Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2004.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
5 people listed on the 990.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aNo
Programs and updates
Promotes private equity interests by offering educational seminars.
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Numerous educational and networking events were held with members in attendence on topics specifically designed to provide complex, skills-based seminars on a variety of topics regarding the practice of making principal investments within private capital markets through providing educational seminars.
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By the numbers
The FY2020 990, line by line.
Download 990
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $255K | $158K |
| Land, buildings, equipmentLn 10c | $0 | $0 |
| Total assetsLn 16 | $255K | $158K |
| LiabilitiesLn 26 | $0 | $0 |
| Net assetsLn 32 | $255K | $158K |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Accounting feesLn 11c | $2K | |||
| Office expensesLn 13 | $1K | |||
| InsuranceLn 23 | $10K | |||
| Other expenses (24a–d)Ln 24 | $218K | |||
| All other expensesLn 24e | $15K | |||
| Total functional expensesLn 25 | $246K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 Latest | $526K | $537K | −$12K | $111K | 990 PDF |
| FY2023 | $505K | $485K | $20K | $123K | 990 PDF |
| FY2022 | $385K | $466K | −$81K | $103K | 990 PDF |
| FY2021 | $227K | $201K | $26K | $184K | 990 PDF |
| FY2020 Viewing | $150K | $246K | −$96K | $158K | 990 PDF |
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Schedules filed Part IV
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $150,011 across 4 lines filed
Part IX · Statement of functional expenses $246,388 across 5 lines filed
Part X · Balance sheet $158,229 assets, 7 lines filed
Part XI · Reconciliation of net assets $158,229 net assets at year end
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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