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Financial Planning Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 421195586 ✦ Ankeny, IA ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association?

The Financial Planning Association, specifically the Fpa of Iowa, is a nonprofit organization situated in Ankeny, Iowa. Their mission is to uplift individual financial planners and boost the reputation of the financial planning profession. They achieve this by encouraging education and offering various training opportunities. The organization strongly believes that genuine financial planners create an inclusive environment for their clients.


Official website here: www.fpaiowa.org

Is Financial Planning Association legitimate?

Financial Planning Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Official website here: www.fpaiowa.org

What is the mission statement of Financial Planning Association?

The Financial Planning Association, or FPA, champions the development of individual financial planners and the financial planning profession. They accomplish this by promoting education and offering training opportunities. The organization strongly believes that genuine financial planners create a welcoming environment for their clients. By doing so, they aim to elevate the status of the financial planning profession.


Official website here: www.fpaiowa.org

Who is the CEO of Financial Planning Association?

Shane O'Malley is the President of Financial Planning Association.


Official website here: www.fpaiowa.org

What is the revenue of Financial Planning Association?

Financial Planning Association's revenue in 2022 was $22,141.


Official website here: www.fpaiowa.org

Who are the executives of Financial Planning Association and what are their salaries?


Here are 4 key members and their salaries:


Shane O'Malley (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Zach Dalluge (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tim Canney (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erin Ramsey (Chapter Executive)
  • Compensation: $24,000
  • Related: $0
  • Other: $0


Official website here: www.fpaiowa.org

Where can I find the form 990EZ for Financial Planning Association?

Financial Planning Association's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.fpaiowa.org

Learn more at the official website: www.fpaiowa.org

Mission Statement of Financial Planning Association

The Financial Planning Association, abbreviated as FPA, is committed to raising the stature of individual financial planners and the financial planning profession as a whole. This is achieved by promoting education and offering numerous training opportunities. The organization firmly believes that genuine financial planners should create an inviting and welcoming environment for their clients. By fostering these elements, the Financial Planning Association aims to enhance the reputation and proficiency of financial planners, thereby benefiting the broader financial planning field.

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Impact




October, 2024

The Financial Planning Association plays a crucial role in enhancing the financial planning profession and the success of individual financial planners. By prioritizing education and providing extensive training opportunities, it equips financial planners with the skills and knowledge necessary to better serve their clients. The association's commitment to fostering an inviting and supportive atmosphere encourages collaboration and innovation among professionals. This environment not only elevates the individual planners but also uplifts the entire profession, promoting higher standards and improved outcomes for clients. Through these efforts, the Financial Planning Association significantly contributes to community improvement and the overall quality of financial services.




This information is meant to be a general summary of Financial Planning Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$22,141 (2022)
Expenses
$28,332 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Gross Receipts: $82,673

Assets and Liabilities:

  • Total Assets: $33,536
  • Total Liabilities: $0
  • Net Assets: $33,536

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Organization Details

Principal Officer

Shane O'Malley

Main Address

3914 SW SAWGRASS PARKWAY, ANKENY, IA, 50023

NTEE Category

Code: S41 - Community improvement

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