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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$79,135
Total expenses
$59,875
Contributions and grants received
not reported
Grants paid
not reported
Program service revenue
$79,135
Membership dues (line 3)
not reported
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
$61,615
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
$61,615
Program service expenses (Part III)
not reported

Mission and programs · 2023

Primary exempt purpose

EDUCATION AND KNOWLEDGE EXPANGE OF MEMBERS. THE ORGANIZATION PROMOTES THE VALUE OF THE FINANCIAL PLANNING PROFESSION, TO SUPPORT PERSONAL AND PROFESSIONAL GROWTH OF OUR MEMBERS, AND TO BE A POSITIVE INFLUENCE IN OUR COMMUNITY THROUGH PROMOTING FINANCIAL LITERACY.

  • THE ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.

As filed on the 2023 return.

Listed in Part IV

  • JAMIE RUGG

    Chairman

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • DAVID TASSONE

    President

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • JON BACON

    Treasurer

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • MICHAEL JOHNSTON

    Secretary

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • CARL WALSH

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • LA TANYA HARRIS

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • KATRINA SOELTER

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    0

  • JONATHAN GRUBER

    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
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202443099349201364

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