Nonprofit · EIN 99-0217418
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF HAWAII
Tax-exempt · EWA BEACH, HI 96706
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $64,706 | $64,212 | $494 | $121,322 | $606 | $120,716 |
| December 31, 2024 | 990-EZ | $66,984 | $68,184 | -$1,200 | $110,329 | $55 | $110,274 |
| December 31, 2023 | 990-EZ | $50,794 | $49,924 | $870 | $105,633 | $460 | $105,173 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $22,825
- Program service revenue
- $35,861
- Investment income
- $2,766
- Net gain from sales of assets
- $3,254
Expenses
- Grants and similar amounts paid
- $825
- Compensation of officers, directors and key employees
- $21,200
- Salaries, compensation and benefits (total)
- $21,200
- Other expenses
- $42,187
- Program services (functional)
- $59,067
Balance sheet and other
- Total assets, start of year
- $110,329
- Total assets, end of year
- $121,322
- Total liabilities, end of year
- $606
- Net assets, end of year
- $120,716
- Cash, savings and investments
- $121,322
- Gross receipts
- $64,706
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADETTE WU | EXECUTIVE DIRECTOR | 15 | $21,200 |
| KRISTY NISHIDA | SECRETARY | 1 | $0 |
| MICHAEL BRUGGEMANN | TREASURER | 1 | $0 |
| PAUL GAUCI | PRESIDENT | 1 | $0 |
| TRAVIS TSUKAYAMA | CHAIRPERSON | 1 | $0 |
| WAI KEE CHAN | DIRECTOR | 1 | $0 |
| ALYSSA MCCANDLESS | DIRECTOR | 1 | $0 |
| BRENT CURLOW | VICE PRESIDENT | 1 | $0 |
| BERNARDO EQUILA-LIU | DIRECTOR | 1 | $0 |
| FRANKLIN PORTILLO | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNADETTE WU | EXECUTIVE DIRECTOR | 15 | $20,400 |
| CYNTHIA TAKENAKA | EXECUTIVE DIRECTOR | 15 | $2,800 |
| KRISTY NISHIDA | SECRETARY | 1 | $0 |
| MICHAEL BRUGGEMANN | TREASURER | 1 | $0 |
| NICHOLAS ABBOTT | DIRECTOR | 1 | $0 |
| PAUL GAUCI | PRESIDENT | 1 | $0 |
| TRAVIS TSUKAYAMA | CHAIRPERSON | 1 | $0 |
| WAI KEE CHAN | DIRECTOR | 1 | $0 |
| ALYSSA MCCANDLESS | DIRECTOR | 1 | $0 |
| BRENT CURLOW | VICE PRESIDENT | 1 | $0 |
| BERNARDO EQUILA-LIU | DIRECTOR | 1 | $0 |
| FRANKLIN PORTILLO | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CYNTHIA TAKENAKA | EXECUTIVE DIRECTOR | 15 | $19,200 |
| GUY FUJISHIGE | DIRECTOR | 1 | $0 |
| KRISTY NISHIDA | SECRETARY | 1 | $0 |
| MICHAEL BRUGGEMANN | TREASURER | 1 | $0 |
| NICHOLAS ABBOTT | DIRECTOR | 1 | $0 |
| PAUL GAUCI | DIRECTOR | 1 | $0 |
| TRAVIS TSUKAYAMA | PRESIDENT | 1 | $0 |
| WAI KEE CHAN | DIRECTOR | 1 | $0 |
| ALYSSA MCCANDLESS | DIRECTOR | 1 | $0 |
| BRENT CURLOW | DIRECTOR | 1 | $0 |
| BERNARDO EQUILA-LIU | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 63236, EWA BEACH, HI 96706-1083
- In care of
- % CYNTHIA TAKENAKA
- Signed the 990-EZ
- BERNADETTE WU, EXECUTIVE DIRECTOR
- Phone
- (808) 436-8975
- Website
- WWW.FPAHAWAII.ORG
- Return prepared by
- ANDREA CARR CPA LLC
Mission
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.
Program accomplishments
- MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.Expenses $59,067
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 99-0217418
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $121,322
- Income (IRS master file)
- $64,706
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $64,706 | $64,212 | $121,322 | XML |
| 990-EZ | December 2024 | $66,984 | $68,184 | $110,329 | XML |
| 990-EZ | December 2023 | $50,794 | $49,924 | $105,633 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 99-0217418).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 99-0217418.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- Are donations to FINANCIAL PLANNING ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL PLANNING ASSOCIATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PLANNING ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $21,200 (BERNADETTE WU, EXECUTIVE DIRECTOR).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $64,706, expenses of $64,212 and total assets of $121,322 at year end.
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