Civic Intelligence

The Society for Financial Studies

990 • Fiscal year 2014 • EIN 95-4143302

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 27, 2015

Organization ProfileWWW.SFS.ORG
3670 Trousdale Bridge Hall No 3Los Angeles, CA 90089-0804

(812) 855-3383

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.06x

Higher debt load relative to assets than 42% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

88th percentile

40%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

38th percentile

$25,000

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

55%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$4,976,208

Up $982,161 (+25%) from 2013

Net Assets

Up

$4,654,212

Up $660,165 (+17%) from 2013

Liabilities

Up

$321,996

Up $321,996 from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin88th percentile

Revenue

Up

$1,665,266

Up $589,867 (+55%) from 2013

Expenses

Up

$1,005,101

Up $540,906 (+117%) from 2013

Net Income

Up

$660,165

Up $48,961 (+8.0%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$15M$10M$5.0M$0Assets 2010: $2,656,478Liabilities 2010: $0Net Assets 2010: $2,656,4782010Assets 2011: $2,965,741Liabilities 2011: $0Net Assets 2011: $2,965,7412011Assets 2012: $3,220,701Liabilities 2012: $0Net Assets 2012: $3,220,7012012Assets 2013: $3,994,047Liabilities 2013: $0Net Assets 2013: $3,994,0472013Assets 2014: $4,976,208Liabilities 2014: $321,996Net Assets 2014: $4,654,2122014Assets 2015: $5,002,552Liabilities 2015: $397,176Net Assets 2015: $4,605,3762015Assets 2016: $5,558,719Liabilities 2016: $464,585Net Assets 2016: $5,094,1342016Assets 2017: $7,028,379Liabilities 2017: $528,848Net Assets 2017: $6,499,5312017Assets 2018: $6,416,702Liabilities 2018: $601,921Net Assets 2018: $5,814,7812018Assets 2019: $7,801,569Liabilities 2019: $677,917Net Assets 2019: $7,123,6522019Assets 2020: $9,143,703Liabilities 2020: $817,966Net Assets 2020: $8,325,7372020Assets 2021: $10,269,539Liabilities 2021: $920,580Net Assets 2021: $9,348,9592021Assets 2022: $8,896,085Liabilities 2022: $1,302,604Net Assets 2022: $7,593,4812022Assets 2023: $10,367,420Liabilities 2023: $1,494,953Net Assets 2023: $8,872,4672023Assets 2024: $12,127,576Liabilities 2024: $1,922,466Net Assets 2024: $10,205,1102024

Highlighted filing

2014

Assets$4,976,208
Liabilities$321,996
Net Assets$4,654,212
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $304,1852010Expenses 2011: $426,3592011Expenses 2012: $525,5012012Revenue 2013: $1,075,399Expenses 2013: $464,195Net Income 2013: $611,2042013Revenue 2014: $1,665,266Expenses 2014: $1,005,101Net Income 2014: $660,1652014Revenue 2015: $951,794Expenses 2015: $1,000,630Net Income 2015: -$48,8362015Revenue 2016: $1,222,892Expenses 2016: $734,134Net Income 2016: $488,7582016Revenue 2017: $1,051,191Expenses 2017: $846,500Net Income 2017: $204,6912017Revenue 2018: $1,196,482Expenses 2018: $1,003,251Net Income 2018: $193,2312018Revenue 2019: $1,111,296Expenses 2019: $1,016,194Net Income 2019: $95,1022019Revenue 2020: $1,195,936Expenses 2020: $944,987Net Income 2020: $250,9492020Revenue 2021: $1,203,829Expenses 2021: $1,305,769Net Income 2021: -$101,9402021Revenue 2022: $1,220,921Expenses 2022: $1,135,559Net Income 2022: $85,3622022Revenue 2023: $1,190,128Expenses 2023: $1,427,661Net Income 2023: -$237,5332023Revenue 2024: $1,565,656Expenses 2024: $1,386,263Net Income 2024: $179,3932024

Highlighted filing

2014

Revenue$1,665,266
Expenses$1,005,101
Net Income$660,165
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 27, 2015
Return Version
2014v5.0
Gross Receipts
$1,665,266
Mission and Program Overview

Mission

A global, non-profit academic society in finance that edits and publishes three top academic journals in finance, organizes and runs two large annual academic conferences in finance, and provides financial support to other conferences in finance and to outstanding researchers.

