FINANCIAL PLANNING ASSOCIATION: Form 990EZ, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FINANCIAL PLANNING ASSOCIATION (EIN 42-1195586)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202543159349203269
Schema version
2024v5.2
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)
Return2025-11-11T16:41:08-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Line1801 GRAND AVENUE SUITE 3900AddressLine1Txt
CityDES MOINESCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50309ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

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)
PersonMARK BRODERICKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone5158223169PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTYLER LINDPreparerPersonNm
PTINP01444422PTIN
Phone5152224400PhoneNum
Preparation2025-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$103,188GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$0ContributionsGiftsGrantsEtcAmt
Membership Dues$15,721MembershipDuesAmt
Fundraising Gross Income$87,467FundraisingGrossIncomeAmt
Special Events Direct Expenses$55,193SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$32,274SpecialEventsNetIncomeLossAmt
Total Revenue$47,995TotalRevenueAmt
Salaries Other Comp Empl Bnft$25,200SalariesOtherCompEmplBnftAmt
Other Expenses Total$13,466OtherExpensesTotalAmt
Total Expenses$38,666TotalExpensesAmt
Excess Or Deficit For Year$9,329ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$32,852NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$42,181NetAssetsOrFundBalancesEOYAmt

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$32,852BOYAmt
EOY$42,181EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$32,852BOYAmt
EOY$42,181EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

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

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$32,852BOYAmt
EOY$42,181EOYAmt
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
ABBY BELVIN
PRESIDENT2.00$0$0$0
MARK BRODERICK
TREASURER2.00$0$0$0
TIM CANNEY
SECRETARY2.00$0$0$0
ERIN RAMSEY
CHAPTER EXECUTIVE10.00$25,200$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)
PersonMARK BRODERICKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18711 WINDSOR PARKWAY 4AddressLine1Txt
CityJOHNSTONCityNm
State AbbreviationIAStateAbbreviationCd
ZIP50131ZIPCd
FieldValueIRS element (for citing)
Phone8662018305PhoneNum
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 Minus4 Years$86,747CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,364CurrentTaxYearMinus1YearAmt
Current Tax Year$103,189CurrentTaxYearAmt
Total$445,477TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,747CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,364CurrentTaxYearMinus1YearAmt
Current Tax Year$103,189CurrentTaxYearAmt
Total$445,477TotalAmt

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$445,477PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$86,747CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,504CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$82,673CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$92,364CurrentTaxYearMinus1YearAmt
Current Tax Year$103,189CurrentTaxYearAmt
Total$445,477TotalAmt
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$87,467GrossReceiptsEvent1Amt
Gross Revenue Event1$87,467GrossRevenueEvent1Amt
Other Direct Expenses Event1$55,193OtherDirectExpensesEvent1Amt
Gross Receipts Total$87,467GrossReceiptsTotalAmt
Gross Revenue Total Events$87,467GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$55,193OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$55,193DirectExpenseSummaryEventsAmt
Net Income Summary$32,274NetIncomeSummaryAmt

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: 1,259. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,641. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 9,967. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 599. TOTAL TO FORM 990-EZ, LINE 16: 13,466.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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