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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$43,835
Total expenses
$43,041
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$21,578
Membership dues (line 3)
$20,227
Investment income (line 4)
$2,030
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
$95,841
Total liabilities, end of year
$55
Net assets or fund balances, end of year
$95,786
Program service expenses (Part III)
$39,791

Program services were 92.4% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2022

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 $39,791

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

Listed in Part IV

  • Bradley Itagaki

    CHAIRPERSON OF THE BOARD

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Takenaka

    EXECUTIVE DIRECTOR

    Total calculated
    $18,700
    Compensation
    $18,700
    Benefit plans
    $0
    Expense account
    $0
    Hours/week
    15

  • Guy Fujishige

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kristy Nishida

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Bruggemann

    PRESIDENT/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Travis Tsukayama

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Trisha Kent-White

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wai Kee Chan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nicholas Abbott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Gauci

    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
2022
Filed
16 October 2023
IRS schema version
2022v5.0
Source object
202322919349201212

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