Form 990-EZ for tax year 2024
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $54,356
- Total expenses
- $66,146
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $44,745
- Membership dues (line 3)
- $9,586
- Investment income (line 4)
- $25
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $35,689
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $35,689
- Program service expenses (Part III)
- not reported
Mission and programs · 2024
Primary exempt purpose
TO SERVE THE EDUCATIONAL NEEDS OF IT'S MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING FOR THE PUBLIC.
-
PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Michael J BrunellMICHAEL J BRUNELL
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Thomas McGrathTHOMAS MCGRATH
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Howard KibrickHOWARD KIBRICK
PRESIDENT AS OF 1/1/2024
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie CoganSTEPHANIE COGAN
EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Maria NatarelliMARIA NATARELLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Derek GrayDEREK GRAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Becky SciortinoBECKY SCIORTINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Jim DavosJIM DAVOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Susan SchellSUSAN SCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2024
- Filed
- 7 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202531329349203408
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.