Small Public Charity

FINANCIAL RESEARCH ASSOCIATION

FINANCIAL RESEARCH ASSOCIATION, of HOUSTON, TX, is a Small Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $124K in revenue, $81K in expenses, $273K in total assets.

EIN: 760749956 HOUSTON, TX Professional Societies & Associations NTEE: V03 Latest filing: 2024
Total Revenue$124K
Total Expenses$81K
Total Assets$273K
Grant Records0
Filing Years2019–2024

Mission

EDUCATION PROGRAM TO ENHANCE RESEARCH IN THE STUDY OF FINANCE.

Officers & Directors

DIRECTOR Anthony Cookson
PRESIDENT/DIRECTOR Bruce Carlin
DIRECTOR Ed Van Wesep
DIRECTOR Eli Fich
DIRECTOR Joseph Engelberg
DIRECTOR Kelly Shue

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $124K $81K $273K
2023 $125K $92K $238K
2022 $101K $70K $197K
2020 $22K $190 $139K
2019 $94K $69K $127K

Between 2019 and 2024, reported annual revenue grew from $94K to $124K (+32%), with total assets most recently reported at $273K.

Interactive year-over-year charts and full filing details available with membership.

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