Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
990EZ • Fiscal year 2016 • EIN 76-0749956
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Liabilities / Revenue
91st percentile
Higher debt load relative to revenue than 91% of similar nonprofits.
Net Margin
11th percentile
Higher net margin than 11% of similar nonprofits.
Top Officer Pay
75th percentile
Higher top officer pay than 75% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
54th percentile
Faster asset growth than 54% of similar nonprofits.
Revenue Growth
22nd percentile
Faster revenue growth than 22% of similar nonprofits.
Assets
Up$105,799
Up $4,072 (+4.0%) from 2015
Net Assets
Down$82,964
Down $18,473 (-18%) from 2015
Liabilities
Up$22,835
Up $22,545 (+7774%) from 2015
Revenue
Down$54,454
Down $15,928 (-23%) from 2015
Expenses
Up$72,927
Up $12,802 (+21%) from 2015
Net Income
Down-$18,473
Down $28,730 (-280%) from 2015
Education program to enhance research in the study of finance.
| Description | Grants | Expenses |
|---|---|---|
| ANNUAL CONFERENCE OF APPROXIMATELY 100 PARTICIPANTS FROM ACADEMIA AND INDUSTRY TO HELP STIMULATE THOUGHT ABOUT FINANCIAL/ECONOMIC ISSUES AND RESEARCH. THE FORMAT INVOLVES PRESENTATIONS AND DISCUSSIONS OF RESEARCH. | - | $72,927 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JEFFREY PONTIFF | President/Director | - | $0 | - | - |
| MARK HUSON | Director | - | $0 | - | - |
| BRUCE CARLIN | Director | - | $0 | - | - |
| JOSEPH ENGELBERG | Director | - | $0 | - | - |
“Conference and program expenses 53298.”
“Speaker honorariums and awards 14136.”
“BANK CHARGES 1228.”
“Administrative expenses 2287.”
“INSURANCE 1978.”
“Credit card liabilities 290. 22835.”
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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JEFFREY PONTIFF PRESIDENTDIRECTOR |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6175526786 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | BOSTON COLLEGE FULTON HALL 330 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CHESTNUT HILL |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 02467 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 101727 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 105799 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 16500 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -18473 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 101727 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 105799 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 54454 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 37946 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 101437 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 82964 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 101437 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 82964 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JEFFREY PONTIFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARK HUSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | BRUCE CARLIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | JOSEPH ENGELBERG |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT/DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 72927 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | EDUCATION PROGRAM TO ENHANCE RESEARCH IN THE STUDY OF FINANCE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ANNUAL CONFERENCE OF APPROXIMATELY 100 PARTICIPANTS FROM ACADEMIA AND INDUSTRY TO HELP STIMULATE THOUGHT ABOUT FINANCIAL/ECONOMIC ISSUES AND RESEARCH. THE FORMAT INVOLVES PRESENTATIONS AND DISCUSSIONS OF RESEARCH. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 72927 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | TX |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 290 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 22835 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 72927 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 72927 |
| IRS990EZ/TotalRevenueAmt | 0 | 54454 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.financialresearchassociation.org |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 54446 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 70373 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 65876 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72153 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66650 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 329498 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 9 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 8 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 39 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 71 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 9 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 7 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 8 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 39 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 71 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00020 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00050 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0 |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99980 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99950 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 0 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 329498 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 54446 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 70373 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 65876 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72153 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 66650 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 329498 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 329569 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | CONFERENCE AND PROGRAM EXPENSES 53298. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | SPEAKER HONORARIUMS AND AWARDS 14136. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | BANK CHARGES 1228. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ADMINISTRATIVE EXPENSES 2287. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | INSURANCE 1978. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CREDIT CARD LIABILITIES 290. 22835. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990EZ, Part II, Line 26 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEFFREY PONTIFF |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT/DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6175526786 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-06-01 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL RESEARCH ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 760749956 |
| ReturnHeader/Filer/PhoneNum | 0 | 6175526786 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 140 COMMONWEALTH AVE C/O BOSTON COL |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CHESTNUT HILL |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 02467 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 0D6586C8FC927D01B7D3944C1CA34CC0C51A2EBD |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 0D6586C8FC927D01B7D3944C1CA34CC0C51A2EBD |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 108.26.222.206 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2017-06-22 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:04:25 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FELIX G CINCOTTA CPA & CONSULTANTS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | ONE GATEWAY CENTER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | NEWTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 02458 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6173322227 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | FELIX G CINCOTTA CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-06-22T10:04:30-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.