2025-11-10T12:42:29-06:00 2024-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2024-01-01 841521488 FINANCIAL PLANNING ASSOCIATION FINA 8003224237 1290 BROADWAY 1625 DENVER CO 80203 DENNIS MOORE CHIEF EXECUTIVE OFFICER 8003224237 2025-11-10 1 0 ADAM KUCZYNSKI CPA P01560606 7035190990 2025-11-10 2024 2025-03-06 01:10:19Z DENNIS MOORE 1290 BROADWAY 1625 DENVER CO 80203 7800803 0 X FINANCIALPLANNINGASSOCIATION.ORG X 1999 DC FPA FOSTERS THE VALUE OF FINANCIAL PLANNING AND ADVANCES THE FINANCIAL PLANNING PROFESSION. 12 12 24 1020 222262 0 75000 75000 7154331 6955666 83679 76953 723542 693184 8036552 7800803 0 0 0 0 3104862 2818248 0 0 0 5123688 4682971 8228550 7501219 -191998 299584 5791659 6089546 3610380 3294757 2181279 2794789 TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING. 0 0 FPA ANNUAL CONFERENCE IS ONE OF THE LARGEST ANNUAL GATHERINGS OF CFP PROFESSIONALS. THE EVENT SPOTLIGHTS FPA'S CORE COMPETENCIES: PRACTICE SUPPORT, LEARNING, ADVOCACY, AND NETWORKING. THE PROGRAM OFFERS MANY EDUCATIONAL SESSIONS, AN EXHIBIT HALL, ROUNDTABLE DISCUSSIONS, AND VARIOUS PRE-CONFERENCES CONDUCTED BY PARTNERS OF FPA. VARIOUS FPA MEMBER COMMUNITIES GATHER TO NETWORK, SHARE BEST PRACTICES, AND CONNECT WITH LIKE-MINDED MEMBERS. THE CONFERENCE IS BUILT AROUND SHARING PRACTICAL KNOWLEDGE AND STRATEGIES FOR ATTENDEES TO TAKE BACK TO THEIR PRACTICES FOR IMPLEMENTATION. MEMBER RELATIONS: FPA MEMBERSHIP STAFF ASSIST FPA MEMBERS IN JOINING AND RENEWING AS FPA MEMBERS AS WELL AS NAVIGATING THEIR FPA MEMBER BENEFITS TO ENSURE THEY TAKE FULL ADVANTAGE OF THEIR MEMBERSHIP. AS A PROFESSIONAL MEMBERSHIP ASSOCIATION, BENEFITS ARE FOCUSED ON SUPPORTING MEMBERS IN ELEVATING THEIR KNOWLEDGE THROUGH PROFESSIONAL DEVELOPMENT, EXPANDING THEIR CONNECTIONS THROUGH COMMUNITY, GROWING THEIR BUSINESSES THROUGH TOOLS AND RESOURCES FOR BUSINESS SUCCESS, AND PROTECTING THEIR PROFESSION THROUGH ADVOCACY. FPA RETREAT IS A LONG-STANDING, NON-TRADITIONAL GATHERING OF THE FPA COMMUNITY. IT IS AN EVENT THAT ATTRACTS LEADING FINANCIAL PLANNERS DUE TO ITS LEVEL OF INTIMACY, COMMUNITY LEARNING, AND ADVANCED, CUTTING-EDGE CONTENT. THE EVENT PROVIDES OPPORTUNITIES FOR NETWORKING, ADVANCED EDUCATION, AND EXPOSURE TO NEW THEORIES AND BEST PRACTICES. 0 1 0 1 0 0 0 1 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 39 0 24 1 1 1 0 0 0 1 1 0 0 0 X 12 12 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 GA CO X DENNIS MOORE 8003224237 1290 BROADWAY STE 1625 DENVER CO 80203 PAUL BRAHIM PRESIDENT 5.00 X X 0 0 0 DANIEL GALLI PRESIDENT ELECT 5.00 X X 0 0 0 CLAUDIA CYPHER KANE PAST PRESIDENT 5.00 X X 0 0 0 RUSSELL CLIFFORD TREASURER 5.00 X X 0 0 0 MYCHAL EAGLESON BOARD MEMBER 5.00 X 0 0 0 CARL CHRISTIE BOARD MEMBER 5.00 X 0 0 0 JACK HEINTZELMAN BOARD MEMBER 5.00 X 0 0 0 JUAN