2023-11-16T01:38:32-05:00 2022-12-31 461335331 ALTRUIC ADVISORS CPAS 417 FOREST AVENUE PLYMOUTH MI 48170 990 2022-01-01 411957604 FINANCIAL PLANNING ASSOCIATION OF MINNESOTA FINA 7637811212 3900 MAIN STREET NE COLUMBIA HEIGHTS MN 55421 MARK BRICE SECRETARY/TREASURER 7637811212 2023-11-15 true MARK BRICE 999009999 false RYAN N HAGAN CPA P00293011 8882985297 2023-11-15 2022 2023-04-26 12:10:37Z RYAN ANTKOWIAK 3900 MAIN STREET NE COLUMBIA HEIGHTS MN 55421 492864 false X WWW.FPAMN.ORG X 2000 MN PROVIDE MEMBERSHIP EDUCATION, MEETINGS, AND ANNUAL CONFERENCE COVERING INFORMATIONAL TOPICS. 12 12 0 55 0 103828 249189 209461 44308 6939 7981 -46 -72562 320182 228916 0 0 0 0 0 340868 339084 340868 339084 -20686 -110168 502127 306173 58940 33688 443187 272485 X PROVIDE MEMBERSHIP EDUCATION, MEETINGS, AND ANNUAL CONFERENCE COVERING INFORMATIONAL TOPICS FOR MEMBERS TO KEEP CURRENT ON AND THAT ARE USED TO PROVIDE FINANCIAL SERVICES TO THE PUBLIC. MEMBERS EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD, STATE OF MN, STATE OF WI, NASBA, CIMA, AND CLE. false false HELD 10 VIRTUAL EDUCATIONAL MEETINGS COVERING INFORMATIONAL TOPICS THAT MEMBERS NEED TO KEEP CURRENT ON AND THAT ARE USED IN PROVIDING FINANCIAL PLANNING SERVICES TO THE PUBLIC. MEMBERS EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION, THE NATIONAL ASSOCIATION OF THE STATE BOARD OF ACCOUNTANCY, AND THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION. UP TO TWO CONTINUING EDUCATION UNITS PER MEETING. HELD AN ANNUAL CONFERENCE FOR THE FINANCIAL PLANNING INDUSTRY AND MEMBERS TO LEARN ABOUT FINANCIAL PLANNING ISSUES AND EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE NATIONAL ASSOCIATION OF STATE BOARD OF ACCOUNTANCY, THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, AND MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION. UP TO 15 CONTINUING EDUCATION UNITS. IN 2022, THE ANNUAL CONFERENCE WAS IN-PERSON WITH 185 MEMBERS AND 205 NONMEMBERS ATTENDING. HELD SPECIAL EVENTS ONLINE FOR CONSUMERS, FINANCIAL PLANNING INDUSTRY AND MEMBERS TO LEARN ABOUT FINANCIAL PLANNING ISSUES, INCLUDING FOCUS ON EDUCATING CONSUMERS ABOUT FINANCIAL PLANNING AS WELL A STUDENTS AND CAREER CHANGERS WITH SCHOLARSHIPS PROVIDED FOR THEIR CONTINUED EDUCATION TO ATTAIN THE CERTIFIED FINANCIAL PLANNER DESIGNATION. HELD A GOLF OUTING FOR THE INDUSTRY AND PROVIDED SCHOLARSHIPS FOR STUDENTS CONTINUING EDUCATION TO ATTAIN THE CERTIFIED FINANCIAL PLANNER DESIGNATION. false false false true false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 14 0 0 false false false false false false false false X 12 12 false false false false true true true true true false false true true true true true true true false false MN X X JESSICA HAWTHORNE 7637811212 3900 MAIN STREET NE COLUMBIA HEIGHTS MN 55421 X JESSICA HAWTHORNE EXECUTIVE DI 40.00 X 0 0 0 RYAN ANTKOWIAK CHAIRPERSON 2.00 X X 0 0 0 