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← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$137,742
Total expenses
$138,657
Contributions and grants received
$58,703
Grants paid
$0
Program service revenue
$74,537
Investment income
$2
Other revenue
$4,500
Total assets, end of year
$38,502
Total liabilities, end of year
$384
Net assets or fund balances, end of year
$38,118
Program services expenses (Part IX)
$138,657
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$138,657

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $58,703

  • 2a · Program service revenue: Sponsorship Fees

    total $33,876 · related or exempt $33,876

  • 2b · Program service revenue: Registration Fees

    total $38,711 · related or exempt $38,711

  • 2c · Program service revenue: Exhibitor Fees

    total $1,950 · related or exempt $1,950

  • 3 · Investment income

    total $2 · related or exempt $2

  • 11a · Other revenue: Services

    total $4,500 · related or exempt $4,500

  • 11e · Other revenue, total

    $4,500

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $95,006 · program services $95,006

  • 11c · Fees: accounting

    total $2,285 · program services $2,285

  • 13 · Office expenses

    total $3,420 · program services $3,420

  • 14 · Information technology

    total $4,022 · program services $4,022

  • 17 · Travel

    total $2,555 · program services $2,555

  • 24a · Other expenses: Meetings and Conferences

    total $31,027 · program services $31,027

  • 24e · All other expenses

    total $342 · program services $342

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $39,417 · end of year $34,227

  • 4 · Accounts receivable

    end of year $4,275

  • 17 · Accounts payable and accrued expenses

    beginning of year $384 · end of year $384

  • 27 · Net assets without donor restrictions

    beginning of year $38,110 · end of year $37,195

  • 28 · Net assets with donor restrictions

    beginning of year $923 · end of year $923

Mission and programs · 2022

Mission

Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs

  • The Conference for Advanced Planning was held on September 16, 2022. There were 120 attendees at the conference. In addition, held several networking events during 2022.

    Expenses $69,329

  • Conducted virtual educational meetings in 2022.Held 10 meetings covering informational topics that members need to keep current on and use in providing financial planning services to the public. Members earn educational credits as required by the CFP Board.

    Expenses $69,328

As filed on the 2022 return.

Listed in Part VII

  • Craig Lemoine

    Director

    Total calculated
    $0
    Hours/week
    5

  • Scot Dobbs

    Director

    Total calculated
    $0
    Hours/week
    5

  • Theodore YEO

    Director

    Total calculated
    $0
    Hours/week
    5

  • Donovan Sanchez

    Director

    Total calculated
    $0
    Hours/week
    5

  • Lance Eaton

    Director

    Total calculated
    $0
    Hours/week
    5

  • Siree Bakakos Sandburg

    Director

    Total calculated
    $0
    Hours/week
    5

  • Paul Lechner

    Chairman

    Total calculated
    $0
    Hours/week
    5

  • Alex Offerman

    President

    Total calculated
    $0
    Hours/week
    5

  • Eric Billimoria

    Secretary Treasurer

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
11 May 2023
IRS schema version
2022v5.0
Source object
202331329349301448

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