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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2025

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$191,081
Total expenses
$161,026
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$144,856
Membership dues (line 3)
$39,741
Investment income (line 4)
$4,782
Gain or loss on sale of assets (line 5c)
$1,702
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
$218,825
Total liabilities, end of year
$39,937
Net assets or fund balances, end of year
$178,888
Program service expenses (Part III)
not reported

Mission and programs · 2025

Primary exempt purpose

SEE SCHEDULE O

  • PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS THRU CHAPTER MTGS, NETWORKING EVENTS AND ANNUAL FORUM TO 918 ATTENDEES IN 2025.

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

Listed in Part IV

  • Katie Weber

    PRESIDENTTREASURERSECY

    Total calculated
    $0
    Hours/week
    10

  • Alec Quaid

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5

  • Matthew Lengel

    CHAIRPAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Sandra Laskowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Danny Lee

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mark Milligan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Marcie Carvalho

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Heidi Phan-Peterson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

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
2025
Filed
3 September 2026
IRS schema version
2025v4.2
Source object
202642469349200044

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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