Financial Research Associates


Financial Research Associates

Foundation Research Associates (FRA) in 2001 founded as Financial Research Associates. FRA provides the retail and institutional financial markets with crucial educational and networking opportunities

Organization Type:
National Trade or Professional Association
Acronym:
FRA
Tax Exempt Status:
501(c)(3)
Industry:
Advertising And Marketing, Banking/Finance/Investments, Banking/Credit & Finance/Savings & Loan, Market Research, Marketing
Year Founded:
2001
Address:
3420 Toringdon Way
Suite 240 Charlotte, NC 28277
Telephone:
Website:
Staff:
3


Other Addresses

Address:
129 Portland St.
Sixth Floor, Boston MA 02114
Telephone:
Website:


Financial Snapshot

 

Total revenues: $55,323


Year - 2017
1st-yr growth
1.60%
 
 
 
 
 
Year by Year
Revenue
 
Membership dues and assessments
 
Contributions, gifts, grants, etc received
 
Investment income

Total expenses: $65,834


Year - 2017
1st-yr growth
-10.77%
 
 
 
 
 
Year by Year
Expenses

Total assets: $90,817


Year - 2017
1st-yr growth
-16.50%
 
 
 
 
 
Year by Year
Assets

Total Liabilities: $18,364


Year - 2017
1st-yr growth
-24.35%
 
 
 
 
 
Year by Year
Liabilities

   Revenue:

Revenue: Amount ($)
Membership dues and assessments 37,418
Contributions, gifts, grants, etc received 17,900
Investment income 5
Gifts grants membership fees received (170) 0
Gain or (loss) from sale of assets 0
Special events net income (or loss) 0
Gross profit (or loss) from sales of inventory 0
Other revenue - total 0
Initiation fees and capital contributions 0
Program service revenue 0
Total Revenue:

$55,323

1-yr growth
1.60%
Membership dues and assessments
Contributions, gifts, grants, etc received
Investment income

   Expenses:

Expenses: Amount ($)
Cost or other basis and sales expenses 0
Special events direct expenses 0
Total Expenses:

$65,834

1-yr growth
-10.77%

   Assets:

Assets: Amount ($)
No Data Available.

   Liabilities:

Liabilities: Amount ($)
Amount of loans to/from officers 0
Total Liabilities:

$18,364

1-yr growth
-24.35%

   Net Assets:

Net Assets: Amount ($)
Net Assets 72,453
Total Net Assets:

$72,453

1-yr growth
-14.51%
Net Assets

Key Staff

  
Name Ascending
Title 
Function 
Add Prospect 
Ellen Wofford Managing Director Computer/Information Technology, Human Resources, Operations, Senior Executive ...X
Laura Garza Partner and Senior Vice President Conference Committee Chair, Conventions/Meetings, Senior Executive ...X
Lori Boothe Head, Operations Communications/Public Relations, Finance, Operations ...X

Meetings/Conferences

Year Descending
Name 
Location 
Facility 
From 
To 
Attendance 
Exhibitors 
Facility Amenities 
2017Law Enforcement Risk Management Summit Scottsdale , AZ , United States Fairmont Scottsdale Princess Resort September 18 September 19    ...X

Publications

Name 
Frequency 
Advertising 
  This organization has no publication data available.
 

Recent Lobbying Spending

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

2018 Q4: $0
2018 Q3: $0
2018 Q2: $0
2018 Q1: $0
2017: $0


PAC Details

Name: -



FEC ID: -



Last updated: -


PAC Contributions

(-)

Outside Representation

Firm Name Ascending
Reg/ Term 
Date 
  This organization has no outside representation data available.
 

Legislative Issue Focus

Source: Lobbying Disclosure Electronic Filings, Office of the Clerk, U.S House of Representatives.

This organization has no legislative issue data available.

Active Legislation

This organization has no active legislation data available.

Contractors

Contractor Ascending
Service Category 
Reported Year Descending
Reported Compensation 
  This organization has no contractors information available.
 

***Disclaimer: This information has been sourced from a combination of the IRS Forms 990, 5500, and the Federal Audit Clearinghouse



 
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