STRATEGY STUDIO / PUBLIC DATA EXPLORER

INDEPENDENT BROKER ALLIANCE: Form 990EZ, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENT BROKER ALLIANCE (EIN 27-3146243)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-03-17
IRS object ID
201630779349200608
Schema version
2014v6.0
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

FieldValueIRS element (for citing)
Return2016-03-17T12:24:23-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461147669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHALMERS & COMPANY PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15810 W 78TH ST STE 100AddressLine1Txt
CityBLOOMINGTONCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554392602ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273146243EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDEPENDENT BROKER ALLIANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone6127671626PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 WEST LAKE STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL BAKERPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6127671626PhoneNum
Signature2016-02-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J CHALMERS CPAPreparerPersonNm
PTINP00075582PTIN
Phone9528313383PhoneNum
Preparation2016-02-29PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$32,750GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Membership Dues$32,750MembershipDuesAmt
Total Revenue$32,750TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$400FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$26,431OtherExpensesTotalAmt
Total Expenses$26,831TotalExpensesAmt
Excess Or Deficit For Year$5,919ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$12,590NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,509NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$12,015BOYAmt
EOY$17,934EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$575BOYAmt
EOY$575EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,590BOYAmt
EOY$18,509EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$12,590BOYAmt
EOY$18,509EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTHE ORGANIZATION IS A SHARE GROUP WHICH IS BEING FORMED FOR ITS MEMBERS TO DISCUSS INDUSTRY BEST PRACTICES AND TO ASSIST ITS MEMBERS IN RUNNING MORE PRODUCTIVE BUSINESSES.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTHE ORGANIZATION CONTINUES TO HOLD MEETINGS AND TAKE ON NEW MEMBERS FOR THE PURPOSE OF HELPING ITS MEMBERS BE MORE SUCCESSFUL.DescriptionProgramSrvcAccomTxt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp

FieldValueIRS element (for citing)
PersonPAUL BAKERPersonNm
TitleOFFICERTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPAUL BAKERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13600 WEST LAKE STREETAddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55416ZIPCd
FieldValueIRS element (for citing)
Phone6127671626PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 16EXPENSES ADVERTISING AND PROMOTION 13,110 1,216 CONFERENCES/MEETINGS 3,917 INSURANCE 688 CONTRACT SERVICES 7,500 TOTAL 26,431
FORM 990-EZ, PART II, LINE 24FILING FEES 575 575 TOTAL 575 575
FORM 990-EZ, PART IIITHE ORGANIZATION IS A SHARE GROUP WHICH IS BEING FORMED FOR ITS MEMBERS TO DISCUSS INDUSTRY BEST PRACTICES AND TO ASSIST ITS MEMBERS IN RUNNING MORE PRODUCTIVE BUSINESSES.