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← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2024

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$204,674
Total expenses
$214,767
Contributions and grants received
$0
Grants paid
$7,000
Program service revenue
$198,012
Investment income
$6,662
Other revenue
$0
Total assets, end of year
$206,576
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$206,576
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $102,002 · related or exempt $102,002

  • 2b · Program service revenue: SEMINARS PARTNERSHIPS

    total $78,685 · related or exempt $78,685

  • 2c · Program service revenue: SEMINARS REGISTRATION

    total $17,325 · related or exempt $17,325

  • 3 · Investment income

    total $6,662 · excluded $6,662

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,000

  • 11a · Fees: management

    total $126,100

  • 13 · Office expenses

    total $4,255

  • 19 · Conferences, conventions and meetings

    total $63,465

  • 23 · Insurance

    total $659

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $11,426

  • 24b · Other expenses: TECHNOLOGY

    total $1,429

  • 24c · Other expenses: OTHER

    total $433

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $113,427 · end of year $31,672

  • 2 · Savings and temporary cash investments

    beginning of year $103,242 · end of year $174,904

  • 27 · Net assets without donor restrictions

    beginning of year $216,669 · end of year $206,576

Mission and programs · 2024

Mission

BUSINESS LEAGUE

Activities or mission (Part I)

PROVIDE EDUCATION AND INFORMATION FOR FINANCIAL ADVISORS

  • PROVIDE EDUCATION AND INFORMATION TO FACILITATE THE PROFESSIONALISM AND SUCCESS OF ADVISORS REGARDING THE ACHIEVEMENT OF FINANCIAL OBJECTIVES OF CLIENTS.

As filed on the 2024 return.

Listed in Part VII

  • Kristin Beane

    EXECUTIVE DI

    Total calculated
    $0
    Hours/week
    5

  • Marybeth Breed

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Emily Dunford

    TREASURER/CL

    Total calculated
    $0
    Hours/week
    5

  • Akeiva Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Sam Gough

    PRESIDENT-EL

    Total calculated
    $0
    Hours/week
    5

  • Kayla Holland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Rene Jarquin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kathleen Kenealy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Abe Ringer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Karen Van Voorhis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kevin Williams

    CHAIR

    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
2024
Filed
17 November 2025
IRS schema version
2024v5.0
Source object
202533219349318928

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