Nonprofit · EIN 06-1747028
ADVANCED PLANNERS STUDY GROUP
Tax-exempt · AUSTIN, TX 78705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $393,552 | $198,074 | $195,478 | $228,327 | $0 | $228,327 |
| December 31, 2024 | 990 | $264,124 | $327,204 | -$63,080 | $32,849 | $0 | $32,849 |
| December 31, 2023 | 990 | $239,780 | $253,456 | -$13,676 | $95,929 | $0 | $95,929 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $388,384
- Investment income
- $5,168
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $850
- Program services (functional)
- $197,224
- Management and general (functional)
- $850
Balance sheet and other
- Total assets, start of year
- $32,849
- Total assets, end of year
- $228,327
- Total liabilities, end of year
- $0
- Net assets, end of year
- $228,327
- Net assets without donor restrictions
- $228,327
- Gross receipts
- $393,552
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- TX
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL W STUART | CHAIRMAN Officer | 0 | $0 |
| AMANDA PIPER | VICE-CHAIRMAN Officer | 0 | $0 |
| PHILLIP RADEMACHER | VICE-CHAIRMAN Officer | 0 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL W STUART | CHAIRMAN Officer | 0 | $0 |
| AMANDA PIPER | VICE-CHAIRMAN Officer | 0 | $0 |
| PHILLIP RADEMACHER | VICE-CHAIRMAN Officer | 0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARL W STUART | CHAIRMAN Officer | 0 | $0 |
| AMANDA PIPER | VICE-CHAIRMAN Officer | 0 | $0 |
| PHILLIP RADEMACHER | VICE-CHAIRMAN Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 623 W 38TH ST STE 110, AUSTIN, TX 78705-1254
- In care of
- % CARL STUART
- Principal officer (990 for 2025)
- CARL W STUART, 623 WEST 38TH STREET SUITE 110, AUSTIN, TX 78705
- Signed the 990
- CARL W STUART, CHAIRMAN
- Phone
- (512) 478-2275
- Return prepared by
- SCHRIBER & ASSOCIATES PLLC
Mission
TO PROVIDE A MEANS FOR CERTIFIED PLANNERS TO GATHER AND OBTAIN CURRENT INFORMATION FROM INDUSTRY EXPERTS
Program accomplishments
- ANNUAL INVESTMENT AND FINANCIAL PLANNING CONFERENCEExpenses $197,224 · revenue $393,552
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1747028
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Assets (IRS master file)
- $228,327
- Income (IRS master file)
- $393,552
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $393,552 | $198,074 | $228,327 | XML |
| 990 | December 2024 | $264,124 | $327,204 | $32,849 | IRS |
| 990 | December 2023 | $239,780 | $253,456 | $95,929 | XML |
| 990 | December 2022 | $282,496 | $308,999 | $109,605 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 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 06-1747028).
Questions about ADVANCED PLANNERS STUDY GROUP
- What is the EIN of ADVANCED PLANNERS STUDY GROUP?
- The employer identification number (EIN) of ADVANCED PLANNERS STUDY GROUP is 06-1747028.
- Is ADVANCED PLANNERS STUDY GROUP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2008.
- Are donations to ADVANCED PLANNERS STUDY GROUP tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ADVANCED PLANNERS STUDY GROUP 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 ADVANCED PLANNERS STUDY GROUP due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ADVANCED PLANNERS STUDY GROUP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ADVANCED PLANNERS STUDY GROUP?
- The 990 for the year ended December 31, 2025 names CARL W STUART.
- Who are the officers and directors of ADVANCED PLANNERS STUDY GROUP?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ADVANCED PLANNERS STUDY GROUP have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $393,552, expenses of $198,074 and total assets of $228,327 at year end.
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