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Western Finance Association

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$527k (2024)

Expenses
$513k (2024)

Total Assets
$755k (2024)

Total Liabilities
$45.5k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$527,347
Expenses
$513,055
Net Income
$14,292
Net Assets
$709,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $327,800
62.2%
Program Services $192,926
36.6%
Investment Income $6,621
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,000
7.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $755,352
Total Liabilities $45,512
Net Assets $709,840
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Secy/Treasurer) $40,000 $0 $0
Burton Holifield (President) $0 $0 $0
Manju Puri (President Elect) $0 $0 $0
Stefan Nagel (Vice President) $0 $0 $0
Alex Edmans (Vp Elect) $0 $0 $0
Zhiguo He (Director) $0 $0 $0
Rohan Williamson (Director) $0 $0 $0
Nadya Malenko (Director) $0 $0 $0
Carole Comerton Forde (Director) $0 $0 $0
Clemens Sialm (Director) $0 $0 $0
Kimberly Comaggia (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$426,306
Expenses
$501,475
Net Income
-$75,169
Net Assets
$695,549
Notable Sources of Revenue Percent of Total Revenue
Contributions $259,425
60.9%
Program Services $164,832
38.7%
Investment Income $2,049
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,000
8.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $695,549
Total Liabilities $0
Net Assets $695,549
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Secy/Treasurer) $40,000 $0 $0
Burton Holifield (President) $0 $0 $0
Manju Puri (President Elect) $0 $0 $0
Stefan Nagel (Vice President) $0 $0 $0
Alex Edmans (Vp Elect) $0 $0 $0
Zhiguo He (Director) $0 $0 $0
Rohan Williamson (Director) $0 $0 $0
Nadya Malenko (Director) $0 $0 $0
Carole Comerton Forde (Director) $0 $0 $0
Gideon Saar (Director) $0 $0 $0
Kai Li (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$416,725
Expenses
$393,457
Net Income
$23,268
Net Assets
$770,717
Notable Sources of Revenue Percent of Total Revenue
Contributions $234,675
56.3%
Program Services $181,753
43.6%
Investment Income $297
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,000
8.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $770,717
Total Liabilities $0
Net Assets $770,717
Compensation
Key Employees and Officers Compensation Related Other
John Griffin (President) $0 $0 $0
Christine Parlour (President Elect) $0 $0 $0
Burton Holifield (Vice President) $0 $0 $0
Manju Puri (Vp Elect) $0 $0 $0
Bryan Routledge (Secy/Treasurer) $0 $0 $33,000
Uday Rajan (Director) $0 $0 $0
Rohan Williamson (Director) $0 $0 $0
Reena Agarwal (Director) $0 $0 $0
Carole Comerton Forde (Director) $0 $0 $0
Gideon Saar (Director) $0 $0 $0
Kai Li (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$254,519
Expenses
$147,008
Net Income
$107,511
Net Assets
$747,451
Notable Sources of Revenue Percent of Total Revenue
Contributions $210,550
82.7%
Program Services $43,500
17.1%
Investment Income $469
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,000
22.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $840,451
Total Liabilities $93,000
Net Assets $747,451
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Secy/Treasurer) $33,000 $0 $0
John Griffin (President) $0 $0 $0
Christine Parlour (President Elect) $0 $0 $0
Burton Holifield (Vice President) $0 $0 $0
Manju Puri (Vp Elect) $0 $0 $0
Uday Rajan (Director) $0 $0 $0
Jessica Watcher (Director) $0 $0 $0
Adrien Verdelhan (Director) $0 $0 $0
Amir Yaron (Director) $0 $0 $0
Gideon Saar (Director) $0 $0 $0
Kai Li (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$253,471
Expenses
$177,088
Net Income
$76,383
Net Assets
$639,940
Notable Sources of Revenue Percent of Total Revenue
Contributions $209,450
82.6%
Program Services $42,500
16.8%
Investment Income $1,521
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $63,000
35.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $732,940
Total Liabilities $93,000
Net Assets $639,940
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Secy/Treasurer) $63,000 $0 $0
Andrew Karolyi (President) $0 $0 $0
Toni Whited (President Elect) $0 $0 $0
John Griffin (Vice President) $0 $0 $0
Christine Parlour (Vp Elect) $0 $0 $0
Uday Rajan (Director) $0 $0 $0
Jessica Watcher (Director) $0 $0 $0
Adrien Verdelhan (Director) $0 $0 $0
Amir Yaron (Director) $0 $0 $0
Hanno Lustig (Director) $0 $0 $0
Burton Hollifield (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$433,641
Expenses
$428,817
Net Income
$4,824
Net Assets
$563,557
Notable Sources of Revenue Percent of Total Revenue
Contributions $430,703
99.3%
Program Services $0
Investment Income $2,938
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,000
7.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $563,557
Total Liabilities $0
Net Assets $563,557
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Secy/Treasurer) $33,000 $0 $0
Ingrid Werner (President) $0 $0 $0
Andrew Karolyi (President Elect) $0 $0 $0
Toni Whited (Vice President) $0 $0 $0
John Griffin (Vp Elect) $0 $0 $0
Annette Vissing Jorgensen (Director) $0 $0 $0
Itay Goldstein (Director) $0 $0 $0
Adrien Verdelhan (Director) $0 $0 $0
Amir Yaron (Director) $0 $0 $0
Hanno Lustig (Director) $0 $0 $0
Burton Hollifield (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$420,173
Expenses
$416,310
Net Income
$3,863
Net Assets
$558,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $418,659
99.6%
Program Services $0
Investment Income $1,514
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,000
7.9%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $558,733
Total Liabilities $0
Net Assets $558,733
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Secy/Treasurer) $33,000 $0 $0
Jiang Wang (President) $0 $0 $0
Ingrid Werner (President Elect) $0 $0 $0
Andrew Karolyi (Vice President) $0 $0 $0
Toni Whited (Vp Elect) $0 $0 $0
Annette Vissing Jorgensen (Director) $0 $0 $0
Itay Goldstein (Director) $0 $0 $0
Nicolae Garleanu (Director) $0 $0 $0
John Griffin (Director) $0 $0 $0
Hanno Lustig (Director) $0 $0 $0
Burton Hollifield (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$355,323
Expenses
$291,480
Net Income
$63,843
Net Assets
$554,871
Notable Sources of Revenue Percent of Total Revenue
Contributions $354,612
99.8%
Program Services $0
Investment Income $711
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $33,000
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $554,871
Total Liabilities $0
Net Assets $554,871
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Sec'y/Treas.) $33,000 $0 $0
Lubos Pastor (President) $0 $0 $0
Jiang Wang (President Elect) $0 $0 $0
Ingrid Werner (Vice President) $0 $0 $0
Andrew Karoly (Vp Elect) $0 $0 $0
Annette Vissing Jorgensen (Director) $0 $0 $0
Itay Goldstein (Director) $0 $0 $0
Nicolae Garleanu (Director) $0 $0 $0
John Griffin (Director) $0 $0 $0
Stefan Nagel (Director) $0 $0 $0
Pierre Collin Dufrresne (Director) $0 $0 $0

