2023-08-30T02:29:48-00:00 2022-12-31 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990EZ 2022-01-01 860453676 FINANCIAL PLANNING ASSOCIATION OF GREATER PHOENIX FINA 4804839035 PO BOX 4130 SCOTTSDALE AZ 85261 KENNETH OSBORN TREASURER 4804839035 2023-08-30 true KENNETH OSBORN 999009999 KRISTINA MORGAN CPA P01370742 6022302700 2023-08-30 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z 3687 X X FPAOFPHOENIX.ORG X X 70007 X 39000 6085 24304 618 70007 18500 27850 19753 66103 3904 67754 -3156 68502 X 62267 59851 6337 8701 68604 68552 850 50 67754 68502 X EDUCATION TRAINING TO FINANCIAL PLANNERS DURING 2022, OUR CHAPTER MAINTAINED MEMBERSHIP AT CLOSE TO 300 ACTIVE PROFESSIONALS AND HOSTED MORE THAN 40 COMMUNITY GATHERINGS DEDICATED TO PROFESSIONAL DEVELOPMENT AND FINANCIAL LITERACY ADVANCEMENT. OUR STRATEGIC PLAN RECEIVED STEADY BOARD ATTENTION THROUGHOUT THE YEAR, RESULTING IN FORWARD MOTION TO ADDING A NEW ACCOUNTABILITY PILLAR CONNECTING OUR FINANCIAL MANAGEMENT TO OUR FINANCIAL REPORTING AND BUDGETING DECISIONS. WE SUCCESSFULLY RECRUITED NEW LEADERSHIP AT BOTH THE BOARD OF DIRECTORS LEVEL AND OUR TACTICAL GENERAL CIRCLE LEVEL, TIMELY ELECTING AND SEATING A NEW BOARD OF DIRECTORS WELL BEFORE YEAR END. CONT. ON SCH O CRAIG WAUGH CHARIMAN 004.00 0 WILLIAM CERYNIK PRESIDENT 004.00 0 COLLEEN HALLINAN VICE PRESIDENT/PRESIDENT-ELECT 002.00 0 DALE WALTERS SECRETARY 002.00 0 DRAKE QUALLS TREASURER 002.00 0 MURRAY SMITH MEMBER 001.00 0 ADAM MOSBACH MEMBER 001.00 0 KENNETH OSBORN MEMBER 001.00 0 THOMAS RINDAHL MEMBER 001.00 0 JOHN CHICHESTER MEMBER 001.00 0 MATT MILLER MEMBER 001.00 0 MELISSA KEMP EXECUTIVE DIRECTOR 020.00 18500 false false false true false false false false LAUREL FRISBY PO BOX 4130 SCOTTSDALE AZ 85261 6028402900 false false false false false false false false NONE NONE false false true true 24304 Form 990-EZ, Part I, Line 16, Other Expenses OFFICE EXPENES 935 Form 990-EZ, Part I, Line 16, Other Expenses IT EXPENSES 2,437 Form 990-EZ, Part I, Line 16, Other Expenses MEMBERSHIP MEETING EXPENSES 9,473 Form 990-EZ, Part I, Line 16, Other Expenses INSURANCE 145 Form 990-EZ, Part I, Line 16, Other Expenses BOARD EXPENSES 3,878 Form 990-EZ, Part I, Line 16, Other Expenses CHAPTER GENERAL CIRCLE SUPPORT 2,885 Form 990-EZ, Part I, Line 20, Net Assets UNREALIZED GAINS AND LOSSES -3,156 Form 990-EZ, Part II, Line 24, Other Assets ACCOUNTS RECEIVABLE Beginning of year 1,600, End of year 3,000 Form 990-EZ, Part II, Line 24, Other Assets PREPAID EXPENSES Beginning of year 4,737, End of year 5,701 Form 990-EZ, Part II, Line 26, Liabilities DEFERRED REVENUE Beginning of year 850, End of year 50 Form 990-EZ, Part III, Line ACCOMPLISHMENTS OUR FINANCIAL LITERACY EFFORTS RESULTED IN TWO FULL MONEYWSE COURSES DELIVERED ONE IN SPRING, AND ONE IN FALL, WITH A GREATER THAN 80 RATE FOR STUDENTS WHO TAKE THE COURSE PASSING THEIR PERSONAL FINANCIAL LITERACY COMPETENCY TEST. WE HOSTED OUR 3RD ANNUAL MEMBERSHIP ANNUAL MEETING, WITH THE HIGHEST ATTENDANCE TO DATE. WE MAINTAINED OUR VISIBLE AND PROACTIVE POSITION AS CREDIBLE ADVOCATES WITH OUR STATE AND FEDERAL LEGISLATORS, OUR REGULATORS, AND OUR FELLOW NONPROFITS WITH AN INTEREST IN A MORE FINANCIALLY LITERATE ARIZONA AND REMAIN RECOGNIZED AS VOLUNTEER LOBBYISTS FOR OUR CAUSE.