Civic Intelligence

Bachelier Finance Society

EIN 47-2937563 • 501(c)3 • Pittsburgh, PA

Profile

The primary mision of the organization is the promotion of academic research and education on the application of quantitative methods to the discipline of finance

625 Liberty AvenuePittsburgh, PA 15222
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.6%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

1.1%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

295%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$232,931

Up $413 (+0.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin60th percentile

Revenue

Down

$8,600

Down $1,686 (-16%) from 2022

Expenses

Down

$8,187

Down $5,779 (-41%) from 2022

Net Income

Up

$413

Up $4,093 (+111%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2015: $121,868Liabilities 2015: $02015Assets 2016: $196,948Liabilities 2016: $0Net Assets 2016: $196,9482016Assets 2017: $202,504Liabilities 2017: $0Net Assets 2017: $202,5042017Assets 2018: $208,944Liabilities 2018: $0Net Assets 2018: $208,9442018Assets 2019: $229,908Liabilities 2019: $02019Assets 2020: $230,761Liabilities 2020: $0Net Assets 2020: $230,7612020Assets 2021: $236,198Liabilities 2021: $02021Assets 2022: $232,518Liabilities 2022: $0Net Assets 2022: $232,5182022Assets 2023: $232,931Liabilities 2023: $02023

Highlighted filing

2023

Assets$232,931
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth97th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2015: $121,943Expenses 2015: $75Net Income 2015: $121,8682015Revenue 2016: $317,763Expenses 2016: $242,683Net Income 2016: $75,0802016Revenue 2017: $18,004Expenses 2017: $12,448Net Income 2017: $5,5562017Revenue 2018: $14,284Expenses 2018: $7,844Net Income 2018: $6,4402018Revenue 2019: $28,211Expenses 2019: $7,247Net Income 2019: $20,9642019Revenue 2020: $11,647Expenses 2020: $10,794Net Income 2020: $8532020Revenue 2021: $9,306Expenses 2021: $3,869Net Income 2021: $5,4372021Revenue 2022: $10,286Expenses 2022: $13,966Net Income 2022: -$3,6802022Revenue 2023: $8,600Expenses 2023: $8,187Net Income 2023: $4132023

Highlighted filing

2023

Revenue$8,600
Expenses$8,187
Net Income$413
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$232,931
Liabilities
$0
Net assets
-
Revenue
$8,600
Expenses
$8,187
Net income
$413
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$2.33$0.00$0.09$0.08$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.10$0.14$0.04
2021Summary only. Only limited summary data is available for this year.$2.36$0.00$0.09$0.04$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.12$0.11$0.01
2019Summary only. Only limited summary data is available for this year.$2.30$0.00$0.28$0.07$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.14$0.08$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.18$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.00$1.97$3.18$2.43$0.75
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$0.00$1.22
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 26, 2021
Return Version
2020v4.0
Gross Receipts
$11,647
Mission and Program Overview

Mission

The primary mission of the organization is the promotion of academic research and education on the applicatin of quantiative methods to the discipline of finance

The primary mision of the organization is the promotion of academic research and education on the application of quantitative methods to the discipline of finance

Program Services

DescriptionGrantsExpenses
PROVIDING TO MEMBERS DISCOUNTS ON SUBSCRIPTIONS TO ACADEMIC JOURNALS$0$3,378
ORGANIZING AND PRESENTING A BIENNIAL INTERNATIONAL CONFERENCE TO PROMOTE ACADEMIC RESEARCH AND EDUCATION ON THE APPLICATION OF QUANTITATIVE METHODS TO THE DISCIPLINE OF FINANCE$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCESCA BIAGINIPresident-$0--
JEAN-PIERRE FOUQUEPast President-$0--
JAKSA CVITANICVice President-$0--
JOSEF TEICHMANNExecutive Secretary-$0--
SCOTT ROBERTSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bachelier Finance Society
EIN
47-2937563
Phone
7813545523
Address
625 LIBERTY AVENUE, PITTSBURGH, PA 15222

Signing Officer

Name
Scott Robertson
Title
Treasurer
Phone
7813545523
Signed
2021-02-26

Preparer

Firm
Krauland & Mabon Pc
Address
912 WESTERN AVENUE, PITTSBURGH, PA 15233
Preparer
Mark J Krauland
Phone
4123228430
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: accounting and tax preparation fees. Amount: 1,015. Description: bank fees and charges. Amount: 965. Description: clerical expense. Amount: 3,391. Description: legal fees. Amount: 2,045. Total to form 990-ez, line 16: 7,416.”

Raw XML Appendix168 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt03378
IRS990EZ/BooksInCareOfDetail/PersonNm0SCOTT ROBERTSON
IRS990EZ/BooksInCareOfDetail/PhoneNum07813545223
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt032 BEAUFORT AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0NEEDHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002492
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0229908
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0230761
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0140
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0853
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0229908
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0230761
IRS990EZ/GrossReceiptsAmt011647
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt09180
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0229908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0230761
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0229908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0230761
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANCESCA BIAGINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN-PIERRE FOUQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAKSA CVITANIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEF TEICHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOTT ROBERTSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07416
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY MISION OF THE ORGANIZATION IS THE PROMOTION OF ACADEMIC RESEARCH AND EDUCATION ON THE APPLICATION OF QUANTITATIVE METHODS TO THE DISCIPLINE OF FINANCE
IRS990EZ/ProgramServiceRevenueAmt02327
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZING AND PRESENTING A BIENNIAL INTERNATIONAL CONFERENCE TO PROMOTE ACADEMIC RESEARCH AND EDUCATION ON THE APPLICATION OF QUANTITATIVE METHODS TO THE DISCIPLINE OF FINANCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDING TO MEMBERS DISCOUNTS ON SUBSCRIPTIONS TO ACADEMIC JOURNALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13378
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt010794
IRS990EZ/TotalProgramServiceExpensesAmt03378
IRS990EZ/TotalRevenueAmt011647
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06173
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt029448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt064643
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02327
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02265
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02908
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0288339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0305517
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0370160
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt08438
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014284
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt018004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0317787
IRS990ScheduleA/Total509Grp/TotalAmt0370160
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt08438
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014284
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt018004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0317787
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0370160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTING AND TAX PREPARATION FEES. AMOUNT: 1,015. DESCRIPTION: BANK FEES AND CHARGES. AMOUNT: 965. DESCRIPTION: CLERICAL EXPENSE. AMOUNT: 3,391. DESCRIPTION: LEGAL FEES. AMOUNT: 2,045. TOTAL TO FORM 990-EZ, LINE 16: 7,416.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07813545523
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BACHELIER FINANCE SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BACH
ReturnHeader/Filer/EIN0472937563
ReturnHeader/Filer/PhoneNum07813545523
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232914252
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRAULAND & MABON PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0912 WESTERN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015233
ReturnHeader/PreparerPersonGrp/PhoneNum04123228430
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK J KRAULAND
ReturnHeader/ReturnTs02021-03-29T14:00:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SCOTT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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