Civic Intelligence

Western Finance Associationco Bryan Routledge

EIN 91-6060048 • 501(c)6 • Pittsburgh, PA

Profile

The Western Finance Association

Tepper Sch Of Buscarnegie Mellon UnPittsburgh, PA 15213

n/A

Siviq Scores

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

Liabilities / Assets

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.09x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Net Margin

47th percentile

2.7%

Higher net margin than 47% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$40,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

501(c)6 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.6%

Faster asset growth than 63% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

24%

Faster revenue growth than 81% of similar nonprofits.

501(c)6 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$755,352

Up $59,803 (+8.6%) from 2023

Liabilities

Up

$45,512

Up $45,512 from 2023

Net Assets

Up

$709,840

Up $14,291 (+2.1%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin47th percentile

Revenue

Up

$527,347

Up $101,041 (+24%) from 2023

Expenses

Up

$513,055

Up $11,580 (+2.3%) from 2023

Net Income

Up

$14,292

Up $89,461 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2010: $420,971Net Assets 2010: $420,9712010Assets 2011: $417,295Net Assets 2011: $417,2952011Assets 2012: $403,374Liabilities 2012: $0Net Assets 2012: $403,3742012Assets 2013: $443,572Liabilities 2013: $0Net Assets 2013: $443,5722013Assets 2014: $488,609Liabilities 2014: $0Net Assets 2014: $488,6092014Assets 2015: $511,033Liabilities 2015: $0Net Assets 2015: $511,0332015Assets 2016: $491,028Liabilities 2016: $0Net Assets 2016: $491,0282016Assets 2017: $554,871Liabilities 2017: $0Net Assets 2017: $554,8712017Assets 2018: $558,733Liabilities 2018: $0Net Assets 2018: $558,7332018Assets 2019: $563,557Liabilities 2019: $0Net Assets 2019: $563,5572019Assets 2020: $732,940Liabilities 2020: $93,000Net Assets 2020: $639,9402020Assets 2021: $840,451Liabilities 2021: $93,000Net Assets 2021: $747,4512021Assets 2022: $770,717Liabilities 2022: $0Net Assets 2022: $770,7172022Assets 2023: $695,549Liabilities 2023: $0Net Assets 2023: $695,5492023Assets 2024: $755,352Liabilities 2024: $45,512Net Assets 2024: $709,8402024

Highlighted filing

2024

Assets$755,352
Liabilities$45,512
Net Assets$709,840
Open 2024 Filing

Operations Trend

Revenue Growth81st percentile

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

$600K$400K$200K$0-$200KRevenue 2010: $92,079Expenses 2010: $85,354Net Income 2010: $6,7252010Revenue 2011: $77,845Expenses 2011: $81,521Net Income 2011: -$3,6762011Expenses 2012: $242,5292012Expenses 2013: $229,2872013Revenue 2014: $310,095Expenses 2014: $265,058Net Income 2014: $45,0372014Revenue 2015: $327,730Expenses 2015: $305,306Net Income 2015: $22,4242015Revenue 2016: $318,724Expenses 2016: $338,729Net Income 2016: -$20,0052016Revenue 2017: $355,323Expenses 2017: $291,480Net Income 2017: $63,8432017Revenue 2018: $420,173Expenses 2018: $416,310Net Income 2018: $3,8632018Revenue 2019: $433,641Expenses 2019: $428,817Net Income 2019: $4,8242019Revenue 2020: $253,471Expenses 2020: $177,088Net Income 2020: $76,3832020Revenue 2021: $254,519Expenses 2021: $147,008Net Income 2021: $107,5112021Revenue 2022: $416,725Expenses 2022: $393,457Net Income 2022: $23,2682022Revenue 2023: $426,306Expenses 2023: $501,475Net Income 2023: -$75,1692023Revenue 2024: $527,347Expenses 2024: $513,055Net Income 2024: $14,2922024

Highlighted filing

2024

Revenue$527,347
Expenses$513,055
Net Income$14,292
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$755,352
Liabilities
$45,512
Net assets
$709,840
Revenue
$527,347
Expenses
$513,055
Net income
$14,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.46$7.10$5.27$5.13$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.96$0.00$6.96$4.26$5.01$0.75
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.71$0.00$7.71$4.17$3.93$0.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.40$0.93$7.47$2.55$1.47$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.93$6.40$2.53$1.77$0.76
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.64$0.00$5.64$4.34$4.29$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.59$0.00$5.59$4.20$4.16$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$3.55$2.91$0.64
2016Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$3.19$3.39$0.20
2015Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$3.28$3.05$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$3.10$2.65$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.00$4.44$2.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$0.00$4.03$2.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.17$4.17$0.78$0.82$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$4.21$0.92$0.85$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jun 27, 2025
Return Version
2023v6.0
Gross Receipts
$527,347
Mission and Program Overview

Mission

The Western Finance Association is a Society for Academics and Professionals with a scholarly interest in the development and applicatin of theory in finance.

