Nonprofit · EIN 91-6060048
WESTERN FINANCE ASSOCIATION
Tax-exempt · PITTSBURGH, PA 15213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $496,272 | $349,888 | $146,384 | $874,832 | $18,608 | $856,224 |
| August 31, 2024 | 990 | $527,347 | $513,055 | $14,292 | $755,352 | $45,512 | $709,840 |
| August 31, 2023 | 990 | $426,306 | $501,475 | -$75,169 | $695,549 | $0 | $695,549 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $270,600
- Membership dues
- $10,850
- Program service revenue
- $214,125
- Investment income
- $11,547
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $45,708
- Compensation of officers, directors and key employees
- $40,000
- Salaries, compensation and benefits (total)
- $40,000
- Professional fundraising fees
- $0
- Accounting fees
- $2,000
- Program services (functional)
- $349,888
Balance sheet and other
- Total assets, start of year
- $755,352
- Total assets, end of year
- $874,832
- Total liabilities, end of year
- $18,608
- Net assets, end of year
- $856,224
- Gross receipts
- $496,272
- Employees
- 0
- Volunteers
- 1,021
- Year formed
- 1965
- State of legal domicile
- PA
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 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN ROUTLEDGE | Secy/Treasurer Officer | 8 | $40,000 |
| MANJU PURI | President Officer | 5 | $0 |
| STEFAN NAGEL | President Elect Officer | 5 | $0 |
| ALEX EDMANS | Vice President Officer | 5 | $0 |
| ITAY GOLDSTEIN | VP Elect Officer | 2 | $0 |
| ZHIGUO HE | Director Trustee or director | 1 | $0 |
| LUCIAN TAYLOR | Director Trustee or director | 1 | $0 |
| NADYA MALENKO | Director Trustee or director | 1 | $0 |
| PAIGE OUIMET | Director Trustee or director | 1 | $0 |
| CLEMENS SIALM | Director Trustee or director | 1 | $0 |
| KIMBERLY COMAGGIA | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN ROUTLEDGE | Secy/Treasurer Officer | 8 | $40,000 |
| BURTON HOLIFIELD | President Officer | 5 | $0 |
| MANJU PURI | President Elect Officer | 5 | $0 |
| STEFAN NAGEL | Vice President Officer | 5 | $0 |
| ALEX EDMANS | VP Elect Officer | 2 | $0 |
| ZHIGUO HE | Director Trustee or director | 1 | $0 |
| ROHAN WILLIAMSON | Director Trustee or director | 1 | $0 |
| NADYA MALENKO | Director Trustee or director | 1 | $0 |
| CAROLE COMERTON-FORDE | Director Trustee or director | 1 | $0 |
| CLEMENS SIALM | Director Trustee or director | 1 | $0 |
| KIMBERLY COMAGGIA | Director Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRYAN ROUTLEDGE | Secy/Treasurer Officer | 8 | $40,000 |
| BURTON HOLIFIELD | President Officer | 5 | $0 |
| MANJU PURI | President Elect Officer | 5 | $0 |
| STEFAN NAGEL | Vice President Officer | 5 | $0 |
| ALEX EDMANS | VP Elect Officer | 2 | $0 |
| ZHIGUO HE | Director Trustee or director | 1 | $0 |
| ROHAN WILLIAMSON | Director Trustee or director | 1 | $0 |
| NADYA MALENKO | Director Trustee or director | 1 | $0 |
| CAROLE COMERTON-FORDE | Director Trustee or director | 1 | $0 |
| GIDEON SAAR | Director Trustee or director | 1 | $0 |
| KAI LI | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- TEPPER SCH OF BUSCARNEGIE MELLON UN, PITTSBURGH, PA 15213-0000
- In care of
- % DUANE SEPPI SEC-TREAS
- Principal officer (990 for 2024)
- Bryan Routledge, CARNEGIE MELLON POSNER HALL, PITTSBURGH, PA 15213
- Signed the 990
- Bryan Routledge, SEC'Y/TREASURER
- Phone
- (412) 268-7588
- Return prepared by
- JOAN DUGAN MILLER PC
Mission
The Western Finance Association is a Society for Academics and Professionals with a scholarly interest in the development and application of theory in finance.
Program accomplishments
- The Association held the 60th Annual Conference on June 22-25, 2025 at Snowbird, Utah. Approximately 550 scholars from around the world attended and benefited from the conference.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 91-6060048
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $874,832
- Income (IRS master file)
- $496,272
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $496,272 | $349,888 | $874,832 | XML |
| 990 | August 2024 | $527,347 | $513,055 | $755,352 | XML |
| 990 | August 2023 | $426,306 | $501,475 | $695,549 | XML |
| 990 | August 2022 | $416,725 | $393,457 | $770,717 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 91-6060048).
Questions about WESTERN FINANCE ASSOCIATION
- What is the EIN of WESTERN FINANCE ASSOCIATION?
- The employer identification number (EIN) of WESTERN FINANCE ASSOCIATION is 91-6060048.
- Is WESTERN FINANCE ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1966.
- Are donations to WESTERN FINANCE ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN FINANCE 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 WESTERN FINANCE ASSOCIATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN FINANCE ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of WESTERN FINANCE ASSOCIATION?
- The 990 for the year ended August 31, 2025 names Bryan Routledge.
- Who are the officers and directors of WESTERN FINANCE ASSOCIATION?
- The 990 for the year ended August 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $40,000 (BRYAN ROUTLEDGE, Secy/Treasurer).
- How much revenue does WESTERN FINANCE ASSOCIATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $496,272, expenses of $349,888 and total assets of $874,832 at year end.
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