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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$19,693
Total expenses
$21,714
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$5,015
Membership dues (line 3)
$14,678
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
$23,660
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$23,660
Program service expenses (Part III)
not reported

Mission and programs · 2023

Primary exempt purpose

TO PROVIDE AN EDUCATIONAL FRAMEWORK THROUGH MEETINGS AND FORUMS BY WHICHCURRENT AND ASPIRING FINANCIAL PLANNERS MAY LEARN ALL ASPECTS OF FINANCIALPLANNING.

  • THE ORGANIZATION OF APPROXIMATELY 200 MEMBERS MAINTAINS 8 TO 10 MONTHLY MEETINGS EACH YEAR COVERING INFORMATIVE TOPICS FOR MEMBER USE IN PROVIDING FINANCIAL SERVICES.

  • IN ADDITION TO THE ABOVE, THE ORGANIZATION COMMUNICATES THROUGH A WEBSITE AND ITS NEWSLETTER WHICH ALL MEMBERS AND THE PUBLIC MAY ACCESS IN DRAWING UPON FINANCIAL PLANNERS AND OTHER SOURCE REFERENCES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part IV

  • Byke Sestok CFP

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • David Lasco CFP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Laura Medigovich CFP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Alfie Schloss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Nicholas I Quartarano CFP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Neil Lubarsky Esq

    ALLIED PROFESSIONAL

    Total calculated
    $0
    Hours/week
    7

  • Bill Brancaccio CFP

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • Thomas Ausfahl CFP

    SECRETARY

    Total calculated
    $0
    Hours/week
    9

  • Andrew Horowitz CFP

    TREASURER

    Total calculated
    $0
    Hours/week
    8

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
1 March 2024
IRS schema version
2023v4.0
Source object
202430649349201528

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