South Dakota Planning Group Initiative is located in Sioux Falls, SD. The organization was established in 2015. According to its NTEE Classification (S40) the organization is classified as: Business & Industry, under the broad grouping of Community Improvement & Capacity Building and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. South Dakota Planning Group Initiative is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2020, South Dakota Planning Group Initiative generated $131.6k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 18.8% each year . All expenses for the organization totaled $85.3k during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3
THE SDTA HELD A LEGISLATIVE SOCIAL EVENT, IN WHICH MEMBERS OF THE SDTA DISCUSSED THE TRUST INDUSTRY AND ITS BENEFITS WITH LEGISLATORS ACROSS THE STATE. FROM A MARKETING STANDPOINT, THE SDTA CREATED AN EDUCATIONAL INFOGRAPHIC TO DESCRIBE THE POSSIBILITIES WITHIN THE TRUST INDUSTRY FOR THOSE IN COLLEGE THINKING OF PURSUING A CAREER IN THE TRUST FIELD. A JOB POSTING LINK WAS ALSO ADDED TO THE SDTA'S WEBSITE. THE SDTA SUPPORTED PHILANTHROPY AS WELL, WITH AN EYE ON MEETING NEEDS ACROSS THE STATE IN THE MIDST OF THE COVID PANDEMIC, UTILIZING PROGRAMS SUCH AS FEEDING SOUTH DAKOTA. IN THE FALL OF 2020, THE SDTA AGAIN HOSTED A FALL FORUM EDUCATIONAL EVENT AS A WAY TO PROVIDE CONTINUING EDUCATION TO ATTENDEES ON A BROAD RANGE OF TOPICS. INDIVIDUALS WERE ABLE TO ATTEND THE EVENT IN-PERSON OR VIRTUALLY.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Antony Joffe President | 10 | $0 | |
Pat Goetzinger Board Member | 1 | $0 | |
Beth Jerdonek Board Member (start 10/20) | 1 | $0 | |
Jessica Beavers Vice President | 10 | $0 | |
Mike Dea Board Member (until 10/20) | 1 | $0 | |
Matthew Mcmillen Treasurer | 1 | $0 |
Statement of Revenue | |
---|---|
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $0 |
Membership dues | $131,131 |
Investment income | $11 |
Gain or Loss | $0 |
Net Income from Gaming & Fundraising | $0 |
Other Revenue | $500 |
Total Revenue | $131,642 |
Statement of Expenses | |
---|---|
Grants and similar amounts paid | $0 |
Benefits paid to or for members | $0 |
Salaries, other compensation, and employee benefits | $16,500 |
Professional fees and other payments to independent contractors | $2,290 |
Occupancy, rent, utilities, and maintenance | $0 |
Printing, publications, postage, and shipping | $0 |
Other expenses | $66,529 |
Total expenses | $85,319 |
Balance Sheet | |
---|---|
Cash, savings, and investments | $153,054 |
Other assets | $0 |
Total assets | $153,054 |
Total liabilities | $0 |
Net assets or fund balances | $153,054 |
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