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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 76-0749956

FINANCIAL RESEARCH ASSOCIATION

Tax-exempt · HOUSTON, TX 77005

Financials

$125K$92K2023$124K$81K2024
Revenue Expenses · by fiscal year end
Financials of FINANCIAL RESEARCH ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$124,282$81,346$42,936$272,955$0$272,955
December 31, 2023990-EZ$125,153$92,216$32,937$238,314$8,295$230,019
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$20,000
Program service revenue
$93,497
Investment income
$10,785

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$81,346
Program services (functional)
$78,427

Balance sheet and other

Total assets, start of year
$238,314
Total assets, end of year
$272,955
Total liabilities, end of year
$0
Net assets, end of year
$272,955
Cash, savings and investments
$272,693
Gross receipts
$124,282

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
BRUCE CARLINPRESIDENT/DIRECTOR2$0
JOSEPH ENGELBERGDIRECTOR1$0
ELI FICHDIRECTOR1$0
ED VAN WESEPDIRECTOR1$0
KELLY SHUEDIRECTOR1$0
ANTHONY COOKSONDIRECTOR1$0
990-EZ for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
BRUCE CARLINPRESIDENT/DIRECTOR2$0
JOSEPH ENGELBERGDIRECTOR1$0
ELI FICHDIRECTOR1$0
ED VAN WESEPDIRECTOR1$0
KELLY SHUEDIRECTOR1$0
ANTHONY COOKSONDIRECTOR1$0

Address and contacts

Address (IRS master file)
C/O B CARLIN 3727 ALBANS ROAD, HOUSTON, TX 77005-0000
In care of
% BOSTON COLLEGE-FULTON HALL 330
Signed the 990-EZ
BRUCE CARLIN, PRESIDENT/DIRECTOR
Phone
(310) 622-3736
Return prepared by
FELIX G CINCOTTA CPA & CONSULTANTS

Mission

EDUCATION PROGRAM TO ENHANCE RESEARCH IN THE STUDY OF FINANCE.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $78,427

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for FINANCIAL RESEARCH ASSOCIATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
76-0749956
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Social science (V03)
Assets (IRS master file)
$272,955
Income (IRS master file)
$124,282

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$124,282$81,346$272,955XML
990-EZDecember 2023$125,153$92,216$238,314XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0749956).

Questions about FINANCIAL RESEARCH ASSOCIATION

What is the EIN of FINANCIAL RESEARCH ASSOCIATION?
The employer identification number (EIN) of FINANCIAL RESEARCH ASSOCIATION is 76-0749956.
Is FINANCIAL RESEARCH ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to FINANCIAL RESEARCH ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FINANCIAL RESEARCH ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FINANCIAL RESEARCH ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FINANCIAL RESEARCH ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of FINANCIAL RESEARCH ASSOCIATION?
The 990-EZ for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does FINANCIAL RESEARCH ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $124,282, expenses of $81,346 and total assets of $272,955 at year end.

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