PETER SNOW PRESIDENT 2.00 X X 0 0 0 MARK BRICE SECRETARY/TR 2.00 X X 0 0 0 NICK GEARHART DIRECTOR 2.00 X 0 0 0 LORY WESSEL DIRECTOR 2.00 X 0 0 0 WILLIAM WIXON DIRECTOR 2.00 X 0 0 0 BRUCE LORENZ PRESIDENT 2.00 X 0 0 0 REBECCA BELL DIRECTOR 2.00 X 0 0 0 PREETI HIGGINGS DIRECTOR 2.00 X 0 0 0 KEITH LOVELAND DIRECTOR 2.00 X 0 0 0 LEE RYAN DIRECTOR 2.00 X 0 0 0 MAI YANG DIRECTOR 2.00 X 0 0 0 false false false BFL INC DBA OFFICE CONNECTION 3900 MAIN STREET NE COLUMBIA HEIGHTS MN 55421 ASSOC MGMT 208327 1 61894 187295 249189 MEETING REVENUE 44308 44308 44308 7981 7981 191386 263948 -72562 228916 44308 7981 177809 177809 2112 2112 7246 7246 15550 15550 689 689 MEETING EXPENSE 41725 41725 PR COMMITTEE 29020 29020 PROGRAMS COMMITTEE 24810 24810 MERCHANT ACCNT CHARGES 14048 14048 26075 26075 339084 339084 0 0 108929 293782 13338 3191 21208 358652 9200 502127 306173 58940 33688 58940 33688 X 443187 272485 443187 272485 502127 306173 -110168 -62524 1990 X false false false false true false ASCEND EVENT 171516 171516 244078 GOLF OUTING 19870 19870 19870 191386 191386 263948 263948 -72562 FORM 990 - ORGANIZATION'S MISSION PROVIDE MEMBERSHIP EDUCATION, MEETINGS, AND ANNUAL CONFERENCE COVERING INFORMATIONAL TOPICS FOR MEMBERS TO KEEP CURRENT ON AND THAT ARE USED TO PROVIDE FINANCIAL SERVICES TO THE PUBLIC. MEMBERS EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD, STATE OF MN, STATE OF WI, NASBA, CIMA, AND CLE. FORM 990, PAGE 2, PART III, LINE 4D HELD A GOLF OUTING FOR THE INDUSTRY AND PROVIDED SCHOLARSHIPS FOR STUDENTS CONTINUING EDUCATION TO ATTAIN THE CERTIFIED FINANCIAL PLANNER DESIGNATION. FORM 990, PAGE 6, PART VI, LINE 6 WE ARE A NON-PROFIT CORPORATION WITH MEMBERS THAT PAY FOR EDUCATIONAL SESSIONS. FORM 990, PAGE 6, PART VI, LINE 7A ALL BOARD DIRECTORS MUST BE MEMBERS TO BE ELECTED TO THE BOARD. THE BOARD IS RESPONSIBLE FOR ELECTING NEW BOARD DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 7B WE ACT WITHIN THE BYLAWS WHICH ARE APPROVED BY THE NATIONAL ASSOCIATION. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 AND BACKUP MATERIALS ARE DISTRIBUTED TO THE BOARD. THE OFFICERS REVIEW UNDER THE DIRECTION OF THE TREASURER. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, EVERY BOARD DIRECTOR AGREES AND SIGNS THE POLICY. IF THERE IS A CONFLICT, IT MUST BE NOTED ON THE FORM. THE PRESIDENT ENSURES THE NON- PARTICIPATION OF DIRECTOR WHO HAS THE POTENTIAL CONFLICT OF INTEREST. FORM 990, PAGE 6, PART VI, LINE 15A THE ASSOCIATION MANAGEMENT AGREEMENT CONTRACT IS REVIEWED AND APPROVED ANNUALLY FOR THE EXECUTIVE DIRECTOR'S COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS ARE AVAILABLE IN CONNECT, A COMMUNICATION TOOL PROVIDED THROUGH THE NATIONAL ASSOCIATION THAT DIRECTORS AND MEMBERS HAVE ACCESS TO. THE CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT ANY TIME UPON REQUEST THROUGH THE FPA OFFICE BY CALLING OR EMAILING.