Form 990-EZ for tax year 2022
Filed by FINACIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $29,010
- Total expenses
- $48,076
- Contributions and grants received
- not reported
- Grants paid
- not reported
- Program service revenue
- $13,300
- Membership dues (line 3)
- $15,700
- Investment income (line 4)
- $10
- 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
- $51,354
- Total liabilities, end of year
- $7,163
- Net assets or fund balances, end of year
- $44,191
- Program service expenses (Part III)
- not reported
Mission and programs · 2022
Primary exempt purpose
TO PROVIDE MEMBER EDUCATION AND ADVANCE THE FINANCIAL PLANNING PROCESS THROUGH PROMOTION OF THE CFP MARKS AS THE CORNERSTONE OF THE FINANCIAL PLANNING PROFESSION.
-
THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.
As filed on the 2022 return.
Listed in Part IV
-
Ray HarrisonRAY HARRISON
President
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 5
-
Pamela RodriquezPAMELA RODRIQUEZ
Treasurer
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 3
-
Dusty HoetgerDUSTY HOETGER
Past President
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Kelley GoodmanKELLEY GOODMAN
Secretary
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Elaine WebbELAINE WEBB
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Daryl WongDARYL WONG
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Drew ShadeDREW SHADE
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Steven ZellerSTEVEN ZELLER
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Randy HendershotRANDY HENDERSHOT
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Emilie AndresEMILIE ANDRES
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Landon TymochkoLANDON TYMOCHKO
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 1
-
Nathan TorinusNATHAN TORINUS
Director
- 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
- 2022
- Filed
- 3 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313079349201481
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