Totals
- Total revenue
- $314,112
- Total expenses
- $287,630
- Contributions and grants received
- $152,020
- Grants paid
- $0
- Program service revenue
- $154,985
- Investment income
- $1,207
- Other revenue
- $5,900
- Total assets, end of year
- $84,857
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $84,857
- Program services expenses (Part IX)
- $167,769
- Management and general expenses
- $119,861
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $167,769
Program services were 58.3% 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
$37,820
-
1e · Government grants (contributions)
$114,200
-
2a · Program service revenue: OTHER
-
2b · Program service revenue: CONFERENCE
total $134,660 · related or exempt $134,660
-
2c · Program service revenue: PROFESSIONAL DEVELOPMEN
total $16,533 · related or exempt $16,533
-
2d · Program service revenue: SOUTHERN SECTION
-
2e · Program service revenue: AWARDS INCOME
total $3,792 · related or exempt $3,792
-
3 · Investment income
total $1,207 · related or exempt $1,207
-
8c · Net income from fundraising events
total $0
-
11a · Other revenue: NEWLETTER AND WEBSITE
total $5,900 · unrelated business $5,900
-
11e · Other revenue, total
$5,900
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $61,381 · management and general $61,381
-
13 · Office expenses
total $22,712 · management and general $22,712
-
17 · Travel
total $1,918 · management and general $1,918
-
19 · Conferences, conventions and meetings
total $146,055 · program services $112,205 · management and general $33,850
-
24a · Other expenses: WESTERN PLANNER
total $1,536 · program services $1,536
-
24b · Other expenses: PROFESIONAL DEVELOPMENT
total $14,023 · program services $14,023
-
24c · Other expenses: ADVOCACY GROUP
total $33,815 · program services $33,815
-
24d · Other expenses: AWARDS
total $6,190 · program services $6,190
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,430 · end of year $6,688
-
2 · Savings and temporary cash investments
beginning of year $47,964 · end of year $78,169
-
31 · Retained earnings, endowment or other funds
beginning of year $58,394 · end of year $84,857
Mission and programs · 2024
Mission
NATIONAL PLANNING EDUCATION
-
MEETINGS AND CONVENTIONS FEATURING SPEAKERS DEALING WITH ISSUES WHICH ARE OF EDUCATIONAL VALUE TO MEMBERS AND NON-MEMBERS. ACTIVE COMITTEES PROVIDE SERVICES TO MEMBERS
Expenses $167,769
As filed on the 2024 return.
Listed in Part VII
-
Adam CannonADAM CANNON
SECTION DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Michelle McNultyMICHELLE MCNULTY
VP PROF DEV
- Total calculated
- $0
- Hours/week
- 2
-
Sarah Ann MeggisonSARAH ANN MEGGISON
PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 2
-
Ryan McCannRYAN MCCANN
VP LEGISLATION
- Total calculated
- $0
- Hours/week
- 2
-
Noel GriemsmannNOEL GRIEMSMANN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Jessica SarkissianJESSICA SARKISSIAN
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Amanda LeonAMANDA LEON
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Charles HesterCHARLES HESTER
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Daniel FolkeDANIEL FOLKE
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Paige WolfromPAIGE WOLFROM
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Sarah DircksSARAH DIRCKS
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Noah SchumerthNOAH SCHUMERTH
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Lexy WellottLEXY WELLOTT
SECTION DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 September 2025
- IRS schema version
- 2024v5.2
- Source object
- 202512809349301626
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.