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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$50,794
Total expenses
$49,924
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$20,936
Membership dues (line 3)
$27,171
Investment income (line 4)
$2,687
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
$105,633
Total liabilities, end of year
$460
Net assets or fund balances, end of year
$105,173
Program service expenses (Part III)
$45,673

Program services were 91.5% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2023

Primary exempt purpose

FPA OF HAWAII STRENGTHENS OUR COMMUNITY BY BUILDING AN ORGANIZATION OF FINANCIAL PROFESSIONALS DEDICATED TO HELPING CLIENTS ACHIEVE THEIR FINANCIAL AND PERSONAL OBJECTIVES THROUGH THE FINANCIAL PLANNING PROCESS. WE ENHANCE THE GROWTH AND FINANCIAL SUCCESS OF OUR MEMBERS BY PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES WHILE UPHOLDING THE HIGHEST STANDARDS OF ETHICS AND INTEGRITY.

  • MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.

    Expenses $45,673

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Cynthia Takenaka

    EXECUTIVE DIRECTOR

    Total calculated
    $19,200
    Compensation
    $19,200
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    15

  • Guy Fujishige

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kristy Nishida

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michael Bruggemann

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Abbott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Gauci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Travis Tsukayama

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Wai Kee Chan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alyssa McCandless

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brent Curlow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bernardo Equila-Liu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
20 May 2024
IRS schema version
2023v5.0
Source object
202401439349200720

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