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Nonprofiteer
← FINACIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINACIAL PLANNING ASSOCIATION.

Totals

Total revenue
$122,450
Total expenses
$114,721
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$93,546
Membership dues (line 3)
$28,465
Investment income (line 4)
$139
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)
$300
Total assets, end of year
$78,280
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$78,280
Program service expenses (Part III)
not reported

Mission and programs · 2022

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 2022 return.

Listed in Part IV

  • Mary Dorn

    BOARD CHAIR

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

    PRESIDENT

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

    DIR AT LARGE

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

    DIR OF PUBLI

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

    DIR OF PARTN

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

    PRESIDENT EL

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

    CAE

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

    DIR OF MEMBE

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0
  • Todd C Ericson

    SECRETARY/TR

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

    DIR OF COMM

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

    DIR OF PUBLI

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0
  • Derek R Lawson PhD

    DIR STUDENT

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

    DIR AT LARGE

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

    DIR OF NEXGE

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

    DIR OF PROGR

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

    DIR AT LARGE

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

    PAST PRESIDE

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

    DIR AT LARGE

    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
2022
Filed
7 March 2023
IRS schema version
2022v4.1
Source object
202320669349200717

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