NATIONAL ASSOCIATION OF INVESTORS CORPORATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATIONAL ASSOCIATION OF INVESTORS CORPORATION (EIN 38-2111435)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-14
- IRS object ID
- 202332269349300778
- Schema version
- 2021v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-14T14:10:40-04:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383269666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKILLMAN GROUP PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 BUTTERFIELD DR STE 130 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 382111435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL ASSOCIATION OF INVESTORS | BusinessNameLine1Txt |
| Business Name Line2 | CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2485836242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 KIRTS BLVD SUITE 237 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN ZENDEL | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2485836242 | PhoneNum |
| Signature | 2023-01-18 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEN | PersonFirstNm |
| Person Last | ZENDEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY S MARTIN CPA | PreparerPersonNm |
| PTIN | P00418614 | PTIN |
| Phone | 2486415020 | PhoneNum |
| Preparation | 2023-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETTERINVESTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEN ZENDEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 KIRTS BLVD SUITE 237 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,284,892 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BETTERINVESTING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | MI | LegalDomicileStateCd |
| Activity Or Mission | PROGRAM OF SOUND INVESTMENT INFORMATION, EDUCATION, AND SUPPORT THAT HELPS CREATE SUCCESSFUL LIFETIME INVESTORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 529 | TotalVolunteersCnt |
| Total Gross UBI | $427,974 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $90,734 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $143,463 | PYContributionsGrantsAmt |
| CY Contributions Grants | $426,641 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,647,837 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,178,435 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,943 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,271 | CYInvestmentIncomeAmt |
| PY Other Revenue | $692,967 | PYOtherRevenueAmt |
| CY Other Revenue | $654,954 | CYOtherRevenueAmt |
| PY Total Revenue | $2,490,210 | PYTotalRevenueAmt |
| CY Total Revenue | $3,265,301 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,466,127 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,535,309 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,187,613 | PYOtherExpensesAmt |
| CY Other Expenses | $1,439,936 | CYOtherExpensesAmt |
| PY Total Expenses | $2,653,740 | PYTotalExpensesAmt |
| CY Total Expenses | $2,975,245 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$163,530 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $290,056 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,823,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,989,057 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,521,810 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,465,721 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,301,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,523,336 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROGRAM OF SOUND INVESTMENT INFORMATION, EDUCATION, AND SUPPORT THAT HELPS CREATE SUCCESSFUL LIFETIME INVESTORS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,513,609 | ExpenseAmt |
| Desc | FAR TOO MANY AMERICANS ARE MISSING OUT ON THE BASIC BUILDING BLOCKS OF WEALTH CREATION BECAUSE OF LACK OF KNOWLEDGE, EXPOSURE AND OPPORTUNITY. TOO MANY STILL LACK BASIC INVESTMENT EDUCATION. THROUGH OUR PROGRAMS, THE NATIONAL ASSOCIATION OF INVESTORS (NAIC) AIMS TO ADDRESS THESE ISSUES AND EMPOWER INDIVIDUAL INVESTORS TO BUILD A STRONG FINANCIAL FOUNDATION. NAIC/BETTERINVESTING INTRODUCES INDIVIDUALS TO THE BENEFITS OF OWNING AND INVESTING IN STOCK. THE ORGANIZATION PROVIDES A PROGRAM OF UNBIASED, IN- DEPTH INVESTING EDUCATION TO CREATE SUCCESSFUL LIFELONG INVESTORS. THE ORGANIZATION ENCOURAGES A LONG TERM APPROACH TO INVESTING AND FINANCIAL LITERACY THAT FOCUSES ON THE SELECTION AND OWNERSHIP OF HIGH-QUALITY COMPANIES. BETTERINVESTING STAFF TEACH THE ORGANIZATION'S PRICIPLES AND TIME-TESTED METHODOLOGY VIA LIVE EDUCATIONAL WEBINARS. BETTERINVESTING MAGAZINE IS THE NAIC/BETTERINVESTING MONTHLY PUBLICATION ON A VARIETY OF FINANCIAL EDUCATION TOPICS DISTRIBUTED TO ALL MEMBERS. A DEDICATED INCLUSIVE COMMUNITY OF VOLUNTEERS ACROSS AMERICA DEVELOPS AND DELIVERS EDUCATIONAL PROGRAMS TO INDIVIDUALS AND INVESTMENT CLUBS. HUNDREDS OF CLASSES ARE OFFERED LOCALLY AND/OR ONLINE EACH YEAR. THESE EDUCATIONAL PROGRAMS ARE FOR THE GENERAL PUBLIC, WITH PROGRAMS FOR BEGINNERS AS WELL AS FOR THOSE WHO WANT TO EXPAND THEIR KNOWLEDGE OF INVESTING. THE BETTER INVESTING VOLUNTEER ADVISORY BOARD SPONSORS AND PRODUCES ONE ANNUAL CONFERENCE: THE BETTERINVESTING NATIONAL CONVENTION, WHICH OFFERS DOZENS OF INVESTMENT EDUCATION SEMINARS OVER MULTIPLE DAYS. ADDITIONALLY, NAIC/BETTERINVESTING PROVIDES TUTORIAL-BASED, ONLINE TOOLS FOR STOCK MARKET ANALYSIS AND PORTFOLIO MANAGEMENT FROM BEGINNER TO EXPERT. | Desc |
