2023-10-18T18:45:05-05:00 2022-12-31 830844265 ANDREA CARR CPA LLC PO BOX 30685 HONOLULU HI 96820 990EZ 2022-01-01 990217418 FINANCIAL PLANNING ASSOCIATION OF HAWAII C/O CYNTHIA TAKENAKA EXECUTIVE DIRECTOR FINA 8083943451 516 KAWAIHAE STREET E HONOLULU HI 968251240 MICHAEL BRUGGEMANN TREASURER 8083943451 2023-10-16 1 MICHAEL BRUGGEMANN 999009999 0 ANDREA CARR P01298849 8084368975 2023-10-16 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z 3687 X X WWW.FPAHAWAII.ORG X X 43835 X 21578 20227 2030 43835 18700 24341 43041 794 107267 -12275 95786 X 107772 95841 107772 95841 505 55 107267 95786 X FPA OF HAWAII STRENGTHENS OUR COMMUNITY BY BUILDING AN ORGANIZATION OF FINANCIAL PROFESSIONALS DEDICATED TO HELPING CLIENTS ACHIEVE THEIR FINANCIAL AND PERSONAL OBJECTIVES THROUGH THE FINANCIAL PLANNING PROCESS. WE ENHANCE THE GROWTH AND FINANCIAL SUCCESS OF OUR MEMBERS BY PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES WHILE UPHOLDING THE HIGHEST STANDARDS OF ETHICS AND INTEGRITY. MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED. 0 39791 39791 BRADLEY ITAGAKI CHAIRPERSON OF THE BOARD 1.00 0 0 0 CYNTHIA TAKENAKA EXECUTIVE DIRECTOR 15.00 18700 0 0 GUY FUJISHIGE SECRETARY 1.00 0 0 0 KRISTY NISHIDA DIRECTOR 1.00 0 0 0 MICHAEL BRUGGEMANN PRESIDENT/TREASURER 1.00 0 0 0 TRAVIS TSUKAYAMA DIRECTOR 1.00 0 0 0 TRISHA KENT-WHITE DIRECTOR 1.00 0 0 0 WAI KEE CHAN DIRECTOR 1.00 0 0 0 NICHOLAS ABBOTT DIRECTOR 1.00 0 0 0 PAUL GAUCI DIRECTOR 1.00 0 0 0 X 0 0 0 0 0 0 0 0 MICHAEL BRUGGEMANN TREASURER C/O 516 KAWAIHAE STREET E HONOLULU HI 968251240 8083943451 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 2. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 2,028. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,030. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: HAWAII DCCA FILING FEE. AMOUNT: 3. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 164. DESCRIPTION: OFFICE SUPPLIES & PRINTING/COPYING EXPENSES. AMOUNT: 53. DESCRIPTION: FILING FEES. AMOUNT: 555. DESCRIPTION: BANK CHARGES. AMOUNT: 871. DESCRIPTION: BOARD MEETING. AMOUNT: 945. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 1,079. DESCRIPTION: ETHICS COURSE SPEAKER FEE. AMOUNT: 2,000. DESCRIPTION: ACCOUNTING EXPENSE. AMOUNT: 3,246. DESCRIPTION: SYMPOSIUM. AMOUNT: 3,367. DESCRIPTION: MEMBERSHIP MEETING EXPENSE. AMOUNT: 12,058. TOTAL TO FORM 990-EZ, LINE 16: 24,341. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: -12,275. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: BUSINESS CREDIT CARD. BEG. OF YEAR AMOUNT: 505. END OF YEAR AMOUNT: 55. 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.