Civic Intelligence

Financial Planning Association of Minnesota

EIN 41-1957604 • 501(c)6 • Minneapolis, MN

Profile

Provide membership education, meetings & annual conference covering informational topics for members to keep current on & that are used to provide financial services to the public. Members earn educational credits as required by the CFP Board, State of Minnesota, State of Wisconsin, NASBA, CIMA & CLE.

1601 Utica Ave S 213Minneapolis, MN 55416

www.fpamn.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

72nd percentile

0.08x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-22%

Higher net margin than 21% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

25th percentile

-22%

Faster asset growth than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-24%

Faster revenue growth than 23% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$210,523

Down $59,674 (-22%) from 2023

Liabilities

Up

$16,390

Up $10,690 (+188%) from 2023

Net Assets

Down

$194,133

Down $70,364 (-27%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin21st percentile

Revenue

Down

$386,749

Down $120,469 (-24%) from 2023

Expenses

Down

$470,738

Down $55,499 (-11%) from 2023

Net Income

Down

-$83,989

Down $64,970 (-342%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth25th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $271,221Liabilities 2011: $0Net Assets 2011: $271,2212011Assets 2012: $299,688Liabilities 2012: $0Net Assets 2012: $299,6882012Assets 2013: $327,853Liabilities 2013: $0Net Assets 2013: $327,8532013Assets 2014: $334,941Liabilities 2014: $0Net Assets 2014: $334,9412014Assets 2015: $357,960Liabilities 2015: $0Net Assets 2015: $357,9602015Assets 2016: $388,154Liabilities 2016: $0Net Assets 2016: $388,1542016Assets 2017: $422,325Liabilities 2017: $0Net Assets 2017: $422,3252017Assets 2018: $474,833Liabilities 2018: $0Net Assets 2018: $474,8332018Assets 2019: $532,367Liabilities 2019: $83,425Net Assets 2019: $448,9422019Assets 2020: $481,120Liabilities 2020: $19,286Net Assets 2020: $461,8342020Assets 2021: $502,127Liabilities 2021: $58,940Net Assets 2021: $443,1872021Assets 2022: $306,173Liabilities 2022: $33,688Net Assets 2022: $272,4852022Assets 2023: $270,197Liabilities 2023: $5,700Net Assets 2023: $264,4972023Assets 2024: $210,523Liabilities 2024: $16,390Net Assets 2024: $194,1332024

Highlighted filing

2024

Assets$210,523
Liabilities$16,390
Net Assets$194,133
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $459,504Expenses 2011: $412,468Net Income 2011: $47,0362011Revenue 2012: $502,834Expenses 2012: $474,367Net Income 2012: $28,4672012Revenue 2013: $546,175Expenses 2013: $518,010Net Income 2013: $28,1652013Revenue 2014: $585,733Expenses 2014: $579,295Net Income 2014: $6,4382014Revenue 2015: $617,651Expenses 2015: $594,632Net Income 2015: $23,0192015Revenue 2016: $646,923Expenses 2016: $616,729Net Income 2016: $30,1942016Revenue 2017: $677,006Expenses 2017: $642,835Net Income 2017: $34,1712017Revenue 2018: $697,697Expenses 2018: $645,189Net Income 2018: $52,5082018Revenue 2019: $418,175Expenses 2019: $478,753Net Income 2019: -$60,5782019Revenue 2020: $471,456Expenses 2020: $483,825Net Income 2020: -$12,3692020Revenue 2021: $320,182Expenses 2021: $340,868Net Income 2021: -$20,6862021Revenue 2022: $228,916Expenses 2022: $339,084Net Income 2022: -$110,1682022Revenue 2023: $507,218Expenses 2023: $526,237Net Income 2023: -$19,0192023Revenue 2024: $386,749Expenses 2024: $470,738Net Income 2024: -$83,9892024

