2024-08-12T07:23:06-05:00 2023-12-31 382492570 DOEREN MAYHEW 305 WEST BIG BEAVER ROAD TROY MI 48084 990 2023-01-01 842218596 FINANCIAL ADVISOR TRAINING INSTITUTE FINA 3133002277 3707 W MAPLE RD STE 101 BLOOMFIELD HILLS MI 48301 TERRY LINDER CEO 3133002277 2024-08-08 1 1 STEPHEN MCCAGHY CPA P00360675 2482443000 2024-08-01 2023 2024-08-08 14:25:15Z TERRY LINDNER 3707 W MAPLE RD STE 101 BLOOMFIELD HILLS MI 48301 1008722 0 X FINANCIALADVISORSTRAININGINSTIUTE.ORG X 2019 MI THE FINANCIAL ADVISOR TRAINING INSTITUTE'S (FATI) MISSION IS TO RESTOCK A DEPLETING TALENT POOL OF 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. 5 4 2 4 0 0 333 0 451715 1008722 0 0 0 0 452048 1008722 0 0 0 0 36191 83250 0 0 0 321793 826715 357984 909965 94064 98757 132952 210813 151215 130319 -18263 80494 X 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. 0 0 410727 1008722 FINANCIAL ADVISOR TRAINING PROGRAM 410727 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X TERRY LINDNER 3133002277 3707 W MAPLE ROAD SUITE 101 BLOOMFIELD HILLS MI 48301 BRAD FROLING PRESIDENT 0.25 X X 0 0 0 DAVID BELLO SECRETARY 0.25 X X 0 0 0 THEODORE BROWN TREASURER 0.25 X X 0 0 0 LORI AJLOUNI DIRECTOR 0.25 X 0 0 0 TERRY LINDNER CEO/PRESDIENT OF BOARD 50.00 X X 51000 0 0 51000 0 0 0 0 0 0 0 TUITION INCOME 611430 1008722 1008722 1008722 1008722 1008722 0 0 X 51000 45900 5100 12000 10800 1200 20250 18225 2025 20065 20065 231671 191154 40517 411871 411871 1980 1980 82613 82613 12600 12600 TRAINING MATERIALS 35943 35943 STUDENT LICENSING MATER 21863 21863 STATE LICENSING FEE 4229 4229 TRUSTED EMPLOYEE 3880 3880 909965 410727 499238 0 107539 176469 25413 34344 132952 210813 76048 55152 75167 75167 151215 130319 X 0 0 0 0 -18263 80494 -18263 80494 132952 210813 98757 0 X 0 0 0 X 333 333 12000 451715 1008722 1472437 12000 452048 1008722 1472770 0 0 0 1472770 12000 452048 1008722 1472770 X TERRY LINDNER CEO/PRESIDENT OF BOARD START-UP COSTS X 75167 75167 0 1 1 75167 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 GUIDESTAR. FORM 990, PART IX, LINE 11G CALL CENTER: PROGRAM SERVICE EXPENSES 191,154. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,154. ENROLLMENT COUNSELOR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,517. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,517.