2025-01-13T17:58:32-06:00 2024-06-30 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-10-01 421242565 IOWA ASSOCIATION OF BUSINESS AND INDUSTR IOWA 5152808000 400 EAST COURT AVENUE 100 DES MOINES IA 503092017 MICHAEL RALSTON SECRETARY/TREASURER 5152808000 2025-01-13 1 1 BRIAN ARONSON CPA P01425251 3192346885 2025-01-13 2023 2024-10-15 13:58:12Z MICHAEL RALSTON 400 EAST COURT AVENUE 100 DES MOINES IA 503092017 323488 0 X WWW.IOWAABIFOUNDATION.ORG X 1984 IA DEDICATED TO DEVELOPING IOWA'S WORKFORCE AND LEADERS THROUGH STATEWIDE EDUCATIONAL PROGRAMS. 16 15 0 193 0 0 387758 150546 157864 162946 -15228 5687 0 4309 530394 323488 0 0 0 0 0 0 0 0 0 519868 462069 519868 462069 10526 -138581 1080983 1202127 122941 104718 958042 1097409 X TO DELIVER PROGRAMS AND TO CONDUCT RESEARCH FOR THE BENEFIT OF STUDENTS, EDUCATORS, EMERGING LEADERS AND EMPLOYERS THAT EXPAND THEIR KNOWLEDGE AND ENHANCE THEIR INDIVIDUAL RESPONSIBILITY AND LEADERSHIP SKILLS. 0 0 189492 148446 LEADERSHIP IOWA EXISTS TO EDUCATE, MOTIVATE AND DEVELOP A NETWORK OF INFORMED LEADERS THROUGHOUT THE STATE AND TO ENCOURAGE ONGOING ENGAGEMENT IN LOCAL COMMUNITIES AND THE STATE TO CREATE A BETTER FUTURE FOR IOWANS. 105081 1800 BUSINESS HORIZONS EDUCATES IOWA HIGH SCHOOL STUDENTS ABOUT ECONOMICS, THE FREE ENTERPRISE SYSTEM, ENTREPRENEURSHIP, SKILLS NEEDED TO BE SUCCESSFUL IN TODAY'S WORKPLACE, LEADERSHIP AND BUSINESS OPPORTUNITIES, AND WHY IOWA IS A GREAT PLACE TO LIVE AND WORK DURING THIS UNIQUE ONE-WEEK SUMMER PROGRAM. 67948 1200 LEADERSHIP IOWA UNIVERSITY IS A PROGRAM DESIGNED TO EDUCATE, INSPIRE, AND DEVELOP YOUNG LEADERS AS THE FOUNDATION FOR IOWA'S FUTURE ECONOMIC GROWTH AND TO ENCOURAGE THEIR ONGOING INVOLVEMENT IN LOCAL COMMUNITIES AND THE STATE TO CREATE A BETTER FUTURE FOR ALL IOWANS. 12784 11500 ELEVATE IOWA IS A STATEWIDE, INTEGRATED CAMPAIGN TO ENCOURAGE CAREERS AND EDUCATIONAL PATHWAYS IN ADVANCED MANUFACTURING. THIS BEGINS WITH BUILDING A POSITIVE PERCEPTION OF THESE CAREERS WHILE ADDRESSING MISCONCEPTIONS OF WORK ENVIRONMENT, SAFETY, AND WAGES. 12784 11500 375305 1 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 1 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JANE GALLOWAY 5152808000 400 EAST COURT AVENUE 100 DES MOINES IA 503092017 X LORI SCHAEFER WEATON CHAIR 0.10 X X 0 0 0 KIM BUTLER HEGEDUS PAST CHAIR 0.10 X X 0 0 0 MIKE RALSTON SECRETARY/TREASURER 1.00 X X 0 0 0 JOE BENESH DIRECTOR 0.10 X 0 0 0 JASON GROSS DIRECTOR 0.10 X 0 0 0 LORI THIELEN DIRECTOR 0.10 X 0 0 0 DICK DAVIDSON DIRECTOR 0.10 X 0 0 0 MICHELE WABER DIRECTOR 0.10 X 0 0 0 JEFF DENTLINGER DIRECTOR 0.10 X 0 0 0 MARY LANDHUIS DIRECTOR 0.10 X 0 0 0 KELLY BARRICK DIRECTOR 0.10 X 0 0 0 MATT DOTY DIRECTOR 0.10 X 0 0 0 ALYSON FLEMING DIRECTOR 0.10 X 0 0 0 JOHN ECONOMOS DIRECTOR 0.10 X 0 0 0 ALEX GATES DIRECTOR 0.10 X 0 0 0 TOM MCMAHON DIRECTOR 0.10 X 0 0 0 0 0 0 0 0 0 0 IOWA ASSOCIATION OF BUSINESS AND INDUSTR 400 EAST COURT AVENUE DES MOINES IA 50309 MANAGEMENT SERVICES 255388 1 17400 133146 150546 TUITION FEES 611430 105300 105300 EVENTS FEES 611430 24279 24279 SERVICES 611430 21867 21867 ELEVATE INCOME 611430 11500 11500 162946 5687 5687 4309 4309 4309 323488 162946 0 9996 255388 197265 58123 2889 2889 9432 9432 18672 10647 8025 8772 2674 6098 34225 34225 20939 16974 3965 90823 89901 922 AWARDS/RECOGNITION/GIFT 5893 5893 EVENTS - EXPENSE 4508 4208 300 SPECIALTY ITEMS - EXPEN 4026 4026 6502 60 6442 462069 375305 86764 0 311423 289767 180987 161084 0 48817 695 3910 587878 698549 1080983 1202127 18591 3368 104350 101350 122941 104718 X 727593 849920 230449 247489 958042 1097409 1080983 1202127 X -138581 113491 164457 X 0 0 0 X 308509 283752 424561 387758 150546 1555126 308509 283752 424561 387758 150546 1555126 101285 1453841 38706 76159 23059 15616 5687 159227 4309 4309 1718662 844594 0.84590 0.84660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2023 AMOUNT: $ 4,309. PART II, SECTION A & B, COLUMN E IN 2023, A SHORT-YEAR TAX RETURN WAS FILED. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 613756 0 8654 0 0 3686 618724 538833 12783 66358 0 0 4218 613756 579984 83143 -118146 0 0 6148 538833 493653 10578 82193 0 0 6440 579984 448520 8061 42605 0 0 5533 493653 0.60000 0.40000 0.00000 1 1 0 0 PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF VARIOUS FUNDS ESTABLISHED TO SUPPORT CAPITAL, PROGRAMMING, AND THE GENERAL OPERATING NEEDS OF THE FOUNDATION. MIKE RALSTON OFFICER AND PRESIDENT 255388 MIKE RALSTON IS AN OFFICER OF IOWA ASSOCIATION OF BUSINESS AND INDUSTRY FOUNDATION (THE FOUNDATION) AND ALSO SERVES AS THE PRESIDENT OF IOWA ASSOCIATION OF BUSINESS AND INDUSTRY (IOWA ABI). DURING THE PERIOD ENDED JUNE 30, 2024, THE FOUNDATION PAID $255,388 MANAGEMENT FEES TO IOWA ABI. 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS AN AGREEMENT WITH IOWA ASSOCIATION OF BUSINESS AND INDUSTRY (ABI), AN IOWA NON-PROFIT CORPORATION, IN WHICH ABI WILL PROVIDE MANAGERIAL AND ADMINISTRATIVE SERVICES FOR THE MUTUAL BENEFIT OF BOTH ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THEN A FULL DRAFT IS PROVIDED TO THE THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS COMPLETE THE CONFLICT-OF-INTEREST FORM ANNUALLY, THESE FORMS ARE REVIEWED TO ENSURE COMPLIANCE WITH THE CONFLICT-OF-INTEREST POLICY. IF THERE IS A DISCLOSURE RATHER THAN A RECUSAL UNDER THE POLICY ABOVE, THE CHAIR OF THE BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER OR NOT THE FOUNDATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE FOUNDATION'S BEST INTEREST AND FOR ITS BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE FOUNDATION AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST (OR HAS FAILED TO AVAIL HIM/HERSELF OF THE OPPORTUNITY TO RECUSE HIM/HERSELF FROM THE DISCUSSION AND VOTE), IT SHALL INFORM THE INDIVIDUAL OF THE BASIS OF SUCH BELIEF AND AFFORD THE INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INDIVIDUAL AND MAKING SUCH FURTHER INVESTIGATION AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: QBO ADJUSTMENTS 164,457.