STRATEGY STUDIO / PUBLIC DATA EXPLORER

EXAMINATION BOARD OF PROFESSIONAL HOME INSPECTORS: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EXAMINATION BOARD OF PROFESSIONAL HOME INSPECTORS (EIN 36-4324813)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-05
IRS object ID
202441579349301504
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-05T12:17:23-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581304721PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANIGAN & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12630 CENTENNIAL PLACE SUITE 1AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32308ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364324813EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EXAMINATION BOARD OF PROFESSIONAL HOMEBusinessNameLine1Txt
Business Name Line2INSPECTORS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEXAMBusinessNameControlTxt
Phone8502270711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 JOHN KNOX ROAD L103AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32303ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEE KRINGPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8472987750PhoneNum
Signature2024-06-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEEPersonFirstNm
Person LastKRINGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN KEILLORPreparerPersonNm
PTINP01315239PTIN
Phone8508938418PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEE KRINGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 JOHN KNOX ROAD L103AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32303ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,980,580GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressHTTPS://NATIONALHOMEINSPECTOREXAM.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO DEVELOP AND MAINTAIN HIGH-STAKES EXAMINATIONS FOR THE REAL ESTATE INSPECTION PROFESSION AND TO ADVOCATE FOR HIGH STANDARDS FOR THE PROFESSION.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$2,360,003PYProgramServiceRevenueAmt
CY Program Service Revenue$1,562,897CYProgramServiceRevenueAmt
PY Investment Income$124,196PYInvestmentIncomeAmt
CY Investment Income$22,999CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,484,199PYTotalRevenueAmt
CY Total Revenue$1,585,896CYTotalRevenueAmt
PY Grants And Similar Paid$46,325PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$9,025CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,005,628PYOtherExpensesAmt
CY Other Expenses$1,851,178CYOtherExpensesAmt
PY Total Expenses$2,051,953PYTotalExpensesAmt
CY Total Expenses$1,860,203CYTotalExpensesAmt
PY Revenues Less Expenses$432,246PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$274,307CYRevenuesLessExpensesAmt
Total Assets BOY$5,233,146TotalAssetsBOYAmt
Total Assets EOY$5,504,590TotalAssetsEOYAmt
Total Liabilities BOY$114,863TotalLiabilitiesBOYAmt
Total Liabilities EOY$79,447TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,118,283NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,425,143NetAssetsOrFundBalancesEOYAmt
MissionTO DEVELOP AND MAINTAIN HIGH-STAKES EXAMINATIONS FOR THE REAL ESTATE INSPECTION PROFESSION AND TO ADVOCATE FOR HIGH STANDARDS FOR THE PROFESSION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,860,203ExpenseAmt
Revenue$1,562,897RevenueAmt
DescDEVELOPED, MAINTAINED, AND ADMINISTERED HOME INSPECTOR COMPETENCY ASSESSMENT TESTING AND RESOURCE MATERIALS. ADMINISTERED OVER 5,138 EXAMS WHICH ARE AVAILABLE IN ALL FIFTY STATES AND CANADA.Desc
Total Program Service Expenses$1,860,203TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEE KRINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8472987750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 JOHN KNOX RD BLDG L SUITE L103AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32303ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RANDY SIPE
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JASON MURTON
PRESIDENT ELECT1.00Yes (X)Yes (X)$0$0$0
BRENDAN RYAN
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SCOTT PATTERSON
SECRETARY1.00Yes (X)Yes (X)$0$0$0
LORETTA DEHAY
TREASURER1.00Yes (X)Yes (X)$0$0$0
CARL BRAKENSIEK
DIRECTOR1.00Yes (X)$0$0$0
CHAD FABRY
DIRECTOR1.00Yes (X)$0$0$0
PAUL D NAYLOR
DIRECTOR1.00Yes (X)$0$0$0
MARLON PAGE
DIRECTOR1.00Yes (X)$0$0$0
REUBEN SALTZMAN
DIRECTOR1.00Yes (X)$0$0$0
CHARLIE SESSUMS
DIRECTOR1.00Yes (X)$0$0$0
PETER SNIDERMAN
DIRECTOR1.00Yes (X)$0$0$0
ULI SOMMERS
DIRECTOR1.00Yes (X)$0$0$0
GEORGE HARPER
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL CASEY
DIRECTOR1.00Yes (X)$0$0$0
DEE KRING
EXECUTIVE DIRECTOR25.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARTNERS IN ASSOCIATION MANAGEMENTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1325 JOHN KNOX RD BLDG L STE 103AddressLine1Txt
CityTALLAHASSEECityNm
State AbbreviationFLStateAbbreviationCd
ZIP32303ZIPCd
FieldValueIRS element (for citing)
Compensation$211,816CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EXAM FEES541900$1,099,288$1,099,288
REFERENCE MANUAL SALES541900$421,557$421,557
QUIZ REVENUE541900$42,052$42,052
FieldValueIRS element (for citing)
