2025-05-15T08:51:27-05:00 2024-06-30 204553256 MARINER WEALTH ADVISORS 4200 E SKELLY DRIVE SUITE 950 TULSA OK 74135 990 2023-07-01 873945957 AVANZANDO JUNTOS CORPORATION AVAN 9187343953 32 S LEWIS AVE TULSA OK 74104 ONELIA MACCHIA ANZOLA EXECUTIVE DIRECTOR 9186713046 2025-05-15 1 0 CHARLIE NIEMAN P01578793 9183881655 2023 2025-03-06 01:10:19Z ONELIA MACCHIA ANZOLA 32 S LEWIS AVE TULSA OK 74104 945939 0 X WWW.AJTULSA.ORG X 2021 OK OUR MISSION IS TO SUPPORT ENTREPRENEURS AND SMALL BUSINESSES IN THETULSA AREA IN BUILDING PROSPERITY, COMMUNITY OWNERSHIP, AND CIVICPOWER 6 6 0 50 0 0 1272033 861484 10000 57607 3187 26848 0 0 1285220 945939 0 0 0 0 85756 142252 0 0 36201 110425 270959 196181 413211 1089039 532728 1191676 1787543 102637 222202 1089039 1565341 OUR MISSION IS TO SUPPORT ENTREPRENEURS AND SMALL BUSINESSES IN THETULSA AREA IN BUILDING PROSPERITY, COMMUNITY OWNERSHIP, AND CIVICPOWER. 0 0 168641 590000 MI GENTE: ITS PRIMARY MISSION IS TO CREATE ACCESS TO MICROBUSINESS LOANS AND TECHNICAL ASSISTANCE FOR NEW OR EMERGING SMALL BUSINESSES IN LMI/IA COMMUNITIES IN THE TULSA AREA. 40407 30000 TECHNICAL PROGRAM: PROVIDES EDUCATION THROUGH OUR MONTHLY WORKSHOPS TO HELP ENTREPRENEURS DEVELOP THEIR SKILLS IN DIFFERENT AREAS, REGISTRATION, BUSINESS FINANCIALS, LENDING, MARKETING AND MORE. 32544 NETWORKING PROGRAM: CREATES OPPORTUNITIES FOR SMALL BUSINESSES TO CONNECT, SHARE EXPERIENCES, AND LEARN FROM OTHER BUSINESSES IN DIFFERENT EVENTS. 241592 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OK X MARINER WEALTH 9183881655 ADVISORS 4200 E SKELLY DRIVE STE TULSA OK 74135 FRANCISCO IBARRA DIRECTOR 1.00 X 0 0 0 LUISA KRUG DIRECTOR 1.00 X 0 0 0 KATIA ANAYA DIRECTOR 1.00 X 0 0 0 DAMIEN OCHOA DIRECTOR 1.00 X 0 0 0 MARIA ALMEIDA DIRECTOR 1.00 X 0 0 0 ONELIA MACCHIA ANZOLA EXECUTIVE DIRECTOR 40.00 X 0 0 99414 0 0 99414 0 0 0 0 0 861484 16373 861484 CONSULTING PROGRAM 541610 52807 52807 LOAN ORIGINATION FEE 541610 4800 4800 57607 26848 26848 945939 57607 0 26848 112167 63558 20158 28451 21664 13523 2913 5228 8421 5034 1129 2258 16096 1186 14910 34800 7815 26985 1155 1155 15074 15074 6974 1043 5691 240 14348 118 14230 BAD DEBT EXPENSE 134558 134558 MICRO LOAN CONTRACTORS 18000 5200 12800 CONTRACT LABOR 16200 16200 MEALS 7532 3918 3590 24 6222 5639 583 413211 241592 135418 36201 802579 1142191 336464 64789 0 579554 230 1009 52403 0 1191676 1787543 3569 8286 99068 213916 102637 222202 X 1089039 1565341 0 0 0 0 1089039 1565341 1191676 1787543 532728 -56426 0 X 0 1 X 1 0 X 1282032 1282032 1282032 1282032 1282032 3187 3187 1285219 0.99750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990, PART VI, SECTION B, LINE 11B ONCE A DRAFT OF THE 990 IS COMPLETE IT WILL BE PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW. THE MEMBERS OF THE BOARD WILL HAVE THE CHANCE TO ASK QUESTIONS AND GAIN CLARIFICATION AT THE BOARD MEETING FOLLOWING THE DATE THE DRAFT 990 IS COMPLETED. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS SIGNED A CONFLICT OF INTEREST DISCLOSURE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DELIBERATED INDEPENDENTLY FROM THE EXECUTIVE DIRECTOR ABOUT COMPENSATION, CONSULTED AN EXTERNAL HR CONSULTANT AS TO WHAT WAS ACCEPTABLE, MADE A PROPOSAL, VOTED UNANIMOUSLY AND PRESENTED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THEY WERE NOT MADE AVAILABLE TO THE PUBLIC MI GENTE LOAN FUNDS LLC 32 S LEWIS AVE TULSA OK 74104 861236721 MICRO LOAN CONTRACTS OK 31648 1553001 AVANZANDO JUNTOS CORPORATION