Form 990-EZ for tax year 2024
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $84,221
- Total expenses
- $66,279
- Contributions and grants received
- $0
- Grants paid
- not reported
- Program service revenue
- $0
- Membership dues (line 3)
- $83,136
- Investment income (line 4)
- $885
- Gain or loss on sale of assets (line 5c)
- $0
- Gaming and fundraising events, net (line 6d)
- $0
- Gross profit on inventory sales (line 7c)
- $0
- Other revenue (line 8)
- $200
- Total assets, end of year
- $70,488
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- $70,488
- Program service expenses (Part III)
- $83,137
Program services were 125.4% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.
Mission and programs · 2024
Primary exempt purpose
ESTABLISH THE VALUE OF FINANCIAL PLANNING TO THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION
-
SEMINARS DURING THE YEAR THAT PROVIDE MEMBER AND THEIRGUESTS EDUCATIONAL BENEFITS, INCLUDING CONTINUING PROFESSIONALEDUCATION CREDITS REQUIRED BY NATIONAL LICENSING PROGRAMS
Expenses $53,500
-
MEMBERSHIPS INCLUDE CPA AND CFP DESIGNATIONS FORCONTINUING EDUCATION
Expenses $28,637
-
PROMOTE ORGANIZATIONS AFFILATION WITH FINANCIAL PLANNINGASSOCIATION
Expenses $1,000
As filed on the 2024 return.
Listed in Part IV
-
Mychal EaglesonMYCHAL EAGLESON
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
Adam CmejlaADAM CMEJLA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Brad YuBRAD YU
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Shaun IrwinSHAUN IRWIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Matt SiglerMATT SIGLER
MEMBERSHIP DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Ed WildermuthED WILDERMUTH
NEXGEN CO-DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Austin AngelAUSTIN ANGEL
NEXGEN CO-DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jeff HessJEFF HESS
PROGRAM CO-DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
David KlausDAVID KLAUS
PROGRAM CO-DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Jesse VasquezJESSE VASQUEZ
PRO BONO CO-DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Chad ReedCHAD REED
PRO BONO CO-DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Benjamen BanksBENJAMEN BANKS
PARTNERSHIP DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Brian WrightBRIAN WRIGHT
PAST PRESIDENTS CLUB
- Total calculated
- $0
- Hours/week
- 5
-
Margaret GooleyMARGARET GOOLEY
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 5
-
Joe GianoliJOE GIANOLI
DIRECTOR AT LARGE
- Total calculated
- $0
- Hours/week
- 5
-
Roxanne McGettiganROXANNE MCGETTIGAN
CHAPTER EXECUTIVE
- Total calculated
- $36,683
- Compensation
- $36,683
- Benefit plans
- $0
- Expense account
- $0
- Hours/week
- 15
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
- 6 May 2025
- IRS schema version
- 2024v5.1
- Source object
- 202511269349201891
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