Form 990-EZ for tax year 2024

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue: $119,400
Total expenses: $113,417
Contributions and grants received: $11,800
Grants paid: not reported
Program service revenue: $98,341
Membership dues (line 3): $9,259
Investment income (line 4): not reported
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: $56,018
Total liabilities, end of year: $5,000
Net assets or fund balances, end of year: $51,018
Program service expenses (Part III): not reported

Mission and programs · 2024

Primary exempt purpose

PROMOTE FINANCIAL PLANNING

COMMUNITY, BUSINESS AND INDUSTRY PROGRAMS, GENRAL OUTREACH PROGRAMS TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE THE SERVICES.

As filed on the 2024 return.

Listed in Part IV

Beverley ToddBEVERLEY TODD

EXEC. DIR/CE

Total calculated

$0

Compensation

$0

Benefit plans

not reported

Expense account

not reported

Hours/week

0
Angel TorresANGEL TORRES

TREASURER

Total calculated

$0

Compensation

$0

Benefit plans

not reported

Expense account

not reported

Hours/week

0

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: 2024
Filed: 15 June 2025
IRS schema version: 2024v5.0
Source object: 202531749349200313

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