2025-11-15T09:08:10-06:00 2024-12-31 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-01-01 330081173 FINANCIAL PLANNING MINISTRY FINA 8008714901 2040 MAIN STREET 100 IRVINE CA 926147265 MICHAEL S PRIOR PRESIDENT 8008714901 2025-11-15 1 0 ANDREA SALAMY P00705827 5055022746 2025-11-14 2024 2025-03-06 01:10:19Z X MICHAEL S PRIOR 2040 MAIN STREET 100 IRVINE CA 926147265 4150621 0 X FPM.ORG X 1990 CA TO PROMOTE CHRISTIAN STEWARDSHIP AND ESTATE PLANNING. 5 5 34 5 0 0 690679 594672 3392500 3542900 9702 13049 0 0 4092881 4150621 0 0 0 0 2209303 2611073 0 0 0 1516293 1173207 3725596 3784280 367285 366341 2050334 2631174 484133 251911 1566201 2379263 FINANCIAL PLANNING MINISTRY, INC. (FPM) IS A NOT-FOR-PROFIT ORGANIZATION DEVOTED TO ASSISTING IN THE PERFORMANCE OF THE FUNCTIONS OF CHRISTIAN CHURCHES BY SERVING THEIR FINANCIAL NEEDS. 0 0 2781679 3542900 PROVIDE STEWARDSHIP EDUCATION ON BIBLICAL ESTATE PLANNING AND ASSIST FAMILIES IN CREATING THEIR ESTATE PLAN. 2781679 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 12 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X GRACE GRUBERT 8008714901 2040 MAIN STREET 100 IRVINE CA 926147265 X MICHAEL S PRIOR PRESIDENT 40.00 X 236515 0 158850 GRACE GRUBERT CFO/COO/TREASURER 40.00 X 292069 0 68132 D CLAY PERKINS EXEC VP/SECRETARY 40.00 X 188688 0 108884 DAVE HESS VICE PRESIDENT 40.00 X 105441 0 31572 JESSICA FURLONG CHAIRMAN 1.00 X X 0 0 0 AARON BEAR DIRECTOR 1.00 X 0 0 0 NINA GRAVES DIRECTOR 1.00 X 0 0 0 RICK MARSH DIRECTOR 1.00 X 0 0 0 MATTHEW ROBINSON DIRECTOR 1.00 X 0 0 0 822713 0 367438 4 0 1 0 BAYTECH CONSULTING LLC 1835 NEWPORT BLVD STE A109 COSTA MESA CA 92627 SOFTWARE PROGRAMMING 118994 1 594672 594672 PARTNERSHIP REVENUE 900099 3542900 3542900 3542900 13049 13049 4150621 3542900 0 13049 1053138 768791 284347 212661 171455 41206 1109607 847095 262512 39573 28888 10685 94667 69107 25560 101427 74042 27385 13772 13772 30454 30454 265579 263585 1994 34823 34823 205694 131081 74613 185536 135442 50094 177065 129002 48063 110551 105215 5336 45411 45411 60552 44204 16348 43770 43770 3784280 2781679 1002601 0 638966 142507 310457 329026 100000 18800 37500 63025 98896 929052 502141 361369 426911 297305 1494505 260412 101829 2050334 2631174 152599 137185 51400 5250 280134 109476 484133 251911 X 1566201 2379263 1566201 2379263 2050334 2631174 366341 446721 0 X 0 1 X 1 0 X 273723 430205 579386 690679 594672 2568665 273723 430205 579386 690679 594672 2568665 83640 2485025 4263 3145 3995 9702 13049 34154 116 2456 592 3164 2605983 14815446 0.95360 0.94160 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 116. 2021 AMOUNT: $ 2,456. 2022 AMOUNT: $ 592. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 245772 244452 1320 118343 105204 13139 564937 152485 412452 426911 OPERATING LEASE OBLIGATION 109476 109476 4597342 446721 446721 4150621 0 4150621 3784280 0 3784280 0 3784280 X 1 1 X X X 0 0 0 0 0 0 0 1 0 MICHAEL S PRIOR PRESIDENT 197041 0 39474 0 0 0 62000 0 96850 0 395365 0 0 0 GRACE GRUBERT CFO/COO/TREASURER 290069 0 2000 0 0 0 29500 0 38632 0 360201 0 0 0 D CLAY PERKINS EXEC VP/SECRETARY 186688 0 2000 0 0 0 25500 0 83384 0 297572 0 0 0 PART I, LINE 1A BENEFIT PROVIDED: PURSUANT TO INTERNAL REVENUE CODE SECTION 107, MINISTERIAL HOUSING ALLOWANCES ARE PROVIDED FOR QUALIFYING MINISTERIAL EMPLOYEES. THIS IS NOT INCLUDED IN TAXABLE COMPENSATION. THE OFFICERS WHO MET THE QUALIFICATIONS FOR AND RECEIVED A MINISTERIAL HOUSING ALLOWANCE DURING THE TAX YEAR INCLUDE: 1. D. CLAY PERKINS (EXECUTIVE VICE PRESIDENT) 2. MICHAEL S. PRIOR (PRESIDENT) 3. DAVE HESS (HCE) PART I, LINE 7 THE ORGANIZATION MADE NONFIXED PAYMENTS IN THE FORM OF DISCRETIONARY BONUSES. SUZANNE BAKER FAMILY MEMBER OF MICHAEL PRIOR, PRESIDENT 66220 TOTAL COMPENSATION 0 SANDRA PERKINS FAMILY MEMBER OF D. CLAY PERKINS, VICE PRESIDENT 14465 TOTAL COMPENSATION 0 CAROLINE RENFRO FAMILY MEMBER OF GRACE GRUBERT, CFO/COO 86394 TOTAL COMPENSATION 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM AND REVIEWED IN DETAIL BY THE ORGANIZATION'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS AND BOARD OF DIRECTORS TO ANNUALLY COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. THE PRESIDENT IS RESPONSIBLE FOR REVIEWING THE SIGNED STATEMENTS AND ENSURING THAT INTERESTED PERSONS ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE PRESIDENT'S STATEMENT IS REVIEWED BY THE CFO/COO. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE DIRECTOR OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE BOARD OF DIRECTORS DETERMINES THE PRESIDENT'S COMPENSATION. THE PRESIDENT DETERMINES COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT AND CFO/COO. OFFICER COMPENSATION AT SIMILAR ORGANIZATIONS IS REVIEWED TO DETERMINE REASONABLENESS. COMPENSATION DECISIONS ARE DOCUMENTED ON AN ANNUAL BASIS IN THE BUDGET WHICH IS APPROVED BY THE BOARD. LINE 15B: SEE NARRATIVE FOR FORM 990, PART VI, LINE 15A. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL PLANNING MINISTRY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII AND SCHEDULE J, PART II COMPENSATION REPORTED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN B IS THE AMOUNT REPORTED ON THE INDIVIDUAL'S W-2, BOX 1 OR 5 (WHICHEVER AMOUNT IS GREATER) PER THE IRS INSTRUCTIONS. IN THE CASE OF MINISTER'S COMPENSATION WHEN BOX 5 OF THE W-2 IS NOT APPLICABLE, BOX 1 COMPENSATION IS USED. EMPLOYEE DEFERRALS TO QUALIFIED RETIREMENT PLANS ARE NORMALLY CAPTURED IN BOX 5, NOT BOX 1 OF FORM W-2. FOR REPORTING PURPOSES WE HAVE INCLUDED THE MINISTER'S RETIREMENT PLAN DEFERRALS IN PART VII, COLUMN F AND SCHEDULE J, PART II, COLUMN C.