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Central Ohio Association For Financial Professionals

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$56.8k (2023)

Expenses
$71k (2023)

Total Assets
$89.5k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$56,833
Expenses
$71,040
Net Income
-$14,207
Net Assets
$89,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,000
49.3%
Program Services $10,950
19.3%
Investment Income $1,223
2.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $89,527
Total Liabilities $0
Net Assets $89,527
Compensation
Key Employees and Officers Compensation Other
Kimberlee Regrut (Treasurer) $0 $0
Stacy Orr (Programs Co Chair) $0 $0
Suzan Jones (Programs Co Chair) $0 $0
Clay Lanctot (President) $0 $0
Robin Triplett (Vice President) $0 $0
Stephanie Kusta (Secretary) $0 $0
Norda Bernard (Asst Treasurer) $0 $0
Carol Ellis (Social Tours Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,468
Expenses
$34,730
Net Income
$5,738
Net Assets
$103,732
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,700
63.5%
Program Services $2,550
6.3%
Investment Income $8
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $103,732
Total Liabilities $0
Net Assets $103,732
Compensation
Key Employees and Officers Compensation Other
Kimberlee Regrut (Treasurer) $0 $0
Stacy Orr (Programs Co Chair) $0 $0
Suzan Jones (Programs Co Chair) $0 $0
Clay Lanctot (President) $0 $0
Robin Triplett (Vice President) $0 $0
Stephanie Kusta (Secretary) $0 $0
Margaret Behrman (Asst Treasurer) $0 $0
Carol Ellis (Social Tours Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$33,507
Expenses
$27,641
Net Income
$5,866
Net Assets
$97,994
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,000
56.7%
Program Services $6,300
18.8%
Investment Income $7
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $97,994
Total Liabilities $0
Net Assets $97,994
Compensation
Key Employees and Officers Compensation Other
Peggy Behrman (Treasurer/Career Board Cha) $0 $0
Raquel Alvarez Mateos (Program Chair) $0 $0
Clay Lanctot (President) $0 $0
Robin Triplett (Socials & Tours Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Debby Fleishman (Secretary) $0 $0
Amy Pierce (Marketing Chair) $0 $0
Kim Regrut (Asst Treasurer) $0 $0
Stephanie Kusta (Membership Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$28,191
Expenses
$28,377
Net Income
-$186
Net Assets
$92,128
Notable Sources of Revenue Percent of Total Revenue
Contributions $18,500
65.6%
Program Services $1,381
4.9%
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $92,128
Total Liabilities $0
Net Assets $92,128
Compensation
Key Employees and Officers Compensation Other
Peggy Behrman (Treasurer/Career Board Cha) $0 $0
Tracey Ramsey (Program Chair) $0 $0
Clay Lanctot (President) $0 $0
Lindsey Scott (Socials & Tours Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Debby Fleishman (Secretary) $0 $0
Amy Pierce (Marketing Chair) $0 $0
Kim Regrut (Asst Treasurer) $0 $0
Patti Anderson (Conference Chair) $0 $0
Shannon Oliver (Vice President) $0 $0
Steph Kusta (Membership Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,550
Expenses
$75,029
Net Income
-$9,479
Net Assets
$92,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,000
36.6%
Program Services $23,782
36.3%
Investment Income $20
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $92,334
Total Liabilities $20
Net Assets $92,314
Compensation
Key Employees and Officers Compensation Other
Linda Opundo (President) $0 $0
Peggy Behrman (Treasurer/Career Board Cha) $0 $0
Tracey Ramsey (Program Chair) $0 $0
Clay Lanctot (Conference Chair) $0 $0
Lindsey Scott (Socials & Tours Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Debby Fleishman (Secretary/Membership Chair) $0 $0
Janice Woeste (Marketing Chair) $0 $0
Kim Regrut (Asst Treasurer) $0 $0
Cindy Clark (Conference Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,962
Expenses
$89,709
Net Income
-$6,747
Net Assets
$121,201
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,000
27.7%
Program Services $32,682
39.4%
Investment Income $19
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $121,201
Total Liabilities $0
Net Assets $121,201
Compensation
Key Employees and Officers Compensation Other
Linda Opundo (President) $0 $0
Peggy Behrman (Treasurer/Career Board Chair) $0 $0
Ken Tirpak (Vice President) $0 $0
Tracey Ramsey (Program Chair) $0 $0
Clay Lanctot (Conference Chair) $0 $0
Lindsey Scott (Socials & Tours Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Peggy Behrman (Career Board Chair) $0 $0
Debby Fleishman (Secretary/Membership Chair) $0 $0
