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Education · NC

The Society For Financial Studies

The Society For Financial Studies's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $50,949 for Lalitha Naveen, Secretary/tr (FY 2024). Column F can include amounts from the filing and related organizations.

After indexing supported filing years to 2025 comparison dollars, the subject figure is $52,290. It is higher than the D + F figure for 10 of 102 peer organizations selected under the disclosed tier Same NTEE sector (B60), nationwide + size band 0.71–1.4× revenue (approximately 10%; median $118,334). This is descriptive, not a reasonableness conclusion.

$1,565,656Total revenue (FY 2024)
$50,949Reported Part VII D + F figure
10 / 102Selected peers with a strictly lower 2025-dollar figure (approximately 10%)

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Review the selected comparables for The Society For Financial Studies, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.

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Selected peer organizations

Actual selection tier: Same NTEE sector (B60), nationwide + size band 0.71–1.4× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.

OrganizationStateRevenueD + F (2025 dollars)
Compassion & Choices Action Network CO$1,588,646 $27,048
Marcana Enterprisesinc TX$1,593,739 $67,203
Udw Resource Center CA$1,608,566 $41,821
International Association Of Industrial WI$1,504,761 $135,851
Master The Possibilities Inc FL$1,627,863 $85,999
Luther House Of Study SD$1,636,096 $137,267
Learning Resources Network Inc KS$1,636,585 $113,290
Penimi Inc NY$1,638,875 $146,652

View the organization record and available filings on ProPublica