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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2025

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$64,706
Total expenses
$64,212
Contributions and grants received
not reported
Grants paid
$825
Program service revenue
$35,861
Membership dues (line 3)
$22,825
Investment income (line 4)
$2,766
Gain or loss on sale of assets (line 5c)
$3,254
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
$121,322
Total liabilities, end of year
$606
Net assets or fund balances, end of year
$120,716
Program service expenses (Part III)
$59,067

Program services were 92.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2025

Primary exempt purpose

FPA OF HAWAII STRENGTHENS OUR COMMUNITY BY BUILDING AN ORGANIZATION OF FINANCIAL PROFESSIONALS DEDICATED TO HELPING CLIENTS ACHIEVE THEIR FINANCIAL AND PERSONAL OBJECTIVES THROUGH THE FINANCIAL PLANNING PROCESS. WE ENHANCE THE GROWTH AND FINANCIAL SUCCESS OF OUR MEMBERS BY PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES WHILE UPHOLDING THE HIGHEST STANDARDS OF ETHICS AND INTEGRITY.

  • MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.

    Expenses $59,067

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

Listed in Part IV

  • Kristy Nishida

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Bruggemann

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Paul Gauci

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Travis Tsukayama

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Wai Kee Chan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alyssa McCandless

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brent Curlow

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Bernardo Equila-Liu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Franklin Portillo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bernadette Wu

    EXECUTIVE DIRECTOR

    Total calculated
    $21,200
    Compensation
    $21,200
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    15

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
30 July 2026
IRS schema version
2025v4.2
Source object
202622139349200107

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