Form 990 for tax year 2022
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $171,318
- Total expenses
- $184,988
- Contributions and grants received
- $132,516
- Grants paid
- $4,500
- Program service revenue
- $36,625
- Investment income
- $1,575
- Other revenue
- $602
- Total assets, end of year
- $176,343
- Total liabilities, end of year
- $4,042
- Net assets or fund balances, end of year
- $172,301
- Program services expenses (Part IX)
- $124,772
- Management and general expenses
- $60,216
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $124,772
Program services were 67.4% 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.
-
1b · Membership dues
$62,116
-
1f · All other contributions, gifts and grants
$70,400
-
2a · Program service revenue: Meeting income
total $36,625 · related or exempt $36,625
-
3 · Investment income
total $1,575 · excluded $1,575
-
11a · Other revenue: Other income
total $602 · related or exempt $602
-
11e · Other revenue, total
$602
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $4,500 · program services $4,500
-
11a · Fees: management
total $75,092 · program services $37,546 · management and general $37,546
-
11c · Fees: accounting
total $2,850 · management and general $2,850
-
11g · Fees: other
total $3,484 · program services $3,484
-
12 · Advertising and promotion
total $10,744 · program services $5,372 · management and general $5,372
-
13 · Office expenses
total $673 · management and general $673
-
14 · Information technology
total $2,556 · management and general $2,556
-
17 · Travel
total $6,733 · program services $2,156 · management and general $4,577
-
19 · Conferences, conventions and meetings
total $71,584 · program services $71,584
-
23 · Insurance
total $836 · management and general $836
-
24a · Other expenses: Bank and CC fees
total $4,041 · management and general $4,041
-
24b · Other expenses: Gifts and awards
total $130 · program services $130
-
24c · Other expenses: Continuing education
total $1,765 · management and general $1,765
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $25,028 · end of year $28,216
-
2 · Savings and temporary cash investments
beginning of year $181,469 · end of year $143,044
-
4 · Accounts receivable
end of year $5,083
-
17 · Accounts payable and accrued expenses
beginning of year $12,150 · end of year $2,592
-
19 · Deferred revenue
beginning of year $8,376 · end of year $1,450
-
27 · Net assets without donor restrictions
beginning of year $185,971 · end of year $172,301
Mission and programs · 2022
Mission
FPA of NJ is the voice and the premier resource to the public and our members on the financial planning profession. We strive to educate the public, advance the financial planning profession and to enhance the professional development of our members.
-
Meetings - designed for financial planning professionals to meet and discuss matters of mutual interest and importance to the profession and their clients.
Expenses $124,772 · Grants $4,500 · Revenue $171,318
-
Other
As filed on the 2022 return.
Listed in Part VII
-
Lisa McKnight
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Ricky Taylor
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Justin Rice
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Edward Bao
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
John Middleton
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Bellaria Jimenez
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Brian Cody
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
David Haas
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
John Bucsek
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Susan Portnoi
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Lisa Crosta
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Maria Rankin
Board Director
- Total calculated
- $0
- Hours/week
- 4
-
Alex Vaccarella
Board Director
- Total calculated
- $0
- Hours/week
- 4
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.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303199349321760
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