Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
19th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
37th percentile
Higher top officer pay than 37% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Assets
Up$271,774
Up $15,887 (+6.2%) from 2013
Net Assets
Up$271,774
Up $70,337 (+35%) from 2013
Liabilities
Down$0
Down $54,450 (-100%) from 2013
Revenue
Down$524,711
Down $24,708 (-4.5%) from 2013
Expenses
Down$459,680
Down $116,590 (-20%) from 2013
Net Income
Up$65,031
Up $91,882 (+342%) from 2013
The organizations's mission is
The organizations's mission is to provide a forum through meetings and workshops for the sharing of ideas and new technologies in the financial community
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $201,437 | $271,774 | ▲ $70,337 |
| Savings and Temporary Cash Investments | $180,304 | $260,836 | ▲ $80,532 |
| Cash and Non-Interest-Bearing Accounts | $42,493 | $9,831 | ▼ $32,662 |
| Prepaid Expenses and Deferred Charges | $33,090 | $1,107 | ▼ $31,983 |
| Total Assets | $255,887 | $271,774 | ▲ $15,887 |
| Liabilities | |||
| Deferred Revenue | $54,450 | - | - |
| Total Liabilities | $54,450 | $0 | ▼ $54,450 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $201,437 | $271,774 | ▲ $70,337 |
| Total Liabilities and Net Assets / Fund Balance | $255,887 | $271,774 | ▲ $15,887 |
| Name | Title |
|---|---|
| James Bannister | Executive Director |
| Lesly Hoheisel | Managing Director |
| Line Item | Amount |
|---|---|
| Other Expenses | $459,680 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $304,302 | - | - | $304,302 |
| Other Expenses | $19,358 | $1,376 | - | $1,376 |
| Total Functional Expenses | $350,090 | $109,590 | $0 | $459,680 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“No Review was or will be conducted”
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 | true |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | The organizations's mission is to provide a forum through meetings and workshops for the sharing of ideas and new technologies in the financial community |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | JAMES BANNISTER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6148951208 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 34 North High St |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | New albany |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43054 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 42493 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 9831 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 304302 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 304302 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 214 |
| IRS990/CYOtherExpensesAmt | 0 | 459680 |
| IRS990/CYOtherRevenueAmt | 0 | 5850 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 518647 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 65031 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 459680 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 524711 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 54450 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | EACH OF THE MEETINGS AND WORKSHOPS FEATURED A FULL AGENDA OF PRESENTATIONS, PANEL DISCUSSIONS AND OPEN FORUMS. EACH INCOME PRODUCING ACTIVITY WAS NECESSARY AND INCIDENTAL. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JAMES BANNISTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LESLY HOHEISEL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Executive Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Managing Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | false |
| IRS990/FormationYr | 0 | 1972 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 524711 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 214 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | The organizations's mission is |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 201437 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 271774 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | Management fee |
| IRS990/OtherExpensesGrp/Desc | 1 | Special projects |
| IRS990/OtherExpensesGrp/Desc | 2 | Board & Committee meeting |
| IRS990/OtherExpensesGrp/Desc | 3 | Travel costs |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 108214 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 1376 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 26430 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 19358 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 108214 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 26430 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 19358 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1376 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 523920 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 523920 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | E-Bulletin |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | Endowment Fund Contributions |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3000 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 2850 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 3000 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 2850 |
| IRS990/OtherRevenueTotalAmt | 0 | 5850 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 33090 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1107 |
| IRS990/PrincipalOfficerNm | 0 | JAMES BANNISTER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 523920 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 523920 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 523920 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Fall Meeting |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Spring Meeting |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Annual Dues |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 228702 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 185570 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 104375 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 378 |
| IRS990/PYOtherExpensesAmt | 0 | 576270 |
| IRS990/PYOtherRevenueAmt | 0 | 3000 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 546041 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -26851 |
| IRS990/PYTotalExpensesAmt | 0 | 576270 |
| IRS990/PYTotalRevenueAmt | 0 | 549419 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 65031 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 201437 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 271774 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 180304 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 260836 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | false |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | No Review was or will be conducted |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 255887 |
| IRS990/TotalAssetsEOYAmt | 0 | 271774 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 255887 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 271774 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 109590 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 350090 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 459680 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 54450 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 54450 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 201437 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 271774 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 518647 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 524711 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 524711 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 255887 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 271774 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/USAddress/AddressLine1Txt | 0 | 34 N High St |
| IRS990/USAddress/CityNm | 0 | New Albany |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 43054 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JAMES BANNISTER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6148951208 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-03-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Assoc for Financial Technology |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ASSO |
| ReturnHeader/Filer/EIN | 0 | 310937851 |
| ReturnHeader/Filer/PhoneNum | 0 | 6148951208 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 34 North High St |
| ReturnHeader/Filer/USAddress/CityNm | 0 | New Albany |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 43054 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Bradford E Love CPA LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 497 Bramson Ct Suite 101 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Mount Pleasant |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | SC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 29464 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8438811666 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-04-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADFORD E LOVE CPA |
| ReturnHeader/ReturnTs | 0 | 2015-04-08T14:18:01-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-12-31 |
| ReturnHeader/TaxYr | 0 | 2014 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.