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International Association Registered Financial Consultants

  • Middletown, OH
  • Tax-exempt since July 1995
  • EIN: 43-1696994

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Details

According to its June 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$675k (2023)

Expenses
$782k (2023)

Total Assets
$395k (2023)

Total Liabilities
$529k (2023)

Source: Form 990 tax filings from 2012 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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$674,722
Expenses
$782,426
Net Income
-$107,704
Net Assets
-$133,645
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
0.7%
Program Services $669,722
99.3%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $128,222
16.4%
Professional Fundraising Fees $0
Other Salaries and Wages $377,034
48.2%
Assets/Debt
Total Assets $395,204
Total Liabilities $528,849
Net Assets -$133,645
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Charlotte Isbell (Coo) $70,722 $0 $34,500
Leonard Simpson (Ceo) $57,500 $0 $3,744
Michelle Blaire (Secretary) $0 $0 $0
Barry L Dayley (Chairman) $0 $0 $0
Monroe Diefendorf (Treasurer) $0 $0 $0
Lisa Ford (Board Member) $0 $0 $0
Lemuel Kornegay Iii (Board Member) $0 $0 $0
Gregory Kurinec (Board Member) $0 $0 $0
Robert Laraia (Board Member) $0 $0 $0
Bradley Maples (Board Member) $0 $0 $0
Michael Markay (Vice Chair) $0 $0 $0
Mary Turner Moose (Trustee) $0 $0 $0
Kai Yung Tu (Trustee) $0 $0 $0
Paul Wharf (Board Member) $0 $0 $0
Stephanie Yates (Board Member) $0 $0 $0
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Document Links

990
Filed on Dec. 19, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$742,506
Expenses
$843,124
Net Income
-$100,618
Net Assets
-$25,941
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,022
8.8%
Program Services $677,484
91.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $129,300
15.3%
Professional Fundraising Fees $0
Other Salaries and Wages $379,659
45.0%
Assets/Debt
Total Assets $473,108
Total Liabilities $499,049
Net Assets -$25,941
Compensation
Key Employees and Officers Compensation Related Other
Charlotte Isbell (Chief Operating Officer) $69,300 $0 $33,644
H Stephen Bailey (Immediate Past Chair) $69,000 $0 $0
Mary Turner Mosose (Trustee) $0 $0 $0
Michelle Blair (Secretary) $0 $0 $0
Michael Markey (Vice Chair) $0 $0 $0
Barry Dayley (Chairman) $0 $0 $0
Monroe Diefendorf (Treasurer) $0 $0 $0
Leonard Simpson (Chief Executive Officer) $0 $0 $1,535
Lisa Ford (Board Member) $0 $0 $0
Lemuel Kornegay Iii (Board Member) $0 $0 $0
Robert Laraia (Board Member) $0 $0 $0
Bradley Maples (Board Member) $0 $0 $0
Gregory Kurinec (Board Member) $0 $0 $0
Paul Wharf (Board Member) $0 $0 $0
Stephanie Yates (Board Member) $0 $0 $0
Kai Yung Tu (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 16, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$764,979
Expenses
$666,098
Net Income
$98,881
Net Assets
$74,677
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,147
6.8%
Program Services $712,832
93.2%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $129,300
19.4%
Professional Fundraising Fees $0
Other Salaries and Wages $164,346
24.7%
Assets/Debt
Total Assets $688,891
Total Liabilities $614,214
Net Assets $74,677
Compensation
Key Employees and Officers Compensation Related Other
Charlotte Isbell (Chief Operating Officer) $69,300 $0 $14,064
H Stephen Bailey (Chairman) $60,000 $0 $0
Michelle Blair (Secretary) $0 $0 $0
Michael Markey (Executive Vice President) $0 $0 $0
Barry Dayley (Trustee) $0 $0 $0
Monroe Diefendorf (Trustee) $0 $0 $0
Mary Garlock (Trustee) $0 $0 $0
Leonard Simpson (Chief Executive Officer) $0 $0 $0
Lisa Ford (Board Member) $0 $0 $0
Lemuel Kornegay Iii (Board Member) $0 $0 $0
Robert Laraia (Board Member) $0 $0 $0
Bradley Maples (Board Member) $0 $0 $0
Gregory Kurinec (Board Member) $0 $0 $0
Paul Wharf (Board Member) $0 $0 $0
Stephanie Yates (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 13, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$702,073
Expenses
$631,084
Net Income
$70,989
Net Assets
-$39,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $702,722
> 100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales -$649
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $117,791
18.7%
Professional Fundraising Fees $0
Other Salaries and Wages $270,742
42.9%
Assets/Debt
Total Assets $477,497
Total Liabilities $517,110
Net Assets -$39,613
Compensation
Key Employees and Officers Compensation Related Other
H Stephen Bailey (Chairman & Cheif Executive) $60,000 $0 $2,600
Charlotte Isbell (Cheif Operating Officer) $57,791 $0 $20,049
Michelle Blair (Secretary) $0 $0 $0
Michael Markey (Treasurer) $0 $0 $0
Fred Ostermeyer (Executive Vice President) $0 $0 $0
Nick Royer (Vice Chairman) $0 $0 $0
Rick Stanzione (President) $0 $0 $0
Bradley Maples (Board Member) $0 $0 $0
Lisa Ford (Board Member) $0 $0 $0
Lemuel Komegay Iii (Board Member) $0 $0 $0
Robert Laraia (Board Member) $0 $0 $0
Robert Miller (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$815,801
Expenses
$957,267
Net Income
-$141,466
Net Assets
-$110,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $814,791
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,010
0.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $115,410
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $326,334
34.1%
Assets/Debt
Total Assets $356,139
Total Liabilities $466,741
Net Assets -$110,602
Compensation
Key Employees and Officers Compensation Related Other
Charlotte Isbell (Cheif Operating Officer) $57,910 $0 $20,049
H Stephen Bailey (Chairman & Cheif Executive Officer) $57,500 $0 $3,095
Michelle Blair (Secretary) $0 $0 $0
Peter D'arruda (President) $0 $0 $0
Michael Markey (Treasurer) $0 $0 $0
James Moss (Board Member) $0 $0 $0
Fred Ostermeyer (Board Member) $0 $0 $0
Nick Royer (Vice Chairman) $0 $0 $0
Rick Stanzione (Board Member) $0 $0 $0
Mayo Woodard (Board Member) $0 $0 $0
Bradley Maples (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 26, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$860,202
Expenses
$811,141
Net Income
$49,061
Net Assets
$39,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $820,497
95.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $39,705
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $52,332
6.5%
Professional Fundraising Fees $0
Other Salaries and Wages $284,586
35.1%
Assets/Debt
Total Assets $348,774
Total Liabilities $309,085
Net Assets $39,689
Compensation
Key Employees and Officers Compensation Related Other
Charlotte Isbell (Cheif Operating Officer) $47,140 $0 $0
Steve Bailey (Chairman) $5,192 $0 $0
Michelle Blair (Secretary) $0 $0 $0
Chris Dixon (Board Member) $0 $0 $0
Peter D'arruda (President) $0 $0 $0
Michael Markey (Treasurer) $0 $0 $0
James Moss (Board Member) $0 $0 $0
Fred Ostermeyer (Board Member) $0 $0 $0
Nick Royer (Vice President) $0 $0 $0
Rick Stanzione (Board Member) $0 $0 $0
Mayo Woodard (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$645,238
Expenses
$562,405
Net Income
$82,833
Net Assets
$344,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $643,533
99.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,705
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $56,147
10.0%
Professional Fundraising Fees $0
Other Salaries and Wages $246,702
43.9%
Assets/Debt
Total Assets $347,442
Total Liabilities $2,682
Net Assets $344,760
Compensation
Key Employees and Officers Compensation Related Other
H Stephen Bailey (Chairman) $28,500 $0 $0
Ed Morrow (Ceo) $27,647 $0 $0
Nick Royer (Vice Chair) $0 $0 $0
Jon Rogers (Treasurer) $0 $0 $0
Peter D'arruda (President) $0 $0 $0
Michelle Blair (Secretary) $0 $0 $0
James Moss (Director) $0 $0 $0
Isabel Cooper (Director) $0 $0 $0
Richard Stanzione (Director) $0 $0 $0
Mayo Woodward (Director) $0 $0 $0
Angie Trandai (Director) $0 $0 $0
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Document Links

