ASFIP FOUNDATION INC: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASFIP FOUNDATION INC (EIN 47-5514105)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-10
- IRS object ID
- 202600699349200830
- Schema version
- 2024v5.2
- 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 | 2026-03-10T08:39:55-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 922053187 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hezlep Nonprofit Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3050 Five Forks Trickum Rd SW Suite | AddressLine1Txt |
| City | Lilburn | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475514105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASFIP Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASFI | BusinessNameControlTxt |
| Phone | 7705953633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4279 ROSWELL RD SUITE 208 296 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN CHRISMAN | PersonNm |
| Person Title | Chairman | PersonTitleTxt |
| Signature | 2026-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM HEZLEP | PreparerPersonNm |
| PTIN | P03216230 | PTIN |
| Phone | 7705127600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | asfip.org/foundation | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $50,046 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,922 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $16,094 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Other Revenue Total | $5,030 | OtherRevenueTotalAmt |
| Total Revenue | $50,046 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $26,900 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $21,166 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $1,393 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $10,574 | OtherExpensesTotalAmt |
| Total Expenses | $60,033 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$9,987 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $153,642 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$2,824 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $140,831 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,266 | BOYAmt |
| EOY | $143,455 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,266 | BOYAmt |
| EOY | $143,455 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,624 | BOYAmt |
| EOY | $2,624 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,642 | BOYAmt |
| EOY | $140,831 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | To provide life-long learning and development in investment knowledge in order to contribute to the lives of individuals in our surrounding community. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | Provided financial and volunteer support to local 501(c)(3) nonprofit organizations with missions that align with that of the Foundation to assist members of the community and to organize events that allow ASFIP members to use their professional expertise to assist member of the community. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $26,900 | GrantsAndAllocationsAmt |
| Program Service Expenses | $26,900 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,900 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (14 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PATY HOLDMEYER | ||
| Executive Dir. | 5.00 | $0 |
| KATHLEEN CHRISMAN | ||
| Chairman | 1.00 | $0 |
| TROY HARMON | ||
| Treasurer | 1.00 | $0 |
| GOVIND HARIHARAN | ||
| Secretary | 1.00 | $0 |
| CAROLE COX | ||
| Director | 1.00 | $0 |
| JANET MILLER | ||
| Director | 1.00 | $0 |
| RACHEL ZOU | ||
| Director | 1.00 | $0 |
| RICHARD FENDLER | ||
| Director | 0 | $0 |
| MAGGIE LOVATT ROBINSON | ||
| Director | 0 | $0 |
| ANNA TABKE | ||
| Director | 0 | $0 |
| RHONDA POTTER | ||
| Director | 0 | $0 |
| ERNIE CABALLERO | ||
| Director | 0 | $0 |
| CHRISTIANNE CURRAN | ||
| Director | 0 | $0 |
| ARADHANA KEJRIWAL | ||
| Director | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATY HOLDMEYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4279 ROSWELL RD SUITE 208 296 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6783248474 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,922 | CurrentTaxYearAmt |
| Total | $183,363 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,633 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,677 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,922 | CurrentTaxYearAmt |
| Total | $183,363 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,150 | SubstantialContributorsTotAmt |
| Public Support Total170 | $170,213 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,073 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,147 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,710 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,651 | CurrentTaxYearAmt |
| Total | $14,098 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $30 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $197,491 | TotalSupportAmt |
| Public Support CY170 | 0.86190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Revenue.1 | OTHER REVENUE $5030 |
| Other Expenses.1001 | Advertising and Promotion $1486 |
| Other Expenses.1002 | Office Expenses $1822 |
| Other Expenses.1007 | Conferences, Conventions, and Meetings $102 |
| Other Expenses.1 | IN KIND MATERIALS $3219 |
| Other Expenses.2 | BOOKS $2625 |
| Other Expenses.3 | EVENT $681 |
| Other Expenses.4 | MEMBERSHIP $390 |
| Other Expenses.5 | OTHER EXPENSES $229 |
| Other Expenses.6 | TAXES & LICENSES $20 |
| Total Liabilities.1 | SECURITY TRANSFER - Beginning $2624 SECURITY TRANSFER - Ending $2624 |