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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$22,141
Total expenses
$28,332
Contributions and grants received
$0
Grants paid
not reported
Program service revenue
not reported
Membership dues (line 3)
$11,812
Investment income (line 4)
not reported
Gain or loss on sale of assets (line 5c)
not reported
Gaming and fundraising events, net (line 6d)
$10,329
Gross profit on inventory sales (line 7c)
not reported
Other revenue (line 8)
not reported
Total assets, end of year
$33,536
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$33,536
Program service expenses (Part III)
not reported

Mission and programs · 2022

Primary exempt purpose

FPA OF IOWA IS A LOCAL COMMUNITY THAT WORKS TOGETHER TO ELEVATE INDIVIDUAL FINANCIAL PLANNERS, REGARDLESS OF COMPENSATION MEODEL OR PRACTICE TYPE, AND THE FINANCIAL PLANNING PROFESSION AS A WHOLE. FPA OF IOWA BELIEVES TRUE FINANCIAL PLANNERS PROVIDE AN INVALUABLE, CRITICAL SERVICE TO SOCIETY, AND THAT CFP PROFESSIONALS LEAD THE WAY IN THE COMMITMENT TO RAISE THE BAR FOR THE CLIENTS THEY SERVE, FROM TRANSACTION TO TRANSFORMATION.

  • TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.

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

Listed in Part IV

  • Shane O'Malley

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Zach Dalluge

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Tim Canney

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Erin Ramsey

    CHAPTER EXECUTIVE

    Total calculated
    $24,000
    Compensation
    $24,000
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    10

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
11 May 2023
IRS schema version
2022v5.0
Source object
202331329349201948

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