Totals
- Total revenue
- $2,421,626
- Total expenses
- $1,707,387
- Contributions and grants received
- $555,294
- Grants paid
- $0
- Program service revenue
- $1,850,390
- Investment income
- $9,195
- Other revenue
- $6,747
- Total assets, end of year
- $719,492
- Total liabilities, end of year
- $5,253
- Net assets or fund balances, end of year
- $714,239
- Program services expenses (Part IX)
- $1,079,075
- Management and general expenses
- $593,112
- Fundraising expenses
- $35,200
- Program service expenses (Part III)
- $1,079,075
Program services were 63.2% 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.
-
1f · All other contributions, gifts and grants
$555,294
-
2a · Program service revenue: DUES
total $1,271,947 · related or exempt $1,271,947
-
2b · Program service revenue: EVENTS
total $578,443 · related or exempt $578,443
-
3 · Investment income
total $9,195 · excluded $9,195
-
11a · Other revenue: MISCELLANEOUS
total $6,747 · related or exempt $6,747
-
11e · Other revenue, total
$6,747
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $827,642 · program services $268,914 · management and general $558,728
-
11b · Fees: legal
total $5,699 · management and general $5,699
-
11c · Fees: accounting
total $725 · management and general $725
-
11e · Fees: professional fundraising services
total $35,200 · fundraising $35,200
-
11g · Fees: other
total $1,407 · management and general $1,407
-
12 · Advertising and promotion
total $22,683 · program services $22,683
-
13 · Office expenses
total $11,546 · program services $8,659 · management and general $2,887
-
14 · Information technology
total $19,183 · program services $9,756 · management and general $9,427
-
17 · Travel
total $12,671 · program services $3,548 · management and general $9,123
-
19 · Conferences, conventions and meetings
total $752,593 · program services $752,593
-
23 · Insurance
total $1,665 · management and general $1,665
-
24a · Other expenses: MEALS AND ENTERTAINMENT
total $12,720 · program services $9,539 · management and general $3,181
-
24b · Other expenses: DUES AND SUBSCRIPTION
total $3,383 · program services $3,383
-
24c · Other expenses: MISCELLANEOUS
total $270 · management and general $270
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $631,992
-
9 · Prepaid expenses and deferred charges
end of year $87,500
-
17 · Accounts payable and accrued expenses
end of year $5,253
-
27 · Net assets without donor restrictions
end of year $714,239
Mission and programs · 2024
Mission
SERVING AND STRENGTHENING PRIVATELY-HELD AND FAMILY-OWNED BUSINESSES THROUGH SUCCESSION PLANNING, EXECUTIVE LEADERSHIP TRAINING AND LEGACY BUILDING.
-
THE CENTER DEDICATES TO FAMILY AND PRIVATELY HELD BUSINESSES, TO PROVIDE RESOURCES FOR EXECUTIVE PEER GROUPS, BEST PRACTICE EDUCATION, LEADERSHIP DEVELOPMENT, AND LEGACY PLANNING. THE CENTER HOSTS TICKETED EVENTS, SUCH AS A SPEAKER SERIES.
Expenses $1,079,075 · Revenue $1,850,390
As filed on the 2024 return.
Listed in Part VII
-
Jack CrowleyJACK CROWLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Brian FalckBRIAN FALCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dale HighDALE HIGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike LorelliMIKE LORELLI
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Michael MitchellMICHAEL MITCHELL
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 40
-
Lin SensenigLIN SENSENIG
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Amanda StahlAMANDA STAHL
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Keri StraubKERI STRAUB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202533159349305263
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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