2024-08-14T10:15:11-00:00 2023-12-31 822851604 SECHLER MORGAN CPAS PLLC 2418 W BARROW DRIVE CHANDLER AZ 85224 990EZ 2023-01-01 860453676 FINANCIAL PLANNING ASSOCIATION ARIZONA INC FINA 4804839035 PO BOX 4130 SCOTTSDALE AZ 85261 DAWN NOBLE TREASURER 4804839035 2024-08-05 true Kristina Morgan P01370742 6022302700 2024-07-08 2023 2024-08-08 14:25:15Z X 3687 X FPAOFPHOENIX.ORG X X 80582 X 46397 2425 26269 1061 4430 4430 80582 22500 27433 21663 71596 8986 68502 1009 78497 X 59851 59468 8701 20970 68552 80438 50 1941 68502 78497 X EDUCATION TRAINING TO FINANCIAL PLANNERS 2023 SERVED AS A TRANSITION YEAR FROM THE COVID-19 PANDEMIC. OUR ORGANIZATION ENDED THE YEAR WITH A STABLE MEMBERSHIP BASE OF BETWEEN 270-300 PROFESSIONALS. THOSE MEMBERS HAD MORE THAN 30 OPPORTUNITIES THROUGHOUT THE YEAR TO GATHER, GAIN CONTINUING PROFESSIONAL EDUCATION, SHARE BEST PRACTICES FOR SERVING CLIENTS AS A NEW NORMAL BEGAN TO SURFACE, AND TO CONSIDER AND VOTE UPON AN INCOMING BOARD OF DIRECTORS AT THE ANNUAL MEETING OF THE MEMBERS. CONT ON SCH O DALE WALTERS PRESIDENT 004.00 0 DRAKE QUALLS PRESIDENT ELECT 004.00 0 STEVE SYRMOPOULOS SECRETARY 002.00 0 KEN OSBORN TREASURER 002.00 0 WILLIAM CERYNIK CHAIR 002.00 0 MURRAY SMITH MEMBER 001.00 0 COLLEEN HALLINAN MEMBER 001.00 0 HOWARD HILL MEMBER 001.00 0 THOMAS RINDAHL MEMBER 001.00 0 CARLA BOYD MEMBER 001.00 0 MATTHEW MILLER MEMBER 001.00 0 DANIEL VANDUSEN MEMBER 001.00 0 DAWN NOBLE MEMBER 001.00 0 MELISSA KEMP EXECUTIVE DIRECTOR 020.00 22000 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 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true true 26269 Form 990-EZ, Part I, Line 16, Other Expenses OFFICE EXPENES 606 Form 990-EZ, Part I, Line 16, Other Expenses IT EXPENSES 3,394 Form 990-EZ, Part I, Line 16, Other Expenses MEMBERSHIP MEETING EXPENSES 16,947 Form 990-EZ, Part I, Line 16, Other Expenses INSURANCE 200 Form 990-EZ, Part I, Line 16, Other Expenses BOARD EXPENSES 213 Form 990-EZ, Part I, Line 16, Other Expenses CHAPTER GENERAL CIRCLE SUPPORT 158 Form 990-EZ, Part I, Line 16, Other Expenses TRAVEL 145 Form 990-EZ, Part I, Line 20, Net Assets UNREALIZED GAINS AND LOSSES 1,009 Form 990-EZ, Part II, Line 24, Other Assets ACCOUNTS RECEIVABLE Beginning of year 3,000, End of year 9,000 Form 990-EZ, Part II, Line 24, Other Assets PREPAID EXPENSES Beginning of year 5,701, End of year 11,970 Form 990-EZ, Part II, Line 26, Liabilities ACCOUNTS PAYABLE Beginning of year 0, End of year 1,846 Form 990-EZ, Part II, Line 26, Liabilities DEFERRED REVENUE Beginning of year 50, End of year 95 Form 990-EZ, Part III, Line 3 IN ADDITION TO HOSTING FREQUENT GATHERING OPPORTUNITIES, OUR CHAPTER SUPPORTED A SUCCESSFUL NATIONAL CONFERENCE IN ARIZONA. OF THE MORE THAN 900 PROFESSIONALS ATTENDING, 160 WERE FROM ARIZONA. OUR CHAPTER SUCCESSFULLY FORMED RELATIONSHIPS WITH EVERY MAJOR UNIVERSITY IN ARIZONA, AND BY LEVERAGING THOSE RELATIONSHIPS, WE WERE ABLE TO IDENTIFY 59 STUDENTS DESIRING THE EXPERIENCE OF ATTENDING A NATIONAL CONFERENCE. OUR CHAPTER FOUND A WAY TO FUND 1 FULL DAY OF CONFERENCE REGISTRATION FOR THESE STUDENTS. THE U OF A TEAM ENTERED A NATIONAL COMPETITION, AND COMPETED DURING THE CONFERENCE, TAKING THE 3RD PLACE FINISH AWARD. IN ADDITION, WITHIN EACH OF THE MAJOR UNIVERSITY CAMPUSES, OUR CHAPTER WAS ABLE TO INCENTIVIZE AND SUPPORT THE CREATION OF ACTIVE STUDENT CLUBS DEDICATED TO UNDERSTANDING PERSONAL FINANCE AND CONNECTING FUTURE PROFESSIONALS TO CURRENT DAY FIRMS AND PLANNERS. ON THE ADVOCACY FRONT, WE RETURNED TO IN PERSON MEETINGS WITH OUR LEGISLATORS AT THE ARIZONA CAPITOL IN FEBRUARY, AND MEETINGS WITH OUR FEDERAL LEGISLATORS DURING THE MONTH OF AUGUST. OUR PASSION FOR INCREASED FINANCIAL LITERACY ACCESS IN ARIZONA LED OUR TEAM TO EXPLORE SEVERAL HUNDRED FREE FINANCIAL PLANNING COURSES FOUND VIA GOOGLE AND DEVELOP A SERIES OF FILTER CRITERIA TO OBJECTIVELY IDENTIFY QUALITY, BIAS FREE, CURRENT FINANCIAL LITERACY COURSE MATERIALS. WE THOROUGHLY EXPLORED 30 COURSES AND ARRIVED AT A TOP 3 FOR POTENTIAL DELIVERY TO INTERESTED ARIZONA CITIZENS. WE CREATED OUR FIRST 3 YEAR PLAN FOR OUR FINANCIAL LITERACY INITIATIVE, AND GAINED BOARD BUY IN AGAINST OUR STRATEGIC PLAN, AS SUCCESSFUL IMPLEMENTATION OF THE PLAN WILL REQUIRE CHAPTER RESOURCES IN THE FUTURE.