2022-05-11T14:13:15-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 5550 WILD ROSE LANE SUITE 300 WEST DES MOINES IA 50266 990EZ 2021-01-01 421195586 FINANCIAL PLANNING ASSOCIATION FINA 5158223169 3914 SW SAWGRASS PARKWAY ANKENY IA 50023 ZACH DALLUGE TREASURER 5158223169 2022-05-10 1 ZACH DALLUGE 999009999 TYLER LIND P01444422 5152224400 2022-05-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X X FPAIOWA.ORG X X 80504 X 0 15110 65394 34183 31211 46321 10902 21000 3112 35014 11307 28420 0 39727 28420 39727 28420 39727 0 0 28420 39727 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 21000 0 0 X 0 0 0 0 0 0 0 0 ZACH DALLUGE 6601 WESTOWN PARKWAY SUITE 100 WEST DES MOINES IA 50266 5152269000 0 0 0 0 0 0 0 1 X 68144 86747 80504 235395 68144 86747 80504 235395 0 0 0 235395 68144 86747 80504 235395 1.00000 1.00000 0.00000 X GOLF OUTING/SOCIAL EVENTS 65394 65394 34183 65394 65394 34183 34183 31211 FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNRAVEL PEDIATRIC CANCER. GRANTEE ADDRESS: PO BOX 2206 GILROY, CA 95021. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/05/21. AMOUNT GIVEN: 10,902. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BOARD EXPENSE. AMOUNT: 329. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,380. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 610. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 100. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 394. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 299. TOTAL TO FORM 990-EZ, LINE 16: 3,112. 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.