Form 990-EZ for tax year 2023
Filed by FINACIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $156,731
- Total expenses
- $143,719
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $126,644
- Membership dues (line 3)
- $29,937
- 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)
- $150
- Total assets, end of year
- $98,292
- Total liabilities, end of year
- $7,000
- Net assets or fund balances, end of year
- $91,292
- Program service expenses (Part III)
- $0
Program services were 0.0% 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 education for professionals in financial planning.
-
Educational classes and seminars are provided to all members to promote and improve financial planning as a profession and promote social awareness of the profession.
As filed on the 2023 return.
Listed in Part IV
-
Nicholas Gertsema
Director
- Total calculated
- $0
- Hours/week
- 0
-
Conor Kelly
Director
- Total calculated
- $0
- Hours/week
- 0
-
Chris Lilley
Director
- Total calculated
- $0
- Hours/week
- 0
-
Tylor Willis
Director
- Total calculated
- $0
- Hours/week
- 0
-
Landon Warmund
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jacob Watts
Director
- Total calculated
- $0
- Hours/week
- 0
-
William Bohne
Director
- Total calculated
- $0
- Hours/week
- 0
-
Jack Giardino
Director
- Total calculated
- $0
- Hours/week
- 0
-
Andrew Zumwalt
Director
- Total calculated
- $0
- Hours/week
- 0
-
Thomas Kaminski
Director at Large
- Total calculated
- $0
- Hours/week
- 0
-
Jennifer Malone
Director at Large
- Total calculated
- $0
- Hours/week
- 0
-
Eric Martinez
Director at Large
- Total calculated
- $0
- Hours/week
- 0
-
Jennifer Calvi Price
Director at Large
- Total calculated
- $0
- Hours/week
- 0
-
Claudia Gray
Secretary-Treasurer
- Total calculated
- $0
- Hours/week
- 0
-
Carrie Ohm
Chair-Past President
- Total calculated
- $0
- Hours/week
- 0
-
Ben Skilling
President
- Total calculated
- $0
- Hours/week
- 0
-
Jason Newcomer
President Elect
- Total calculated
- $0
- Hours/week
- 0
-
Brandy Johnson
Executive Director
- Total calculated
- $46,000
- Compensation
- $46,000
- Benefit plans
- $0
- Expense account
- $0
- Hours/week
- 40
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
- 30 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411299349200211
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