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Nonprofiteer
← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2024

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$35,428
Total expenses
$57,715
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$4,713
Membership dues (line 3)
$17,871
Investment income (line 4)
$4
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)
$12,840
Total assets, end of year
$24,436
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$24,436
Program service expenses (Part III)
not reported

Mission and programs · 2024

Primary exempt purpose

To enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring.

  • The organization continues to promote professional growth through education, networking and mentoring.

  • The organization continues to assist new planners in the business with opportunities for networking and mentoring through its career development programs.

  • The organization continues to reach out to the community to promote the benefits of financial planning and working with a financial planner.

As filed on the 2024 return.

Listed in Part IV

  • Tonia Forbus

    Executive Dir.

    Total calculated
    $31,500
    Compensation
    $31,500
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    20

  • Kerry Wooden

    President

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Rhonda Staelgraeve

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Kate Davalos

    President-Elect

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Fred Harper

    Treas/Secty

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Jennipher Lommen

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Curt Weil

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • John Nejedly

    Chair/Past Pres

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

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
10 June 2025
IRS schema version
2024v5.1
Source object
202541619349200139

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