2023-05-12T10:42:03-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 5550 WILD ROSE LANE SUITE 300 WEST DES MOINES IA 50266 990EZ 2022-01-01 421195586 FINANCIAL PLANNING ASSOCIATION FINA 5158223169 3914 SW SAWGRASS PARKWAY ANKENY IA 50023 MARK BRODERICK TREASURER 5158223169 2023-05-11 1 MARK BRODERICK 999009999 0 TYLER LIND P01444422 5152224400 2023-05-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X FPAIOWA.ORG X X 82673 X 0 11812 70861 60532 10329 22141 24000 4332 28332 -6191 39727 0 33536 39727 33536 39727 33536 0 0 39727 33536 X FPA OF IOWA IS A LOCAL COMMUNITY THAT WORKS TOGETHER TO ELEVATE INDIVIDUAL FINANCIAL PLANNERS, REGARDLESS OF COMPENSATION MEODEL OR PRACTICE TYPE, AND THE FINANCIAL PLANNING PROFESSION AS A WHOLE. FPA OF IOWA BELIEVES TRUE FINANCIAL PLANNERS PROVIDE AN INVALUABLE, CRITICAL SERVICE TO SOCIETY, AND THAT CFP PROFESSIONALS LEAD THE WAY IN THE COMMITMENT TO RAISE THE BAR FOR THE CLIENTS THEY SERVE, FROM TRANSACTION TO TRANSFORMATION. TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL. 0 0 SHANE O'MALLEY PRESIDENT 2.00 0 0 0 ZACH DALLUGE TREASURER 2.00 0 0 0 TIM CANNEY SECRETARY 2.00 0 0 0 ERIN RAMSEY CHAPTER EXECUTIVE 10.00 24000 0 0 X 0 0 0 0 0 0 0 0 MARK BRODERICK 8711 WINDSOR PARKWAY 4 JOHNSTON IA 50131 8662018305 0 0 0 0 0 0 0 1 X 68144 86747 80504 82673 318068 68144 86747 80504 82673 318068 0 0 0 318068 68144 86747 80504 82673 318068 1.00000 1.00000 0.00000 X GOLF OUTING/SOCIAL EVENTS 70861 70861 60532 70861 70861 60532 60532 10329 FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BOARD EXPENSE. AMOUNT: 1,980. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,481. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 48. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 524. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 299. TOTAL TO FORM 990-EZ, LINE 16: 4,332. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.