The Western Finance Association is a Society for Academics and Professionals with a scholarly interest in the development and application of theory in finance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$695,549$709,840▲ $14,291
Savings and Temporary Cash Investments$663,123$570,742▼ $92,381
Cash and Non-Interest-Bearing Accounts$32,426$162,603▲ $130,177
Accounts Receivable-$22,007-
Total Assets$695,549$755,352▲ $59,803
Liabilities
Deferred Revenue-$45,512-
Total Liabilities$0$45,512▲ $45,512
Net Assets / Fund Balance
Total Net Assets Fund Balance$695,549$709,840▲ $14,291
Total Liabilities and Net Assets / Fund Balance$695,549$755,352▲ $59,803
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bryan RoutledgeSecy/TreasurerPT$40,000$40,000

Board Members and Trustees

NameTitle
Burton HolifieldPresident
Manju PuriPresident Elect
Stefan NagelVice President
Carole Comerton-fordeDirector
Clemens SialmDirector
Kimberly ComaggiaDirector
Nadya MalenkoDirector
Rohan WilliamsonDirector
Zhiguo HeDirector
Alex EdmansVP Elect
Revenue and Support

Revenue Composition

Contributions and Grants
$327,800
Program Service Revenue
$192,926
Investment Income
$6,621
Other Revenue
$0
All Other Contributions
$313,250
Change in Net Assets
$14,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$429,159
Grants and Similar Amounts Paid$43,896
Salaries, Compensation, and Employee Benefits$40,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$396,097$0$0$396,097
Grants to Domestic Orgs$43,896--$43,896
Current Officers, Directors, Trustees, and Key Employees$40,000$0$0$40,000
Other Expenses$14,812$0$0$14,812
Information Technology$10,397$0$0$10,397
Insurance$5,008$0$0$5,008
Fees for Services Accounting$2,000$0$0$2,000
Office Expenses$845$0$0$845
Total Functional Expenses$513,055$0$0$513,055
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Western Finance Associationco Bryan Routledge
EIN
91-6060048
Phone
4122687588
Address
TEPPER SCH OF BUSCARNEGIE MELLON UN, PITTSBURGH, PA 15213

Signing Officer

Name
Bryan Routledge
Title
SEC'Y/TREASURER
Phone
4122687588
Signed
2025-06-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bryan Routledge
Formed
1965
Legal Domicile
Pa
Voting Board Members
2,609
Independent Board Members
2,399
Employees
0
Volunteers
1,123

Preparer

Firm
Joan Dugan Miller Pc
Address
1828 TILTON DRIVE, PITTSBURGH, PA 15241
Preparer
Joan Dugan Miller
Phone
4122208340
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

“Members”

Pt VI, Line 7A

“Members”

Pt VI, Line 11B

“Form 990 is reviewed by the board of directors at the”

Pt VI, Line 11B

“annual board meeting or in ad hoc meetings by email.”

Pt VI, Line 7B

“Officers are voted on each year.”

Pt VI, Line 7B

“A new constitution was voted on in 2011.”

Raw XML Appendix343 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Form 990 is reviewed by the board of directors at the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3annual board meeting or in ad hoc meetings by email.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Officers are voted on each year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A new constitution was voted on in 2011.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 7b
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IRS990/USAddress/ZIPCd015213
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IRS990/VotingMembersIndependentCnt02399
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bryan Routledge
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC'Y/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04122687588
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN FINANCE ASSOCIATIONCO BRYAN ROUTLEDGE
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0916060048
ReturnHeader/Filer/PhoneNum04122687588
ReturnHeader/Filer/USAddress/AddressLine1Txt0TEPPER SCH OF BUSCARNEGIE MELLON UN
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015213
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010666485
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOAN DUGAN MILLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01828 TILTON DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015241
ReturnHeader/PreparerPersonGrp/PhoneNum04122208340
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOAN DUGAN MILLER
ReturnHeader/ReturnTs02025-07-01T07:05:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

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