Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Liabilities / Revenue
64th percentile
Higher debt load relative to revenue than 64% of similar nonprofits.
Net Margin
35th percentile
Higher net margin than 35% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
7th percentile
Faster asset growth than 7% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Assets
Down$827,122
Down $252,545 (-23%) from 2022
Net Assets
Down$690,853
Down $16,123 (-2.3%) from 2022
Liabilities
Down$136,269
Down $236,422 (-63%) from 2022
Revenue
Down$949,089
Down $13,492 (-1.4%) from 2022
Expenses
Up$965,212
Up $164,515 (+21%) from 2022
Net Income
Down-$16,123
Down $178,007 (-110%) from 2022
The organizations's mission is
THe organizations mission is to provide a forum through meetings and workshops for the sharing of ideas and new technologies in the financial community.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Savings and Temporary Cash Investments | - | $514,552 | - |
| Cash and Non-Interest-Bearing Accounts | $1,066,330 | $257,577 | ▼ $808,753 |
| Accounts Receivable | $19 | $39,619 | ▲ $39,600 |
| Prepaid Expenses and Deferred Charges | $13,318 | $15,374 | ▲ $2,056 |
| Total Assets | $1,079,667 | $827,122 | ▼ $252,545 |
| Liabilities | |||
| Deferred Revenue | $200,458 | $130,734 | ▼ $69,724 |
| Accounts Payable and Accrued Expenses | $172,233 | $5,535 | ▼ $166,698 |
| Total Liabilities | $372,691 | $136,269 | ▼ $236,422 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $646,709 | $642,889 | ▼ $3,820 |
| Net Assets With Donor Restrictions | $60,267 | $47,964 | ▼ $12,303 |
| Total Net Assets Fund Balance | $706,976 | $690,853 | ▼ $16,123 |
| Total Liabilities and Net Assets / Fund Balance | $1,079,667 | $827,122 | ▼ $252,545 |
| Name | Title |
|---|---|
| Kara Parkey | Past President |
| Matt Dean | President |
| Nathan Baumeister | Vice President |
| Aaron Smith | Director |
| Danny Payne | Director |
| Drew Dizon | Director |
| Matt Collicoat | Director |
| Ruthann Glyman | Director |
| Tim Hamilton | Director |
| Karl Kirsch | Executive Director |
| Tori VanCura Rutland | Secretary |
| Jarret Puckett | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $952,712 |
| Grants and Similar Amounts Paid | $12,500 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Conferences and Meetings | $745,627 | - | - | $745,627 |
| Fees for Services Management | - | $135,000 | - | $135,000 |
| Other Expenses | - | $33,300 | - | $33,300 |
| Grants to Domestic Individuals | $12,500 | - | - | $12,500 |
| Advertising | - | $7,673 | - | $7,673 |
| Information Technology | - | $3,716 | - | $3,716 |
| Fees for Service Investment Mgmnt Fees | - | $1,136 | - | $1,136 |
| Insurance | - | $934 | - | $934 |
| Office Expenses | - | $569 | - | $569 |
| Fees for Services Accounting | - | $514 | - | $514 |
| Fees for Services Legal | - | $30 | - | $30 |
| Total Functional Expenses | $758,127 | $207,085 | $0 | $965,212 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The organization has delegated management duties to a management company.”
“Members have the authority to elect the governing body and to approve changes to the organizations bylaws.”
“Members have the authority to elect the governing body and to approve changes to the organizations bylaws.”
“Members have the authority to elect the governing body and to approve changes to the organizations bylaws.”
“The form is reviewed by the organizations officers prior to filing.”
“All mailing addresses are for headquarters.”
