ATLANTA ASSOCIATION OF INSURANCE PROFESSIONALS INCORPORATED: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ATLANTA ASSOCIATION OF INSURANCE PROFESSIONALS INCORPORATED (EIN 58-1990261)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-31
- IRS object ID
- 201423049349200417
- Schema version
- 2013v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-31T11:31:20-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271793119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEGIANCE TAX ADVISORS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1253 | AddressLine1 |
| City | TUCKER | City |
| State | GA | State |
| ZIP Code | 30085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581990261 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATLANTA ASSOCIATION OF INSURANCE PROFESSIONALS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TIA DANIELS | InCareOfNm |
| Business Name Control | ATLA | BusinessNameControlTxt |
| Phone | 4045792969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 16801 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30321 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIA DANIELS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4045792969 | PhoneNum |
| Signature | 2014-10-17 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BESSI F PEGUES | PreparerPersonNm |
| PTIN | P00761265 | PTIN |
| Phone | 6787051820 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | AAIP1988.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $7,527 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $5,402 | ContributionsGiftsGrantsEtcAmt |
| Membership Dues | $1,042 | MembershipDuesAmt |
| Other Revenue Total | $1,083 | OtherRevenueTotalAmt |
| Total Revenue | $7,527 | TotalRevenueAmt |
| Other Expenses Total | $8,243 | OtherExpensesTotalAmt |
| Total Expenses | $8,243 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$716 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $11,858 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,142 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858 | BOYAmt |
| EOY | $9,818 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858 | BOYAmt |
| EOY | $9,818 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,858 | BOYAmt |
| EOY | $9,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | THE ORGANIZATION ADMINISTERS ACTIVITIES FOR THE PURPOSE OF CONDUCTING PUBLIC DISCUSSION GROUPS AND LECTURES TO IMPROVE INDIVIDUAL SKILLS AND CAPABILITIES IN THE INSURANCE INDUSTRY. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | SCHOLARSHIP AWARDED | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $1,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TIA DANIELS | ||||
| PRESIDENT | 10 | $0 | $0 | $0 |
| BRUCE HINTON | ||||
| VICE PRESIDENT | 10 | $0 | $0 | $0 |
| BRANDON HARTLEY | ||||
| TREASURER | 10 | $0 | $0 | $0 |
| STEPHANIE SIMS | ||||
| RECORDING SECRETARY | 10 | $0 | $0 | $0 |
| ANDRE SULLIVAN | ||||
| PUBLIC RELATIONS | 10 | $0 | $0 | $0 |
| QUINN GREEN | ||||
| MEMBER AT LARGE | 10 | $0 | $0 | $0 |
| ADRAIN JACKSON | ||||
| PARLAMENTARIAN | 10 | $0 | $0 | $0 |
| MARCUS SOMERVILLE | ||||
| BUSINESS MANAGER | 10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Organization Filed990 T | 0 | OrganizationFiled990TInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | 0 | Form1120PolFiledInd |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANDON HARTLEY TREASURER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WINDWARD CONCOURSE | AddressLine1 |
| Address Line2 | SUITE 100 | AddressLine2 |
| City | ALPHARETTA | City |
| State | GA | State |
| ZIP Code | 30005 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7707092837 | 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 |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | 0 | RelatedOrgSect527OrgInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,086 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,257 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,527 | CurrentTaxYearAmt |
| Total | $41,628 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,287 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,301 | CurrentTaxYearMinus3YearsAmt |
| Total | $12,588 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,527 | CurrentTaxYearAmt |
| Total | $54,216 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $54,216 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $10 | CurrentTaxYearAmt |
| Total | $10 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $10 | CurrentTaxYearAmt |
| Total | $10 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,373 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,398 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,537 | CurrentTaxYearAmt |
| Total | $54,226 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 1 | PublicSupportCY509Pct |
| Public Support PY509 | 1 | PublicSupportPY509Pct |
| Investment Income CY | 0.0002 | InvestmentIncomeCYPct |
| Investment Income PY | 0 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 8 | HOLIDAY TICKET SALES 283 REBATES 800 |
| Part I, line 16 | 1) OTHER EXPENSES: WEBSITE AMOUNT: 574 2) OTHER EXPENSES: TAX PREPARATION AMOUNT: 425 3) OTHER EXPENSES: PO BOX AMOUNT: 84 4) OTHER EXPENSES: CONSTANT CONTACT MARKETING AMOUNT: 293 5) OTHER EXPENSES: BANK FEES AMOUNT: 387 6) OTHER EXPENSES: LIABILITY INSURANCE AMOUNT: 845 7) OTHER EXPENSES: ANNUAL BUSINESS REGISTRATION AMOUNT: 30 8) OTHER EXPENSES: PAYPAL FEES AMOUNT: 32 9) OTHER EXPENSES: SAFE DEPOSIT BOX AMOUNT: 25 10) OTHER EXPENSES: FLOWERS AMOUNT: 69 11) OTHER EXPENSES: MEETING REFRESHMENTS AMOUNT: 958 12) OTHER EXPENSES: DECEMBER PARTY VENUE AND EXPENSES AMOUNT: 2290 13) OTHER EXPENSES: TSHIRTS FOR MEMBER VOLUNTEERS AMOUNT: 121 14) OTHER EXPENSES: NAME TAGS AMOUNT: 492 15) OTHER EXPENSES: ACRA AMOUNT: 43 16) OTHER EXPENSES: SCHOLARSHIP RECIPENT AMOUNT: 1500 17) OTHER EXPENSES: REIMBURSEMENT OF DUES AMOUNT: 75 |