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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$19,853
Total expenses
$21,708
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$5,277
Membership dues (line 3)
$14,573
Investment income (line 4)
$3
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
$25,681
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$25,681
Program service expenses (Part III)
not reported

Mission and programs · 2022

Primary exempt purpose

TO PROVIDE AN EDUCATIONAL FRAMEWORK THROUGH MEETINGS AND FORUMS BY WHICH CURRENT AND ASPIRING FINANCIAL PLANNERS MAY LEARN ALL ASPECTS OF FINANCIAL PLANNING.

  • THE ORGANIZATION OF APPROXIMATELY 200 MEMBERS MAINTAINS 8 TO 10 MONTHLY MEETINGS EACH YEAR COVERING INFORMATIVE TOPICS FOR MEMBER USE IN PROVIDING FINANCIAL SERVICES.

  • IN ADDITION TO THE ABOVE, THE ORGANIZATION COMMUNICATES THROUGH A WEBSITE AND ITS NEWSLETTER WHICH ALL MEMBERS AND THE PUBLIC MAY ACCESS IN DRAWING UPON FINANCIAL PLANNERS AND OTHER SOURCE REFERENCES.

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

Listed in Part IV

  • Byrke Sestok

    CHAIRMAN

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    5

  • Thomas W Ausfahl

    SECRETARY

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    9

  • Andrew Horowitz

    TREASURER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    8

  • Bill Brancaccio

    PRESIDENT

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    10

  • Laura Medigovich

    DIRECTOR ADV

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    3

  • Alfie Schloss

    DIR. PRO BON

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    3

  • Neil Lubarsky Esq

    ALLIED PROFE

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    7

  • David Lasco

    DIR NEXGEN

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    3

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
14 July 2023
IRS schema version
2022v5.0
Source object
202302439349200960

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