Liabilities / Assets
77th percentile
Higher debt load relative to assets than 77% of similar nonprofits.
International Association Of
EIN 35-2041348 • 501(c)6 • Westlake, OH
Profile
To inspire and educate advisors, helping them make philanthropic planning an integral part of their practice, to create a unique network of support through collegial relationships among a diverse spectrum of professionals, and to promote the highest ethical standards in philanthropic planning.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.13x
Liabilities / Revenue
88th percentile
Higher debt load relative to revenue than 88% of similar nonprofits.
Net Margin
54th percentile
Higher net margin than 54% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Up$114,209
Up $15,519 (+16%) from 2023
Liabilities
Up$14,635
Up $14,185 (+3152%) from 2023
Net Assets
Up$99,574
Up $1,334 (+1.4%) from 2023
Revenue
Down$50,342
Down $14,233 (-22%) from 2023
Expenses
Down$49,008
Down $3,552 (-6.8%) from 2023
Net Income
Down$1,334
Down $10,681 (-89%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $114,209
- Liabilities
- $14,635
- Net assets
- $99,574
- Revenue
- $50,342
- Expenses
- $49,008
- Net income
- $1,334
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Jan 30, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $50,342
Mission and Program Overview
Mission
To inspire and educate advisors, helping them make philanthropic planning an integral part of their practice, to create a unique network of support through collegial relationships among a diverse spectrum of professionals, and to promote the highest ethical standards in philanthropic planning.
SEE SCHEDULE O
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SEE SCHEDULE O | - | $49,008 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ANDI KANG | Past President | - | $0 | - | - |
| ERINN ANDREWS | Vice President | - | $0 | - | - |
| BLEU BLAKSLEE | Director | - | $0 | - | - |
| MARY JOVANOVICH | Secretary | - | $0 | - | - |
| RICK PECK | President | - | $0 | - | - |
| MATT TODSEN | Director | - | $0 | - | - |
| AQUANETTA BETTS | Director | - | $0 | - | - |
| SHARON CAPPETTA | Director | - | $0 | - | - |
| CHRISTINE LIM | Director | - | $0 | - | - |
| ALISON PATTERSON | Director | - | $0 | - | - |
| ALYSSA HEATH | Director | - | $0 | - | - |
| SHANE JACKSTEIT | Director | - | $0 | - | - |
| DIANE LAI | Director | - | $0 | - | - |
| KATE MEDEIROS | Director | - | $0 | - | - |
| MATT PARSONS | Treasurer | - | $0 | - | - |
| KIMBERLEE RILEY | Director | - | $0 | - | - |
| DARIN SHEBESTA | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- International Association of
- EIN
- 35-2041348
- In Care Of
- % ADVISORS IN PHILANTROPHY
- Phone
- 2166213215
- Address
- 2001 Crocker Rd Suite 510, Westlake, OH 44145
Signing Officer
- Name
- Rick Peck
- Title
- President
- Phone
- 2166213215
- Signed
- 2025-01-30
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Lytkowski & Co Inc
- Address
- 1801 East Ninth Street Suite 1520, Cleveland, OH 44114
- Preparer
- David M Lytkowski CPA MBA
- Phone
- 2166965394
Supplemental Narrative
Additional Explanations
Part III - Primary Purpose
“To inspire and educate advisors, helping them make philanthropic planning an integral part of their practice, to create a unique network of support through collegial relationships among a diverse spectrum of professionals, and to promote the highest ethical standards in philanthropic planning”
Part III, Line 28 - First Accomplishment
“Our organization hosted virtual webinars and workshops, along with local chapter events, to educate our members on philanthropic planning to help inspire and equip wealth advisors, philanthropic advisors, and communities of allied professionals to build their practice and support their clients' philanthropic priorities.”
Form 990EZ Part I Line 8
“Description:STANFORD PAC PROJECT Amount:8075”
Form 990EZ Part I Line 8
“Description:CONFERENCE Amount:400”
Form 990EZ Part I Line 8
“Description:MISC. INCOME Amount:807”
Form 990EZ Part I Line 16
“Description:ADMIN FEE Amount:30938”
Form 990EZ Part I Line 16
“Description:BANK FEES Amount:4702”
Form 990EZ Part I Line 16
“Description:INSURANCE Amount:2502”
Form 990EZ Part I Line 16
“Description:OFFICE EXPENSE Amount:623”
Form 990EZ Part I Line 16
“Description:WEBSITE & COMPUTER EXPENSE Amount:6264”
Form 990EZ Part II Line 26
“Description:RESERVE GIFT FUND BOY Amount:450 EOY Amount:450”
Form 990EZ Part II Line 26
“Description:OC - CHAPTER DUES BOY Amount:EOY Amount:5800”
Raw XML Appendix222 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | DARIN SHEBESTA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
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| IRS990EZ/OtherRevenueTotalAmt | 0 | 9282 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | SEE SCHEDULE O |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 22 |
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| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
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| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | IN |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
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| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 14635 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 49008 |
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| IRS990EZ/TotalRevenueAmt | 0 | 50342 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.ADVISORSINPHILANTHROPY.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TO INSPIRE AND EDUCATE ADVISORS, HELPING THEM MAKE PHILANTHROPIC PLANNING AN INTEGRAL PART OF THEIR PRACTICE, TO CREATE A UNIQUE NETWORK OF SUPPORT THROUGH COLLEGIAL RELATIONSHIPS AMONG A DIVERSE SPECTRUM OF PROFESSIONALS, AND TO PROMOTE THE HIGHEST ETHICAL STANDARDS IN PHILANTHROPIC PLANNING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Our organization hosted virtual webinars and workshops, along with local chapter events, to educate our members on philanthropic planning to help inspire and equip wealth advisors, philanthropic advisors, and communities of allied professionals to build their practice and support their clients' philanthropic priorities. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description:STANFORD PAC PROJECT Amount:8075 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description:CONFERENCE Amount:400 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description:MISC. INCOME Amount:807 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Description:ADMIN FEE Amount:30938 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Description:BANK FEES Amount:4702 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Description:INSURANCE Amount:2502 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Description:OFFICE EXPENSE Amount:623 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Description:WEBSITE & COMPUTER EXPENSE Amount:6264 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Description:RESERVE GIFT FUND BOY Amount:450 EOY Amount:450 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Description:OC - CHAPTER DUES BOY Amount:EOY Amount:5800 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART III - PRIMARY PURPOSE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | PART III, LINE 28 - FIRST ACCOMPLISHMENT |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990EZ PART I LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990EZ PART I LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990EZ PART I LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990EZ PART I LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | FORM 990EZ PART II LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | FORM 990EZ PART II LINE 26 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RICK PECK |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2166213215 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-30 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INTERNATIONAL ASSOCIATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ADVISORS IN PHILANTHROPY INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INTE |
| ReturnHeader/Filer/EIN | 0 | 352041348 |
| ReturnHeader/Filer/InCareOfNm | 0 | % ADVISORS IN PHILANTROPHY |
| ReturnHeader/Filer/PhoneNum | 0 | 2166213215 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2001 Crocker Rd Suite 510 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Westlake |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44145 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LYTKOWSKI & CO INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1801 East Ninth Street Suite 1520 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Cleveland |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 44114 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2166965394 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | David M Lytkowski CPA MBA |
| ReturnHeader/ReturnTs | 0 | 2025-02-17T13:01:21-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.