2026-02-10T17:39:48-06:00 2025-12-31 410746749 CLIFTONLARSONALLEN LLP 801 GRAND AVENUE SUITE 3900 DES MOINES IA 50309 990EZ 2025-01-01 421195586 FINANCIAL PLANNING ASSOCIATION FINA 5158223169 3914 SW SAWGRASS PARKWAY ANKENY IA 50023 MARK BRODERICK TREASURER 5158223169 2026-02-09 1 TYLER LIND P01444422 5152224400 2026-02-09 2025 2025-03-06 01:10:19Z X X FPAIOWA.ORG X X 84581 X 0 14902 69679 61498 8181 23083 28950 13646 42596 -19513 42181 0 22668 42181 22668 42181 22668 0 0 42181 22668 X FPA OF IOWA IS A LOCAL COMMUNITY THAT WORKS TOGETHER TO ELEVATE INDIVIDUAL FINANCIAL PLANNERS, REGARDLESS OF COMPENSATION MODEL 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 ERIN RAMSEY CHAPTER EXECUTIVE 10.00 28950 0 0 ABBY BELVIN PRESIDENT 2.00 0 0 0 MARK BRODERICK TREASURER 2.00 0 0 0 TIM CANNEY SECRETARY 2.00 0 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 80504 82673 92364 103189 84581 443311 80504 82673 92364 103189 84581 443311 0 0 0 443311 80504 82673 92364 103189 84581 443311 1.00000 1.00000 0.00000 X GOLF OUTING/SOCIAL EVENTS 69679 69679 61498 69679 69679 61498 61498 8181 FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BOARD EXPENSE. AMOUNT: 1,292. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,703. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 10,525. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 126. TOTAL TO FORM 990-EZ, LINE 16: 13,646. 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.