2025-03-11T21:34:24-04:00 2024-12-31 990EZ 2024-01-01 391985654 FINANCIAL PLANNING ASSOCIATION % BRENDA MATTHIAS FINA 6088509387 1702 ASHLAWN LN WAUNAKEE WI 535972333 Gregory Nebel Treasurer 2025-03-12 2024 2025-03-06 01:10:19Z 3687 X X WWW.FPAWI.ORG X X 127234 X 44925 43082 35498 2668 0 0 0 1061 127234 825 0 43590 9750 0 510 54365 109040 18194 69613 87807 69613 87807 0 0 69613 87807 69613 87807 Promote Financial Planning Annual Symposium for Financial Planners and Affiliated Professionals - 135 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 43590 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 NONE NONE Part I, line 8 | Other Revenues:, Amount:| Description of Other Revenue: Other Income $336 Credit Card Rewards $725, $1061| Part I, line 10 | Grants And Similar Amounts Paid:, Amount:| Scholarship Property Description: Cash Date of Gift 2 26 2024 $825, $825| Part I, line 16 | Other Expenses:, Amount:| Event Support Materials meals Expenses 10,067 Facility Expenses 24,196 CE Fees 2147 Board Training 3,870 Financial Services 2749 Board Meetings 1128 Licensing 1105 Office Supplies 94 Public Relations 375 Pro Bono 2500 Next Gen 682 Technology 5257 Telephone 195, $54365|