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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$70,151
Total expenses
$70,906
Contributions and grants received
$0
Grants paid
not reported
Program service revenue
$0
Membership dues (line 3)
$70,051
Investment income (line 4)
$0
Gain or loss on sale of assets (line 5c)
$0
Gaming and fundraising events, net (line 6d)
$0
Gross profit on inventory sales (line 7c)
$0
Other revenue (line 8)
$100
Total assets, end of year
$52,546
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$52,546
Program service expenses (Part III)
$27,758

Program services were 39.1% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

ESTABLISH THE VALUE OF FINANCIAL PLANNING TO THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION

  • SEMINARS DURING THE YEAR THAT PROVIDE MEMBER AND THEIRGUESTS EDUCATIONAL BENEFITS, INCLUDING CONTINUING PROFESSIONALEDUCATION CREDITS REQUIRED BY NATIONAL LICENSING PROGRAMS

    Expenses $23,124

  • MEMBERSHIPS INCLUDE CPA AND CFP DESIGNATIONS FORCONTINUING EDUCATION

    Expenses $2,992

  • PROMOTE ORGANIZATIONS AFFILATION WITH FINANCIAL PLANNINGASSOCIATION

    Expenses $1,642

As filed on the 2023 return.

Listed in Part IV

  • Ryan Thomas

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Mychael Eagleson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Adam Cmejla

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    5

  • Elizabeth Braden

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Shaun Irwin

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • Matt Sigler

    MEMBERSHIP DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Ed Wildermuth

    DIRECTOR OF NEXGEN

    Total calculated
    $0
    Hours/week
    5

  • Jeff Hess

    PROGRAM DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Chad Reed

    PRO BONO DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Benjamen Banks

    PARTNERSHIP DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Roxanne McGettigan

    CHAPTER EXECUTIVE

    Total calculated
    $35,544
    Compensation
    $35,544
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    15

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
2023
Filed
13 May 2024
IRS schema version
2023v5.0
Source object
202421369349207442

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