A non profit that promotes and disseminates high quality research in financial economics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,994,047$4,654,212▲ $660,165
Investments in Publicly Traded Securities$3,062,323$4,196,049▲ $1,133,726
Cash and Non-Interest-Bearing Accounts$931,010$778,095▼ $152,915
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
Total Assets$3,994,047$4,976,208▲ $982,161
Other Assets Total$714$2,064▲ $1,350
Liabilities
Other Liabilities$0$318,191▲ $318,191
Accounts Payable and Accrued Expenses$0$3,805▲ $3,805
Total Liabilities$0$321,996▲ $321,996
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,994,047$4,654,212▲ $660,165
Total Liabilities and Net Assets / Fund Balance$3,994,047$4,976,208▲ $982,161

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$1,897$1,897
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Craig HoldenSecretary-treasurerPT$25,000$25,000

Board Members and Trustees

NameTitle
Adlai FisherCouncil Chair
Matthew SpiegelPresident
Laura StarksVice President
Alex ButlerCouncil Member
Amy DittmarCouncil Member
Jennifer HuangCouncil Member
Josef ZechnerCouncil Member
Raman UppalCouncil Member
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$765,541
Investment Income
$101,187
Other Revenue
$793,538
All Other Contributions
$5,000
Change in Net Assets
$660,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$863,647
Salaries, Compensation, and Employee Benefits$141,454
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$167,044--$167,044
Other Salaries and Wages$108,178--$108,178
Conferences and Meetings$50,759--$50,759
Fees for Services Other$25,574--$25,574
Current Officers, Directors, Trustees, and Key Employees$25,000--$25,000
Payroll Taxes$8,276--$8,276
Fees for Services Accounting$8,040--$8,040
Office Expenses$1,966--$1,966
Other Expenses$1,678--$1,678
All Other Expenses$160--$160
Total Functional Expenses$1,005,101$0$0$1,005,101
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reviewer Account Balances$312,560
Payroll Liabilities$5,631
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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

Form 990, Part VI, Section A, Line 6

“The organization has members that are classified as administrative, regular, student and institutional members.”

Form 990, Part VI, Section A, Line 7A

“The membership is comprised of 4 classes of members: administrative members, regular members, student members and institutional members. Only administrative members and regular members shall be eligible to vote or hold office. The organization is a non-profit organization and therefore does not have stockholders.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section C, Line 19

“The society for financial studies makes these documents available to the public upon request and by posting them to their website.”

Filing and Contact Details

Filer

Filer Name
The Society for Financial Studies
EIN
95-4143302
Phone
8128553383
Address
3670 TROUSDALE BRIDGE HALL NO 3, LOS ANGELES, CA 90089-0804

Signing Officer

Name
Craig Holden
Title
Secretary-treasurer
Phone
8128553383
Signed
2015-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wayne Ferson
Formed
1988
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
2
Volunteers
50

Preparer

Firm
Turner Warren Hwang & Conrad Acctcy
Address
100 NORTH FIRST ST STE 202, BURBANK, CA 91502
Preparer
Valentino Creus CPA
Phone
8189549700
Supplemental Narrative

Additional Explanations

FORM 990:

“Section 1.263(a)-1(f) de minimis safe harbor election society for financial studies 3670 trousdale pkwy, bridge hall, suite #3 los angeles, ca 90089-0804 taxpayer identification number:95-4143302 for the year ending december 31, 2014 society for financial studies is making the de minimis safe harbor election under reg. Sec. 1.263(a)-1(f).”

