Form 990-EZ for tax year 2025
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $159,503
- Total expenses
- $136,115
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $136,395
- Membership dues (line 3)
- $18,888
- Investment income (line 4)
- $4,220
- 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
- $94,126
- Total liabilities, end of year
- $1,575
- Net assets or fund balances, end of year
- $92,551
- Program service expenses (Part III)
- not reported
Mission and programs · 2025
Primary exempt purpose
AS A CHAPTER ORGANIZATION OF THE FINANCIAL PLANNING ASSOCIATION, FINANCIAL PLANNING ASSN OF CT IS A MEMBERSHIP ORGANIZATION THAT CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION, WITH THE CERTIFIED FINANCIAL PLANNER ("CFP") DESIGNATION AS ITS CORNERSTONE. THE CHAPTER SEEKS TO FOSTER COMPETENT, COMMITTED AND ETHICAL MEMBERS; PROVIDE EDUCATIONAL OPPORTUNITIES TO ASSIST MEMBERS; BUILD A GROWING MEMBERSHIP WITH A SHARED VISION; AND HELP PEOPLE RECOGNIZE THE VALUE OF THE FINANCIAL PLANNING PROCESS AS A WAY TO ACHIEVE THEIR GOALS AND DREAMS.
-
THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR FOR THE BENEFIT OF ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, AND THE OPPORTUNITY TO CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED TO SUPPORT A MEMBER'S PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT AND PRACTICE MANAGEMENT CONFERENCES, AND AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THESE ARE IN THE FORM OF ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING FOR MEMBERS AND VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED TO THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP IS ALSO AWARDED ANNUALLY FOR COLLEGE BOUND HIGH SCHOOL SENIORS.
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N/A
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Salim Pierre Boutagy CFP CpwaSALIM PIERRE BOUTAGY CFP CPWA
CHAIRMAN
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0
-
Laura SundquistLAURA SUNDQUIST
TREASURER
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0
-
Christopher Lee CFPCHRISTOPHER LEE CFP
PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 0
-
Ann Marie Ocone CFPANN MARIE OCONE CFP
SECRETARY
- 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
- 2025
- Filed
- 13 July 2026
- IRS schema version
- 2025v4.0
- Source object
- 202611989349200131
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