HERNANDEZ-ARIANO BOARD MEMBER 5.00 X 0 0 0 JASON KLEY BOARD MEMBER 5.00 X 0 0 0 CELESTE REVELLI BOARD MEMBER 5.00 X 0 0 0 TIMOTHY TODD BOARD MEMBER 5.00 X 0 0 0 D CRYSTAL ALFORD-COOPER BOARD MEMBER 5.00 X 0 0 0 PATRICK D MAHONEY CEO & SECRETARY 40.00 X 424991 0 27666 SANDRA GARCIA THRU MAR 2024 CHIEF FINANCIAL OFFICER 40.00 3.00 X 56769 0 6684 KURTIS KACZOR DIRECTOR, PRO BONO 40.00 X 105266 0 15796 BEN LEWIS CHIEF COMMUNICATIONS OFFICER 40.00 X 196325 0 6247 DENNIS MOORE FROM MAY 2024 CHIEF OPERATING OFFICER 40.00 X 107990 0 13973 CHRISTINE RICHARDSON CHIEF MEMBER EXPERIENCE OFFICER 40.00 X 150622 0 15260 JORGE VALDIVIA SENIOR MANAGER OF TECHNOLOGY 40.00 1.00 X 152817 0 26469 1194780 0 112095 6 0 1 0 LAUREN LONEY CONSULING LLC 6501 E JILL FT SPY 114 AUSTIN TX 78731 ADVOCACY CONSULTANT SERVICES 131531 1 75000 75000 MEMBERSHIP DUES 900099 4897924 4897924 REGISTRATION 900099 937517 937517 SPONSORSHIPS 900099 638215 638215 FEES 900099 482010 482010 6955666 76953 76953 153426 153426 83085 0 83085 83085 ADVERTISING 541800 214250 214250 JOB BOARD POSTINGS 561499 8012 8012 234411 234411 456673 7800803 7038751 222262 464790 516110 1902293 42706 200113 157026 48213 29870 27157 508946 216524 421703 695727 332970 324495 1866622 135186 55042 DUES AND SUBSCRIPTIONS 20442 BAD DEBT EXPENSE 74 7501219 719859 681895 4938 901266 232809 102137 348863 443605 2145993 1965130 295750 180863 3299010 2813381 30461 10641 859969 955758 5791659 6089546 384973 338880 2303755 2294708 113315 151596 808337 509573 3610380 3294757 X 2181279 2794789 2181279 2794789 5791659 6089546 299584 313926 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 4897924 27157 75922 103079 97958 5121 0 1 X 59083 48940 10143 548536 468126 80410 1538374 1448064 90310 180863 INTERCOMPANY RECEIVABLES 484298 OPERATING LEASE RIGHT-OF-USE ASSETS 445516 SECURITY DEPOSITS 25944 955758 OPERATING LEASE LIABILITIES 509573 509573 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUND IN AGENCY FOR ITS CHAPTERS. X X X X 0 0 0 PATRICK D MAHONEY CEO & SECRETARY 424991 0 0 0 0 0 12129 0 15537 0 452657 0 0 0 BEN LEWIS CHIEF COMMUNICATIONS OFFICER 186325 0 10000 0 0 0 5579 0 668 0 202572 0 0 0 JORGE VALDIVIA SENIOR MANAGER OF TECHNOLOGY 147817 0 5000 0 0 0 7110 0 19359 0 179286 0 0 0 CHRISTINE RICHARDSON CHIEF MEMBER EXPERIENCE OFFICER 140622 0 10000 0 0 0 0 0 15260 0 165882 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE PAST PRESIDENT, THE PRESIDENT ELECT, AND THE CEO. THE CEO SHALL BE AN EX OFFICIO, NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. THE COMMITTEE HAS THE AUTHORITY TO ACT UPON ISSUES IN BETWEEN BOARD MEETINGS AS WELL AS ISSUES SPECIFICALLY DELEGATED TO THE EXECUTIVE COMMITTEE BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS: INDIVIDUAL MEMBERS AND INSTITUTIONAL