ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (EIN 38-4034837)
- Tax period
- 2017-04-10 to 2017-12-31
- Filed
- 2018-10-02
- IRS object ID
- 201812759349200101
- Schema version
- 2017v2.3
- 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 | 2018-10-02T07:10:58-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270863849 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINLOGIC LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3355 LENOX ROAD SUITE 750 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-04-10 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 384034837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF AFRICAN AMERICAN | BusinessNameLine1Txt |
| Business Name Line2 | FINANCIAL ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2025721019 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 CONNECTICUT AVENUE NW NO 500 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHLOE MOORE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7707428609 | PhoneNum |
| Signature | 2018-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALICYN MCLEOD | PreparerPersonNm |
| PTIN | P01386210 | PTIN |
| Phone | 6789235314 | PhoneNum |
| Preparation | 2018-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | HTTP://WWW.AAAFAINC.COM/ | WebsiteAddressTxt |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $155,413 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Program Service Revenue | $56,250 | ProgramServiceRevenueAmt |
| Membership Dues | $99,163 | MembershipDuesAmt |
| Total Revenue | $155,413 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $5,331 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,547 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $141,169 | OtherExpensesTotalAmt |
| Total Expenses | $148,047 | TotalExpensesAmt |
| Excess Or Deficit For Year | $7,366 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $0 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $7,366 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,366 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,366 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $7,366 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | DEVELOP AND FOSTER PROFESSIONAL RELATIONSHIPS AMONG AFRICAN AMERICAN AND OTHER MINORITY PROFESSIONALS WORKING IN THE FINANCIAL SERVICES INDUSTRY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| WEBINARS HELD FOR MEMBERSHIP WITH FEATURED SPEAKERS ON TOPICS RELEVANT TO THE FINANCIAL PLANNING PROFESSION. | $0 | $0 |
| A NATIONAL CONFERENCE WAS HELD WITH APPROXIMATELY 150 ATTENDANTS. | $0 | $0 |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| LECOUNT DAVIS SR | ||||
| CHAIRMAN EMERITUS | 5.00 | $0 | $0 | $0 |
| LAZETTA RAINEY BRAXTON | ||||
| CHAIR | 5.00 | $0 | $0 | $0 |
| RICKIE TAYLOR | ||||
| AT LARGE | 5.00 | $0 | $0 | $0 |
| D CRYSTAL ALFORD-COOPER | ||||
| AT LARGE | 5.00 | $0 | $0 | $0 |
| TRUDY TURNER | ||||
| AT LARGE | 5.00 | $0 | $0 | $0 |
| RENE NOURSE | ||||
| AT LARGE | 5.00 | $0 | $0 | $0 |
| TIFFANY HAWKINS | ||||
| AT LARGE | 5.00 | $0 | $0 | $0 |
| GERALD LOFTIN | ||||
| PRESIDENT | 10.00 | $0 | $0 | $0 |
| CHLOE MOORE | ||||
| TREASURER | 5.00 | $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 |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHLOE MOORE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 HOWELL MILL ROAD SUITE D-318 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7707428609 | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: MARKETING. AMOUNT: 8,805. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 2,448. DESCRIPTION: CONTRACTORS. AMOUNT: 20,067. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 219. DESCRIPTION: OFFICE SUPPLIES. AMOUNT: 178. DESCRIPTION: TRAVEL. AMOUNT: 109,452. TOTAL TO FORM 990-EZ, LINE 16: 141,169. | ExplanationTxt |
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 |