Form 990-EZ for tax year 2023

Totals

Total revenue

$43,939

Total expenses

$64,489

Contributions and grants received

— not reported

Grants paid

— not reported

Program service revenue

$7,499

Membership dues (line 3)

$18,848

Investment income (line 4)

$79

Gain or loss on sale of assets (line 5c)

— not reported

Gaming and fundraising events, net (line 6d)

— not reported

Gross profit on inventory sales (line 7c)

— not reported

Other revenue (line 8)

$17,513

Total assets, end of year

$46,723

Total liabilities, end of year

— not reported

Net assets or fund balances, end of year

$46,723

Program service expenses (Part III)

— not reported

Mission and programs · 2023

• The organization continues to promote professional growth through education, networking and mentoring.

• The organization continues to assist new planners in the business with opportunities for networking and mentoring through its career development programs.

• The organization continues to reach out to the community to promote the benefits of financial planning and working with a financial planner.

As filed on the 2023 return.

Listed in Part IV

Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, 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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type

form_990_ez

Tax year

2023

Filed

29 August 2024

IRS schema version

2023v5.1

Source object

202422429349201012

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