Janice Woeste (Marketing Chair) $0 $0
Rick Wayman (Asst Treasurer) $0 $0
Cindy Clark (Conference Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,191
Expenses
$99,942
Net Income
-$25,751
Net Assets
$108,395
Notable Sources of Revenue Percent of Total Revenue
Contributions $24,500
33.0%
Program Services $23,438
31.6%
Investment Income $30
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $108,540
Total Liabilities $145
Net Assets $108,395
Compensation
Key Employees and Officers Compensation Other
Patricia Anderson (President) $0 $0
Michael Lydon (Treasurer) $0 $0
Linda Opundo (Vice President/Conference) $0 $0
Tracey Ramsey (Program Chair) $0 $0
Suzanne Griffin (Membership Chair) $0 $0
Robin Triplett (Socials & Tours Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Peggy Behrman (Career Board Chair) $0 $0
Debby Fleishman (Secretary/Communications C) $0 $0
Janice Woeste (Marketing Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,057
Expenses
$83,428
Net Income
-$9,371
Net Assets
$134,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $23,000
31.1%
Program Services $24,865
33.6%
Investment Income $31
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $134,291
Total Liabilities $145
Net Assets $134,146
Compensation
Key Employees and Officers Compensation Other
Patricia Anderson (President) $0 $0
Michael Lydon (Treasurer) $0 $0
Linda Opundo (Vice President/Conference Chair) $0 $0
Tracey Ramsey (Program Chair) $0 $0
Suzanne Griffin (Membership Chair) $0 $0
Robin Triplett (Socials & Tours Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Peggy Behrman (Career Board Chair) $0 $0
Debby Fleishman (Secretary/Communications C) $0 $0
Janice Woeste (Marketing Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,507
Expenses
$65,551
Net Income
$4,956
Net Assets
$143,517
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,000
45.4%
Program Services $23,086
32.7%
Investment Income $31
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $143,662
Total Liabilities $145
Net Assets $143,517
Compensation
Key Employees and Officers Compensation Other
Pa Tricia Anderson (President) $0 $0
Michael Lydon (Treasurer/Finance Chair) $0 $0
Linda Opundo (Vice President) $0 $0
Shanna Oliver (Program Committee Chair) $0 $0
Suzanne Griffin (Marketing Chair/Membership) $0 $0
Robin Triplett (Social & Tour Committee Ch) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Bob Barnes (Poet Chair) $0 $0
Debby Fleishman (Secretary/Communications Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,223
Expenses
$57,600
Net Income
$14,623
Net Assets
$138,561
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,500
35.3%
Program Services $38,311
53.0%
Investment Income $52
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $138,706
Total Liabilities $145
Net Assets $138,561
Compensation
Key Employees and Officers Compensation Other
Robin Mink (President) $0 $0
Patricia Anderson (Vice President) $0 $0
Michael Lydon (Treasurer/Finance Chair) $0 $0
Linda Opundo (Secretary/Communication Chair) $0 $0
Shanna Oliver (Program Committee Chair) $0 $0
Bobbi Witt (Marketing Chair/Membership Chair) $0 $0
Shannon Roppa (Social & Tour Committee Chair) $0 $0
Jennifer Morrison (Education Chair) $0 $0
Bob Barnes (Poet Chair) $0 $0
Pam Erickson (Conference Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,417
Expenses
$55,584
Net Income
$17,833
Net Assets
$123,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,282
41.2%
Investment Income $70
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $27,675
37.7%
Assets/Debt
Total Assets $124,083
Total Liabilities $145
Net Assets $123,938
Compensation
Key Employees and Officers Compensation Other
Robin Mink (President) $0 $0
Patricia Anderson (Vice President) $0 $0
Michael Lydon (Treasurer) $0 $0
Linda Opundo (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$64,279
Expenses
$52,614
Net Income
$11,665
Net Assets
$106,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $29,945
46.6%
Investment Income $69
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $21,500
33.4%
Assets/Debt
Total Assets $113,553
Total Liabilities $7,448
Net Assets $106,105

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$60,041
Expenses
$45,856
Net Income
$14,185
Net Assets
$94,440
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,803
48.0%
Investment Income $66
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $19,500
32.5%
Assets/Debt
Total Assets $100,180
Total Liabilities $5,740
Net Assets $94,440

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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