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← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$9,051,715
Total expenses
$9,111,585
Contributions and grants received
$75,000
Grants paid
$122,616
Program service revenue
$7,924,712
Investment income
$60,488
Other revenue
$991,515
Total assets, end of year
$6,694,548
Total liabilities, end of year
$4,647,003
Net assets or fund balances, end of year
$2,047,545
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$0

Listed in Part VII

  • Claudia Cypher Kane

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • Dennis Moore

    President

    Total calculated
    $0
    Hours/week
    5

  • James Lee

    President Elect

    Total calculated
    $0
    Hours/week
    5

  • Skip Schweiss

    Past President

    Total calculated
    $0
    Hours/week
    5

  • Byrke Sestok

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Carl Wayne

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Crystal Alford-Cooper

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Daniel Galli

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • George Fernandez

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Karen McDade

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Lisa Kirchenbauer

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Paul Brahim

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Robert van Beek

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Susan Danzig

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Patrick D Mahoney

    CEO and Secretary

    Total calculated
    $416,314
    From this org
    $377,655
    From related orgs
    $0
    Other
    $38,659
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $375,194
    Bonus
    $0
    Other
    $2,461
    Deferred
    $10,887
    Nontaxable benefits
    $27,772
    Filer's total
    $416,314

  • Sandra Garcia

    CFO

    Total calculated
    $210,766
    From this org
    $184,358
    From related orgs
    $0
    Other
    $26,408
    Hours/week
    40 + 3 related

    Schedule J breakdown matched by us

    Base
    $183,616
    Bonus
    $0
    Other
    $742
    Deferred
    $6,690
    Nontaxable benefits
    $19,718
    Filer's total
    $210,766

  • Amy Woodward Corum

    Director Strategic Partnership

    Total calculated
    $149,247
    From this org
    $132,550
    From related orgs
    $0
    Other
    $16,697
    Hours/week
    40 + 4 related

  • Ben Lewis

    CCO

    Total calculated
    $191,602
    From this org
    $186,068
    From related orgs
    $0
    Other
    $5,534
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,833
    Bonus
    $5,000
    Other
    $235
    Deferred
    $5,534
    Nontaxable benefits
    $0
    Filer's total
    $191,602

  • Leslie Whittet

    CMO (Part Year)

    Total calculated
    $181,316
    From this org
    $162,561
    From related orgs
    $0
    Other
    $18,755
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,112
    Bonus
    $0
    Other
    $15,449
    Deferred
    $8,807
    Nontaxable benefits
    $9,948
    Filer's total
    $181,316

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Schedule J, Part I, Line 4a Severance or change-of-control payment
Leslie Whittet, CMO received a severance payment in the amount of $14,613.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Financial Services Information Company

    C Corporation · Publication · GA · share of income $419,003 · share of assets $70,852 · controlled entity

    Directly controlled by The Financial Planning Association

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303139349302415

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