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Nonprofiteer
← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2025

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$152,563
Total expenses
$131,364
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$148,647
Investment income
$2,179
Other revenue
$1,737
Total assets, end of year
$62,856
Total liabilities, end of year
$8,646
Net assets or fund balances, end of year
$54,210
Program services expenses (Part IX)
$131,364
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$131,364

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PROGRAM SERVICE REVENUE

    total $118,380 · related or exempt $118,380

  • 2b · Program service revenue: MEMBERSHIP DUES AND ASSESSMEN

    total $30,267 · related or exempt $30,267

  • 3 · Investment income

    total $2,179 · related or exempt $2,179

  • 11a · Other revenue: MISCELLANEOUS

    total $1,737 · related or exempt $1,737

  • 11e · Other revenue, total

    $1,737

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $42,578 · program services $42,578

  • 8 · Pension plan contributions

    total $4,877 · program services $4,877

  • 10 · Payroll taxes

    total $3,385 · program services $3,385

  • 11g · Fees: other

    total $494 · program services $494

  • 12 · Advertising and promotion

    total $8,327 · program services $8,327

  • 13 · Office expenses

    total $6,640 · program services $6,640

  • 14 · Information technology

    total $4,106 · program services $4,106

  • 17 · Travel

    total $4,713 · program services $4,713

  • 19 · Conferences, conventions and meetings

    total $56,244 · program services $56,244

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,517 · end of year $62,856

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,452

  • 10a · Land, buildings and equipment: cost or other basis

    $3,768

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,768

  • 17 · Accounts payable and accrued expenses

    end of year $3,156

  • 25 · Other liabilities

    beginning of year $5,958 · end of year $5,490

  • 31 · Retained earnings, endowment or other funds

    beginning of year $33,011 · end of year $54,210

Mission and programs · 2025

Mission

TO SERVE THE NEEDS OF ITS MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION.

  • MONTHLY EDUCATIONAL MEETINGS AVAILABLE FOR ALL MEMBERS.

    Revenue $118,380

  • ANNUAL ONE DAY EDUCATIONAL CONFERENCE/PROGRAM AVAILABLE FOR ALL MEMBERS.

  • ANNUAL TWO DAY EDUCATIONAL CONFERENCE/PROGRAM AVAILABLE FOR ALL MEMBERS.

  • EDUCATIONAL PROGRAMS ON FINANCIAL ISSUES FOR OVER 600 INDIVIDUALS.

    Expenses $131,364 · Revenue $30,267

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sarah Caruana

    CHAPTER EXEC

    Total calculated
    $45,740
    From this org
    $45,740
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Anna-Maria Astor

    BOARD OF DIR

    Total calculated
    $0

  • Suzy Beeler

    BOARD OF DIR

    Total calculated
    $0

  • Jessica Connarn

    BOARD OF DIR

    Total calculated
    $0

  • Julia Hall

    BOARD OF DIR

    Total calculated
    $0

  • Robert Ingram

    BOARD CHAIR

    Total calculated
    $0

  • Jennie Spurlock

    BOARD OF DIR

    Total calculated
    $0

  • Cody Vanderhagen

    BOARD OF DIR

    Total calculated
    $0

  • Kelsey Arvai

    SECRETARY

    Total calculated
    $0

  • Adam Finch

    TREASURER

    Total calculated
    $0

  • Nicholas Nauta

    PRESIDENT

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
20 April 2026
IRS schema version
2025v4.0
Source object
202611429349300311

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