2025-08-13T15:50:08-05:00 2024-12-31 271433452 CRADY PUCA & ASSOCIATES 6140 S GUN CLUB RD STE K6-281 AURORA CO 80016 990EZ 2024-01-01 841077808 FINANCIAL PLANNING ASSOCIATION OF COLORADO FINA 3034500515 PO BOX 460445 AURORA CO 800460445 KATIE WEBER CURRENT PRESIDENT 3034500515 2025-08-13 1 1 LAURA M PUCA P01067688 7203189964 2025-08-13 2024 2025-03-06 01:10:19Z 3687 X X WWW.COFPA.ORG X X 177282 X 111752 40975 3812 20743 20884 -141 156398 88259 330 78791 167380 -10982 139928 6323 135269 X 167325 167961 2693 4519 170018 172480 30090 37211 139928 135269 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 900 ATTENDEES IN 2024. 0 0 DANNY LEE DIRECTOR 5.00 0 0 0 MARK MILLIGAN 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 MATT LENGEL PRESIDENT/SECRETARY/TREASURER 10.00 0 0 0 CORY UNDERWOOD CHAIR (PAST PRESIDENT) 10.00 0 0 0 KATIE WEBER PRESIDENT ELECT 5.00 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: DIVIDENDS. AMOUNT: 3,812. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 62,907. DESCRIPTION: TRAVEL & MEETING EXPENSE. AMOUNT: 4,799. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,299. DESCRIPTION: MARKETING. AMOUNT: 204. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 5,582. TOTAL TO FORM 990-EZ, LINE 16: 78,791. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS. AMOUNT: 6,323. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,925. END OF YEAR AMOUNT: 500. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 768. END OF YEAR AMOUNT: 4,019. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 29,477. END OF YEAR AMOUNT: 37,211. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 613. END OF YEAR AMOUNT: 0. 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.