Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 8 | OTHER REVENUE 625 TOTAL 625 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSE 141 INFORMATION TECHNOLOGY 3,675 CONFERENCES/MEETINGS 50,192 INSURANCE 522 TRAVEL EXPENSE 688 SOFTWARE EXPENSE 660 BANK CHARGES/FEES 3,849 STORAGE RENT/FEES 377 TELEPHONE EXPENSE 914 TAXES/FEES 1,150 BOARD OF DIRECTORS 2,054 MEMBERSHIP EXPENSE 223 SPONSORSHIP EXPENSES 165 SECTION 481A ADJUSTMENT 1,740 TOTAL 66,350 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 0 2,525 PREPAID EXPENSES AND DEFERRED CHARGES 0 3,387 TOTAL 0 5,912 |
| FORM 990-EZ, PART II, LINE 26 | DEFERRED REVENUE 0 21,905 |
| FORM 990-EZ, PART III | PROVIDE CONTINUING AND PROFESSIONAL EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS |
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