2026-03-09T21:15:29-04:00 2025-12-31 990EZ 2025-01-01 391985654 FINANCIAL PLANNING ASSOCIATION FINA 6088509387 1702 ASHLAWN LN WAUNAKEE WI 535972333 Gregory Nebel Treasurer 2625658228 2026-03-10 2025 2025-03-06 01:10:19Z 3687 X X WWW.FPAWI.ORG X X 119372 X 43354 37061 34667 2278 0 0 0 2012 119372 825 0 43590 9188 0 1057 75469 130129 -10757 87807 77050 87807 77050 0 0 87807 77050 87807 77050 Promote Financial Planning Annual Symposium for Financial Planners and Affiliated Professionals - 136 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 Shannon Nook President 5 0 0 0 Josh Strzelecki President Elect 4 0 0 0 Brenda Matthias Executive Director 15 43590 0 0 Gregory Nebel Treasurer 4 0 0 0 Brittany Faulkner 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 false NONE NONE Part I, line 8 | Other Revenues:, Amount:| Description of other revenue: Other Income $912 Credit Card rebates $1100, $2012| Part I, line 10 | Grants And Similar Amounts Paid:, Amount:| Scholarship Property Description: Cash Date of Gift September 8 2025 $825, $825| Part I, line 16 | Other Expenses:, Amount:| Event support Materials meals Expenses 8061 Facility Expenses 46785 CE Fees 1545 Board Training 5406 Financial Services 3242 Board Meetings 1395 Licensing 723 Office Supplies 28 Pro Bono 2500 Next Gen 230 Technology 5221 Telephone 193 Member Recruiting 140, $75469|