2024-04-01T03:46:55-04:00 2023-12-31 990EZ 2023-01-01 391985654 FINANCIAL PLANNING ASSOCIATION % BRENDA MATTHIAS FINA 6088509387 1702 ASHLAWN LN WAUNAKEE WI 535972333 Gregory L Nebel Treasurer 2024-04-01 2023 2023-04-26 12:10:37Z 3687 X X WWW.FPAWI.ORG X X 110512 X 23048 50357 34732 1272 0 0 0 0 0 0 0 0 0 0 1103 110512 825 0 43320 16250 0 29 77100 137524 -27012 96625 69613 96625 69613 0 0 96625 69613 96625 69613 Promote Financial Planning Annual Symposium for Financial Planners and Affiliated Professionals - 137 attendees 0 0 Quarterly Continuing Education Meetings for Financial Planners and Allied Professionals - 200 attendees total. 0 0 Collaborative Events for CE Case Studies and Ethics for Financial Planners and Allied Professionals. 0 0 Luke Kraft President 5 0 0 0 Shannon Nook President Elect 5 0 0 0 Brenda Matthias Executive Director 15 43200 0 0 Gregory Nebel Treasurer 5 0 0 0 Josh Strzelecki Secretary 2 0 0 0 false false false false false 0 false false false WI Gregory L Nebel 1166 Quail Court Suite 310 Pewaukee WI 53072 2625658228 false false false false false false false Doing Business As Names Financial Planning Association of Wisconsin Part I, line 8 | Other Revenues:, Amount:| Description of Other Revenue: Other Income 578 Credit Card Rewards 525, $1103| Part I, line 10 | Grants And Similar Amounts Paid:, Amount:| Activity Classification: Scholarship Property Description: Cash Date of Gift 2 27 2023, $825| Part I, line 16 | Other Expenses:, Amount:| Board Training and meetings Amount 1,183 Financial Services Amount 554 General Event and Facility Expense 52,470 Speaker Expense 3784 Continuing Ed fees 3931 Administration expense 1204 License expense 147 membership recruitment 303 Pro Bono 1600 Pints and Planning Mtgs 4130 Technology 7510 Telephone 284., $77100|