Totals
- Total revenue
- $221,033
- Total expenses
- $100,108
- Contributions and grants received
- $122,879
- Grants paid
- $0
- Program service revenue
- $98,154
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $120,925
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $120,925
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$122,879
-
2a · Program service revenue: Membership Dues
total $43,432 · related or exempt $43,432
-
2b · Program service revenue: Sponsorship
total $42,000 · related or exempt $42,000
-
2c · Program service revenue: Registration
total $12,722 · related or exempt $12,722
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $139
-
11c · Fees: accounting
total $1,240
-
11g · Fees: other
total $61,810
-
12 · Advertising and promotion
total $1,747
-
13 · Office expenses
total $1,668
-
14 · Information technology
total $205
-
17 · Travel
total $9,212
-
19 · Conferences, conventions and meetings
total $22,713
-
23 · Insurance
total $150
-
24e · All other expenses
total $1,224
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $120,925
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $120,925
Mission and programs · 2022
Mission
The purpose of the Chapter is to support Financial Planning Association's purpose and policies.
Activities or mission (Part I)
The purpose of the Chapter is to support FPA's purpose and policies.
-
Conference 7/19/2022 - Hosted a full day RIA Investment Management education conference for our members. Members were able to partake in a number of in person education presentations for continuing education credits.
-
Annual Forum 5/2-5/3/2022 - Hosted a 2 day virtual forum for our members via the conference application Whova. Members were presented with two half days of education presentations that they could receive continuing education credits from.
-
Career Day 11/4/2022 - Hosted a 1 day Career Day Conference in person to beneifit our members. Potential employers and our members got together to explore various career opportunities. Members also had the opportunity to join education presentations to help guide them with their career growth.
As filed on the 2022 return.
Listed in Part VII
-
Stephanie Carmel
President
- Total calculated
- $0
- Hours/week
- 5
-
Erin Slocum
President Elect
- Total calculated
- $0
- Hours/week
- 5
-
Viktoria Kamin
Secretary and Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Robert Hernandez
Past President/Chair
- Total calculated
- $0
- Hours/week
- 5
-
Timothy Hamilton
Advocacy Director
- Total calculated
- $0
- Hours/week
- 5
-
Edward Hadad
Education Director
- Total calculated
- $0
- Hours/week
- 5
-
Olivia LeBlan
Membership Director
- Total calculated
- $0
- Hours/week
- 2
-
Mallon Fitzpatrick
Sponsorship Director
- Total calculated
- $0
- Hours/week
- 1
-
Rhoundy Jones
Pro Bono Director
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Ricks
NexGen Director
- Total calculated
- $0
- Hours/week
- 1
-
Letian Dong
DE&I Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303539349301405
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