| Total Program Service Expenses | $2,513,609 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLIFFORD TRENT | PersonNm |
| Phone | 2485836242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 KIRTS BLVD SUITE 237 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| KEN ZENDEL | |||||||
| CEO | 48.70 | Yes (X) | $163,650 | $0 | $24,961 | ||
| SUZANNE ARTZBERGER | |||||||
| DIRECTOR OF | 40.00 | $107,071 | $0 | $20,237 | Yes (X) | ||
| CLIFF TRENT | |||||||
| DIR OF OPS & | 40.00 | Yes (X) | $112,524 | $0 | $8,007 | Yes (X) | |
| LINDSEY BELL | |||||||
| DIRECTOR | 3.50 | $1,375 | $0 | $0 | Yes (X) | ||
| PAT DONNELLY | |||||||
| DIRECTOR | 3.50 | $1,375 | $0 | $0 | Yes (X) | ||
| JACKIE KOSKI | |||||||
| TREASURER | 3.50 | Yes (X) | $1,375 | $0 | $0 | Yes (X) | |
| EVE LEWIS | |||||||
| VICE CHAIR | 3.50 | Yes (X) | $1,375 | $0 | $0 | Yes (X) | |
| CYRELL LYNCH | |||||||
| CHAIR | 3.50 | Yes (X) | $1,375 | $0 | $0 | Yes (X) | |
| IONNIE MCNEILL | |||||||
| DIRECTOR | 3.50 | $1,375 | $0 | $0 | Yes (X) | ||
| CAROL THEINE | |||||||
| DIRECTOR | 3.50 | $1,375 | $0 | $0 | Yes (X) | ||
| MICHAEL CALBERT | |||||||
| DIRECTOR | 3.50 | $1,200 | $0 | $0 | Yes (X) | ||
| JOHN GANNON | |||||||
| SECRETARY | 3.50 | Yes (X) | $1,075 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $395,145 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $53,205 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LSC COMMUNICATIONS | |||||
| 2801 WEST OLD RD 30 | WARSAW | IN | 46580 | PRINTING | $121,151 |
| MORNINGSTAR INC | |||||
| 2668 PAYSPHERE CIRCLE | CHICAGO | IL | 60674 | INVESTMENT DATA | $109,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $426,641 | AllOtherContributionsAmt |
| Noncash Contributions | $60,170 | NoncashContributionsAmt |
| Total Contributions | $426,641 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $2,106,518 | $2,106,518 |
| OTHER MISC PROGRAM INCOME | 541800 | $39,957 | $39,957 |
| INCOME FROM SUBSIDIARY | $31,960 | $31,960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,178,435 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,527 | TotalRevenueColumnAmt |
| Exclusion | $6,527 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,355 | TotalRevenueColumnAmt |
| Exclusion | $2,355 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,335 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,591 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,256 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,256 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$1,256 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| SHARED SERVICE REVENUE | 900099 | $346,149 | $346,149 | |
| BETTER INVESTING | 561000 | $306,450 | $81,825 | $224,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $652,599 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,265,301 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,401,804 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $427,974 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,882 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,245 | TotalAmt |
| Program Services | $287,434 | ProgramServicesAmt |
| Management And General | $95,811 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,510 | TotalAmt |
| Program Services | $683,045 | ProgramServicesAmt |
| Management And General | $232,465 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,054 | TotalAmt |
| Program Services | $11,996 | ProgramServicesAmt |
| Management And General | $4,058 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,814 | TotalAmt |
| Program Services | $90,277 | ProgramServicesAmt |
| Management And General | $30,537 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,686 | TotalAmt |
| Program Services | $74,489 | ProgramServicesAmt |
| Management And General | $25,197 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,454 | TotalAmt |
| Management And General | $8,454 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,300 | TotalAmt |
| Management And General | $27,300 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,600 | TotalAmt |
| Program Services | $15,600 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,860 | TotalAmt |
| Program Services | $102,860 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,955 | TotalAmt |
| Program Services | $327,091 | ProgramServicesAmt |
| Management And General | $864 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,856 | TotalAmt |
| Program Services | $78,171 | ProgramServicesAmt |
