2024-04-22T05:19:17-04:00 2023-12-31 990EZ 2023-01-01 912027726 FINANCIAL PLANNING ASSOCIATION % Joe Hebert FINA 2065012161 3858 Harvest Ln Frisco TX 75034 Mairin Murphy Treasurer 2024-04-22 true Mairin Murphy XXX-XX-XXXX Melisa Hall P03102085 9728967442 2024-04-22 X 2023 2023-04-26 12:10:37Z X www.fpapugetsound.org X X 109102 X 79385 29717 0 0 0 109102 44516 162 54345 99023 10079 62991 73070 X 60451 73920 0 0 2540 2061 62991 75981 0 2911 62991 73070 The Financial Planning Association of Puget Sound is one of the nation's largest and most preeminent organizations for financial planning professionals. Annual symposium - 127 attendees. provided continuing education and networking opportunities. 0 0 Electronic newsletters monthly 0 0 Quarterly chapter meetings and networking social events 0 0 Brian Burgess President 5 0 0 0 Josh DeForest Chairperson 2 0 0 0 Katie Vercio President Elect 1 0 0 0 Courtney Hastings Treasurer 2 0 0 0 Michelle Lach Education Director 2 0 0 0 Brandon Steele Symposium Director 2 0 0 0 Maria Hare Secretary 2 0 0 0 Mellany Lengeling NexGen Director 1 0 0 0 Brad Anderson Public Relations Dir 1 0 0 0 Benjamin Andrew Director at Large 1 0 0 0 Dave Mantell Pro Bono Director 2 0 0 0 false false false false false 0 false false false WA Melisa Hall PO Box 2267 Frisco TX 75034 9728967442 false false false false false false false false NONE NONE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Doing Business As Names Financial Planning Association of Puget Sound Part I, line 16 | Other Expenses:, Amount:| Audio Visual, $6628| Bank credit card fees, $884| Board expenses, $422| Continuing education, $1270| Database management, $1220| Food beverage, $16171| Insurance, $604| Telecommunications, $1994| Misc. events, $695| Venue meeting room rental fees, $7667| Website, $97| Legal audit, $821| Gifts awards, $220| Graphic Design, $55| Advertising, $199| Speaker expenses, $2374| Speaker honorarium, $7600| Office supplies, $3877| Travel expenses, $1470| Misc. expenses, $77| Part II, line 24 | Explanation:, BOYAmount:, EOYAmount:| Cash, $, $| Savings, $, $| Investments, $, $| Land and Buildings, $, $| Inventory, $, $| Prepaid Expenses, $, $| Organization's share of assets, $, $| Prepaid expenses, $2540, $2061| Part II, line 26 | Explanation:, BOYAmount:, EOYAmount:| Accounts Payable, $, $| Grants Payable, $, $| Mortgages or other loans payable, $, $| Current Liabilities, $0, $2911| Part II, Line 22 | Explanation:| Deferred revenue $2911