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← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$86,063
Total expenses
$80,205
Contributions and grants received
$14,426
Grants paid
$1,000
Program service revenue
$71,637
Investment income
$0
Other revenue
$0
Total assets, end of year
$96,176
Total liabilities, end of year
$1,761
Net assets or fund balances, end of year
$94,415
Program services expenses (Part IX)
$31,576
Management and general expenses
$48,629
Fundraising expenses
$0
Program service expenses (Part III)
$31,576

Program services were 39.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1b · Membership dues

    $14,426

  • 2a · Program service revenue: EDUCATION PROGRAMS REVENUE

    total $71,637 · excluded $71,637

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,000 · program services $1,000

  • 7 · Other salaries and wages

    total $37,600 · management and general $37,600

  • 10 · Payroll taxes

    total $2,967 · management and general $2,967

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 11g · Fees: other

    total $1,952 · management and general $1,952

  • 12 · Advertising and promotion

    total $1,879 · program services $752 · management and general $1,127

  • 13 · Office expenses

    total $988 · program services $561 · management and general $427

  • 16 · Occupancy

    total $1,818 · management and general $1,818

  • 17 · Travel

    total $1,837 · program services $1,257 · management and general $580

  • 19 · Conferences, conventions and meetings

    total $28,006 · program services $28,006

  • 22 · Depreciation, depletion and amortization

    total $53 · management and general $53

  • 23 · Insurance

    total $145 · management and general $145

  • 24a · Other expenses: DUES/SUBSCRIPTIONS

    total $1,379 · management and general $1,379

  • 24b · Other expenses: STATE ANNUAL RENEWAL FEE

    total $61 · management and general $61

  • 24c · Other expenses: BANK SERVICE CHARGES

    total $20 · management and general $20

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $89,393 · end of year $96,119

  • 10a · Land, buildings and equipment: cost or other basis

    $804

  • 10b · Land, buildings and equipment: accumulated depreciation

    $747

  • 10c · Land, buildings and equipment, net

    beginning of year $110 · end of year $57

  • 17 · Accounts payable and accrued expenses

    beginning of year $946 · end of year $1,761

  • 31 · Retained earnings, endowment or other funds

    beginning of year $88,557 · end of year $94,415

Mission and programs · 2022

Mission

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 $31,576 · Grants $1,000

As filed on the 2022 return.

Listed in Part VII

  • John West III

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Dennis Nolte

    PRESIDENT EL

    Total calculated
    $0

  • Sylvia Presley

    TREASURER

    Total calculated
    $0

  • Mike Salmon

    PRESIDENT

    Total calculated
    $0

  • Christopher Toadvine

    SECRETARY

    Total calculated
    $0

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
5 November 2024
IRS schema version
2022v5.0
Source object
202403109349301785

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