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Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$318,724
Expenses
$338,729
Net Income
-$20,005
Net Assets
$491,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $318,225
99.8%
Program Services $0
Investment Income $499
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $66,000
19.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $491,028
Total Liabilities $0
Net Assets $491,028
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Sec'y/Treas.) $66,000 $0 $0
Laura Starks (President) $0 $0 $0
Lubos Pastor (President Elect) $0 $0 $0
Jiang Wang (Vice President) $0 $0 $0
Ingrid Werner (Vp Elect) $0 $0 $0
Adriano Rampini (Director) $0 $0 $0
Pierre Collin Dufresne (Director) $0 $0 $0
Nicolae Garleanu (Director) $0 $0 $0
John Griffin (Director) $0 $0 $0
Stefan Nagel (Director) $0 $0 $0
Christine Parlour (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$327,730
Expenses
$305,306
Net Income
$22,424
Net Assets
$511,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $327,566
99.9%
Program Services $0
Investment Income $164
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,000
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $511,033
Total Liabilities $0
Net Assets $511,033
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Sec'y/Treas.) $30,000 $0 $0
Josef Zechner (President) $0 $0 $0
Laura Starks (President Elect) $0 $0 $0
Lubos Pastor (Vice President) $0 $0 $0
Jiang Wang (Vp Elect) $0 $0 $0
Adriano Rampini (Director) $0 $0 $0
Pierre Colin Dufresne (Director) $0 $0 $0
Jonathan Berk (Director) $0 $0 $0
Viral Acharya (Director) $0 $0 $0
Stefan Nagel (Director) $0 $0 $0
Christine Parlour (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$310,095
Expenses
$265,058
Net Income
$45,037
Net Assets
$488,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $309,862
99.9%
Program Services $0
Investment Income $233
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,000
11.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $488,609
Total Liabilities $0
Net Assets $488,609
Compensation
Key Employees and Officers Compensation Related Other
Bryan Routledge (Sec'y/Treas.) $30,000 $0 $0
John Graham (President) $0 $0 $0
Josef Zechner (President Elect) $0 $0 $0
Laura Starks (Vice President) $0 $0 $0
Lubos Pastor (Vp Elect) $0 $0 $0
Adriana Rampini (Director) $0 $0 $0
Christine Parlor (Director) $0 $0 $0
Jonathan Berk (Director) $0 $0 $0
Viral Acharya (Director) $0 $0 $0
Toni Whited (Director) $0 $0 $0
Joshua Coval (Director) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$269,485
Expenses
$229,287
Net Income
$40,198
Net Assets
$443,572
Notable Sources of Revenue Percent of Total Revenue
Contributions $269,290
99.9%
Program Services $0
Investment Income $195
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,000
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $443,572
Total Liabilities $0
Net Assets $443,572

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$228,608
Expenses
$242,529
Net Income
-$13,921
Net Assets
$403,374
Notable Sources of Revenue Percent of Total Revenue
Contributions $228,265
99.8%
Program Services $0
Investment Income $343
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $35,000
14.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $403,374
Total Liabilities $0
Net Assets $403,374

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$77,845
Expenses
$81,521
Net Income
-$3,676
Net Assets
$417,295
Notable Sources of Revenue Percent of Total Revenue
Contributions $35,000
45.0%
Program Services $0
Investment Income $662
0.9%
Net Fundraising $34,611
44.5%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $417,295
Total Liabilities $0
Net Assets $417,295

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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