 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 39391 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 39391 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -142826 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -142826 |
| IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | -1501 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | -1501 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 131362 |
| IRS990/NoncashContributionsAmt | 0 | 63810 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 6046 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 12173 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 250 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 18469 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 144100 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 13581 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 8244 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 82508 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 104333 |
| IRS990/OtherExpensesGrp/Desc | 0 | Printed research report |
| IRS990/OtherExpensesGrp/Desc | 1 | state filing |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3751 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 55235 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 55235 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 3751 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 355463 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 186501 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 38473 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 27627 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 165746 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 231846 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 8801 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 18789 |
| IRS990/PrincipalOfficerNm | 0 | Andrej SUSKAVCEVIC |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | research projects |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 216000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 216000 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 838279 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 45181 |
| IRS990/PYOtherExpensesAmt | 0 | 408597 |
| IRS990/PYOtherRevenueAmt | 0 | -139369 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 205000 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 41590 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 498904 |
| IRS990/PYTotalExpensesAmt | 0 | 907501 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 949091 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 141635 |
| 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 | 214499 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt | 0 | 7900 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt | 0 | 4650 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6200 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt | 0 | 8925 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7950 |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 35625 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | Fund raising - 2012 Amount: $ 354,284. 2013 Amount: $ 416,549. 2014 Amount: $ 259,902. 2015 Amount: $ 61,650. 2016 Amount: $ 43,875. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | Schedule A, Part III, Line 12, Explanation of Other Income: |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 814291 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 838279 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 597058 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 639867 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 667752 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 3557247 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 36264 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 45812 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 35797 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 31718 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 40722 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 190313 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 219345 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 211485 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt | 0 | 187702 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt | 0 | 192177 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt | 0 | 118173 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 928882 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 36264 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 45812 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 35797 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 31718 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 40722 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 190313 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.03270 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.03110 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 43875 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 61650 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 259902 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 416549 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 354284 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 1136260 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.76570 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.72640 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 4450504 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 7900 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 4650 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 6200 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 8925 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 7950 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 35625 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 1033636 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1049764 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 784760 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.