Form 990-EZ for tax year 2024
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $131,741
- Total expenses
- $115,564
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $90,070
- Membership dues (line 3)
- $38,178
- Investment income (line 4)
- $3,493
- 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
- $120,519
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $120,519
- Program service expenses (Part III)
- $99,926
Program services were 86.5% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
Professional organization for those involved in the financial planning industry.
-
During 2024, chapter meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, a Regional Conference was held with approximately 110 attending.
Expenses $99,926
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
LaToya Maddox
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Wayne Conway Ewan
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
James George Malatos
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Todd Sheppard
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Zach Morris
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Allison Doty
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Ben Loughery
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Kiersten Peshek
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Patrick Moore
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack Metzger
Secretary
- Total calculated
- $0
- Hours/week
- 0.5
-
James D Loftin
Chairman
- Total calculated
- $0
- Hours/week
- 0.5
-
Lizeth Damaso Kishel
President
- Total calculated
- $0
- Hours/week
- 0.5
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
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533179349201763
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