Institute for Security and Analysis

990PF • Fiscal year 2015 • EIN 26-2379447

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 07, 2016

Organization Profile

100 Hamilton Avenue Suite 300Palo Alto, CA 94301

(650) 815-7069

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

-3407%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Higher top officer pay than 49% of similar nonprofits.

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

-1.8%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

-16%

Faster revenue growth than 19% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets25th percentile

Assets

Down

$599,351

Down $10,938 (-1.8%) from 2014

Net Assets

Down

$599,351

Down $10,938 (-1.8%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue25th percentile Net Margin1st percentile

Revenue

Down

$321

Down $63 (-16%) from 2014

Expenses

$11,259

Up $4,567 (+68%) from 2014

Net Income

Down

-$10,938

Down $4,630 (-73%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

Highlighted filing

2015

Assets$599,351

Liabilities$0

Net Assets$599,351

Open 2015 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2015

Revenue$321

Expenses$11,259

Net Income-$10,938

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Nov 7, 2016
Return Version: 2015v2.1

Compensation and Service Providers

Top Officer Pay49th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Stephen Cohen	President And Director	-	$0	-	-
Joe Lonsdale	Secretary, Treasurer & Director	-	$0	-	-
Ajay Royan	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Institute for Security and Analysis
EIN: 26-2379447
In Care Of: % STEPHEN COHEN
Phone: 6508157069
Address: 100 Hamilton Avenue Suite 300, Palo Alto, CA 94301

Signing Officer

Name: Stephen Cohen
Title: President & Director
Phone: 6508047100
Signed: 2016-11-07
Discuss with paid preparer: Yes

Preparer

Firm: Apercen Partners LLC
Address: 314 LYTTON AVE STE 200, PALO ALTO, CA 94301
Preparer: Tom M Van Loben Sels
Phone: 6508047100

Raw XML Appendix219 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.

Path	#	Value
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	321
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	321
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	321
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt	0	575
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	1150
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-10938
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	321
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	321
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	240
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	981
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	9128
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	815
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	11259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	321
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	321
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	10
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	815
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	11259
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-10938
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	599351
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	610289
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	599351
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	29899
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	29899
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	29899
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	29899
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	0
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt	0	3
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt	0	3
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt	0	3
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt	0	0
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt	0	3
IRS990PF/FMVAssetsEOYAmt	0	599351
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	131437
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	122877
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	122877
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt	0	478852
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	476474
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt	0	476474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	610289
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	599351
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	599351
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	610289
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	599351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	610289
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	599351
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt	0	610289
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt	0	599351
IRS990PF/MethodOfAccountingCashInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	607086
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	607086
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	9106
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	29899
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	597980
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	607086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	2	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Stephen Cohen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Joe Lonsdale
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	2	Ajay Royan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President and Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Secretary, Treasurer & Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	2	Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	100 Hamilton Avenue Suite 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	100 Hamilton Avenue Suite 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	2	100 Hamilton Avenue Suite 300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	2	Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	2	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	94301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	94301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	2	94301
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd	0	true
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt	0	602599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt	0	607975
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt	0	10
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt	0	10
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt	0	10
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt	0	0
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr	0	2014
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr	0	2013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	100 HAMILTON AVENUE SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Palo Alto
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94301
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	STEPHEN COHEN
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6508157069
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	STEPHEN COHEN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	10
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	29899
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr	0	2012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr	0	2011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	30392
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	10
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	30392
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	30120
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	30392
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	29899
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	30130
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	240
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	701
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	280
TaxesSchedule/TaxesDetail/Amt	0	9118
TaxesSchedule/TaxesDetail/Amt	1	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt	1	STATE FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	10
ReturnHeader/BuildTS	0	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	President & Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6508047100
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Institute for Security and Analysis
ReturnHeader/Filer/BusinessNameControlTxt	0	INST
ReturnHeader/Filer/EIN	0	262379447
ReturnHeader/Filer/InCareOfNm	0	% STEPHEN COHEN
ReturnHeader/Filer/PhoneNum	0	6508157069
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	100 Hamilton Avenue Suite 300
ReturnHeader/Filer/USAddress/CityNm	0	Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	APERCEN PARTNERS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	314 LYTTON AVE STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PALO ALTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94301
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6508047100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TOM M VAN LOBEN SELS
ReturnHeader/ReturnTs	0	2016-11-15T12:45:40-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $599,351
Liabilities: $0
Net assets: $599,351
Revenue: $321
Expenses: $11,259
Net income: -$10,938

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.05	$0.00	$3.05	$0.00	$0.19	$0.19
2022Detailed filing. Detailed filing data is available for this year.	$3.49	$0.00	$3.49	$0.00	$0.15	$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.08	$0.00	$4.08	$0.00	$0.38	$0.38
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.72	$0.00	$4.72	$0.00	$0.41	$0.41
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$5.13	$0.00	$5.13	$0.00	$0.86	$0.86
2015Detailed filing. Detailed filing data is available for this year.	$5.99	$0.00	$5.99	$0.00	$0.11	$0.11
2014Detailed filing. Detailed filing data is available for this year.	$6.10	$0.00	$6.10	$0.00	$0.07	$0.06
2013Detailed filing. Detailed filing data is available for this year.	$6.17	$0.00	$6.17	$0.00	$0.02	$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$6.30	$0.00	$6.30		$1.13