IFERA INC

EIN: 831504166 501(c)(3) Social Science

OVIEDO, FL

Total Revenue
$223,966
Total Expenses
$218,471
Total Assets
$178,227
Net Assets
$178,227
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2018
Legal Domicile
FL
Principal Officer
Isabel C Botero
Phone
3867486621
Tax Period
2025-01-01 to 2025-12-31

IFERA INC, founded in 2018, is a small nonprofit in the Social Science sector that reported $224K in total revenue in fiscal year 2025.

Mission

IFERA is an organization that groups family business researchers around the world. Our goal is to be the leading global forum for family business research advancing and enriching the field through collaboration and knowledge sharing.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $0

We hold an annual conference. Scholars from around the world participate in the conference and share their research to learn from one another.

Program 2
Expenses: $0 Revenue: $0

We conduct webinars and other on-line educational experiences for members and non-members. These are offered for free to participants and are a way to share with new researchers in the field. These...

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We conduct webinars and other on-line educational experiences for members and non-members. These are offered for free to participants and are a way to share with new researchers in the field. These are conducted on-line using zoom. Expenses include zoom and social media products to create information for event.

Program 3
Expenses: $0 Revenue: $0

Every year we conduct a summer school program for doctoral students that study family business around the world. The goal is to have students learn more about family business research and come to our...

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Every year we conduct a summer school program for doctoral students that study family business around the world. The goal is to have students learn more about family business research and come to our conference. The students are taught online by faculty around the world that donate their time and it finishes with a one day face to face workshop in our annual conference.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $78,096
Program Service Revenue $137,712
Investment Income $0
Other Revenue $8,158
TOTAL REVENUE $223,966

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $0
Other Expenses $218,471
TOTAL EXPENSES $218,471

Year-over-Year Comparison

2025 2024 Change
Revenue $223,966 $215,401 +0.0%
Expenses $218,471 $208,657 +0.0%
Net Income $5,495 $6,744 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Isabel Botero Treasurer 8.00
Director
$0 $0 $0
Josip Kotlar President 10.00
Director
$0 $0 $0
Torsten Pieper Past President 3.00
Director
$0 $0 $0
Massimo Bau Research Director 8.00
Director
$0 $0 $0
Claudia Astrachan Board President 3.00
Director
$0 $0 $0
Kimberly Eddleston Board Member 2.00
Director
$0 $0 $0
Anneleen Michiels Board member 1.00
Director
$0 $0 $0
Emmanuela Rondi Research Development 4.00
Director
$0 $0 $0
Tom Russen Board Member 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $223,966 $218,471 $178,227 $5,495
2024 $215,401 $208,657 $172,732 $6,744
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