MEMBERS. INDIVIDUAL MEMBERS: ANY INDIVIDUAL DEMONSTRATING A PROFESSIONAL INTEREST IN FINANCIAL PLANNING AND WILLING TO ABIDE BY THE BYLAWS IS ELIGIBLE FOR MEMBERSHIP IN THE ASSOCIATION. MEMBERS SHALL BE ENTITLED TO SPECIAL RIGHTS, PRIVILEGES, AND BENEFITS AS DETERMINED BY THE BOARD OF DIRECTORS OR ITS DESIGNEE. MEMBER OF FPA INCLUDE FINANCIAL PLANNING PRACTITIONERS, STUDENTS, ACADEMICIANS, SUPPORT STAFF, RETIRED PRACTITIONERS, AND OTHER ALLIED PROFESSIONALS WHO SUPPORT THE PROFESSION. INSTITUTIONAL MEMBERS: ANY INSTITUTION WITH AN INTEREST IN FINANCIAL PLANNING AND WHICH IS WILLING TO ABIDE BY THE BYLAWS FOR MEMBERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B PLANS OF MERGER, CONSOLIDATION, OR DISSOLUTION WHICH ARE VOTED ON AND ADOPTED BY THE BOARD OF DIRECTORS SHALL REQUIRE RATIFICATION THROUGH AN AFFIRMATIVE VOTE OF AT LEAST A MAJORITY OF THE INDIVIDUAL MEMBERS OF THE FPA VOTING MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED IN DETAIL BY THE CFO AND THE ACCOUNTING MANAGER. IT IS THEN SHARED WITH THE BOARD FOR THEIR REVIEW PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE DIRECTORS AND OFFICERS OF THE ORGANIZATION ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST (ACTUAL, APPARENT, OR POTENTIAL) AND AGREE TO COMPLY WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. UPON DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS TO THE INDEPENDENT MEMBERS OF THE BOARD, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSONS, THE INDEPENDENT BOARD MEMBERS SHALL DISCUSS AND DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE INDEPENDENT BOARD MEMBERS SHALL DETERMINE WHETHER OR NOT A CONFLICT OF INTEREST IS PRESENT. AS PART OF THAT DETERMINATION, THE INDEPENDENT BOARD MEMBERS WILL DECIDE WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR THE ORGANIZATION'S BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION IS DETERMINED THROUGH VARIOUS SALARY SURVEYS AND OTHER THIRD-PARTY NON-PROFIT COMPENSATION RESOURCES AND GUIDELINES. THE COMPENSATION PACKAGE IS REVIEWED ANNUALLY BY THE CEO COMPENSATION COMMITTEE, COMPRISED OF INDEPENDENT VOTING MEMBERS OF THE BOARD OF DIRECTORS. THE APPROVAL PROCESS IS DOCUMENTED BY THE EXECUTIVE COMMITTEE. THE COMPENSATION FOR THE CFO IS APPROVED BY THE CEO. COMPARABILITY DATA IS USED, AND THE PROCESS IS DOCUMENTED IN THE HR FILE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. NATIONAL FINANCIAL PLANNING SUPPORT CENTER 1290 BROADWAY STE 1625 DENVER CO 80203 742341001 COORDINATE PRO BONO FINANCIAL PLANNING CO 501(C)(3) LINE 7 THE FINANCIAL PLANNING ASSOCIATION 1 FINANCIAL SERVICES INFORMATION COMPANY 1290 BROADWAY STE 1625 DENVER CO 80203 581675458 PUBLICATION GA THE FINANCIAL PLANNING ASSOCIATION C 568760 5787 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0