Raw XML AppendixShowing 400 of 437 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03805
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A NON PROFIT THAT PROMOTES AND DISSEMINATES HIGH QUALITY RESEARCH IN FINANCIAL ECONOMICS.
IRS990/AdvertisingGrp/ProgramServicesAmt0167044
IRS990/AdvertisingGrp/TotalAmt0167044
IRS990/AllOtherContributionsAmt05000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0160
IRS990/AllOtherExpensesGrp/TotalAmt0160
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CRAIG HOLDEN SECRETARY-TREASURER
IRS990/BooksInCareOfDetail/PhoneNum08128553383
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01309 EAST TENTH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0474051701
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0931010
IRS990/CashNonInterestBearingGrp/EOYAmt0778095
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025000
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt050759
IRS990/ConferencesMeetingsGrp/TotalAmt050759
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0101187
IRS990/CYOtherExpensesAmt0863647
IRS990/CYOtherRevenueAmt0793538
IRS990/CYProgramServiceRevenueAmt0765541
IRS990/CYRevenuesLessExpensesAmt0660165
IRS990/CYSalariesCompEmpBnftPaidAmt0141454
IRS990/CYTotalExpensesAmt01005101
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01665266
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EDITED AND PUBLISHED THREE TOP ACADEMIC JOURNALS IN FINANCE: (1) THE REVIEW OF FINANCIAL STUDIES, (2) THE REVIEW OF ASSET PRICING STUDIES, AND (3) THE REVIEW OF CORPORATE FINANCE STUDIES, INCLUDING PROVIDING ANNUAL AWARDS FOR BEST PAPER AND BEST REFEREE IN EACH JOURNAL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08040
IRS990/FeesForServicesAccountingGrp/TotalAmt08040
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt025574
IRS990/FeesForServicesOtherGrp/TotalAmt025574
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt28.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MATTHEW SPIEGEL
IRS990/Form990PartVIISectionAGrp/PersonNm1LAURA STARKS
IRS990/Form990PartVIISectionAGrp/PersonNm2CRAIG HOLDEN
IRS990/Form990PartVIISectionAGrp/PersonNm3ADLAI FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSEF ZECHNER
IRS990/Form990PartVIISectionAGrp/PersonNm5JENNIFER HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm6RAMAN UPPAL
IRS990/Form990PartVIISectionAGrp/PersonNm7ALEX BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm8AMY DITTMAR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt225000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY-TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COUNCIL CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7COUNCIL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8COUNCIL MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03446
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03446
IRS990/GrossReceiptsAmt01665266
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt097741
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt097741
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03062323
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04196049
IRS990/IRPDocumentCnt0187
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01897
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01897
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0A GLOBAL, NON-PROFIT ACADEMIC SOCIETY IN FINANCE THAT EDITS AND PUBLISHES TOP ACADEMIC JOURNALS IN FINANCE, ORGANIZES AND RUNS A LARGE ANNUAL ACADEMIC CONFERENCE IN FINANCE, AND PROVIDES FINANCIAL SUPPORT TO OTHER CONFERENCES IN FINANCE AND TO OUTSTANDING RESEARCHERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03994047
IRS990/NetAssetsOrFundBalancesEOYAmt04654212
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03446
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03446
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt01966
IRS990/OfficeExpensesGrp/TotalAmt01966
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0714
IRS990/OtherAssetsTotalGrp/EOYAmt02064
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0REFEREE FEES
IRS990/OtherExpensesGrp/Desc1PRIZES AND AWARDS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0527830
IRS990/OtherExpensesGrp/ProgramServicesAmt164285
IRS990/OtherExpensesGrp/ProgramServicesAmt216311
IRS990/OtherExpensesGrp/ProgramServicesAmt31678
IRS990/OtherExpensesGrp/TotalAmt0527830
IRS990/OtherExpensesGrp/TotalAmt164285
IRS990/OtherExpensesGrp/TotalAmt216311
IRS990/OtherExpensesGrp/TotalAmt31678
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0318191
IRS990/OtherRevenueMiscGrp/BusinessCd0525990
IRS990/OtherRevenueMiscGrp/BusinessCd1519100
IRS990/OtherRevenueMiscGrp/Desc0UNREALIZED GAIN ON INV
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0786874
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt16664
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0786874
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt16664
IRS990/OtherRevenueTotalAmt0793538
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0108178
IRS990/OtherSalariesAndWagesGrp/TotalAmt0108178
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt08276
IRS990/PayrollTaxesGrp/TotalAmt08276
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WAYNE FERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0519100
IRS990/ProgramServiceRevenueGrp/BusinessCd1519100
IRS990/ProgramServiceRevenueGrp/BusinessCd2519100
IRS990/ProgramServiceRevenueGrp/Desc0OXFORD UNIVERSITY PRES
IRS990/ProgramServiceRevenueGrp/Desc1MANUSCRIPT FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CAVALCADE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0419915
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1278620
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt267006
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0419915
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1278620
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt267006
IRS990/ProgSrvcAccomActy2Grp/Desc0ORGANIZE AND RUN THE ANNUAL SFS FINANCE CAVALCADE, WHICH IS ONE OF THE LARGEST HIGH-QUALITY ACADEMIC CONFERENCES IN FINANCE, INCLUDING PROVIDING AN ANNUAL AWARD FOR BEST PAPER ON THE PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/Desc0PROVIDE FINANCIAL SUPPORT TO OTHER ACADEMIC CONFERENCES IN FINANCE AND PROVIDE AN ANNUAL AWARD FOR BEST YOUNG RESEARCHER IN FINANCE.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01005101
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0873392
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt046000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0304050
IRS990/PYOtherExpensesAmt0373479
IRS990/PYOtherRevenueAmt01920
IRS990/PYProgramServiceRevenueAmt0723429
IRS990/PYRevenuesLessExpensesAmt0611204
IRS990/PYSalariesCompEmpBnftPaidAmt090716
IRS990/PYTotalExpensesAmt0464195
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01075399
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0660165
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03994047
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04654212
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0170824
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0415641
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt033010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0670475
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0521102
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0670121
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt076402
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt063589
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt063233
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01394447
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0345626
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0357358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0124700
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0301231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0639379
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01768294
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0521102
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0670121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt076402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt063589
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt063233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01394447
IRS990ScheduleA/InvestmentIncomeCYPct00.36300
IRS990ScheduleA/InvestmentIncomePYPct00.26880
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt06664
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01920
IRS990ScheduleA/OtherIncome509Grp/TotalAmt08584
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.62070
IRS990ScheduleA/PublicSupportPY509Pct00.70810
IRS990ScheduleA/PublicSupportTotal509Amt02384725
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt028390
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt025654
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt054044
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt028390
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt025654
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt054044
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0350626
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0403358
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0295524
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0716872
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0672389
IRS990ScheduleA/Total509Grp/TotalAmt02438769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0878392
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01075399
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0371926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0780461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0735622
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03841800
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01897
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05631
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1312560
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1REVIEWER ACCOUNT BALANCES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0318191
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS THAT ARE CLASSIFIED AS ADMINISTRATIVE, REGULAR, STUDENT AND INSTITUTIONAL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERSHIP IS COMPRISED OF 4 CLASSES OF MEMBERS: ADMINISTRATIVE MEMBERS, REGULAR MEMBERS, STUDENT MEMBERS AND INSTITUTIONAL MEMBERS. ONLY ADMINISTRATIVE MEMBERS AND REGULAR MEMBERS SHALL BE ELIGIBLE TO VOTE OR HOLD OFFICE. THE ORGANIZATION IS A NON-PROFIT ORGANIZATION AND THEREFORE DOES NOT HAVE STOCKHOLDERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SOCIETY FOR FINANCIAL STUDIES MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND BY POSTING THEM TO THEIR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTION SOCIETY FOR FINANCIAL STUDIES 3670 TROUSDALE PKWY, BRIDGE HALL, SUITE #3 LOS ANGELES, CA 90089-0804 TAXPAYER IDENTIFICATION NUMBER:95-4143302 FOR THE YEAR ENDING DECEMBER 31, 2014 SOCIETY FOR FINANCIAL STUDIES IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03994047
IRS990/TotalAssetsEOYAmt04976208
IRS990/TotalAssetsGrp/BOYAmt03994047
IRS990/TotalAssetsGrp/EOYAmt04976208
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01005101
IRS990/TotalFunctionalExpensesGrp/TotalAmt01005101
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0321996
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0321996
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03994047
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04654212
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt01005101
IRS990/TotalOtherProgSrvcRevenueAmt0873392
IRS990/TotalProgramServiceExpensesAmt01005101
IRS990/TotalProgramServiceRevenueAmt0765541
IRS990/TotalReportableCompFromOrgAmt025000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01660266
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01665266
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03994047
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04976208
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,976,208
Liabilities
$321,996
Net assets
$4,654,212
Revenue
$1,665,266
Expenses
$1,005,101
Net income
$660,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$1.92$10.2$1.57$1.39$0.18
2023Summary only. Only limited summary data is available for this year.$10.4$1.49$8.87$1.19$1.43$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.90$1.30$7.59$1.22$1.14$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.3$0.92$9.35$1.20$1.31$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.82$8.33$1.20$0.94$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.80$0.68$7.12$1.11$1.02$0.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.42$0.60$5.81$1.20$1.00$0.19
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.53$6.50$1.05$0.85$0.20
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.46$5.09$1.22$0.73$0.49
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.40$4.61$0.95$1.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.98$0.32$4.65$1.67$1.01$0.66
2013Summary only. Only limited summary data is available for this year.$3.99$0.00$3.99$1.08$0.46$0.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.00$2.97$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.00$2.66$0.30