Civic Intelligence

Financial Advisor Training Institute

EIN 84-2218596 • 501(c)3 • Bloomfield Hills, MI

Profile

Form 990, part i, line 1, description of organization mission: qualified financial advisors in the united states by creating a consistent learning environment that teaches professionalism, high ethical standards, sophisticated investment and insurance knowledge, and proper sales and client interaction skills. The institute will train 250,000 new financial advisors over the next 15 years. Our intent is not to save a for-profit industry but rather to keep a profession critical to the financial well-being of the u.s. Economy and the american public at large thriving because future generations deserve sound financial advice.

3707 W Maple Rd 101Bloomfield Hills, MI 48301

financialadvisorstraininginstiute.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

3.63x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.18x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

3rd percentile

-81%

Faster asset growth than 3% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$243,780

Up $204,423 (+519%) from 2024

Liabilities

Up

$153,523

Up $10,596 (+7.4%) from 2024

Net Assets

Up

$90,257

Up $193,827 (+187%) from 2024

Operations
Liabilities / Revenue76th percentileNet Margin14th percentile

Revenue

Up

$926,169

Up $145,626 (+19%) from 2024

Expenses

Down

$732,342

Down $232,265 (-24%) from 2024

Net Income

Up

$193,827

Up $377,891 (+205%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth3rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100K-$200KAssets 2022: $132,952Liabilities 2022: $151,215Net Assets 2022: -$18,2632022Assets 2023: $210,813Liabilities 2023: $130,319Net Assets 2023: $80,4942023Assets 2024: $39,357Liabilities 2024: $142,927Net Assets 2024: -$103,5702024Assets 2025: $243,780Liabilities 2025: $153,523Net Assets 2025: $90,2572025

Highlighted filing

2025

Assets$243,780
Liabilities$153,523
Net Assets$90,257
Open 2025 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2022: $452,048Expenses 2022: $357,984Net Income 2022: $94,0642022Revenue 2023: $1,008,722Expenses 2023: $909,965Net Income 2023: $98,7572023Revenue 2024: $780,543Expenses 2024: $964,607Net Income 2024: -$184,0642024Revenue 2025: $926,169Expenses 2025: $732,342Net Income 2025: $193,8272025

Highlighted filing

2025

Revenue$926,169
Expenses$732,342
Net Income$193,827
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$243,780
Liabilities
$153,523
Net assets
$90,257
Revenue
$926,169
Expenses
$732,342
Net income
$193,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.24$0.15$0.09$0.93$0.73$0.19
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.14$0.10$0.78$0.96$0.18
2023Detailed filing. Detailed filing data is available for this year.$0.21$0.13$0.08$1.01$0.91$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.15$0.02$0.45$0.36$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 20, 2026
Return Version
2025v4.0
Gross Receipts
$926,169
Mission and Program Overview

Mission

To replenish a depleting talent pool of qualified financial advisors in the retail investment services communinty in the united states by creating a consistent learning environment that teaches professionalism, high ethical standards, sophisticated investment and insurance knowledge, and proper sales and client interaction skills for those who aspire to become a professional financial advisor. This optional instruction that provides assistance as detailed above. This is not a degree granting entity or a proprietary school.

Form 990, part i, line 1, description of organization mission: qualified financial advisors in the united states by creating a consistent learning environment that teaches professionalism, high ethical standards, sophisticated investment and insurance knowledge, and proper sales and client interaction skills. The institute will train 250,000 new financial advisors over the next 15 years. Our intent is not to save a for-profit industry but rather to keep a profession critical to the financial well-being of the u.s. Economy and the american public at large thriving because future generations deserve sound financial advice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$39,357$242,928▲ $203,571
Loans From Officers Directors$136,707$136,707→ $0
Prepaid Expenses and Deferred Charges-$852-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$39,357$243,780▲ $204,423
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$6,220$16,816▲ $10,596
Total Liabilities$142,927$153,523▲ $10,596
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-103,570$90,257▲ $193,827
Total Net Assets Fund Balance$-103,570$90,257▲ $193,827
Total Liabilities and Net Assets / Fund Balance$39,357$243,780▲ $204,423
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Terry LindnerPresident & CEOFT$78,155$78,155

Board Members and Trustees

NameTitle
David HensleyTrustee
Joseph GodfreyTrustee
Joshua RossTrustee
John OestreichSecretary
Robin WheelerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$926,169
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$193,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$595,311
Salaries, Compensation, and Employee Benefits$137,031
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$331,540--$331,540
Fees for Services Other$132,471--$132,471
Current Officers, Directors, Trustees, and Key Employees-$78,155-$78,155
Comp Disqual Persons-$48,000-$48,000
Information Technology$42,107$2,157-$44,264
Office Expenses-$17,809-$17,809
Occupancy-$13,800-$13,800
Fees for Services Accounting$10,515--$10,515
Payroll Taxes-$10,033-$10,033
Travel-$2,801-$2,801
Fees for Services Legal$2,494--$2,494
Other Employee Benefits-$843-$843
Other Expenses$14,310$430-$430
Total Functional Expenses$557,229$175,113$0$732,342
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$136,707$136,707→ $0
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The organization has no committees.”

Form 990, Part VI, Section B, Line 11B

“A copy of the form 990 is reviewed by the ceo before filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is reviewed annually.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE ON CANDID.”

Filing and Contact Details

Filer

Filer Name
Financial Advisor Training Institute
EIN
84-2218596
Phone
3133002277
Address
3707 W MAPLE RD 101, BLOOMFIELD HILLS, MI 48301

Signing Officer

Name
Terry Lindner
Title
CEO
Signed
2026-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Terry Lindner
Formed
2019
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
4
Employees
2
Volunteers
4

Preparer

Firm
Tina Ganeva CPA
Address
6931 Fox Chase Rd, New Market, MD 21774-6921
Preparer
Radostina Ganeva
Phone
3012568955
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS REVIEWED BY THE CEO BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE ON CANDID.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
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IRS990/USAddress/AddressLine1Txt03707 W MAPLE RD 101
IRS990/USAddress/CityNm0BLOOMFIELD HILLS
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TERRY LINDNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL ADVISOR TRAINING INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0842218596
ReturnHeader/Filer/PhoneNum03133002277
ReturnHeader/Filer/USAddress/AddressLine1Txt03707 W MAPLE RD 101
ReturnHeader/Filer/USAddress/CityNm0BLOOMFIELD HILLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048301
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920419224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tina Ganeva CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06931 Fox Chase Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Market
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0217746921
ReturnHeader/PreparerPersonGrp/PhoneNum03012568955
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Radostina Ganeva

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