2026-03-27T09:55:29-04:00 2025-12-31 990EZ 2025-01-01 912027726 FINANCIAL PLANNING ASSOCIATION of PUGET SOUND FINA 2065012161 3858 HARVEST LN FRISCO TX 75034 Melisa Hall Executive Director 2065012161 2026-03-30 false Melisa Hall P03102085 9728967442 2026-03-30 X 2025 2025-03-06 01:10:19Z X X www.fpapugetsound.org X X Non-Profit 170694 X 143076 27607 11 0 0 0 170694 47590 0 104572 152162 18532 71017 89549 X 71017 100190 0 0 0 5225 71017 105415 0 15866 71017 89549 The Financial Planning Association of Puget Sound is one of the nations largest and most preeminent organizations for financial planning professionals. Annual symposium - 262 attendees. provided continuing education and networking opportunities. 0 0 Electronic newsletters bi-monthly 0 0 Chapter meetings and networking social events 0 0 Courtney Hastings Chair-President 3 0 0 0 Ben Andrew President Elect-Symposium 6 0 0 0 Carrie Beede Secretary 1 0 0 0 Mairin Murphy Treasurer 2 0 0 0 Michelle Lach Education - Socials 3 0 0 0 Brandon Steele Education - Programs 3 0 0 0 Kaleb Strawn NexGen Director 2 0 0 0 Dave Mantell Pro Bono Director 2 0 0 0 Grace Rollins Membership Director 1 0 0 0 false false false false false 0 false false false WA Melisa Hall PO Box 2267 Frisco TX 75034 9728967442 false false false false false false false false NONE NONE Doing Business As Names FPA Puget Sound Part I, line 16 | Other Expenses:, Amount:| Board Expenses, $510| Telecommunications, $1320| Software Subscriptions, $1585| Office Supplies, $424| Speaker Honorariums, $19600| Food Beverage Chapter meetings, $3589| Food Beverage Symposium, $36292| Continuing Education Fees, $1996| Speaker Travel Reimbursement, $1379| Symposium - Other, $848| NexGen Event Expenses, $3594| Social Event Expenses, $2720| Audio Visual Symposium, $10159| Bank Credit Card Fees, $7583| Misc. Expenses, $295| Travel Mileage, $2159| Gifts Awards, $800| Taxes & Professional Fees, $908| Pro Bono Expenses, $53| Conferences Leadership Development, $2006| Venue Rental Symposium, $1836| Website, $117| Printing Costs, $478| Postage, $246| Symposium Supplies, $4075| Part II, line 24 | Explanation:, BOYAmount:, EOYAmount:| Prepaid Expenses - Symposium, $0, $5225| Part II, line 26 | Explanation:, BOYAmount:, EOYAmount:| N A, $0, $15866|