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← FINACIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINACIAL PLANNING ASSOCIATION.

Totals

Total revenue
$44,254
Total expenses
$61,301
Contributions and grants received
$43,852
Grants paid
not reported
Program service revenue
not reported
Membership dues (line 3)
not reported
Investment income (line 4)
$402
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
$34,307
Total liabilities, end of year
$7,163
Net assets or fund balances, end of year
$27,144
Program service expenses (Part III)
$52,877

Program services were 86.3% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

TO PROVIDE MEMBER EDUCATION AND ADVANCE THE FINANCIAL PLANNING PROCESS THROUGH PROMOTION OF THE CFP MARKS AS THE CORNERSTONE OF THE FINANCIAL PLANNING PROFESSION.

  • THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.

    Expenses $52,877

As filed on the 2023 return.

Listed in Part IV

  • Elaine Webb

    President

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    5

  • Ray Harrison

    PAST PRESIDENT

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

  • Karen Miller

    Treasurer

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    3

  • Kelley Goodman

    Secretary

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

  • Emilie Andres

    Director

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

  • Randy Hendershot

    Director

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

  • Drew Shade

    Director

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

  • Nathan Torinus

    Director

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

  • Landon Tymochko

    Director

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

  • Daryl Wong

    Director

    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
2023
Filed
19 April 2024
IRS schema version
2023v5.0
Source object
202421109349200537

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