Form 990-EZ for tax year 2023
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $137,999
- Total expenses
- $149,488
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $84,847
- Membership dues (line 3)
- $39,663
- Investment income (line 4)
- $13,489
- 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
- $170,018
- Total liabilities, end of year
- $30,090
- Net assets or fund balances, end of year
- $139,928
- Program service expenses (Part III)
- not reported
Mission and programs · 2023
Primary exempt purpose
TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.
-
PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 650 ATTENDEES IN 2023.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Charlie PastorCHARLIE PASTOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Adam OliverADAM OLIVER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Marcie CarvalhoMARCIE CARVALHO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Alec QuaidALEC QUAID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Sandra LaskowskiSANDRA LASKOWSKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Katie WeberKATIE WEBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Cory UnderwoodCORY UNDERWOOD
PRESIDENT/SECRETARY
- Total calculated
- $0
- Hours/week
- 10
-
Lori MillerLORI MILLER
CHAIR (PAST PRESIDENT)
- Total calculated
- $0
- Hours/week
- 10
-
Matt LengelMATT LENGEL
PRESIDENT ELECT/TREASURER
- Total calculated
- $0
- Hours/week
- 10
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
- 21 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432369349200118
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