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Nonprofiteer
← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$76,176
Total expenses
$90,530
Contributions and grants received
$0
Grants paid
not reported
Program service revenue
$54,432
Membership dues (line 3)
$13,986
Investment income (line 4)
not reported
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$6,848
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
$910
Total assets, end of year
$74,320
Total liabilities, end of year
$2,000
Net assets or fund balances, end of year
$72,320
Program service expenses (Part III)
$28,106

Program services were 31.0% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2022

Primary exempt purpose

TO PROMOTE THE FINANCIAL PLANNING INDUSTRY AND TO EDUCATE ITS MEMBERS.

  • SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $12,967

  • MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $3,367

  • GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING

    Expenses $4,253

  • OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

    Expenses $7,519

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

Listed in Part IV

  • Scott Sanders

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Craig Ferrantino

    CHAIRPERSON OF THE BOARD

    Total calculated
    $0
    Hours/week
    2

  • Lawrence Sangirardi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Michelle K Blair

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Stephen Conroy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Badami

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • Pamela Diamond

    CO-TREASURER

    Total calculated
    $0
    Hours/week
    5

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
8 May 2023
IRS schema version
2022v5.0
Source object
202341359349204724

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