990
Filed on Sept. 17, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
View Filing (2 of 2)

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$636,120
Expenses
$530,777
Net Income
$105,343
Net Assets
$261,927
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
0.8%
Program Services $629,084
98.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,036
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $63,500
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $192,230
36.2%
Assets/Debt
Total Assets $282,809
Total Liabilities $20,882
Net Assets $261,927
Compensation
Key Employees and Officers Compensation Related Other
Edwin Morrow (Ceo) $61,695 $0 $0
James Moss (Director) $0 $0 $0
Isabel Cooper (Director) $0 $0 $0
Angie Trandai (Director) $0 $0 $0
Mayo Woodward (Director) $0 $0 $0
Jon Rogers (Treasuer) $0 $0 $0
H Stephen Bailey (Chairman) $0 $0 $0
Nicholas Royer (V Chairman) $0 $0 $0
Peter D'arruda (President) $0 $0 $0
Michelle Blair (Secretary) $0 $0 $0
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990
Filed on Jan. 25, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$607,608
Expenses
$583,948
Net Income
$23,660
Net Assets
$156,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $604,629
99.5%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,979
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $60,000
10.3%
Professional Fundraising Fees $0
Other Salaries and Wages $174,746
29.9%
Assets/Debt
Total Assets $176,946
Total Liabilities $20,362
Net Assets $156,584
Compensation
Key Employees and Officers Compensation Related Other
Isabel Cooper (Director) $0 $0 $0
James Moss (Director) $0 $0 $0
Angie Trandai (Director) $0 $0 $0
Mayo Woodward (Director) $0 $0 $0
Jon Rogers (Treasurer) $0 $0 $0
Edwin Morrow (Ceo) $0 $60,000 $0
H Stephen Bailey (Chairman Of The Board) $0 $0 $0
Nicholas Royer (Vice Chairman) $0 $0 $0
Peter D'arruda (President) $0 $0 $0
Rosilyn Overton (Vice President) $0 $0 $0
Michelle Blair (Secretary) $0 $0 $0
+ View more people

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990
Filed on May 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$629,808
Expenses
$739,655
Net Income
-$109,847
Net Assets
$162,798
Notable Sources of Revenue Percent of Total Revenue
Contributions $629,808
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $173,417
23.4%
Assets/Debt
Total Assets $170,276
Total Liabilities $7,478
Net Assets $162,798

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$681,639
Expenses
$618,537
Net Income
$63,102
Net Assets
$272,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $681,639
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $180,393
29.2%
Assets/Debt
Total Assets $274,378
Total Liabilities $1,741
Net Assets $272,637

Document Links

990
Filed on Nov. 11, 2013

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$676,895
Expenses
$598,853
Net Income
$78,042
Net Assets
$209,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $676,895
100%
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $191,052
31.9%
Assets/Debt
Total Assets $229,661
Total Liabilities $20,013
Net Assets $209,648

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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