| Management And General | $8,685 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,874 | TotalAmt |
| Program Services | $25,874 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,340 | TotalAmt |
| Program Services | $193,340 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,377 | TotalAmt |
| Program Services | $93,040 | ProgramServicesAmt |
| Management And General | $10,337 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,711 | TotalAmt |
| Program Services | $68,140 | ProgramServicesAmt |
| Management And General | $7,571 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| BANK & CREDIT CARD FEES | $49,074 | $49,074 |
| CONTRACT SERVICES | $85,159 | $85,159 |
| SOFTWARE | $61,075 | $61,075 |
| DONATED AD WORDS | $60,170 | $60,170 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,131 | TotalAmt |
| Program Services | $206,774 | ProgramServicesAmt |
| Management And General | $10,357 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975,245 | TotalAmt |
| Program Services | $2,513,609 | ProgramServicesAmt |
| Management And General | $461,636 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,909 | BOYAmt |
| EOY | $1,320,901 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,467 | BOYAmt |
| EOY | $767,694 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,647 | BOYAmt |
| EOY | $116,724 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,925 | BOYAmt |
| EOY | $9,675 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,352 | BOYAmt |
| EOY | $95,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,833,692 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,622,318 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,684 | BOYAmt |
| EOY | $211,374 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $187,785 | BOYAmt |
| EOY | $208,887 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,545 | BOYAmt |
| EOY | $1,242,505 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,013 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,823,314 | BOYAmt |
| EOY | $3,989,057 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,660 | BOYAmt |
| EOY | $319,521 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,678 | BOYAmt |
| EOY | $1,062,613 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,472 | BOYAmt |
| EOY | $83,587 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,810 | BOYAmt |
| EOY | $1,465,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,241,611 | BOYAmt |
| EOY | $2,149,112 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,893 | BOYAmt |
| EOY | $374,224 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,301,504 | BOYAmt |
| EOY | $2,523,336 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,823,314 | BOYAmt |
| EOY | $3,989,057 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $290,056 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$68,224 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,469 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,641 | CurrentTaxYearAmt |
| Total | $499,286 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,240,280 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,905,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,705,541 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,971,477 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,403,060 | CurrentTaxYearAmt |
| Total | $10,225,445 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,243,979 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,907,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,709,597 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,033,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,829,701 | CurrentTaxYearAmt |
| Total | $10,724,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,724,731 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,593 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,882 | CurrentTaxYearAmt |
| Total | $420,100 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $366,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,593 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,882 | CurrentTaxYearAmt |
| Total | $420,100 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,962 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $90,734 | CurrentTaxYearAmt |
| Total | $436,652 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,326,376 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,339,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,831,991 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,153,841 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,929,317 | CurrentTaxYearAmt |
| Total | $11,581,483 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92600 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91950 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,578,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,368,819 | DepreciationAmt |
