NATIONAL PORTFOLIO DAY ASSOCIATION: Form 990EZ, tax year 2021
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- Organization
- NATIONAL PORTFOLIO DAY ASSOCIATION (EIN 46-3370305)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-08
- IRS object ID
- 202321289349202702
- Schema version
- 2021v4.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T14:16:33-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382778525 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ONE ACCOUNTING INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44744 HELM STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463370305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PORTFOLIO DAY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 9493766000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44744 HELM STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Matilde Perez | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122173774 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Matilde | PersonFirstNm |
| Person Last | Perez | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer K Lohrer-Elstone | PreparerPersonNm |
| PTIN | P01310296 | PTIN |
| Phone | 7344538804 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | nationalportfolioday.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $115,668 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Membership Dues | $115,514 | MembershipDuesAmt |
| Other Revenue Total | $154 | OtherRevenueTotalAmt |
| Total Revenue | $115,668 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $33,100 | FeesAndOtherPymtToIndCntrctAmt |
| Printing Publications Postage | $61,804 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $51,451 | OtherExpensesTotalAmt |
| Total Expenses | $146,355 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$30,687 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $365,719 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $335,032 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,588 | BOYAmt |
| EOY | $329,455 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,431 | BOYAmt |
| EOY | $6,978 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,019 | BOYAmt |
| EOY | $336,433 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300 | BOYAmt |
| EOY | $1,401 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $365,719 | BOYAmt |
| EOY | $335,032 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | The organization will coordinate, manage and promote educational events focused on developing students' visual arts portfolios. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | The organization will coordinate, manage and promote educational events focused on developing students' visual arts portfolios. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $0 | GrantsAndAllocationsAmt |
| Program Service Expenses | $129,508 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $129,508 | TotalProgramServiceExpensesAmt |
| Info In Schedule O Part IV | Yes (X) | InfoInScheduleOPartIVInd |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Christopher Brown | ||||
| President | 2.50 | $0 | $0 | $0 |
| Melissa Huybrecht | ||||
| Vice President | 2.00 | $0 | $0 | $0 |
| Nicole Hall | ||||
| Secretary | 3.00 | $0 | $0 | $0 |
| Matilde Perez | ||||
| Treasurer | 1.00 | $0 | $0 | $0 |
| Rose Milkowski | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Gabrielle Durning | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Adam Rogers | ||||
| Director | 0.75 | $0 | $0 | $0 |
| Jenny Saluti | ||||
| Director | 1.25 | $0 | $0 | $0 |
| Lauren Wilshusen | ||||
| Director | 0.50 | $0 | $0 | $0 |
| Juliana Lew | ||||
| Director | 2.00 | $0 | $0 | $0 |
| Christopher Harring | ||||
| Director | 0.75 | $0 | $0 | $0 |
| Lana Colvin | ||||
| Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCIAL ONE ACCOUNTING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44744 HELM STREET | AddressLine1Txt |
| City | PLYMOUTH | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7344538804 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $363,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,514 | CurrentTaxYearAmt |
| Total | $768,237 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $91,250 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $363,873 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $115,514 | CurrentTaxYearAmt |
| Total | $768,237 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $768,237 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,950 | CurrentTaxYearMinus2YearsAmt |
| Total | $24,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $792,537 | TotalSupportAmt |
| Public Support CY170 | 0.96930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 8 - Other Revenue | Description: Interest Income. Amount: 154. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Office Exp. Amount: 7375. Description: Website Hosting. Amount: 704. Description: Insurance. Amount: 749. Description: Biannual Meeting Expenses. Amount: 17623. Description: Virtual Platform Event Mgmt & Creation. Amount: 25000. Total to Form 990-EZ, line 16: 51451. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Prepaid Expense. Beg. of Year Amount: 29431. End of Year Amount: 4969. Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 2009. |
| Form 990-EZ, Part II, Line 26 - Other Liabilities | Description: Accounts Payable. Beg. of Year Amount: 2300. End of Year Amount: 1401. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |