Civic Intelligence

Ifera Inc

EIN 83-1504166 • 501(c)3 • Oviedo, FL

Profile

IFERA is an organization that groups family business researchers around the world. Our goal is to be the leading global forum for family business research advancing and enriching the field through collaboration and knowledge sharing.

3040 Salisbury CvOviedo, FL 32765-6278

www.ifera.org

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

53rd percentile

3.1%

Higher net margin than 53% 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

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

68th percentile

14%

Faster revenue growth than 68% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$172,732

Up $3,855 (+2.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$172,732

Up $3,855 (+2.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Up

$215,401

Up $26,954 (+14%) from 2023

Expenses

Up

$208,657

Up $26,884 (+15%) from 2023

Net Income

Up

$6,744

Up $70 (+1.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2019: $126,549Liabilities 2019: $02019Assets 2020: $86,992Liabilities 2020: $02020Assets 2021: $114,192Liabilities 2021: $0Net Assets 2021: $114,1922021Assets 2022: $162,203Liabilities 2022: $0Net Assets 2022: $162,2032022Assets 2023: $168,877Liabilities 2023: $0Net Assets 2023: $168,8772023Assets 2024: $172,732Liabilities 2024: $0Net Assets 2024: $172,7322024

Highlighted filing

2024

Assets$172,732
Liabilities$0
Net Assets$172,732
Open 2024 Filing

Operations Trend

Revenue Growth68th percentile

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

$300K$200K$100K$0-$100KRevenue 2019: $197,247Expenses 2019: $213,989Net Income 2019: -$16,7422019Revenue 2020: $26,902Expenses 2020: $66,458Net Income 2020: -$39,5562020Revenue 2021: $90,262Expenses 2021: $63,355Net Income 2021: $26,9072021Revenue 2022: $191,906Expenses 2022: $143,895Net Income 2022: $48,0112022Revenue 2023: $188,447Expenses 2023: $181,773Net Income 2023: $6,6742023Revenue 2024: $215,401Expenses 2024: $208,657Net Income 2024: $6,7442024

Highlighted filing

2024

Revenue$215,401
Expenses$208,657
Net Income$6,744
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,732
Liabilities
$0
Net assets
$172,732
Revenue
$215,401
Expenses
$208,657
Net income
$6,744
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$2.15$2.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$1.88$1.82$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.92$1.44$0.48
2021Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.90$0.63$0.27
2020Summary only. Only limited summary data is available for this year.$0.87$0.00$0.27$0.66$0.40
2019Summary only. Only limited summary data is available for this year.$1.27$0.00$1.97$2.14$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$215,401
Mission and Program Overview

Mission

The nature of the purposes to be conducted by the Corporation is educational and scientific. These activities include: Fostering the general advancement of research learning teaching and practice in the field of family business; Developing and improving its members' capabilities for the instruction and research in the area of family business; Encouraging the extension and unification of knowledge pertaining to family businesses around the world; Developing and presenting public discussion groups forums panels lectures and similar programs in the area of family business; Promoting and exchanging ideas among academics business practitioners and advisors in the field of family business; and Encouraging high ethical standards in the conduct of research on family businesses.

The mission of IFERA is to be the leading global forum for family business research advancing and enriching the field through collaboration and knowledge sharing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$165,988$172,732▲ $6,744
Cash and Non-Interest-Bearing Accounts$165,072$167,351▲ $2,279
Accounts Receivable$974$5,381▲ $4,407
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$166,046$172,732▲ $6,686
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$58$0▼ $58
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$58$0▼ $58
Net Assets / Fund Balance
Total Net Assets Fund Balance$165,988$172,732▲ $6,744
Total Liabilities and Net Assets / Fund Balance$166,046$172,732▲ $6,686
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Claudia AstrachanBoard President
Torsten PieperPast President
Josip KotlarPresident
Anneleen MichielsBoard member
Kimberly EddlestonBoard Member
Tom RussenBoard Member
Massimo BauResearch Director
Emmanuela RondiResearch Development
Isabel BoteroTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,322
Program Service Revenue
$136,079
Investment Income
$0
Other Revenue
$0
All Other Contributions
$22,057
Change in Net Assets
$6,744
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$208,657
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$133,773$0$0$133,773
Office Expenses$0$0$0$24,002
Travel$0$0$0$1,675
Total Functional Expenses$133,773$0$0$208,657
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 11A

“We have an advisory board. The treasurer is responsible for filing the Tax forms and sharing with the board.”

Filing and Contact Details

Filer

Filer Name
Ifera Inc
EIN
83-1504166
In Care Of
% Isabel C Botero
Phone
3867486621
Address
3040 SALISBURY CV, OVIEDO, FL 32765-6278

Signing Officer

Name
Isabel Botero
Title
Treasurer
Signed
2025-05-08

Organization Details

Formed
2018
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
50
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