2024-05-15T09:49:31-05:00 2023-06-30 232489722 WALZ GROUP PO BOX 5555 LANCASTER PA 176065555 990 2022-07-01 222521580 EASTERN ASSOC OF STUDENT FIN AID ADMIN C/O KATHERINE ANDERSON-EASFAA TREASURER EAST 9087373202 76 STONY BROOK RD BELMONT MA 024781725 KATHERINE ANDERSON TREASURER 9087373202 2024-05-15 1 KATHERINE ANDERSON XXX-XX-XXXX 0 MATTHEW T BONO P01272480 7173928200 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHERINE ANDERSON 76 STONY BROOK RD BELMONT MA 024781725 268994 0 X EASFAA.ORG X 1984 MA THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO IMPROVE THE PROMOTION, DEVELOPMENT AND ADMINISTRATION OF STUDENT FINANCIAL AID PROGRAMS. 6 6 0 88 0 0 0 0 178679 224725 40242 36358 0 0 218921 261083 0 0 0 0 0 0 0 0 0 239607 247635 239607 247635 -20686 13448 817579 838485 33408 30719 784171 807766 TO IMPROVE THE PROMOTION, DEVELOPMENT AND ADMINISTRATION OF STUDENT FINANCIAL AID. 0 0 108537 ANNUAL TRAINING CONFERENCE THAT OVER 300 PEOPLE ATTENDED 15967 OTHER CONTINUING EDUCATION/TRAINING FOR MEMBERS 124504 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 1 0 0 0 X KATHERINE ANDERSON TREASURER 9087373202 76 STONY BROOK RD BELMONT MA 024781725 X ANNE MCDERMOTT PAST PRESIDENT 2.00 X X 0 0 0 DANETTE BURGESS PRESIDENT 5.00 X X 0 0 0 TAYLER KREUTTER PRESIDENT-ELECT 2.00 X X 0 0 0 NICHOLAS PREWETT VICE PRESIDENT 2.00 X X 0 0 0 ASIA TAJ SECRETARY 2.00 X 0 0 0 KATHERINE ANDERSON TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 0 REGISTRATION FEES 611710 98085 98085 SPONSORS 611710 63400 63400 MEMBERSHIP DUES 611710 50600 50600 ADVERTISEMENTS 611710 12640 12640 224725 30360 30360 13909 7911 5998 5998 5998 261083 224725 0 36358 216666 122440 94226 3174 3174 ADMINISTRATIVE EXPENSES 18679 18679 ELECTRONICS INITIATIVE 7052 7052 AWARDS RECOGNITION 1681 1681 DIVERSITY AND INCLUSION 383 383 247635 124504 123131 0 122376 129330 435 0 10310 21661 684458 687494 817579 838485 4938 6739 28470 23980 33408 30719 X 784171 807766 784171 807766 817579 838485 13448 10147 0 X X 1 X 0 1 0 0 1 0 0 INTERNATIONAL BONDS 49807 F MUTUAL FUNDS 570794 F EXCHANGE-TRADED & CLOSED-END FUNDS 66893 F 687494 X PART X, LINE 2: MANAGEMENT HAS DETERMINED THAT THE ASSOCIATION DOES NOT HAVE ANY UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023 OR 2022. FEDERAL AND STATE RETURNS ARE GENERALLY OPEN AND SUBJECT TO EXAMINATION FOR THE CURRENT PERIOD AND THE PREVIOUS THREE YEARS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE OFFICERS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN MAJOR DECISIONS HAVE TO BE APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE VICE PRESIDENT WHO IS CHAIR OF THE FINANCE COMMITTEE REPORTS ON THE REVIEW AND THE COMPLETED TAX RETURNS TO THE COUNCIL DURING THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 12C REGIONAL COUNCIL MEMBERS WILL ANNUALLY SIGN A CONFLICT-OF-INTEREST POLICY DISCLOSING THEIR INVOLVEMENT WITH OTHER ORGANIZATIONS, VENDORS, OR ANY OTHER ASSOCIATIONS THAT CURRENTLY DO BUSINESS OR MAY DO BUSINESS WITH EASFAA OR ITS MEMBERS. REGIONAL COUNCIL MEMBERS SHALL IMMEDIATELY DISCLOSE TO THE COUNCIL ANY AND ALL IMPENDING CONFLICTS OF INTEREST. MEMBERS SHALL RECUSE THEMSELVES WITHOUT COMMENT FROM BOTH THE DELIBERATION AND FINAL DECISION-MAKING IN CASES WHERE CONFLICT IS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED DURING THE TAX YEAR.