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← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2023

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$121,288
Total expenses
$128,058
Contributions and grants received
$52,004
Grants paid
$0
Program service revenue
$68,519
Investment income
$2
Other revenue
$763
Total assets, end of year
$50,933
Total liabilities, end of year
$19,584
Net assets or fund balances, end of year
$31,349
Program services expenses (Part IX)
$128,058
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$128,058

Program services were 100.0% 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

    $52,004

  • 2a · Program service revenue: Sponsorship Fees

    total $35,500 · related or exempt $35,500

  • 2b · Program service revenue: Registration Fees

    total $30,069 · related or exempt $30,069

  • 2c · Program service revenue: Exhibitor Fees

    total $2,950 · related or exempt $2,950

  • 3 · Investment income

    total $2 · related or exempt $2

  • 11a · Other revenue: Job Board

    total $763 · related or exempt $763

  • 11e · Other revenue, total

    $763

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $70,250 · program services $70,250

  • 11c · Fees: accounting

    total $2,477 · program services $2,477

  • 13 · Office expenses

    total $2,686 · program services $2,686

  • 14 · Information technology

    total $5,363 · program services $5,363

  • 17 · Travel

    total $1,024 · program services $1,024

  • 24a · Other expenses: Meetings and Conferences

    total $45,243 · program services $45,243

  • 24e · All other expenses

    total $1,015 · program services $1,015

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $34,227 · end of year $40,508

  • 4 · Accounts receivable

    beginning of year $4,275 · end of year $10,425

  • 17 · Accounts payable and accrued expenses

    beginning of year $384 · end of year $384

  • 19 · Deferred revenue

    end of year $19,200

  • 27 · Net assets without donor restrictions

    beginning of year $37,195 · end of year $30,426

  • 28 · Net assets with donor restrictions

    beginning of year $923 · end of year $923

Mission and programs · 2023

Mission

Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs

  • The Conference for Advanced Planning was held on September 22,2023. There were 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.

    Expenses $64,029

  • The chapter held 10 virtual educational events in 2023.Topics ranged from CFP ethics, insurance, reverse mortgages and general financial services. These sessions earned members educational credits required by the CFP board.

    Expenses $64,029

As filed on the 2023 return.

Listed in Part VII

  • Leslie Girote

    Director of Pro-Bono

    Total calculated
    $0
    Hours/week
    5

  • Lance Eaton

    Director of Advocacy

    Total calculated
    $0
    Hours/week
    5

  • Lizbeth Menjivar-Munoz

    Director of NexGen

    Total calculated
    $0
    Hours/week
    5

  • Scot Dobbs

    Director

    Total calculated
    $0
    Hours/week
    5

  • Siree Sandberg Bakakos

    Director

    Total calculated
    $0
    Hours/week
    5

  • Baili Roy

    Director of Education- CAP

    Total calculated
    $0
    Hours/week
    5

  • Alex Offerman

    Chairman

    Total calculated
    $0
    Hours/week
    5

  • Stephanie Laude

    Director of Education- Events

    Total calculated
    $0
    Hours/week
    5

  • Donovan J Sanchez

    President

    Total calculated
    $0
    Hours/week
    5

  • Eric Billimoria

    SecretaryTreasurer

    Total calculated
    $0
    Hours/week
    5

  • Ted Yeo

    President-Elect

    Total calculated
    $0
    Hours/week
    5

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
20 July 2024
IRS schema version
2023v5.1
Source object
202402239349300305

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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