2016-05-11T12:16:18-05:00 2015-12-31 113541817 FRANK MEGALE CPA 9 ALDEN AVENUE N VALLEY STREAM NY 115801001 990 2015-01-01 223773177 THE INSTITUTE FOR QUANTITATIVE RESEARCH IN FINANCE INST 5616517515 PO BOX 1540 VALLEY STREAM NY 11582 DALE BERMAN DIRECTOR/TREASURER 2127446825 2016-05-09 1 FRANK MEGALE CPA P00030117 5162854839 2016-05-09 2015 2016-09-27 15:27:22Z DALE BERMAN PO BOX 1540 VALLEY STREAM NY 11582 1076096 0 X WWW.Q-GROUP.ORG X 2000 DE FORUM TO EVALUATE NEW RESEARCH, QUANTITATIVE APPLICATIONS & PROVIDE SOLUTIONS TO IMPROVE INVESTMENT. 21 20 1 0 0 0 0 0 1053000 1075000 702 1096 0 0 1053702 1076096 10000 -2000 0 0 46608 43119 0 0 0 855124 893503 911732 934622 141970 141474 1135014 1243675 613254 580441 521760 663234 TO ENCOURAGE THE STUDY OF FINANCE. SUPPORT BASIC AND APPLIED RESEARCH IN THE FIELD OF FIANCIAL ANALYSIS, AND ENCOURAGE THE USE OF ADVANCED MATHEMATICS AND ECONOMETRIC METHODS IN FINANCIAL MANAGEMENT. 0 0 33134 -12000 RESEARCH RECOGNITION IN THE FIELD OF FINANCIAL QUANTITATIVE ANALYSIS TO SUPPORT HIGH QUALITY RESEARCH THAT WILL BE INFORMATIVE AND USEFUL TO PRACTITIONERS IN INVESTMENT MANAGEMENT.PROGRAM TO RECOGNIZE SUPERIOR ACADEMIC WORKING PAPERS WITH POTENTIAL APPLICATIONS IN THE FIELDS OF INVESTMENT MANAGEMENT AND FINANCIAL MARKETS. 10326 10000 ROGER F. MURRAY ANNUAL PRIZE COMPETITION AWARDED FOR THE QUALITY OF THE RESEARCH PAPERS UPON WHICH THE PRESENTATION AT THE SEMI-ANNUAL SEMINARS ARE BASED. 700652 SEMINARS COVERING VARIOUS ASPECTS OF QUANTITATIVE RESEARCH WHICH PROVIDE AN UNDERSTANDING AND ANALYSIS OF CURRENT EVENTS IN FINANCE AND ECONOMICS AFFECTING THE FIELD OF QUANTITATIVE ANALYSIS. 744112 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X FRANK MEGALE CPA 5162854839 9 ALDEN AVENUE N VALLEY STREAM NY 115801001 JAMES L FARRELL JR CHAIRMAN 0.00 X X 0 0 0 GILBERT HAMMER VICE-CHAIRMAN 0.00 X X 0 0 0 WILLIAM L FOUSE VICE-CHAIRMAN 0.00 X X 0 0 0 DALE BERMAN TREASURER 40.00 X X 40000 0 0 MARY L CAHILL DIRECTOR 0.00 X 0 0 0 ROGER G CLARKE DIRECTOR 0.00 X 0 0 0 CLIFFORD S ASNESS DIRECTOR 0.00 X 0 0 0 ARNOLD S WOOD DIRECTOR 0.00 X 0 0 0 MICHELLE R CLAYMAN DIRECTOR 0.00 X 0 0 0 LAURENCE B SIEGEL DIRECTOR 0.00 X 0 0 0 JOANNE M HILL DIRECTOR 0.00 X 0 0 0 ROBERT GARVY DIRECTOR 0.00 X 0 0 0 JAMES P GORDON DIRECTOR 0.00 X 0 0 0 MICHAEL J HOGAN DIRECTOR 0.00 X 0 0 0 KATRINA F SHERRERD DIRECTOR 0.00 X 0 0 0 LEOPOLDO E GUZMAN DIRECTOR 0.00 X 0 0 0 BRETT HAMMOND EXECUTIVE VICE PRESIDENT 0.00 X X 0 0 0 MARC R REINGANUM EXECUTIVE VICE PRESIDENT 0.00 X X 0 0 0 JAMES H SCOTT PRESIDENT 0.00 X X 0 0 0 KENNETH J WINSTON DIRECTOR 0.00 X 0 0 0 RICHARD LINDSEY