2024-08-23T11:33:24-05:00 2023-12-31 271433452 CRADY PUCA & ASSOCIATES 6140 S GUN CLUB RD STE K6-281 AURORA CO 80016 990EZ 2023-01-01 841077808 FINANCIAL PLANNING ASSOCIATION OF COLORADO FINA 3034500515 PO BOX 460445 AURORA CO 800460445 MATT LENGEL CURRENT PRESIDENT 3034500515 2024-08-21 1 1 LAURA M PUCA P01067688 7203189964 2024-08-19 2023 2024-08-08 14:25:15Z 3687 X X WWW.COFPA.ORG X X 137999 X 84847 39663 13489 137999 88332 455 60701 149488 -11489 151417 0 139928 X 166905 167325 4131 2693 171036 170018 19619 30090 151417 139928 X TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING. PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 650 ATTENDEES IN 2023. 0 0 CHARLIE PASTOR DIRECTOR 5.00 0 0 0 ADAM OLIVER DIRECTOR 5.00 0 0 0 MARCIE CARVALHO DIRECTOR 5.00 0 0 0 ALEC QUAID DIRECTOR 5.00 0 0 0 SANDRA LASKOWSKI DIRECTOR 5.00 0 0 0 KATIE WEBER DIRECTOR 5.00 0 0 0 CORY UNDERWOOD PRESIDENT/SECRETARY 10.00 0 0 0 LORI MILLER CHAIR (PAST PRESIDENT) 10.00 0 0 0 MATT LENGEL PRESIDENT ELECT/TREASURER 10.00 0 0 0 X 0 0 0 0 0 0 0 0 THE ORGANIZATION PO BOX 460445 AURORA CO 800460445 3034500515 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 13,489. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 45,723. DESCRIPTION: TRAVEL & MEETING EXPENSE. AMOUNT: 6,085. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 4,572. DESCRIPTION: MARKETING. AMOUNT: 788. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 3,533. TOTAL TO FORM 990-EZ, LINE 16: 60,701. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 4,131. END OF YEAR AMOUNT: 1,925. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 768. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 19,619. END OF YEAR AMOUNT: 29,477. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 613. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.