FINANCIAL ADVISOR TRAINING INSTITUTE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: FINANCIAL ADVISOR TRAINING INSTITUTE (EIN 84-2218596)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-06-24
IRS object ID: 202511759349301406
Schema version: 2024v5.1
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
Form 990
Schedule A
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-06-24T14:02:32-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	994260840	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DOEREN MAYHEW	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	305 WEST BIG BEAVER ROAD	AddressLine1Txt
City	TROY	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48084	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	842218596	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	FINANCIAL ADVISOR TRAINING INSTITUTE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	FINA	BusinessNameControlTxt
Phone	3133002277	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3707 W MAPLE RD STE 101	AddressLine1Txt
City	BLOOMFIELD HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48301	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TERRY LINDER	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	3133002277	PhoneNum
Signature	2025-06-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHEN MCCAGHY CPA	PreparerPersonNm
PTIN	P00360675	PTIN
Phone	2482443000	PhoneNum
Preparation	2025-06-03	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TERRY LINDNER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3707 W MAPLE RD STE 101	AddressLine1Txt
City	BLOOMFIELD HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48301	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$780,543	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	FINANCIALADVISORSTRAININGINSTIUTE.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2019	FormationYr
Legal Domicile State	MI	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	2	TotalEmployeeCnt
Total Volunteers	4	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,008,722	PYProgramServiceRevenueAmt
CY Program Service Revenue	$780,543	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,008,722	PYTotalRevenueAmt
CY Total Revenue	$780,543	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$83,250	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$106,317	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$826,715	PYOtherExpensesAmt
CY Other Expenses	$858,290	CYOtherExpensesAmt
PY Total Expenses	$909,965	PYTotalExpensesAmt
CY Total Expenses	$964,607	CYTotalExpensesAmt
PY Revenues Less Expenses	$98,757	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$184,064	CYRevenuesLessExpensesAmt
Total Assets BOY	$210,813	TotalAssetsBOYAmt
Total Assets EOY	$39,357	TotalAssetsEOYAmt
Total Liabilities BOY	$130,319	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$142,927	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$80,494	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	-$103,570	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$830,245	ExpenseAmt
Revenue	$780,543	RevenueAmt
Desc	FINANCIAL ADVISOR TRAINING PROGRAM	Desc
Total Program Service Expenses	$830,245	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	3	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	2	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	0	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	0	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Other Website	Yes (X)	OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TERRY LINDNER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3133002277	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3707 W MAPLE ROAD SUITE 101	AddressLine1Txt
City	BLOOMFIELD HILLS	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48301	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
JOHN OESTREICH
SECRETARY	0.25	Yes (X)	Yes (X)	$0	$0	$0
ROBIN WHEELER
TREASURER	0.25	Yes (X)	Yes (X)	$0	$0	$0
DAVID HENSLEY
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0
TERRY LINDNER
CEO/PRESDIENT OF BOARD	50.00	Yes (X)	Yes (X)	$51,000	$0	$0
JOSHUA ROSS
BOARD MEMBER	0.25	Yes (X)		$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$51,000	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	TUITION INCOME	Desc
Business	611430	BusinessCd
Total Revenue Column	$780,543	TotalRevenueColumnAmt
Related Or Exempt Func Income	$780,543	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$780,543	TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$780,543	TotalRevenueColumnAmt
Related Or Exempt Func Income	$780,543	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$51,000	TotalAmt
Management And General	$51,000	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$48,000	TotalAmt
Management And General	$48,000	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$7,317	TotalAmt
Management And General	$7,317	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,593	TotalAmt
Program Services	$6,593	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,791	TotalAmt
Program Services	$2,791	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,600	TotalAmt
Program Services	$3,600	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$161,813	TotalAmt
Program Services	$161,813	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$463,144	TotalAmt
Program Services	$463,144	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,759	TotalAmt
Management And General	$11,759	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$78,258	TotalAmt
Program Services	$76,289	ProgramServicesAmt
Management And General	$1,969	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$13,400	TotalAmt
Management And General	$13,400	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$748	TotalAmt
Management And General	$748	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
STUDENT LICENSING MATER	$92,996	$92,996
STATE LICENSING FEE	$23,019	$23,019
MISCELLANEOUS	$124		$124
LICENSES AND PERMITS	$45		$45

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$964,607	TotalAmt
Program Services	$830,245	ProgramServicesAmt
Management And General	$134,362	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$176,469	BOYAmt
EOY	$39,357	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$34,344	BOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$210,813	BOYAmt
EOY	$39,357	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$55,152	BOYAmt
EOY	$6,220	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$75,167	BOYAmt
EOY	$136,707	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$130,319	BOYAmt
EOY	$142,927	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$80,494	BOYAmt
EOY	-$103,570	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$80,494	BOYAmt
EOY	-$103,570	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$210,813	BOYAmt
EOY	$39,357	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$184,064	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	0	FSAuditedInd
Federal Grant Audit Required	0	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 Minus2 Years	$333	CurrentTaxYearMinus2YearsAmt
Total	$333	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$12,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$451,715	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,008,722	CurrentTaxYearMinus1YearAmt
Current Tax Year	$780,543	CurrentTaxYearAmt
Total	$2,252,980	TotalAmt

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$12,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$452,048	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,008,722	CurrentTaxYearMinus1YearAmt
Current Tax Year	$780,543	CurrentTaxYearAmt
Total	$2,253,313	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$2,253,313	PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus3 Years	$12,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$452,048	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,008,722	CurrentTaxYearMinus1YearAmt
Current Tax Year	$780,543	CurrentTaxYearAmt
Total	$2,253,313	TotalAmt

Field	Value	IRS element (for citing)
First5 Years509	Yes (X)	First5Years509Ind

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan To OrganizationLoanToOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
TERRY LINDNER
CEO/PRESIDENT OF BOARD	START-UP COSTS	Yes (X)	$75,167	$75,167	0	Yes (1)	Yes (1)
JOHN OESTREICH
SECRETARY	SUPPORT FOR THE INSTITUTE'S EXPENSES	Yes (X)	$0	$61,540	0	Yes (1)	Yes (1)

Field	Value	IRS element (for citing)
Total Balance Due	$136,707	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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.
FORM 990, PART IX, LINE 11G	OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,380. ENROLLMENT COUNSELOR: PROGRAM SERVICE EXPENSES 160,433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,433.