“Governing documents are not made available to the public. Members may request the information via written request which includes the purpose for the request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 172233 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 5535 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 19 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 39619 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THe organizations mission is to provide a forum through meetings and workshops for the sharing of ideas and new technologies in the financial community. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 7673 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 7673 |
| IRS990/BackupWthldComplianceInd | 0 | true |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Meeting Expectations Inc |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4047604249 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | One Glenlake Pkwy S1200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Atlanta |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 30328 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1066330 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 257577 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 745627 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 745627 |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 145000 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 12500 |
| IRS990/CYInvestmentIncomeAmt | 0 | 16039 |
| IRS990/CYOtherExpensesAmt | 0 | 952712 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 788050 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -16123 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 965212 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 949089 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 200458 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 130734 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | true |
| IRS990/Desc | 0 | Each meeting and workshop featured a full agenda of presentations, panel discussions and open forums. Each income producing activity was necessary and incidental. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRestrictionNetAssetsGrp/BOYAmt | 0 | 60267 |
| IRS990/DonorRestrictionNetAssetsGrp/EOYAmt | 0 | 47964 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 758127 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 514 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 514 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 30 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 30 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 135000 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 135000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 1136 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1136 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 3.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 20.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Tori VanCura Rutland |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Nathan Baumeister |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Drew Dizon |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Aaron Smith |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Danny Payne |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Matt Collicoat |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Tim Hamilton |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Ruthann Glyman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Danny Payne |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Jarret Puckett |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Kara Parkey |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Matt Dean |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Karl Kirsch |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Past President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Executive Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1972 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 13 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 12500 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 12500 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossReceiptsAmt | 0 | 949089 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 3716 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 3716 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 934 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 934 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 16039 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 16039 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembershipDuesAmt | 0 | 145000 |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THe organizations mission is to provide a forum through meetings and workshops for the sharing of ideas and new technologies in the financial community. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 706976 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 690853 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 646709 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 642889 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 569 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 569 |
| IRS990/OfficerMailingAddressInd | 0 | true |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | Merchant Services |
| IRS990/OtherExpensesGrp/Desc | 1 | NFO Marketing |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 24213 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 33300 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 24213 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 33300 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 13318 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 15374 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 541900 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 541900 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 541900 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 3 | 541900 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Registrations |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Sponsorships |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | NFO Donations |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | Scholarship Funding |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 610833 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 123000 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 51967 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 2250 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 610833 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 123000 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 51967 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 2250 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 204882 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 25000 |
| IRS990/PYInvestmentIncomeAmt | 0 | 161 |
| IRS990/PYOtherExpensesAmt | 0 | 775697 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 757538 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 161884 |
| IRS990/PYTotalExpensesAmt | 0 | 800697 |
| IRS990/PYTotalRevenueAmt | 0 | 962581 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -16123 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 788050 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 514552 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleC/AgreeCarryoverPriorYearInd | 0 | false |
| IRS990ScheduleC/OnlyInHouseLobbyingInd | 0 | false |
| IRS990ScheduleC/SubstantiallyAllDuesNondedInd | 0 | false |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | false |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | Scholarships |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | The organization has delegated management duties to a management company. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Members have the authority to elect the governing body and to approve changes to the organizations bylaws. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Members have the authority to elect the governing body and to approve changes to the organizations bylaws. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Members have the authority to elect the governing body and to approve changes to the organizations bylaws. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The form is reviewed by the organizations officers prior to filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | All mailing addresses are for headquarters. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Governing documents are not made available to the public. Members may request the information via written request which includes the purpose for the request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Management duties delegation Part VI line 3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Members or stockholder classes and rights Part VI line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Member election for additional members Part VI line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Governing body decisions Part VI line 7b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990 governing body review Part VI line 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Officer director etc mailing address Part VI line 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Governing documents etc available to public Part VI line 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | OH |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | true |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1079667 |
| IRS990/TotalAssetsEOYAmt | 0 | 827122 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1079667 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 827122 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 145000 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 207085 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 758127 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 965212 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 372691 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 136269 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 372691 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 136269 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 706976 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 690853 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 758127 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 788050 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 804089 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 949089 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1079667 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 827122 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 13 |
| IRS990/VotingMembersIndependentCnt | 0 | 13 |
| IRS990/WebsiteAddressTxt | 0 | aftweb.com |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Karl Kirsch |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Direc |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4047604249 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-06-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ASSOC FOR FINANCIAL TECHNOLOGY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ASSO |
| ReturnHeader/Filer/EIN | 0 | 310937851 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | One Glenlake Parkway STE 1200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Atlanta |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 30328 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Micheal North |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 115 Biscayne Drive D4 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Atlanta |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30309 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4044080809 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-08-30 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Micheal North |
| ReturnHeader/ReturnTs | 0 | 2024-08-30T09:58:07-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.