2024-04-16T14:39:35-05:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 8110 E UNION AVE DENVER CO 80237 990 2023-01-01 471733483 SMALL BUSINESS RESEARCH INSTITUTE SMAL 9134980654 6709 W 119 ST 186 OVERLAND PARK KS 66209 MATT HEINTZ PRESIDENT 9137496200 2024-04-16 1 MATT HEINTZ 999009999 1 CHRIS CASSIMUS CPA P01217768 9133382727 2024-04-16 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X MATT HEINTZ 11709 ROE AVE D 111 LEAWOOD KS 66211 301 0 X N/A X 2014 KS WE SPONSOR THE CEA (CERTIFIED ENTREPRENEURIAL ADVISOR) EDUCATION AND CERTIFICATION PROGRAM, CONSITING OF COURSES TO HELP BUSINESS ADVISORS AND ENTREPRENEURS BE MORE SUCCESSFUL IN SMALL BUSINESS. THE PROGRAM IS ESPECIALLY HELPFUL FOR DISADVANTAGED AND MINORITIES. 3 2 0 2 0 0 0 0 525 301 0 0 0 0 525 301 0 0 0 0 54214 4984 0 0 0 3320 65746 57534 70730 -57009 -70429 180407 109978 0 0 180407 109978 WE SPONSOR THE CEA (CERTIFIED ENTREPRENEURIAL ADVISOR) EDUCATION AND CERTIFICATION PROGRAM, CONSISTING OF COURSES TO HELP BUSINESS ADVISORS AND ENTREPRENEURS BE MORE SUCCESSFUL IN SMALL BUSINESS. THE PROGRAM IS ESPECIALLY HELPFUL FOR DISADVANTAGED AND MINORITIES. 0 0 52145 THE COURSES CONTINUE TO BE SUPPORTED AND IMPROVED BY A NEW INTERNET PLATFORM AND INTERFACE. NEW CURRICULUM IS BEING DEVELOPED FOR MEMBERS. 301 CONSISTENT AND RECURRING COURSE REVENUE GENERATED FROM INTERNET PLATFORM. 52145 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KS X MATT HEINTZ 9137496200 11709 ROE AVE STE D 111 LEAWOOD KS 66211 TRICIA HORTON 2.00 X 0 0 0 GIO GIOVANNI 2.00 X 0 0 0 MATT HEINTZ 8.00 X 4800 0 0 4800 0 0 0 0 0 0 0 EDUCATIONAL COURSES 611600 301 301 301 301 301 0 0 4800 4800 184 184 1405 1405 1320 1320 29 29 52145 52145 10654 10654 SUBSCRIPTIONS 120 120 TAXES & LICENSES 73 73 70730 52145 18585 0 180407 107972 12660 10654 0 2006 180407 109978 0 0 X 180407 109978 180407 109978 180407 109978 -70429 0 X 0 0 0 X 12660 10654 2006 2006 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE CEA CURRICULUM IS DELIVERED VIA INTERNET, WITH NO PERSON-TO-PERSON INTERACTION. RACE, RELIGION, COLOR, CREED, APPEARANCE, DISABILITY, DISADVANTAGED STATUS, OR ETHNICITY IS NOT DETECTIBLE, IDENTIFIABLE, IDENTIFIED, NOR MONITORED. ALL ARE INVITED TO PARTICIPATE, AND INDEED, THE SUBJECT MATTER OF THE CURRICULUM IS OF PARTICULAR BENEFIT AND INTEREST TO THOSE OF MINORITY/DISADVANTAGED/UNDERPRIVELAGED/UNDERSERVED STATUS. SCHEDULE E, PART I, LINE 4 THE CEA CURRICULUM IS DELIVERED VIA INTERNET, WITH NO PERSON-TO-PERSON INTERACTION. RACE, RELIGION, COLOR, CREED, APPEARANCE, DISABILITY, DISADVANTAGED STATUS, OR ETHNICITY IS NOT DETECTIBLE, IDENTIFIABLE, IDENTIFIED, NOR MONITORED. ALL ARE INVITED TO PARTICIPATE, AND INDEED, THE SUBJECT MATTER OF THE CURRICULUM IS OF PARTICULAR BENEFIT AND INTEREST TO THOSE OF MINORITY/DISADVANTAGED/UNDERPRIVELAGED/UNDERSERVED STATUS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS TO BE PRESENTED TO THE BOARD BEFORE FILING. THE BOARD REVIEWS AND APPROVES THE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND EMPLOYEES ARE REQUIRED, AS A CONDITION OF THEIR APPOINTMENT TO DISCLOSE ANY CURRENT, PAST, OR POTENTIAL CONFLICTS OF INTEREST. THE BOARD IS TO REVIEW AND EVALUATE SUCH MATTERS, TO THE EXTENT THAT IT MAY AFFECT THEIR PERFORMANCE OR THE OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 ALL COMPENSATION ARRANGEMENTS ARE DISCUSSED AT THE BOARD MEETINGS AND ANNUALLY REVIEWED. FOR THE YEAR 2022, COMPENSATION IN THE AMOUNT OF $42,000 WAS PAID TO MATT HEINTZ. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE BY REQUEST. THEY WILL BE FURNISHED VIA EMAIL IN RESPONSE TO A REQUEST FURNISHING THE NAME, ADDRESS AND/OR EMAIL ADDRESS OF THE REQUESTOR. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC TRICIA - 11709 ROE D 111, LEAWOOD, KS 66211. GIO - 11709 ROE D 111, LEAWOOD, KS 66211. MATT - 11709 ROE D 111, LEAWOOD, KS 66211.