Financial Research Association
- Assets
- $197.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Houston, TX
- Founding
- 12/2004
- Data as of
- 12/2022
- EIN
- 76-0749956
Organization Overview
Financial Research Association is located in Houston, TX. The organization was established in 2004. According to its NTEE Classification (V03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Social Science and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Financial Research Association is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Financial Research Association generated $100.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 4.6% each year. All expenses for the organization totaled $70.2k during the year ending 12/2022. While expenses have increased by 2.0% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
ANNUAL CONFERENCE OF APPROXIMATELY 100 PARTICIPANTS FROM ACADEMIA AND INDUSTRYTO HELP STIMULATE THOUGHT ABOUT FINANCIAL/ECONOMIC ISSUES AND RESEARCH.THE FORMAT INVOLVES PRESENTATIONS AND DISCUSSIONS OF RESEARCH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bruce Carlin President/director | 2 | $0 | |
Joseph Engelberg Director | 1 | $0 | |
Eli Fich Director | 1 | $0 | |
Ed Van Wesep Director | 1 | $0 | |
Kelly Shue Director | 1 | $0 | |
Anthony Cookson Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $32,500 |
| Total Program Service Revenue | $68,053 |
| Membership dues | $0 |
| Investment income | $48 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $100,601 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $70,184 |
| Total expenses | $70,184 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $197,082 |
| Other assets | $0 |
| Total assets | $197,082 |
| Total liabilities | $0 |
| Net assets or fund balances | $197,082 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Academy Of Producer Insurance Studies Inc Austin, TX | $3,860,054 | $721,925 |
Economic Club Of Colorado Inc Denver, CO | $72,888 | $0 |
International Association For Society And Natural Resources Logan, UT | $509,636 | $181,445 |
Economic Club Of Memphis Memphis, TN | $245,688 | $185,517 |
Global Future Institute Euless, TX | $21,942 | $93,297 |