Financial Planning Association
Revenue
$23k
year to 31 December 2025
Expenses
$43k
year to 31 December 2025
Total assets
$23k
$0 liabilities
Net assets
$23k
assets less liabilities
Directors and trustees
3
4.1y av
Left since last filing
0
no seats appear to have opened
Activity
S41
Community improvement and capacity building
Filings on record
6
latest 2025
Financial Planning Association's network
3 people1 organisationi3 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (3). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
3 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Abby Belvin | President | 2023 | 3 yrs |
| Mark Broderick | Treasurer | 2023 | 3 yrs |
| TIM Canney | Company secretary | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Erin Ramsey | Chapter Executive | 10 | $29k | ||
| Abby Belvin | President | 2 | $0 | ||
| Mark Broderick | Treasurer | 2 | $0 | ||
| Tim Canney | Secretary | 2 | $0 |
About
- Legal name
- Financial Planning Association
- EIN
- 421195586
- Address
- 3914 Sw Sawgrass Pkwy, Ankeny, IA, 50023-8205
- State
- Iowa
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 2 (IRS master file code)
- IRS ruling date
- 1 September 2000
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- Principal officer
- Erin Ramsey (Form 990-N, tax year 2018)
Most connected
Longest observed on the filings
≥5years on the filingsTIM Canney
≥3years on the filingsAbby Belvin
≥3years on the filingsMark Broderick
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $23k
- Total liabilities
- $0
- Net assets or fund balances
- $23k