Civic Intelligence

Academy of Financial Services

EIN 33-0197311 • 501(c)6 • Southington, CT

Profile

Publish academic journal and hold annual convention

c/o LLFS 29 Center StreetSouthington, CT 06489

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.00x

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

NTEE B03 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

77th percentile

0.00x

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

NTEE B03 • <$500k nonprofits • Source year 2021

Net Margin

81st percentile

52%

Higher net margin than 81% of similar nonprofits.

NTEE B03 • <$500k nonprofits • Source year 2021

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

NTEE B03 • <$500k nonprofits • Source year 2021

Asset Growth

71st percentile

22%

Faster asset growth than 71% of similar nonprofits.

NTEE B03 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

23rd percentile

-32%

Faster revenue growth than 23% of similar nonprofits.

NTEE B03 • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$86,454

Up $15,772 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$86,454

Up $15,772 (+22%) from 2020

Revenue

Down

$30,382

Down $14,517 (-32%) from 2020

Expenses

Down

$14,610

Down $4,441 (-23%) from 2020

Net Income

Down

$15,772

Down $10,076 (-39%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2014: $56,896Net Assets 2014: $56,8962014Assets 2015: $40,709Net Assets 2015: $40,7092015Assets 2016: $53,745Net Assets 2016: $53,7452016Assets 2017: $55,102Net Assets 2017: $55,1022017Assets 2018: $58,195Net Assets 2018: $58,1952018Assets 2019: $44,834Liabilities 2019: $10,501Net Assets 2019: $34,3332019Assets 2020: $70,682Liabilities 2020: $0Net Assets 2020: $70,6822020Assets 2021: $86,454Liabilities 2021: $0Net Assets 2021: $86,4542021

Highlighted filing

2021

Assets$86,454
Liabilities$0
Net Assets$86,454

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $81,345Expenses 2014: $60,274Net Income 2014: $21,0712014Revenue 2015: $81,119Expenses 2015: $97,306Net Income 2015: -$16,1872015Revenue 2016: $113,353Expenses 2016: $100,317Net Income 2016: $13,0362016Revenue 2017: $75,073Expenses 2017: $73,717Net Income 2017: $1,3562017Revenue 2018: $95,676Expenses 2018: $92,583Net Income 2018: $3,0932018Revenue 2019: $66,682Expenses 2019: $90,544Net Income 2019: -$23,8622019Revenue 2020: $44,899Expenses 2020: $19,051Net Income 2020: $25,8482020Revenue 2021: $30,382Expenses 2021: $14,610Net Income 2021: $15,7722021

Highlighted filing

2021

Revenue$30,382
Expenses$14,610
Net Income$15,772

Filings

Latest Detailed Filing

The latest 2021 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 14, 2020
Return Version
2019v5.1
Gross Receipts
$66,682
Mission and Program Overview

Mission

Publish academic journal and hold Confer

Publish academic journal and hold annual convention

Program Services

DescriptionGrantsExpenses
Publication of Financial Services Review - a peer reviewedacademic journal, which all members receive as part of their membership dues-$35,578
Organization of Annual Conference for presentation ofpeer reviewed Academic papers on Financial Services topics-$28,599
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas P LangdonTreasurer, VP-Finance-$0--
Janine SamPresident-$0--
Inga TimmermanPresident-Elect-$0--
Swarn ChatterjeeImmediate Past President-$0--
Robert MoreschiDirector-$0--
Philip GibsonVice President - International Relations-$0--
David NanigianVice President - Communications-$0--
Chris BrowningVice President - Marketing And Public Relations-$0--
Stuart MichelsonEditor - Financial Services Review-$0--
Charles ChaffinDirector-$0--
Shawn BraymanDirector-$0--
Victoria JavineDirector-$0--
Colleen Tokar AssadDirector-$0--
Frances LawrenceDirector-$0--
Tom PottsDirector-$0--
Terrance K MartinExecutive VP - Program-$0--
Filing and Contact Details

