Totals
- Total revenue
- $160,708
- Total expenses
- $144,808
- Contributions and grants received
- $65,917
- Grants paid
- $0
- Program service revenue
- $90,589
- Investment income
- $4,158
- Other revenue
- $44
- Total assets, end of year
- $175,736
- Total liabilities, end of year
- $4,576
- Net assets or fund balances, end of year
- $171,160
- Program services expenses (Part IX)
- $144,808
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $144,808
Program services were 100.0% 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.
-
1f · All other contributions, gifts and grants
$65,917
-
2a · Program service revenue: CONFERENCE INCOME
total $63,335 · related or exempt $63,335
-
2b · Program service revenue: MEMBERSHIP DUES
total $27,254 · related or exempt $27,254
-
3 · Investment income
total $4,158 · related or exempt $4,158
-
11a · Other revenue: OTHER REVENUE
total $44 · related or exempt $44
-
11e · Other revenue, total
$44
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $2,725 · program services $2,725
-
13 · Office expenses
total $266 · program services $266
-
17 · Travel
total $11,572 · program services $11,572
-
19 · Conferences, conventions and meetings
total $38,819 · program services $38,819
-
23 · Insurance
total $1,915 · program services $1,915
-
24a · Other expenses: ADMINISTRATIVE ASSISTANT
total $55,066 · program services $55,066
-
24b · Other expenses: WEB PAGE/DOMAIN EXPENSE
total $22,551 · program services $22,551
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $5,778 · program services $5,778
-
24d · Other expenses: AWARDS EXPENSE
total $3,880 · program services $3,880
-
24e · All other expenses
total $2,236 · program services $2,236
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $156,267 · end of year $175,539
-
15 · Other assets
end of year $197
-
25 · Other liabilities
beginning of year $1,007 · end of year $4,576
-
27 · Net assets without donor restrictions
beginning of year $155,260 · end of year $171,160
Mission and programs · 2024
Mission
TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC.
-
TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS.
Expenses $33,417 · Revenue $63,335
-
PROFESSIONAL DEVELOPMENT AND RECOGNITION.
Expenses $4,380 · Revenue $93,172
-
ADVERTISING, INFORMATION AND PROMOTION OF THE PROFESSION.
Expenses $22,551
-
ADDITIONAL EXPENSES RELATED TO THE EXEMPT PURPOSE ACCOMPLISHMENTS.
Expenses $84,460 · Revenue $44
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Meagan BoothMEAGAN BOOTH
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Michael GottfredsonMICHAEL GOTTFREDSON
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Tippe MorlanTIPPE MORLAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
David RodgersDAVID RODGERS
SECRETARY
- 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
- 14 November 2025
- IRS schema version
- 2024v5.0
- Source object
- 202533219349324293
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