Form 990-EZ for tax year 2023
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $52,232
- Total expenses
- $58,059
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $24,821
- Membership dues (line 3)
- $26,689
- Investment income (line 4)
- $722
- 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
- $41,685
- Total liabilities, end of year
- $9,150
- Net assets or fund balances, end of year
- $32,535
- Program service expenses (Part III)
- not reported
Mission and programs · 2023
Primary exempt purpose
TO PROVIDE EDUCATION AND SUPPORT TO MEMBERS AND THE PROFESSION.
-
MEETINGS AND CONFERENCE ARE HELD TO PROVIDE EDUCATION AND NETWORKING OPPORTUNITIES TO MEMBERS.
As filed on the 2023 return.
Listed in Part IV
-
Brittany BrinckerhoffBRITTANY BRINCKERHOFF
President
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
Jake RudyJAKE RUDY
Treasurer
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 2
-
David HellingerDAVID HELLINGER
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Michele DavisMICHELE DAVIS
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Cher-Rhonda WilliamsCHER-RHONDA WILLIAMS
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Tom SchafferTOM SCHAFFER
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Xiaoping JiangXIAOPING JIANG
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Rebecca CrumplerREBECCA CRUMPLER
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Derek WilliamsDEREK WILLIAMS
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Jessica ScottJESSICA SCOTT
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Taylor ColeTAYLOR COLE
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- 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
- 2023
- Filed
- 5 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412189349200736
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