| Book Value | $209,684 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $255,189 | OtherCostOrOtherBasisAmt |
| Depreciation | $253,499 | DepreciationAmt |
| Book Value | $1,690 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $211,374 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARY - ICLUB | Desc |
| Book Value | $1,242,505 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,242,505 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL AND RELATED | $83,260 |
| OTHER ACCRUED EXPENSES | $327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $83,587 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | Yes (true) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN ZENDEL | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $163,650 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $24,961 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $188,611 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PAGE 1, PART I, LINE 5A | FormAndLineReferenceDesc |
| Explanation | ADDITIONAL BONUS COMPENSATION CAN BE AWARDED FOR NEW MEMBERSHIP REVENUE ABOVE A CERTAIN BASELINE AMOUNT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AD WORDS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $60,170 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | FAR TOO MANY AMERICANS ARE MISSING OUT ON THE BASIC BUILDING BLOCKS OF WEALTH CREATION BECAUSE OF LACK OF KNOWLEDGE, EXPOSURE AND OPPORTUNITY. TOO MANY STILL LACK BASIC INVESTMENT EDUCATION. THROUGH OUR PROGRAMS, THE NATIONAL ASSOCIATION OF INVESTORS (NAIC) AIMS TO ADDRESS THESE ISSUES AND EMPOWER INDIVIDUAL INVESTORS TO BUILD A STRONG FINANCIAL FOUNDATION. NAIC/BETTERINVESTING INTRODUCES INDIVIDUALS TO THE BENEFITS OF OWNING AND INVESTING IN STOCK. THE ORGANIZATION PROVIDES A PROGRAM OF UNBIASED, IN- DEPTH INVESTING EDUCATION TO CREATE SUCCESSFUL LIFELONG INVESTORS. THE ORGANIZATION ENCOURAGES A LONG TERM APPROACH TO INVESTING AND FINANCIAL LITERACY THAT FOCUSES ON THE SELECTION AND OWNERSHIP OF HIGH-QUALITY COMPANIES. BETTERINVESTING STAFF TEACH THE ORGANIZATION'S PRICIPLES AND TIME-TESTED METHODOLOGY VIA LIVE EDUCATIONAL WEBINARS. BETTERINVESTING MAGAZINE IS THE NAIC/BETTERINVESTING MONTHLY PUBLICATION ON A VARIETY OF FINANCIAL EDUCATION TOPICS DISTRIBUTED TO ALL MEMBERS. A DEDICATED INCLUSIVE COMMUNITY OF VOLUNTEERS ACROSS AMERICA DEVELOPS AND DELIVERS EDUCATIONAL PROGRAMS TO INDIVIDUALS AND INVESTMENT CLUBS. HUNDREDS OF CLASSES ARE OFFERED LOCALLY AND/OR ONLINE EACH YEAR. THESE EDUCATIONAL PROGRAMS ARE FOR THE GENERAL PUBLIC, WITH PROGRAMS FOR BEGINNERS AS WELL AS FOR THOSE WHO WANT TO EXPAND THEIR KNOWLEDGE OF INVESTING. THE BETTER INVESTING VOLUNTEER ADVISORY BOARD SPONSORS AND PRODUCES ONE ANNUAL CONFERENCE: THE BETTERINVESTING NATIONAL CONVENTION, WHICH OFFERS DOZENS OF INVESTMENT EDUCATION SEMINARS OVER MULTIPLE DAYS. ADDITIONALLY, NAIC/BETTERINVESTING PROVIDES TUTORIAL-BASED, ONLINE TOOLS FOR STOCK MARKET ANALYSIS AND PORTFOLIO MANAGEMENT FROM BEGINNER TO EXPERT. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE DRAFT 990 FORMS ARE REVIEWED BY MANAGEMENT AND THEN SUBMITTED TO THE AUDIT AND FINANCE COMMITTEE FOR REVEW PRIOR TO FILING |
| FORM 990, PAGE 6, PART VI, LINE 12C | ALL DIRECTORS, OFFICERS AND EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY AT THE START OF THEIR TERM OF EMPLOYMENT, AND ANNUALLY, THEREAFTER. THE POLICY REQUIRES DIRECTORS,OFFICERS AND EMPLOYEES TO PROMPTLY DISCLOSE CONFLICTS AS THEY ARISE. ALL EMPLOYEES ARE ENCOURAGED TO REPORT ANY KNOWLEDGE OF A CONFLICT OF INTEREST. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE ORGANIZATION UTILITZES A CONSULTANT TO BENCHMARK THE CEO'S COMPENSATION. THE CONSULTANT'S REPORT IS REVIEWED BY THE COMPENSATION COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS LAST OCCURRED IN AUGUST 2019. ALL EMPLOYEES' COMPENSATION WAS BENCHMARKED IN AUGUST 2019. |
| FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS FOR OFFICERS/KEY EMPLOYEES CHANGE IN COMPENSATION, IS REVIEWED BY CEO AND PERFORMANCE AND COMPENSATION COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CODE OF ETHICS POLICY CONTAINING THE CONFLICTS OF INTEREST POLICY IS ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ICLUBCENTRAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 570 KIRTS BLVD SUITE 237 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48084 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043502681 | EIN |
| Primary Activities | SOFTWARE | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C CORP | EntityTypeTxt |
| Share Of Total Income | $1,066,205 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,826,959 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ICLUBCENTRAL INC | ||
| L | $207,124 | MARKETING AGREEMENT |
| ICLUBCENTRAL INC | ||
| O | $199,497 | PERCENTAGE OF WAGES |
| ICLUBCENTRAL INC | ||
| N | $19,528 | SQUARE FEET UTILIZED |
| ICLUBCENTRAL INC | ||
| Q | $95,290 | ACTUAL EXPENSES REIMBURSE |