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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$120,707
Total expenses
$88,693
Contributions and grants received
$15,916
Grants paid
not reported
Program service revenue
$103,602
Membership dues (line 3)
not reported
Investment income (line 4)
$1,189
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
$127,400
Total liabilities, end of year
$982
Net assets or fund balances, end of year
$126,418
Program service expenses (Part III)
$35,423

Program services were 39.9% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

PROVIDE LEARNING OPPORTUNITIES IN AREAS OF FINANCIAL EDUCATION TO MEMBERSHIP SO THAT THE MEMBERS MAY PROVIDE GREATER SERVICES TO THEIR CLIENTS, STUDENTS OF FINANCIAL PLANNING AND THE PUBLIC AT LARGE.

  • EDUCATION SEMINARS AND WORKSHOPS FOR MEMBERS AND STUDENTS.

    Expenses $35,423

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Sylvia Presley

    TREASURER

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

  • Mike Salmon

    CHAIRMAN

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

  • Dennis Nolte

    PRESIDENT

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

  • Jessica Hall

    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
2023
Filed
5 November 2024
IRS schema version
2023v5.0
Source object
202443109349201674

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