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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$80,582
Total expenses
$71,596
Contributions and grants received
$46,397
Grants paid
not reported
Program service revenue
$2,425
Membership dues (line 3)
$26,269
Investment income (line 4)
$1,061
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)
$4,430
Other revenue (line 8)
not reported
Total assets, end of year
$80,438
Total liabilities, end of year
$1,941
Net assets or fund balances, end of year
$78,497
Program service expenses (Part III)
not reported

Listed in Part IV

  • DALE WALTERS

    PRESIDENT

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    4

  • DRAKE QUALLS

    PRESIDENT ELECT

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    4

  • STEVE SYRMOPOULOS

    SECRETARY

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    2

  • KEN OSBORN

    TREASURER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    2

  • WILLIAM CERYNIK

    CHAIR

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    2

  • MURRAY SMITH

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • COLLEEN HALLINAN

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • HOWARD HILL

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • THOMAS RINDAHL

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • CARLA BOYD

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • MATTHEW MILLER

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • DANIEL VANDUSEN

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • DAWN NOBLE

    MEMBER

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • MELISSA KEMP

    EXECUTIVE DIRECTOR

    Total calculated
    $22,000
    Compensation
    $22,000
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    20

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
2023
Filed
5 August 2024
IRS schema version
2023v5.1
Source object
202422289349200352

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