2024-07-31T12:59:54-05:00 2023-12-31 453047226 HICKS & ASSOCIATES CPAS 1795 ALYSHEBA WAY STE 6206 LEXINGTON KY 40509 990 2023-01-01 581919154 AMERICAN ASSOCIATION OF COMMERCIAL FINANCE BROKERS INC AMER 5025749030 2301 RIVER ROAD SUITE 102 LOUISVILLE KY 40206 PAUL BOSLEY CURRENT TREASURER 5025749030 2024-07-31 1 0 DAVID W HICKSCPACFF P00011200 8593689727 2023 2024-08-08 14:25:15Z MONICA HARPER 2301 RIVER ROAD SUITE 102 LOUISVILLE KY 40206 816114 0 X WWW.AACFB.ORG X 1991 GA THE ASSOCIATION IS A TRADE ASSOCIATION EMPOWERING INDEPENDENT COMMERCIAL FINANCE PROFESSIONALS AND THE INTERESTS OF THEIR FUNDING SOURCE PARTNERS. AACFB HAS EVOLVED INTO AN INNOVATIVE ASSOCIATION REPRESENTING THE INTERESTS OF ITS MEMBERS AND IS CONSTANTLY DEVELOPING PROGRAMS AND OPPORTUNITIES TO IMPROVE LEVELS OF PERFORMANCE, WHILE PROVIDING CONSISTENT ENCOURAGEMENT TO MEMBERS TO IMPLEMENT AND UTILIZE ETHICAL DISCIPLINES. 8 8 0 0 0 0 224707 230537 477326 572485 1451 12967 3745 125 707229 816114 0 0 0 0 0 0 0 0 0 552934 597293 552934 597293 154295 218821 1403449 1608063 290520 257698 1112929 1350365 X AACFB IS AN ORGANIZATION FORMED TO PROMOTE THE INTERESTS OF INDEPENDENT COMMERICAL FINANCE PROFESSIONALS THROUGH EDUCATION, ADVOCACY, IMPROVED COMMUNICATION WITH FUNDERS AND PROGRAMS DESIGNED TO UPGRADE THE PROFESSIONALISM AND PROFITABILITY OF BROKERS, FUNDERS AND OTHERS. 0 0 THE ASSOCIATION PROVIDES OPPORTUNITIES FOR THE EXCHANGE OF IDEAS AND INFORMATION CONCERNING THE LEASING INDUSTRY FOR STUDY, DISCUSSION AND PUBLICATION; DEVELOPS EFFICIENT METHODS, PROCEDURES AND TECHNIQUES FOR MANAGING THE COMMON INTERESTS OF LEASE BROKERS; DEVELOPS AND ENCOURAGES HIGH STANDARDS OF PERSONAL AND PROFESSIONAL CONDUCT AMONG BROKERS IN THE LEASING FIELD; AND HOLDS MEETINGS AND CONFERENCES FOR THE IMPROVEMENT, EDUCATION AND NETWORKING OF ASSOCIATION MEMBERS.THE ASSOCIATION ALSO EXCHANGES AND COMPILES INFORMATION RELATING TO LEGAL AND LEGISLATIVE DEVELOPMENTS IN THE LEASING INDUSTRY. COLLECTS AND DISSEMINATES STATISTICS AND OTHER RELATED INFORMATION HELPFUL TO MEMBERS. 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 0 0 0 0 0 0 0 0 0 0 0 1 5 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA KY X FSA MANAGEMENT GROUP 5025749030 2301 RIVER ROAD SUITE 102 LOUISVILLE KY 40206 X LAURA ESTRADA IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 TERESA CRANNEY PRESIDENT 2.00 X X 0 0 0 RODERICK KNOLL PRESIDENT-ELECT 2.00 X X 0 0 0 KALAH SPRABEARY VICE PRESIDENT 1.00 X X 0 0 0 LESLIE BROWN TREASURER/SECRETARY 1.00 X X 0 0 0 MICHAEL HONG DIRECTOR AT LARGE 1.00 X 0 0 0 KATIE BAKER DIRECTOR AT LARGE 1.00 X 0 0 0 KORTNEY MURRAY DIRECTOR AT LARGE 1.00 X 0 0 0 MONICA HARPER EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 FSA MANAGEMENT GROUP 2301 RIVER ROAD SUITE 102 LOUISVILLE KY 40206 MANAGEMENT SERVICES 218000 1 230537 230537 SPONSORSHIP REVENUE 900099 382095 382095 MEETING AND CONVENTION 900099 190390 190390 572485 12967 12967 MISCELLANEOUS 900099 125 125 125 816114 382220 0 203357 218000 30006 975 2197 289 1790 15200 3273 241036 5185 BOARD MEETING EXPENSE 32445 BANK CHARGES AND FEES 30183 MEMBERSHIP EXPENSE 4594 SCHOLARSHIP EXPENSE 4000 8120 597293 683545 873582 621044 314038 81776 65367 17084 20158 334918 1403449 1608063 2173 489 288347 257209 290520 257698 X 1112929 1350365 1112929 1350365 1403449 1608063 218821 18615 0 X 0 0 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENGAGED THE SERVICES OF FSA MANAGEMENT GROUP TO MANAGE ITS AFFAIRS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ESTABLISHES THE POLICIES GOVERNING THE CONDUCT OF ELECTIONS. AT THE ANNUAL MEETINGS MEMBERS ELECT THE NUMBER OF DIRECTORS AS NECESSARY TO FILL VACANCIES OF DIRECTORS WHOSE TERMS EXPIRE AS OF SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B ELECTRONIC DRAFT COPIES ARE SENT TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION FOR DISSEMINATION TO THE BOARD OF DIRECTORS WITH WRITTEN INSTRUCTIONS TO REVIEW AND APPROVE THE FORM IN ACCORDANCE WITH IRS REGULATIONS. WRITTEN COMMENTS AND QUESTIONS BY THE BOARD, IF ANY, ARE SENT TO THE ACCOUNTANT FOR RESPONSES. OTHERWISE, EACH BOARD MEMBER SIGNS OFF ON THE WRITTEN INSTRUCTION SHEET THAT THEY APPROVE OF FORM 990 AS PREPARED. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO SIGN A DOCUMENT STATING THAT THEY HAVE NO CONFLICTS OF INTEREST BETWEEN THEM AND ANY OUTSIDE PARTIES THAT WOULD DIMINISH THEIR CAPACITY TO SERVE; THIS PROCEDURE IS DONE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST.