Nonprofit · EIN 95-4143302
THE SOCIETY FOR FINANCIAL STUDIES
Tax-exempt · WYNNEWOOD, PA 19096
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,565,656 | $1,386,263 | $179,393 | $12,127,576 | $1,922,466 | $10,205,110 |
| December 31, 2023 | 990 | $1,190,128 | $1,427,661 | -$237,533 | $10,367,420 | $1,494,953 | $8,872,467 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,300
- Program service revenue
- $1,262,676
- Investment income
- $301,752
- Net gain from sales of assets
- $71,503
- Other revenue
- -$2,072
Expenses
- Grants and similar amounts paid
- $74,624
- Compensation of officers, directors and key employees
- $50,949
- Other salaries and wages
- $244,820
- Salaries, compensation and benefits (total)
- $314,498
- Professional fundraising fees
- $0
- Legal fees
- $7,936
- Accounting fees
- $31,983
- Occupancy
- $26,920
- Travel
- $25,445
- Depreciation
- $2,500
- Program services (functional)
- $1,277,039
- Management and general (functional)
- $109,024
- Fundraising (functional)
- $200
Balance sheet and other
- Total assets, start of year
- $10,367,420
- Total assets, end of year
- $12,127,576
- Total liabilities, end of year
- $1,922,466
- Net assets, end of year
- $10,205,110
- Land, buildings and equipment
- $8,958
- Publicly traded securities
- $11,281,238
- Net assets without donor restrictions
- $10,205,110
- Gross receipts
- $1,831,740
- Employees
- 2
- Volunteers
- 34
- Year formed
- 1988
- State of legal domicile
- CA
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LALITHA NAVEEN | SECRETARY/TR Trustee or director, Officer | 10 | $50,949 |
| WEI JIANG | PRESIDENT Trustee or director, Officer | 3 | $0 |
| JAN EBERLEY | PRESIDENT Trustee or director, Officer | 3 | $0 |
| YISHAY YAFEH | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| RENEE ADAMS | CHAIR, SFS C Trustee or director | 3 | $0 |
| ALON BRAV | MEMBER, SFS Trustee or director | 3 | $0 |
| KAI LI | MEMBER, SFS Trustee or director | 3 | $0 |
| LIYAN YANG | MEMBER, SFS Trustee or director | 3 | $0 |
| MARGARITA TSOUTSOURA | MEMBER, SFS Trustee or director | 3 | $0 |
| ZHI DA | MEMBER, SFS Trustee or director | 3 | $0 |
| CAROLA FRYDMAN | MEMBER, SFS Trustee or director | 3 | $0 |
| ALEXANDRA NIESSEN-RUENZI | MEMBER, SFS Trustee or director | 3 | $0 |
| JONATHAN KARPOFF | MEMBER, SFS Trustee or director | 3 | $0 |
| DANIEL FERREIRA | MEMBER, SFS Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LALITHA NAVEEN | SECRETARY/TR Trustee or director, Officer | 8 | $31,650 |
| WEI JIANG | PRESIDENT Trustee or director, Officer | 3 | $0 |
| YISHAY YAFEH | VICE PRESIDE Trustee or director, Officer | 3 | $0 |
| RENEE ADAMS | CHAIR, SFS C Trustee or director | 3 | $0 |
| ALON BRAV | MEMBER, SFS Trustee or director | 1 | $0 |
| KAI LI | MEMBER, SFS Trustee or director | 1 | $0 |
| LIYAN YANG | MEMBER, SFS Trustee or director | 1 | $0 |
| PAOLA SAPIENZA | MEMBER, SFS Trustee or director | 1 | $0 |
| ALLAUDEEN HAMEED | MEMBER, SFS Trustee or director | 1 | $0 |
| KARIN THORBURN | MEMBER, SFS Trustee or director | 1 | $0 |
| CAROLA FRYDMAN | MEMBER, SFS Trustee or director | 1 | $0 |
| ALEXANDRA NIESSEN-RUENZI | MEMBER, SFS Trustee or director | 1 | $0 |
| JONATHAN KARPOFF | MEMBER, SFS Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 451 BALLYTORE RD, WYNNEWOOD, PA 19096-2344
- In care of
- % PROF HANNO LUSTIG STANFORD GRADUA
- Principal officer (990 for 2024)
- JAN EBERLEY, PO BOX 28494, RALEIGH, NC 27611
- Signed the 990
- LALITHA NAVEEN, SECRETARY/TREASURER
- Website
- HTTPS://SFS.ORG
- Return prepared by
- BOUNTIFUL PEAK ADVISORS
Mission
SFS IS A GLOBAL, NONPROFIT ACADEMIC FINANCE SOCIETY THAT EDITS AND PUBLISHES THREE TOP ACADEMIC JOURNALS IN FINANCE. THE ORGANIZATION ALSO HOSTS ACADEMIC CONFERENCES IN FINANCE AND AWARDS GRANTS AND PRIZES.
