Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
60th percentile
Higher debt load relative to assets than 60% of similar nonprofits.
Liabilities / Revenue
56th percentile
Higher debt load relative to revenue than 56% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
38th percentile
Higher top officer pay than 38% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
A valid growth rate could not be computed from the available filing history.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Assets
Up$450,775
Up $450,775 from 2015
Net Assets
Up$381,268
Up $381,268 from 2015
Liabilities
Up$69,507
Up $69,507 from 2015
Revenue
Up$663,184
Up $52,542 (+8.6%) from 2015
Expenses
Down$580,193
Down $3,946 (-0.7%) from 2015
Net Income
Up$82,991
Up $56,488 (+213%) from 2015
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 | |||
| Cash and Non-Interest-Bearing Accounts | $355,114 | $450,775 | ▲ $95,661 |
| Rtn Earn Endowment Incm Other Fnds | $298,277 | $381,268 | ▲ $82,991 |
| Total Assets | $355,114 | $450,775 | ▲ $95,661 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $56,837 | $69,507 | ▲ $12,670 |
| Total Liabilities | $56,837 | $69,507 | ▲ $12,670 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $298,277 | $381,268 | ▲ $82,991 |
| Total Liabilities and Net Assets / Fund Balance | $355,114 | $450,775 | ▲ $95,661 |
| Name | Title |
|---|---|
| James Bannister | Executive Director |
| Lesly Hoheisel | Managing Director |
| Line Item | Amount |
|---|---|
| Other Expenses | $580,193 |
| 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 | - | - | - | $386,359 |
| Other Expenses | - | - | - | $5,393 |
| Total Functional Expenses | $0 | $0 | $0 | $580,193 |
| 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/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 56837 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 69507 |
| 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 | 355114 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 450775 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 386359 |
| 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 | 248 |
| IRS990/CYOtherExpensesAmt | 0 | 580193 |
| IRS990/CYOtherRevenueAmt | 0 | 10100 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 652836 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 82991 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 580193 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 663184 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| 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/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| 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 | 663184 |
| 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 | 248 |
| 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 | 298277 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 381268 |
| 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/TotalAmt | 0 | 133412 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 19781 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 35248 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5393 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 523920 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 523920 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Endowment Fund Contributions |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | 365 Mobile App |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 100 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 10000 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 100 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 10000 |
| IRS990/OtherRevenueTotalAmt | 0 | 10100 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| 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 | 288046 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 231665 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 133125 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 191 |
| IRS990/PYOtherExpensesAmt | 0 | 584139 |
| IRS990/PYOtherRevenueAmt | 0 | 2500 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 607951 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 26503 |
| IRS990/PYTotalExpensesAmt | 0 | 584139 |
| IRS990/PYTotalRevenueAmt | 0 | 610642 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 82991 |
| 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 | 298277 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 381268 |
| 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 | 355114 |
| IRS990/TotalAssetsEOYAmt | 0 | 450775 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 355114 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 450775 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 580193 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 56837 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 69507 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 56837 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 69507 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 298277 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 381268 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 652836 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 663184 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 663184 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 355114 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 450775 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/USAddress/AddressLine1Txt | 0 | 377 Green Winged Teal Rd |
| IRS990/USAddress/CityNm | 0 | Johns Island |
| IRS990/USAddress/StateAbbreviationCd | 0 | SC |
| IRS990/USAddress/ZIPCd | 0 | 29455 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| 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 | 2017-05-08 |
| 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 | 8351 Cliffthorne Way |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Columbus |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 43235 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | A840789B208A2B552CEEEC58D3C4342C89237A0C |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A840789B208A2B552CEEEC58D3C4342C89237A0C |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.11.181.100 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-05-09 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 05:00:58 |
| 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 | 2017-05-09 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRADFORD E LOVE CPA |
| ReturnHeader/ReturnTs | 0 | 2017-05-09T05:01:08-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.