Form 990-EZ for tax year 2022
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $108,693
- Total expenses
- $108,364
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $66,834
- Membership dues (line 3)
- $41,831
- Investment income (line 4)
- $28
- 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
- $94,247
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $94,247
- Program service expenses (Part III)
- $73,416
Program services were 67.7% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2022
Primary exempt purpose
Professional organization for those involved in the financial planning industry.
-
During 2021, 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 175 attending.
Expenses $73,416 · Grants $73,416
As filed on the 2022 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
- 1
-
Kevin Allman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Windham
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keith Kim
Director
- Total calculated
- $0
- Hours/week
- 1
-
James Loftin
President Elect
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Howard
Director
- Total calculated
- $0
- Hours/week
- 1
-
Donna Trainor
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lizeth Damaso Kishel
Director
- Total calculated
- $0
- Hours/week
- 1
-
B Brandon Mackie
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Kristin Pugh
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Eileen Scherberger
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Wayne Ewan
President
- Total calculated
- $0
- Hours/week
- 1
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
- 2022
- Filed
- 9 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202321609349200812
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