2026-08-01T11:21:44-05:00 2025-12-31 830844265 ANDREA CARR CPA LLC PO BOX 30685 HONOLULU HI 96820 990EZ 2025-01-01 990217418 FINANCIAL PLANNING ASSOCIATION OF HAWAII C/O BERNADETTE WU EXECUTIVE DIRECTOR FINA 8084368975 PO BOX 63236 EWA BEACH HI 96706 BERNADETTE WU EXECUTIVE DIRECTOR 8084368975 2026-07-30 1 ANDREA CARR P01298849 8084368975 2026-07-30 X 2025 2025-03-06 01:10:19Z 3687 X X WWW.FPAHAWAII.ORG X X 64706 X 35861 22825 2766 3254 3254 64706 825 21200 42187 64212 494 110274 9948 120716 X 110329 121322 110329 121322 55 606 110274 120716 X FPA OF HAWAII STRENGTHENS OUR COMMUNITY BY BUILDING AN ORGANIZATION OF FINANCIAL PROFESSIONALS DEDICATED TO HELPING CLIENTS ACHIEVE THEIR FINANCIAL AND PERSONAL OBJECTIVES THROUGH THE FINANCIAL PLANNING PROCESS. WE ENHANCE THE GROWTH AND FINANCIAL SUCCESS OF OUR MEMBERS BY PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES WHILE UPHOLDING THE HIGHEST STANDARDS OF ETHICS AND INTEGRITY. MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED. 0 59067 59067 KRISTY NISHIDA SECRETARY 1.00 0 0 0 MICHAEL BRUGGEMANN TREASURER 1.00 0 0 0 PAUL GAUCI PRESIDENT 1.00 0 0 0 TRAVIS TSUKAYAMA CHAIRPERSON 1.00 0 0 0 WAI KEE CHAN DIRECTOR 1.00 0 0 0 ALYSSA MCCANDLESS DIRECTOR 1.00 0 0 0 BRENT CURLOW VICE PRESIDENT 1.00 0 0 0 BERNARDO EQUILA-LIU DIRECTOR 1.00 0 0 0 FRANKLIN PORTILLO DIRECTOR 1.00 0 0 0 BERNADETTE WU EXECUTIVE DIRECTOR 15.00 21200 0 0 X 0 0 0 0 0 0 0 0 ANDREA CARR CPA PO BOX 30685 HONOLULU HI 96820 8084368975 0 0 0 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 2. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 2,764. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,766. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: EVAN NISHIDA. GRANTEE RELATIONSHIP: NONE - THE DIRECTORS CHOSE RECIPIENT BASED ON SCHOLARSHIP APPLICATION. PROPERTY DESCRIPTION: CASH VIA CHECK. METHOD USED TO DETERMINE BOOK VALUE: N/A. METHOD USED TO DETERMINE FMV: N/A. BOOK VALUE OF PROPERTY: 825. DATE OF GIFT: 11/06/25. AMOUNT GIVEN: 825. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: HAWAII DCCA FILING FEE. AMOUNT: 4. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 73. DESCRIPTION: OFFICE SUPPLIES & PRINTING/COPYING EXPENSES. AMOUNT: 493. DESCRIPTION: INSURANCE. AMOUNT: 500. DESCRIPTION: CONFERENCES. AMOUNT: 515. DESCRIPTION: CE FILING FEES. AMOUNT: 661. DESCRIPTION: BANK CHARGES & CREDIT CARD PROCESSING CHARGES. AMOUNT: 864. DESCRIPTION: BOARD MEETING. AMOUNT: 911. DESCRIPTION: TRAVEL. AMOUNT: 1,288. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 1,917. DESCRIPTION: ACCOUNTING EXPENSE. AMOUNT: 3,298. DESCRIPTION: SYMPOSIUM. AMOUNT: 13,058. DESCRIPTION: MEMBERSHIP MEETING EXPENSE. AMOUNT: 18,105. DESCRIPTION: SOCIAL ACTIVITIES. AMOUNT: 500. TOTAL TO FORM 990-EZ, LINE 16: 42,187. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 9,948. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: BUSINESS CREDIT CARD. BEG. OF YEAR AMOUNT: 55. END OF YEAR AMOUNT: 606. 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.