Form 990-EZ for tax year 2023
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $60,865
- Total expenses
- $73,829
- Contributions and grants received
- $7,344
- Grants paid
- not reported
- Program service revenue
- not reported
- Membership dues (line 3)
- $53,503
- Investment income (line 4)
- $18
- 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
- $53,605
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $53,605
- Program service expenses (Part III)
- not reported
Mission and programs · 2023
Primary exempt purpose
FINANCIAL PLANNING EXEMPT ORGANIZATION
-
PROMOTES FINANCIAL PLANNING TO THE PUBLIC
As filed on the 2023 return.
Listed in Part IV
-
Alexandra StewartALEXANDRA STEWART
CHAIRMAN
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Patrick KellyPATRICK KELLY
PRESIDENT
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Laura SendldorferLAURA SENDLDORFER
PRESIDENT-EL
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Gregory WillGREGORY WILL
SECRETARY/TR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Chad ArringtonCHAD ARRINGTON
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Genevieve CriseraGENEVIEVE CRISERA
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Thomas CusickTHOMAS CUSICK
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Barry HeiseyBARRY HEISEY
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Steve JanvierSTEVE JANVIER
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Kimberly MamarilKIMBERLY MAMARIL
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Jason PolicastroJASON POLICASTRO
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Samia Reed ClookieSAMIA REED CLOOKIE
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Erik SauerERIK SAUER
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Patrick SchererPATRICK SCHERER
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Ken VenickKEN VENICK
DIRECTOR
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Lyn PhelpsLYN PHELPS
CHAPTER ADMI
- Total calculated
- $29,000
- Compensation
- $29,000
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 40
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
- 8 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401349349200030
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