Filer

Filer Name
Academy of Financial Services
EIN
33-0197311
Phone
8606289302
Address
c/o LLFS 29 Center Street, Southington, CT 06489

Signing Officer

Name
Thomas P Langdon
Title
Treasurer
Phone
8606289302
Signed
2020-02-14
Discuss with paid preparer
Yes

Preparer

Firm
Langdon & Langdon Financial Services LLC
Address
29 CENTER STREET, SOUTHINGTON, CT 06489
Preparer
Thomas P Langdon
Phone
8606289302
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

2017 Conference Registrations & Sponsorships 1000.

Form 990EZ, Part I, Line 8

2018 Conference Registrations & Sponsorships 1000.

Form 990EZ, Part I, Line 8

2019 Conference Registrations & Sponsorships 37672.

Form 990EZ, Part I, Line 8

Financial Services Review Subscriptions, Royalties & Support 5861.

Form 990EZ, Part I, Line 8

Miscellaneous

Form 990EZ, Part I, Line 16

Program Service - Financial Services Review 35578.

Form 990EZ, Part I, Line 16

Program Service - 2018 Annual Conference 8011.

Form 990EZ, Part I, Line 16

Program Service - 2019 Annual Conference 20588.

Form 990EZ, Part I, Line 16

Business Expenses - Conference, Convention & Meeting 2902.

Form 990EZ, Part I, Line 16

Credit Card Billing Services 1923.

Form 990EZ, Part I, Line 16

Operations 67.

Form 990EZ, Part I, Line 16

Insurance 2736.

Form 990EZ, Part I, Line 16

Website Development & Maintenance 1728.

Form 990EZ, Part I, Line 16

Contract Services 17000.

Form 990EZ, Part I, Line 16

Business Registration Expenses 11.

Form 990EZ, Part II, Line 24

Accounts Receivable 12000.

Form 990EZ, Part II, Line 26

AFS/FPA FPRJ (Australia) Travel 9000.

Form 990EZ, Part II, Line 26

Emerging Scholar Award 1500.

Form 990EZ, Part II, Line 26

Rounding 1.

Raw XML Appendix232 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Thomas P Langdon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Janine Sam
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Inga Timmerman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Swarn Chatterjee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Shawn Brayman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Victoria Javine
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Colleen Tokar Assad
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Tom Potts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Terrance K Martin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer, VP-Finance
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Vice President - Communications
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Vice President - Marketing and Public Relations
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Editor - Financial Services Review
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15Executive VP - Program
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IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Organization of Annual Conference for presentation ofpeer reviewed Academic papers on Financial Services topics
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IRS990EZ/WebsiteAddressTxt0www.academyfinancial.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02017 Conference Registrations & Sponsorships 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12018 Conference Registrations & Sponsorships 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22019 Conference Registrations & Sponsorships 37672.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Financial Services Review Subscriptions, Royalties & Support 5861.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Miscellaneous
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Program Service - Financial Services Review 35578.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Program Service - 2018 Annual Conference 8011.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program Service - 2019 Annual Conference 20588.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Business Expenses - Conference, Convention & Meeting 2902.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Credit Card Billing Services 1923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Operations 67.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Insurance 2736.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Website Development & Maintenance 1728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Contract Services 17000.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Receivable 12000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16AFS/FPA FPRJ (Australia) Travel 9000.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Rounding 1.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 8
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02021-01-29 14:40:06Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas P Langdon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08606289302
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Academy of Financial Services
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ReturnHeader/Filer/EIN0330197311
ReturnHeader/Filer/PhoneNum08606289302
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o LLFS 29 Center Street
ReturnHeader/Filer/USAddress/CityNm0Southington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
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ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
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ReturnHeader/FilingSecurityInformation/IPTm008:30:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LANGDON & LANGDON FINANCIAL SERVICES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 CENTER STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTHINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
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ReturnHeader/PreparerPersonGrp/PhoneNum08606289302
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas P Langdon
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-05-15T08:30:20-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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No mirrored PDF or thumbnail assets are attached yet.