Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-1296751

AMERICAN PLANNING ASSOCIATION

Also known as 44 UTAH CHAPTER

Tax-exempt · AMERICAN FORK, UT 84003

Financials

$213K$202K2023$161K$145K2024
Revenue Expenses · by fiscal year end
Financials of AMERICAN PLANNING ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$160,708$144,808$15,900$175,736$4,576$171,160
December 31, 2023990$213,189$201,663$11,526$156,267$1,007$155,260
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$65,917
Program service revenue
$90,589
Investment income
$4,158
Other revenue
$44

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,725
Travel
$11,572
Program services (functional)
$144,808

Balance sheet and other

Total assets, start of year
$156,267
Total assets, end of year
$175,736
Total liabilities, end of year
$4,576
Net assets, end of year
$171,160
Net assets without donor restrictions
$171,160
Gross receipts
$160,708
Employees
0

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MEAGAN BOOTHVICE PRESIDE
Officer
2$0
MICHAEL GOTTFREDSONTREASURER
Officer
2$0
TIPPE MORLANPRESIDENT
Officer
2$0
DAVID RODGERSSECRETARY
Officer
2$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MEAGAN BOOTHVICE PRESIDE
Officer
2$0
SPENCER BRIMLEYSECRETARY
Officer
2$0
MICHAEL GOTTFREDSONTREASURER
Officer
2$0
TIPPE MORLANPRESIDENT
Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 1264, AMERICAN FORK, UT 84003-6201
In care of
% LAURA HANSON
Principal officer (990 for 2024)
MICHAEL GOTTFREDSON, 1363 ALEXIA DRIVE, ROOSEVELT, UT 84066
Signed the 990
MICHAEL GOTTFREDSON, TREASURER
Phone
(801) 358-3767
Return prepared by
THE CPA GROUP LLC

Mission

TO ADVANCE THROUGH EDUCATION, THE ART AND SCIENCE OF PLANNING FOR PROFESSIONAL AND THE GENERAL PUBLIC.

990 for the year ended December 31, 2024

Program accomplishments

  • TWO CONFERENCES TO EDUCATE AND PROMOTE PLANNING FOR PROFESSIONALS.
    Expenses $33,417 · revenue $63,335
  • PROFESSIONAL DEVELOPMENT AND RECOGNITION.
    Expenses $4,380 · revenue $93,172
  • ADVERTISING, INFORMATION AND PROMOTION OF THE PROFESSION.
    Expenses $22,551
  • ADDITIONAL EXPENSES RELATED TO THE EXEMPT PURPOSE ACCOMPLISHMENTS.
    Expenses $84,460 · revenue $44

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2025 990-EZ for AMERICAN PLANNING ASSOCIATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
52-1296751
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Exempt since
1983
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$175,736
Income (IRS master file)
$160,708

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$160,708$144,808$175,736IRS
990December 2023$213,189$201,663$156,267XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about AMERICAN PLANNING ASSOCIATION

What is the EIN of AMERICAN PLANNING ASSOCIATION?
The employer identification number (EIN) of AMERICAN PLANNING ASSOCIATION is 52-1296751.
Is AMERICAN PLANNING ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Which annual return does AMERICAN PLANNING ASSOCIATION 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 AMERICAN PLANNING ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN PLANNING ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of AMERICAN PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2024 names MICHAEL GOTTFREDSON.
Who are the officers and directors of AMERICAN PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does AMERICAN PLANNING ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $160,708, expenses of $144,808 and total assets of $175,736 at year end.

Other nonprofits in AMERICAN FORK

All nonprofits in AMERICAN FORK · Utah