2024-08-10T11:33:20-04:00 2023-12-31 810597808 J C Olson and Associates 303 N Second St Ste 29 Saint Charles IL 60174 990 2023-01-01 364412075 FPA of Illinois Chapter Incorporated FPAO 15128 La Grange Road STE 2763 Orland Park IL 60462 Donovan J Sanchez President 3038677185 2024-07-20 false true Jon C Olson P01322044 6304437037 2024-08-10 2023 2024-08-08 14:25:15Z 121288 false 3687 X www.fpaillinois.org X 2001 IL Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs 11 11 0 0 0 58703 52004 74537 68519 2 2 4500 763 137742 121288 0 0 0 0 0 138657 128058 138657 128058 -915 -6770 38502 50933 384 19584 38118 31349 Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs false false 64029 The Conference for Advanced Planning was held on September 22,2023. There were 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year. 64029 The chapter held 10 virtual educational events in 2023.Topics ranged from CFP ethics, insurance, reverse mortgages and general financial services. These sessions earned members educational credits required by the CFP board. 128058 false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false false X 11 11 false false false false true true true true true false true true true false false false false false false X Kristin Prine 3038677185 15128 LaGrange Road Orland Park IL 60462 X Leslie Girote Director of Pro-Bono 5.00 0.00 X 0 0 0 Lance Eaton Director of Advocacy 5.00 0.00 X 0 0 0 Lizbeth Menjivar-Munoz Director of NexGen 5.00 0.00 X 0 0 0 Scot Dobbs Director 5.00 0.00 X 0 0 0 Siree Sandberg Bakakos Director 5.00 0.00 X 0 0 0 Baili Roy Director of Education- CAP 5.00 0.00 X 0 0 0 Alex Offerman Chairman 5.00 0.00 X 0 0 0 Stephanie Laude Director of Education- Events 5.00 0.00 X 0 0 0 Donovan J Sanchez President 5.00 0.00 X X 0 0 0 Eric Billimoria SecretaryTreasurer 5.00 0.00 X X 0 0 0 Ted Yeo President-Elect 5.00 0.00 X X 0 0 0 0 0 0 0 false false false 52004 52004 Sponsorship Fees 900099 35500 35500 Registration Fees 611430 30069 30069 Exhibitor Fees 611430 2950 2950 68519 2 2 Job Board 900099 763 763 763 121288 69284 0 0 X 70250 70250 2477 2477 2686 2686 5363 5363 1024 1024 Meetings and Conferences 45243 45243 1015 1015 128058 128058 0 0 34227 40508 4275 10425 38502 50933 384 384 19200 384 19584 X 37195 30426 923 923 38118 31349 38502 50933 X -6770 1 X false false false false true false Members or stockholder classes and rights Part VI line 6 We are a non-profit corporation with members that pay for educational sessions. Member election for additional members Part VI line 7a All board directors must be members to be elected to the board. Governing body decisions Part VI line 7b We act within the bylaws which are approved by the national association. Form 990 governing body review Part VI line 11 Copy provided to all board members prior to filing. Governing documents etc available to public Part VI line 19 The Organization makes its documents available upon request and provides specific copies based on specific requests. Explanation of other changes in net assets or fund balances Part XI line 9 Line 9, Part XI reflects a rounding adjustment of $1. List of other expenses Part IX line 24e CPE registration $1,000Bank Charges 15 ------- Total $1,015 Financial Planning Assoc Nat 1290 Broadway Suite 1625 Denver CO 80203 841521488 National Organization CO 501 C 6 N/A false