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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$136,593
Total expenses
$127,575
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$82,899
Membership dues (line 3)
$53,337
Investment income (line 4)
$357
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
$171,036
Total liabilities, end of year
$19,619
Net assets or fund balances, end of year
$151,417
Program service expenses (Part III)
not reported

Mission and programs · 2022

Primary exempt purpose

TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.

  • PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 650 ATTENDEES IN 2022.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Charles Pastor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Adam Oliver

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Marcie Carvalho

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Matt Lengel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tami Carroll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sandra Laskowski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Katie Weber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Lori Miller

    PRESIDENT/SECRETARY

    Total calculated
    $0
    Hours/week
    10

  • Cory Underwood

    PRES-ELECT

    Total calculated
    $0
    Hours/week
    10

  • Jason Alderson

    CHAIR (PAST PRESIDENT)

    Total calculated
    $0
    Hours/week
    10

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
3 November 2023
IRS schema version
2022v5.0
Source object
202343079349201904

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