Financial Planning Association

Organization Overview

Financial Planning Association is located in Columbia Heights, MN. The organization was established in 2000. According to its NTEE Classification (P03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Human Services and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Financial Planning Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.

For the year ending 12/2021, Financial Planning Association generated $320.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.0%) each year. All expenses for the organization totaled $340.9k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (7.6%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

PROVIDE MEMBERSHIP EDUCATION, MEETINGS, AND ANNUAL CONFERENCE COVERING INFORMATIONAL TOPICS.

Describe the Organization's Program Activity:

Part 3 - Line 4a

HELD 10 VIRTUAL EDUCATIONAL MEETINGS COVERING INFORMATIONAL TOPICS THAT MEMBERS NEED TO KEEP CURRENT ON AND THAT ARE USED IN PROVIDING FINANCIAL PLANNING SERVICES TO THE PUBLIC. MEMBERS EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION, THE NATIONAL ASSOCIATION OF THE STATE BOARD OF ACCOUNTANCY, AND THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION. UP TO TWO CONTINUING EDUCATION UNITS PER MEETING.


HELD AN ANNUAL CONFERENCE FOR THE FINANCIAL PLANNING INDUSTRY AND MEMBERS TO LEARN ABOUT FINANCIAL PLANNING ISSUES AND EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE NATIONAL ASSOCIATION OF STATE BOARD OF ACCOUNTANCY, THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION, AND MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION. UP TO 15 CONTINUING EDUCATION UNITS. IN 2021, THE ANNUAL CONFERENCE WAS VIRTUAL AND HOSTED 190 MEMBERS AND 181 GUESTS.


HELD SPECIAL EVENTS ONLINE FOR CONSUMERS, FINANCIAL PLANNING INDUSTRY AND MEMBERS TO LEARN ABOUT FINANCIAL PLANNING ISSUES, INCLUDING FOCUS ON EDUCATING CONSUMERS ABOUT FINANCIAL PLANNING AS WELL A STUDENTS AND CAREER CHANGERS WITH SCHOLARSHIPS PROVIDED FOR THEIR CONTINUED EDUCATION TO ATTAIN THE CERTIFIED FINANCIAL PLANNER DESIGNATION.


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Board, Officers & Key Employees

Name (title)Compensation
Ryan Antkowiak
President
$0
Ingrid Strauss
Chair
$0
Mark Brice
Secretary/tr
$0
Pete Snow
President-El
$0
Jessica Hawthorne
Executive Di
$0
Lory Wessel
Director
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$0
Fundraising events$0
Related organizations$0
Government grants $0
All other contributions, gifts, grants, and similar amounts not included above$103,828
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$103,828
Total Program Service Revenue$209,461
Investment income $6,939
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events -$46
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $320,182

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