Program accomplishments
- JOURNALS WE PUBLISH 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. THE REVIEW OF FINANCIAL STUDIES PUBLISHES ARTICLES ON MAINSTREAM FINANCE TOPICS, THE REVIEW OF ASSET PRICING STUDIES PUBLISHES ARTICLES THAT HAVE A PRIMARILY ASSET PRICING FOCUS, AND THE REVIEW OF CORPORATE FINANCE STUDIES PUBLISHES ARTICLES THAT HAVE A PRIMARILY CORPORATE FINANCE FOCUS. EACH OF THESE JOURNALS ALSO PROVIDES ANNUAL AWARDS FOR BEST PAPER AND BEST REFEREE.Expenses $1,042,946 · grants $71,730 · revenue $1,179,096
- CONFERENCES WE ORGANIZE TWO MAJOR ANNUAL FINANCE CONFERENCES: THE SFS CAVALCADE NORTH AMERICA AND THE SFS CAVALCADE ASIA-PACIFIC. THESE CONFERENCES ARE HIGHLY SELECTIVE AND BRING TOGETHER ACADEMICS FROM AROUND THE WORLD. THE FIRST IS ORGANIZED ANNUALLY IN THE US, WITH A DIFFERENT HOST SCHOOL EACH YEAR, AND THE SECOND IS ORGANIZED ANNUALLY IN THE ASIA-PACIFIC REGION, AGAIN WITH A DIFFERENT HOST SCHOOL EACH YEAR. ADDITIONALLY, WE ORGANIZE A THIRD CONFERENCE, THE RCFS WINTER CONFERENCE. THIS IS A SMALLER CONFERENCE COMPARED TO THE CAVALCADES, BUT IT HAS BEEN GROWING IN SIZE AND VISIBILITY OVER TIME. THIS IS AN ANNUAL CONFERENCE ON SELECTED FINANCE TOPICS, WITH PARTICIPATION FROM ACADEMICS AROUND THE WORLD.Expenses $228,252 · grants $2,257 · revenue $83,580
- OTHER PROGRAM PROVIDED FINANCIAL SUPPORT TO OTHER ACADEMIC FINANCE CONFERENCES. PROVIDED AN ANNUAL AWARD FOR BEST YOUNG RESEARCHER IN FINANCE. PROVIDED TRAVEL AWARDS FOR PHD STUDENTS TRAVELLING TO THE CAVALCADE NORTH AMERICA CONFERENCE.Expenses $5,841 · grants $5,151
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4143302
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B600)
- Assets (IRS master file)
- $12,127,576
- Income (IRS master file)
- $1,831,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,565,656 | $1,386,263 | $12,127,576 | IRS |
| 990 | December 2023 | $1,190,128 | $1,427,661 | $10,367,420 | XML |
| 990 | December 2022 | $1,220,921 | $1,135,559 | $8,896,085 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 95-4143302).
Questions about THE SOCIETY FOR FINANCIAL STUDIES
- What is the EIN of THE SOCIETY FOR FINANCIAL STUDIES?
- The employer identification number (EIN) of THE SOCIETY FOR FINANCIAL STUDIES is 95-4143302.
- Is THE SOCIETY FOR FINANCIAL STUDIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to THE SOCIETY FOR FINANCIAL STUDIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SOCIETY FOR FINANCIAL STUDIES 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 THE SOCIETY FOR FINANCIAL STUDIES 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 THE SOCIETY FOR FINANCIAL STUDIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE SOCIETY FOR FINANCIAL STUDIES?
- The 990 for the year ended December 31, 2024 names JAN EBERLEY.
- Who are the officers and directors of THE SOCIETY FOR FINANCIAL STUDIES?
- The 990 for the year ended December 31, 2024 lists 14 people; 1 received compensation from the organization, the highest $50,949 (LALITHA NAVEEN, SECRETARY/TR).
- How much revenue does THE SOCIETY FOR FINANCIAL STUDIES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,565,656, expenses of $1,386,263 and total assets of $12,127,576 at year end.
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