FINANCIAL PLANNING ASSOCIATION: Form 990EZ, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FINANCIAL PLANNING ASSOCIATION (EIN 42-1195586)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-28
IRS object ID
202141189349200809
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-28T08:58:57-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15550 WILD ROSE LANE SUITE 300AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN421195586EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FINANCIAL PLANNING ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFINABusinessNameControlTxt
Phone5158223169PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13914 SW SAWGRASS PARKWAYAddressLine1Txt
CityANKENYCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonZACH DALLUGEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5158223169PhoneNum
Signature2021-04-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstZACHPersonFirstNm
Person LastDALLUGEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTYLER LINDPreparerPersonNm
PTINP01444422PTIN
Phone5152224400PhoneNum
Preparation2021-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressFPAIOWA.ORGWebsiteAddressTxt
Organization501cYes (X)Organization501cInd
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Gross Receipts$65,347GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Membership Dues$15,912MembershipDuesAmt
Fundraising Gross Income$49,435FundraisingGrossIncomeAmt
Special Events Direct Expenses$24,370SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$25,065SpecialEventsNetIncomeLossAmt
Total Revenue$40,977TotalRevenueAmt
Salaries Other Comp Empl Bnft$21,400SalariesOtherCompEmplBnftAmt
Other Expenses Total$4,962OtherExpensesTotalAmt
Total Expenses$26,362TotalExpensesAmt
Excess Or Deficit For Year$14,615ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$13,805NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$28,420NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$13,805BOYAmt
EOY$28,420EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,805BOYAmt
EOY$28,420EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$13,805BOYAmt
EOY$28,420EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeFPA 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.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIP RAMSEY
PRESIDENT2.00$0$0$0
ZACH DALLUGE
TREASURER2.00$0$0$0
TIMOTHY L BOHLEN
SECRETARY2.00$0$0$0
ERIN RAMSEY
CHAPTER EXECUTIVE10.00$21,400$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonZACH DALLUGEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16601 WESTOWN PARKWAY SUITE 100AddressLine1Txt
CityWEST DES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50266ZIPCd
FieldValueIRS element (for citing)
Phone5152269000PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$68,144CurrentTaxYearMinus1YearAmt
Current Tax Year$86,747CurrentTaxYearAmt
Total$154,891TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$68,144CurrentTaxYearMinus1YearAmt
Current Tax Year$86,747CurrentTaxYearAmt
Total$154,891TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$154,891PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$68,144CurrentTaxYearMinus1YearAmt
Current Tax Year$86,747CurrentTaxYearAmt
Total$154,891TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTING/SOCIAL EVENTSEvent1Nm
Gross Receipts Event1$49,435GrossReceiptsEvent1Amt
Gross Revenue Event1$49,435GrossRevenueEvent1Amt
Other Direct Expenses Event1$24,370OtherDirectExpensesEvent1Amt
Gross Receipts Total$49,435GrossReceiptsTotalAmt
Gross Revenue Total Events$49,435GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$24,370OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,370DirectExpenseSummaryEventsAmt
Net Income Summary$25,065NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESFormAndLineReferenceDesc
ExplanationDESCRIPTION: BOARD EXPENSE. AMOUNT: 401. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,348. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 1,912. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 868. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 383. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 4,962.ExplanationTxt

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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.DeclarationDesc

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