Civic Intelligence

Bachelier Finance Society

990EZ • Fiscal year 2017 • EIN 47-2937563

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 05, 2018

Organization ProfileN/A
625 Liberty AvenuePittsburgh, PA 15222

(412) 268-8484

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

51st percentile

2.8%

Faster asset growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

2nd percentile

-94%

Faster revenue growth than 2% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$202,504

Up $5,556 (+2.8%) from 2016

Net Assets

Up

$202,504

Up $5,556 (+2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin84th percentile

Revenue

Down

$18,004

Down $299,759 (-94%) from 2016

Expenses

Down

$12,448

Down $230,235 (-95%) from 2016

Net Income

Down

$5,556

Down $69,524 (-93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$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

2017

Assets$202,504
Liabilities$0
Net Assets$202,504
Open 2017 Filing

Operations Trend

Revenue Growth2nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$18,004
Expenses$12,448
Net Income$5,556
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 5, 2018
Return Version
2017v2.3
Gross Receipts
$18,004
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 adn 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$7,719
ORGANIZING AND PRESENTING A BIENNIAL INTERNATIONAL CONFERENCE TO PROMOTE ACADEMIC RESEARCH AND EDUCATION ON THE APPLICATION OF QUANTITATIVE TO THE DISCIPLINE OF FINANCE$0$0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAMIR FILIPOVICPast President-$0--
JEAN-PIERRE FOUQUEPresident-$0--
FRANCESCA BIAGINIVice President-$0--
JOSEF TEICHMANNExecutive Secretary-$0--
STEVEN E SHREVETreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Bachelier Finance Society
EIN
47-2937563
Phone
4122688484
Address
625 LIBERTY AVENUE, PITTSBURGH, PA 15222

Signing Officer

Name
Steven E Shreve
Title
Treasurer
Phone
4122688484
Signed
2018-07-05

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: 950. Description: registration fees. Amount: 150. Description: bank fees and charges. Amount: 108. Description: clerical expense. Amount: 3,521. Total to form 990-ez, line 16: 4,729.”

Raw XML Appendix156 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/BenefitsPaidToOrForMembersAmt07719
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVEN E SHREVE
IRS990EZ/BooksInCareOfDetail/PhoneNum04122688484
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0CARNEGIE MELLON UNIVERSITY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd015213
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0196948
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202504
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08326
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05556
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0196948
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0202504
IRS990EZ/GrossReceiptsAmt018004
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196948
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0202504
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196948
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0202504
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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/PersonNm0DAMIR FILIPOVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JEAN-PIERRE FOUQUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2FRANCESCA BIAGINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEF TEICHMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVEN E SHREVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt04729
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY MISION OF THE ORGANIZATION IS THE PROMOTION OF ACADEMIC RESEARCH ADN EDUCATION ON THE APPLICATION OF QUANTITATIVE METHODS TO THE DISCIPLINE OF FINANCE
IRS990EZ/ProgramServiceRevenueAmt09678
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ORGANIZING AND PRESENTING A BIENNIAL INTERNATIONAL CONFERENCE TO PROMOTE ACADEMIC RESEARCH AND EDUCATION ON THE APPLICATION OF QUANTITATIVE 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/ProgramServiceExpensesAmt17719
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/TotalExpensesAmt012448
IRS990EZ/TotalProgramServiceExpensesAmt07719
IRS990EZ/TotalRevenueAmt018004
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029448
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0121943
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0159717
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09678
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0288339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0298017
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0457734
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018004
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0317787
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0121943
IRS990ScheduleA/Total509Grp/TotalAmt0457734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt018004
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0317787
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0121943
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0457734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ACCOUNTING AND TAX PREPARATION FEES. AMOUNT: 950. DESCRIPTION: REGISTRATION FEES. AMOUNT: 150. DESCRIPTION: BANK FEES AND CHARGES. AMOUNT: 108. DESCRIPTION: CLERICAL EXPENSE. AMOUNT: 3,521. TOTAL TO FORM 990-EZ, LINE 16: 4,729.
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN E SHREVE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122688484
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BACHELIER FINANCE SOCIETY
ReturnHeader/Filer/BusinessNameControlTxt0BACH
ReturnHeader/Filer/EIN0472937563
ReturnHeader/Filer/PhoneNum04122688484
ReturnHeader/Filer/USAddress/AddressLine1Txt0625 LIBERTY AVENUE
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0338FD8B430419DF0623E22AC50697A8ED19F0805
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0338FD8B430419DF0623E22AC50697A8ED19F0805
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.22.23.174
ReturnHeader/FilingSecurityInformation/IPDt02018-07-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:54:17
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/ReturnTs02018-07-09T08:37:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$202,504
Liabilities
$0
Net assets
$202,504
Revenue
$18,004
Expenses
$12,448
Net income
$5,556
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
2017Detailed filing. Detailed filing data is available for this year.$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