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Nonprofiteer
← GEORGIA SECURITIES ASSOCIATION INC

Form 990 for tax year 2024

Filed by GEORGIA SECURITIES ASSOCIATION INC.

Totals

Total revenue
$124,191
Total expenses
$180,358
Contributions and grants received
$104,240
Grants paid
$144,500
Program service revenue
$0
Investment income
$19,951
Other revenue
$0
Total assets, end of year
$303,913
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$303,913
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$144,500

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $7,053

  • 1c · Fundraising events

    $97,187

  • 3 · Investment income

    total $19,951 · related or exempt $19,951

  • 8a · Fundraising events: contributions included on line 1c

    $97,187

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $140,000

  • 2 · Grants to domestic individuals

    total $4,500

  • 11c · Fees: accounting

    total $1,300

  • 11f · Fees: investment management

    total $2,066

  • 13 · Office expenses

    total $495

  • 19 · Conferences, conventions and meetings

    total $27,189

  • 21 · Payments to affiliates

    total $2,500

  • 23 · Insurance

    total $395

  • 24a · Other expenses: Website

    total $1,823 · management and general $1,823

  • 24b · Other expenses: State registration

    total $90 · management and general $90

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $109,917 · end of year $71,865

  • 2 · Savings and temporary cash investments

    beginning of year $250,163 · end of year $232,048

  • 31 · Retained earnings, endowment or other funds

    beginning of year $360,080 · end of year $303,913

Mission and programs · 2024

Mission

Collection of membership dues, and the conduction of seminars and annual meetings for the purpose of promoting goodwill between members, the securities industry and the public.

  • Charitable contributions for the purpose of promoting goodwill between members, the securities industry and the general public.

    Expenses $140,000 · Grants $140,000

  • Scholarships for the purpose of promoting goodwill between members, the securities industry and the general public

    Expenses $4,500 · Grants $4,500

As filed on the 2024 return.

Listed in Part VII

  • Michael Lemes

    Director

    Total calculated
    $0
    Hours/week
    5

  • Patrick McGill

    Director

    Total calculated
    $0
    Hours/week
    5

  • Joseph Roman

    Director

    Total calculated
    $0
    Hours/week
    5

  • Randy Loving

    Director

    Total calculated
    $0
    Hours/week
    5

  • Mark Agah

    Director

    Total calculated
    $0
    Hours/week
    5

  • Ashley Ragsdale

    Director

    Total calculated
    $0
    Hours/week
    5

  • Cory McCallum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Lauren Puglisi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Zach Goodwin

    Director

    Total calculated
    $0
    Hours/week
    5

  • Paul Farrington

    Director

    Total calculated
    $0
    Hours/week
    5

  • Josh Husted

    Director

    Total calculated
    $0
    Hours/week
    5

  • Daniel Seigle

    Director

    Total calculated
    $0
    Hours/week
    5

  • Daryl Weber

    Director

    Total calculated
    $0
    Hours/week
    5

  • Earl Brown

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Kevin McGann

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Brad Summers

    President

    Total calculated
    $0
    Hours/week
    5

  • Hollis Gilliam

    Vice President

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
7 July 2025
IRS schema version
2024v5.1
Source object
202541929349301604

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