EXECUTIVE VICE PRESIDENT 0.00 X X 0 0 0 40000 0 0 0 0 0 0 0 SPONSOR DUES 900099 991250 991250 SEMINAR FEES 900099 83750 83750 1075000 1096 1096 1076096 1075000 0 1096 -2000 -2000 40000 20000 20000 3119 1560 1559 28500 28500 1692 1692 577139 577139 4471 4471 ADMINISTRATION, CLERICA 183206 76168 107038 COMMITTEES EXPENSES 42752 29926 12826 RESEARCH PROJECTS COORD 20000 20000 PRINTING AND PUBLICATIO 14314 5000 9314 21429 16319 5110 934622 744112 190510 0 185946 87855 870329 1122409 26000 9750 52427 23375 312 286 1135014 1243675 52254 53191 54000 30000 507000 497250 613254 580441 X 311760 453234 210000 210000 521760 663234 1135014 1243675 141474 0 X 0 1 X 1 0 0 1076096 0 1076096 0 1076096 934622 0 934622 0 934622 1 ROGER F MURRAY PRIZE - PRIZE COMPETITION TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN QUANTITATIVE FINANCIAL RESEARCH. AWARDED TO INDIVIDUALS WHO PRESENT RESEARCH AT THE SEMI-ANNUAL SEMINARS. 5 10000 JACK L. TREYNOR PRIZE - A PROGRAM TO RECOGNIZE SUPERIOR ACADEMIC WORKING PAPERS WITH POTENTIAL APPLICATIONS IN THE FIELDS OF INVESTMENT MANAGEMENT AND FINANCIAL MARKETS. 7 RESEARCH GRANT AWARDED IN 2006 CANCELED 4 -6000 RESEARCH GRANT AWARDED IN 2010 CANCELED 2 -6000 PART I, LINE 2: THE ORGANIZTION SUSPENDED IN 2014 GRANT FUNDING TO SUPPORT ACADEMIC RESEARCH IN QUANTITATIVE ANALYSIS & FINANCE THAT IS OF INTEREST TO THE INVESTMENT MANAGEMENT COMMUNITY. THE RESEARCH COORDINATOR KEEPS TRACK OF ALL OUTSTANDING RESEARCH PROJECTS & MAINTAINS PROPER CORRESPONDENCE FILES FOR ALL PROJECTS. IF A PROJECT IS NOT PROGRESSING SATISFACTORILY, THE RESEARCH COORDINATOR, IN CONSULTATION WITH THE RESEARCH COMMITTEE, WILL HELP TERMINATE THE PROJECT. THE RESEARCH COORDINATOR COLLECTS THE PAPERS PRODUCED BY ITS SUPPORTED AUTHORS & HELPS THE RESEARCH COMMITTEE DETERMINE WHEN AUTHORS SATISFACTORILY COMPLETE THEIR PROJECTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A NON-STOCK NOT-FOR-PROFIT CORPORATION WITH MEMBERS. THERE ARE NO CLASSES OF MEMBERSHIP. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE NO CLASSES OF MEMBERSHIP. EACH MEMBER IS ENTITLED TO ONE VOTE. THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS APPROVES THE ADMISSION OF NEW MEMBERS. RATIFICATION OF ADMISSION OF NEW MEMBERS IS REQUIRED BY THE CURRENT MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FINAL VERSION OF THE FORM 990 (INCLUDING REQUIRED SCHEDULES)IS SENT TO THE TREASURER BEFORE THE FORM IS FILED. THE TREASURER (WHO IS ALSO ON THE BOARD OF DIRECTORS) REVIEWS THE FORM. THE APPROVED FORM IS THEN SIGNED BY THE TREASURER. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.