Nonprofit · EIN 43-1696994
INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS
Tax-exempt · MIDDLETOWN, OH 45042
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,144,792 | $1,146,905 | -$2,113 | $444,590 | $270,361 | $174,229 |
| June 30, 2024 | 990 | $1,099,921 | $789,934 | $309,987 | $401,238 | $224,896 | $176,342 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $280,019
- Membership dues
- $271,384
- Program service revenue
- $833,890
- Investment income
- $2
- Other revenue
- $30,881
Expenses
- Grants and similar amounts paid
- $100
- Other salaries and wages
- $316,250
- Salaries, compensation and benefits (total)
- $506,346
- Professional fundraising fees
- $0
- Legal fees
- $7,318
- Accounting fees
- $17,044
- Occupancy
- $21,360
- Depreciation
- $10,550
- Program services (functional)
- $86,332
- Management and general (functional)
- $1,060,573
Balance sheet and other
- Total assets, start of year
- $401,238
- Total assets, end of year
- $444,590
- Total liabilities, end of year
- $270,361
- Net assets, end of year
- $174,229
- Land, buildings and equipment
- $230,227
- Net assets without donor restrictions
- $174,229
- Gross receipts
- $1,144,792
- Employees
- 8
- Year formed
- 1995
- State of legal domicile
- MO
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE ISBELL | CHIEF OPERATING OFFICER Officer | 38 | $87,100 |
| LEONARD SIMPSON | CEO Officer | 0 | $60,000 |
| KAI YUAN TU | TRUSTEE Trustee or director | 0 | $0 |
| REUBEN CHEN | TRUSTEE Trustee or director | 0 | $0 |
| NATHAN BOYLE | SECRETARY Trustee or director | 0 | $0 |
| GARY PADUSSIS | ETHICS DIRECTOR Trustee or director | 0 | $0 |
| BARRY DAYLEY | CHAIR Officer | 0 | $0 |
| MICHAEL MARKEY | VICE CHAIR Officer | 0 | $0 |
| ALAN KIFER | CHAIR Officer | 0 | $0 |
| DOMINIQUE GH VERCAEMERT | TREASURER Officer | 0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE ISBELL | CHIEF OPERATING OFFICER Officer | 38 | $79,841 |
| LEONARD SIMPSON | CEO Officer | 0 | $31,250 |
| KAI YUAN TU | TRUSTEE Trustee or director | 0 | $0 |
| H STEPHEN BAILEY | IMMEDIATE PAST CHAIR Trustee or director | 0 | $0 |
| REUBEN CHEN | TRUSTEE Trustee or director | 0 | $0 |
| MONROE DIEFENDORF | TRREASURER Officer | 0 | $0 |
| BARRY DAYLEY | CHAIR Officer | 0 | $0 |
| MICHAEL MARKEY | VICE CHAIR Officer | 0 | $0 |
| MICHELLE BLAIR | SECRETARY Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 506, MIDDLETOWN, OH 45042-0506
- In care of
- % ALAN KIFER
- Principal officer (990 for 2024)
- CHARLOTTE ISBELL, 146 N BREIEL BLVD, MIDDLETOWN, OH 45042
- Signed the 990
- ALAN KIFER, CHAIR
- Phone
- (513) 424-3481
- Website
- IARFC.ORG
- Return prepared by
- NENNI & COMPANY CPAS
Mission
THE INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS WILL FOSTER AND ENHANCE THE GROWTH OF OUR ASSOCIATION FOR THE BENEFIT OF THE MEMBERS AND CLIENTS WE SERVE BY PROVIDING A CONTINUING SOURCE OF INFORMATION, EDUCATION AND NETWORKING.
Program accomplishments
- THE ORGANIZATION SERVES A BROAD SPECTRUM OF ABOUT 3,000 FINANCIAL PROFESSIONALS ACROSS EVER WIDER GEOGRAPHIC AREAS. THE QUARTERLY PERIODICAL, THE REGISTER, PROVIDES MEMBERS AND NON-MMEBERS HELPFUL INFORMATION ON BEST PRACTICES SHARED BY OTHER PROFESSIONALS. THE IAFFC SEMI-ANNUAL JOURNAL OF PERSONAL FINANCE INCLUDES ACEDEMIC RESEARCH AND LENGHTHY PAPERS ON PERSONAL FINANCIAL ISSUES AUTHORED BY PRACTITIONERS.Expenses $86,332
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 43-1696994
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $444,590
- Income (IRS master file)
- $1,144,792
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,144,792 | $1,146,905 | $444,590 | IRS |
| 990 | June 2024 | $1,099,921 | $789,934 | $401,238 | XML |
| 990 | June 2023 | $674,722 | $782,426 | $395,204 | IRS |
| 990 | June 2022 | $742,506 | $843,124 | $473,108 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 43-1696994).
Questions about INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS
- What is the EIN of INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS?
- The employer identification number (EIN) of INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS is 43-1696994.
- Is INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1995.
- Are donations to INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS?
- The 990 for the year ended June 30, 2025 names CHARLOTTE ISBELL.
- Who are the officers and directors of INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS?
- The 990 for the year ended June 30, 2025 lists 10 people; 2 received compensation from the organization, the highest $87,100 (CHARLOTTE ISBELL, CHIEF OPERATING OFFICER).
- How much revenue does INTERNATIONAL ASSOCIATION REGISTERED FINANCIAL CONSULTANTS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,144,792, expenses of $1,146,905 and total assets of $444,590 at year end.
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