Total Program Service Revenue$1,562,897TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,867TotalRevenueColumnAmt
Exclusion$40,867ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,376,816SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,394,684SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$17,868SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$17,868TotalRevenueColumnAmt
Exclusion-$17,868ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,585,896TotalRevenueColumnAmt
Related Or Exempt Func Income$1,562,897RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,999ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$9,025TotalAmt
Program Services$9,025ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$211,816TotalAmt
Program Services$211,816ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$88,628TotalAmt
Program Services$88,628ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,000TotalAmt
Program Services$14,000ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$190,428TotalAmt
Program Services$190,428ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$58,897TotalAmt
Program Services$58,897ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,084TotalAmt
Program Services$18,084ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$899TotalAmt
Program Services$899ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$321,716TotalAmt
Program Services$321,716ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$116,545TotalAmt
Program Services$116,545ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,144TotalAmt
Program Services$44,144ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,740TotalAmt
Program Services$5,740ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
OTHER EXPENSES$691,564$691,564
STUDY GUIDE$47,206$47,206
ACCREDITATION EXPENSES$23,603$23,603
EXAM AND QUIZ COSTS$17,607$17,607

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$301TotalAmt
Program Services$301ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,860,203TotalAmt
Program Services$1,860,203ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$77,750BOYAmt
EOY$141,623EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$108,094BOYAmt
EOY$91,267EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$36,873BOYAmt
EOY$57,737EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$4,813,044BOYAmt
EOY$5,060,722EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$197,385BOYAmt
EOY$153,241EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,233,146BOYAmt
EOY$5,504,590EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$70,088BOYAmt
EOY$49,447EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$44,775BOYAmt
EOY$30,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$114,863BOYAmt
EOY$79,447EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,118,283BOYAmt
EOY$5,425,143EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,118,283BOYAmt
EOY$5,425,143EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,233,146BOYAmt
EOY$5,504,590EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$274,307ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$602,234NetUnrlzdGainsLossesInvstAmt
Investment Expense-$21,067InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
MUTUAL FUNDS$4,748,094F
EXCHANGE TRADED FUNDS$282,628F
CERTIFICATE OF DEPOSIT$30,000F
FieldValueIRS element (for citing)
Total Book Value Securities$5,060,722TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationMANAGEMENT IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THE ORGANIZATION'S TAX-EXEMPT STATUS, AND BELIEVES IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF AND FOR THE YEAR ENDED DECEMBER 31, 2023. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS FOR ANY TAX PERIODS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR FISCAL YEARS ENDING PRIOR TO DECEMBER 31, 2023.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeJD GREWELL EDUCATION SCHOLARSHIPGrantTypeTxt
Recipient10RecipientCnt
Cash Grant$9,025CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6VOLUNTEERS ARE THE MEMBERS OF THE BOARD OF DIRECTORS WHO ARE RESPONSIBLE FOR OVERSEEING THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 3THE BOARD OF DIRECTORS CONTRACTS OUT THE ADMINISTRATIVE AND RELATED MANAGEMENT FUNCTIONS TO AN OUTSIDE MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS A COPY OF THE FORM 990 PLACED ON OUR SECURE WEBSITE FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12CENFORCEMENT OF CONFLICTS POLICY BOARD MEMBERS ANNUALLY REVIEW AND SIGN THE ORGANIZATION'S SECURITY AGREEMENT, TAKING ACTION AS NEEDED.
FORM 990, PART VI, SECTION B, LINE 15ACOMPENSATION PROCESS FOR TOP OFFICIAL EXECUTIVE DIRECTOR SERVICES ARE AWARDED AFTER A BID PROCESS AND ARE PAID (INDIRECTLY TO THE DIRECTOR) THROUGH AN OUTSIDE MANAGEMENT COMPANY.
FORM 990, PART VI, SECTION C, LINE 18UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19NO DOCUMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GPROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 73,349. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,349. PUBLIC RELATIONS: PROGRAM SERVICE EXPENSES 117,079. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,079.