2024-11-13T14:27:51-08:00 2023-12-31 273968596 Petersen Professionals PC 4915 West 35th St Suite 201 St Louis Park MN 55416 990 2023-01-01 411957604 FINANCIAL PLANNING ASSOCIATION OF MINNESOTA FINA 6512907466 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 MARK BRICE Treasurer 2024-11-13 true true STACEY R PETERSEN CPA P00270858 9527673212 2023 2024-10-15 13:58:12Z X BRUCE LORENZ 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 507218 false X WWW.FPAMN.ORG X 2000 MN Provide membership education, meetings, and annual conferences covering informational topics. 13 13 0 35 0 249189 0 44308 502429 7981 4789 -72562 0 228916 507218 0 0 0 0 0 339084 526237 339084 526237 -110168 -19019 306173 270197 33688 5700 272485 264497 Provide membership education, meetings & annual conference covering informational topics for members to keep current on & that are used to provide financial services to the public. Members earn educational credits as required by the CFP Board, State of Minnesota, State of Wisconsin, NASBA, CIMA & CLE. false false HELD 10 EDUCATIONAL MEETINGS COVERING INFORMATIONAL TOPICS THAT MEMBERS NEED TO KEEP CURRENT ON & THAT ARE USED IN PROVIDING FINANCIAL PLANNING SERVICES TO THE PUBLIC. MEMBERS EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION, THE NATIONAL ASSOCIATION OF THE STATE BOARD OF ACCOUNTANCY & THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION. Up to two continuing education units per meeting. HELD AN ANNUAL CONFERNCE FOR THE FINANCIAL PLANNING INDUSTRY & MEMBERS TO LEARN ABOUT FINANCIAL PLANNING ISSUES & EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE NATIONAL ASSOCIATION OF STATE BOARD OF ACCOUNTANCY, THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION & MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION. UP TO 15 CONTINUING EDUCATION UNITS. IN 2023, THE ANNUAL CONFERENCE WAS IN-PERSON WITH 383 ATTENDING. Held special events for financial planning industry individuals, members, students & career changers to learn about current financial planning issues. Provided scholarships to students for their continued education to attain the certified financial planner designation. Held a golf outing for the industry. 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 false false false true 6 0 false 0 false false false false false false false false X 13 13 false true false false true true true true true false false true true true true true true true false false X X EWALD CONSULTING 6512906260 1601 UTICA AVE S 213 MINNEAPOLIS MN 55416 X PETER SNOW Chairman 4.00 0.00 X X 0 0 0 BRUCE LORENZ President 4.00 0.00 X X 0 0 0 NICOLE MEEKER PRESIDENT ELECT 4.00 0.00 X X 0 0 0 MARK BRICE Treasurer 4.00 0.00 X X 0 0 0 DAVID LEFLAR Director 2.00 0.00 X 0 0 0 MAI YANG Director 2.00 0.00 X 0 0 0 JEANNA FIFER Director 2.00 0.00 X 0 0 0 BONNIE ROMANO Director 2.00 0.00 X 0 0 0 LEE RYAN Director 2.00 0.00 X 0 0 0 KEITH LOVELAND Director 2.00 0.00 X 0 0 0 DAN MCDONALD Director 2.00 0.00 X 0 0 0 ALEX PENGELLY Director 2.00 0.00 X 0 0 0 COREY ANDERSON Director 2.00 0.00 X 0 0 0 0 false false false BFL INC DBA OFFICE CONNECTION 3900 MAIN ST NE COLUMBIA HEIGHTS MN 55421 MANAGEMENT SERVICES 220251 1 0 MEETING REVENUE 611710 47498 47498 Membership Dues & Assessments 611740 58897 58897 SPECIAL EVENTS 900099 199696 199696 SPONSORSHIPS 541800 196338 196338 502429 4789 4789 0 0 0 0 0 0 0 0 507218 306091 201127 0 0 0 0 0 0 0 0 0 0 192645 0 0 0 0 0 0 0 17808 2588 0 0 0 0 100876 0 0 0 501 SPECIAL EVENTS 211755 TAXES 64 0 526237 0 0 0 293782 268327 3191 1420 0 0 0 0 0 0 9200 450 0 0 0 0 0 0 306173 270197 33688 5700 33688 5700 X 272485 264497 272485 264497 306173 270197 X -19019 27026 -15995 X X false false false false false true false Form 990, Part VI, Section A, Line 3 The organization delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities. Form 990, Part VI, Section A, Line 6 Members are made up of financial professionals, academics, students & individuals in the financial industry who pay annual dues. Form 990, Part VI, Section A, Line 7a All board directors must be members to be elected to the board. The board is responsible for electing new board directors. Form 990, Part VI, Section A, Line 7b We act within the bylaws which are approved by the National Association. Form 990, Part VI, Section B, Line 11b A copy of the 990 & backup materials are distributed to the board. The officers review under the direction of the treasurer. Form 990, Part VI, Section B, Line 12c Annually, every board director agrees & signs the policy. If there is a conflict, it must be noted on the form. The president ensures the non-participation of director who has the potential for a conflict of interest. Form 990, Part VI, Section B, Line 15a The association management agreement contract is reviewed & approved annually for the executive director's compensation. Form 990, Part VI, Section C, Line 19 The governing documents are available in Connect, a communication tool provided through the national association, that directors & members have access to. The conflicts of interest policy and financial statements are available at any time upon request through the FPA-MN office by calling or emailing. Form 990, Part XI, Line 9 PRIOR PERIOD ADJUSTMENT = -$15995