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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$15,135
Total expenses
$19,171
Contributions and grants received
$12,202
Grants paid
not reported
Program service revenue
$2,933
Membership dues (line 3)
not reported
Investment income (line 4)
not reported
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)
not reported
Total assets, end of year
$13,095
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$13,095
Program service expenses (Part III)
not reported

Mission and programs · 2023

Primary exempt purpose

TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS TO THE PUBLIC.

  • PERIODIC SOCIAL EVENTS: TO PROVIDE MEMBERS WITH THE ABILITY TO MEET OTHER PROFESSIONALS AND EXPAND THEIR NETWORK.

  • PERIODIC LUNCH AND DINNER SEMINARS: TO PROVIDE MEMBERS WITH THE ABILITY TO EXPAND THEIR KNOWLEDGE AND STAY UP TO DATE IN THEIR PROFESSION.

  • PYUBLICATIONS, NEWSPLETTERS, WEBSITE:L TO PROVIDE ADDITIONAL RESOURCES FOR PROVESSIONALS AND INFORMATION ON UPCOMING EVENTS.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Steven Trend

    PAST PRESIDE

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

  • Jubin Keyvan

    TREASURER

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

  • Erin Marie Wallace

    DIRECTOR

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

  • Johathan Fernandez-Rubio

    DIRECTOR

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

  • Theresa Valinotti

    PRESIDENT

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

  • Thomas W Balcom

    DIRECTOR

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

  • Steward Koesten

    DIRECTOR

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

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
4 May 2024
IRS schema version
2023v5.0
Source object
202401289349202145

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

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