2024-11-11T00:04:02-06:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990EZ 2023-01-01 421228083 IOWA CCIM CHAPTER OF THE COMMERCIAL REAL ESTATE INSTITUTE IOWA 7632917508 PO BOX 47986 PLYMOUTH MN 55447 MIKE BONNETT PRESIDENT 7632917508 2024-11-07 1 1 DENISE E BALDWIN CPA P00117922 5157275700 2024-11-07 2023 2024-10-15 13:58:12Z X X WWW.CCIMIOWA.COM X X 184084 X 174381 9393 310 184084 3000 6939 2250 158605 170794 13290 155991 0 169281 155991 169281 155991 169281 0 0 155991 169281 X TO PROMOTE THE CCIM DESIGNATION TO OUR MEMBERS, POTENTIAL MEMBERS, AND OUR CLIENTS BY PROVIDING THE BEST COMMERCIAL AND INVESTMENT REAL ESTATE EDUCATION, TECHNOLOGY AND NETWORKING OPPORTUNITIES WITHIN THE STATE OF IOWA, NATIONALLY AND AROUND THE WORLD. THE OBJECTIVES OF THE IOWA CCIM CHAPTER OF THE COMMERCIAL REAL ESTATE INSTITUTE SHALL BE TO CONDUCT APPROVED REAL ESTATE SEMINARS FOR THE CHAPTER, IOWA COMMERICAL/LAND BOARD OF REALTORS, AND MEMBERS OF THE PUBLIC WITHIN THE CHAPTER JURISDICTION 0 0 TO PROMOTE THE IMAGE AND REPUTATION OF THE MARKETING INSTITUTE AND ITS CERTIFIED COMMERCIAL INVESTMENT MEMBER (CCIM) DESIGNEES 0 0 TO ASSIST THE MARKETING INSTITUTE IN ACHIEVING ITS PURPOSES AND OBJECTIVES INCLUDING: MARKET FEEDBACK, COURSE PROMOTION, PUBLIC RELATIONS AND MEMBERSHIP RECRUITMENT AND RETENTION 0 0 SPONSOR ANNUAL EXPO MEETING/EDUCATION EVENT 0 0 TO GIVE ASSISTANCE AND GUIDANCE TO CANDIDATES SEEKING TO BECOME DESIGNEES 0 0 TO PROVIDE A FORUM FOR THE EXCHANGE OF INFORMATION 0 0 JEFF SPENCE CCIM IMMEDIATE PAST PRESIDENT 2.00 0 0 0 HARRISON KRUSE CCIM PRESIDENT 2.00 0 0 0 MIKE BONNETT CCIM PRESIDENT ELECT 2.00 0 0 0 CHANDLER MARTIN CCIM DIRECTOR 1.00 0 0 0 JIM TANSEY CCIM DIRECTOR 1.00 0 0 0 JUSTIN LOSSNER CCIM DIRECTOR 1.00 0 0 0 DAVID WOLF CCIM SECRETARY/TREASURER 2.00 0 0 0 JACQUIE WILLIAMS ASSOCIATION MANAGER 2.00 6939 0 0 ERIN ROONEY CCIM VICE PRESIDENT 2.00 0 0 0 CRAIG BYERS CCIM DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 JACQUIE WILLIAMS PO BOX 47986 PLYMOUTH MN 55447 7632917508 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 310. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CCIM SCHOLARSHIPS PAID. GRANTEE NAME: N/A - ALL RECIPIENTS PAID LESS THAN $5,000. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 3,028. DESCRIPTION: COMMITTEE EXPENSES - PROMOTION, MEMBERSHIP, ETC. AMOUNT: 2,206. DESCRIPTION: EDUCATION PROGRAM COSTS. AMOUNT: 21,091. DESCRIPTION: EXPO EXPENSES - SPEAKERS, FACILITIES, WEB SITE, SUPPLIES. AMOUNT: 126,988. DESCRIPTION: BANK FEES/MERCHANT DEPOSIT FEES. AMOUNT: 1,446. DESCRIPTION: POSTAGE. AMOUNT: 47. DESCRIPTION: INSURANCE. AMOUNT: 679. DESCRIPTION: CONTRIBUTION TO CCIM FOUNDATION FOR VETERAN SCHOLARSHIP. AMOUNT: 3,000. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 120. TOTAL TO FORM 990-EZ, LINE 16: 158,605. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.