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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.1M
+17.0% YoY
Annual Giving
$5K
-20.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$5K
-20.9% YoY
About The Society for Financial Studies
Based on IRS filings
The Society for Financial Studies is a nonprofit organization focused on Education, based in RALEIGH, NC. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $12.1M in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $302K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,127,576 | $10,367,420 | $8,896,085 |
| Revenue | $1,565,656 | $1,190,128 | $1,220,921 |
| Expenses | $1,386,263 | $1,427,661 | $1,135,559 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $301,752 | $103,914 | $168,201 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LALITHA NAVEEN | SECRETARY/TR | 10 | $50,949 |
| WEI JIANG | PRESIDENT | 3 | — |
| JAN EBERLEY | PRESIDENT | 3 | — |
| YISHAY YAFEH | VICE PRESIDE | 3 | — |
| RENEE ADAMS | CHAIR, SFS C | 3 | — |
| ALON BRAV | MEMBER, SFS | 3 | — |
| KAI LI | MEMBER, SFS | 3 | — |
| LIYAN YANG | MEMBER, SFS | 3 | — |
| MARGARITA TSOUTSOURA | MEMBER, SFS | 3 | — |
| ZHI DA | MEMBER, SFS | 3 | — |
| CAROLA FRYDMAN | MEMBER, SFS | 3 | — |
| ALEXANDRA NIESSEN-RUENZI | MEMBER, SFS | 3 | — |
| JONATHAN KARPOFF | MEMBER, SFS | 3 | — |
| DANIEL FERREIRA | MEMBER, SFS | 3 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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