Highlighted filing

2024

Revenue$386,749
Expenses$470,738
Net Income-$83,989
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$210,523
Liabilities
$16,390
Net assets
$194,133
Revenue
$386,749
Expenses
$470,738
Net income
-$83,989
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.16$1.94$3.87$4.71$0.84
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.06$2.64$5.07$5.26$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.34$2.72$2.29$3.39$1.10
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.59$4.43$3.20$3.41$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.81$0.19$4.62$4.71$4.84$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.32$0.83$4.49$4.18$4.79$0.61
2018Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$6.98$6.45$0.53
2017Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$6.77$6.43$0.34
2016Summary only. Only limited summary data is available for this year.$3.88$0.00$3.88$6.47$6.17$0.30
2015Summary only. Only limited summary data is available for this year.$3.58$0.00$3.58$6.18$5.95$0.23
2014Summary only. Only limited summary data is available for this year.$3.35$0.00$3.35$5.86$5.79$0.06
2013Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$5.46$5.18$0.28
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$5.03$4.74$0.28
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$4.60$4.12$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 25, 2025
Return Version
2024v5.2
Gross Receipts
$386,749
Mission and Program Overview

Mission

Provide membership education, meetings, and annual conference covering informational topics for members to keep current on & use to provide financial services to the public. Members earn educational credits as required by CFP Board, State of MN, WI, NASBA, CIMA, and CLE.

Provide membership education, meetings, and annual conferences covering informational topics.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$268,327$198,534▼ $69,793
Prepaid Expenses and Deferred Charges$450$9,950▲ $9,500
Savings and Temporary Cash Investments$1,420$1,078▼ $342
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$270,197$210,523▼ $59,674
Other Assets Total-$961-
Liabilities
Deferred Revenue$5,700$16,390▲ $10,690
Total Liabilities$5,700$16,390▲ $10,690
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$264,497$194,133▼ $70,364
Total Net Assets Fund Balance$264,497$194,133▼ $70,364
Total Liabilities and Net Assets / Fund Balance$270,197$210,523▼ $59,674
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Bruce LorenzChairman
Nicole MeekerPresident
Alex PengellyPresident ELECT
Dan McdonaldPresident Elect
Corey AndersonDirector
Dana BrewerDirector
David LeflarDirector
Elizabeth ScottDirector
Jason KleyDirector
Jeanna FiferDirector
Keith LovelandDirector
Kristy GusickDirector
Mai YangDirector
Vince DarlingDirector
Mark BriceTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Bfl INC Dba Office ConnectionManagement Services3900 MAIN ST NE, Columbia Heights, MN 55421$141,783
Revenue and Support

Revenue Composition

Contributions and Grants
$1,135
Program Service Revenue
$382,610
Investment Income
$3,004
Other Revenue
$0
All Other Contributions
$1,135
Change in Net Assets
$-83,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$469,609
Grants and Similar Amounts Paid$1,129
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$291,950
Fees for Services Management---$141,783
Office Expenses---$21,105
Information Technology---$11,075
Travel---$1,620
Fees for Services Accounting---$1,575
Grants to Domestic Orgs---$1,129
Insurance---$501
Total Functional Expenses$0$0$0$470,738
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities.”

Form 990, Part VI, Section A, Line 6

“Members are made up of financial professionals, academics, students & individuals in the financial industry who pay annual dues.”

Form 990, Part VI, Section A, Line 7A

“All board directors must be members to be elected to the board. The board is responsible for electing new board directors.”

Form 990, Part VI, Section A, Line 7B

“We act within the bylaws which are approved by the National Association.”

Form 990, Part VI, Section B, Line 11B

“A copy of the 990 & backup materials are distributed to the board. The officers review under the direction of the treasurer.”

Form 990, Part VI, Section B, Line 12C

“Annually, every board director agrees & signs the policy. If there is a conflict, it must be noted on the form. The president ensures the non-participation of director who has the potential for a conflict of interest.”

Form 990, Part VI, Section B, Line 15A

“The association management agreement contract is reviewed & approved annually for the executive director's compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available in Connect, a communication tool provided through the national association, that directors & members have access to. The conflicts of interest policy and financial statements are available at any time upon request through the FPA-MN office by calling or emailing.”

Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
41-1957604
Phone
6512907466
Address
1601 UTICA AVE S 213, MINNEAPOLIS, MN 55416

Signing Officer

Name
Nicole Meeker
Title
Chairperson
Signed
2025-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alex Pengelly
Formed
2000
Legal Domicile
Mn
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
50

Preparer

Firm
Petersen Professionals PC
Address
4915 West 35th St Suite 201, St Louis Park, MN 55416
Preparer
Stacey R Petersen CPA
Phone
9527673212
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2President ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT ELECT
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
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IRS990/MissionDesc0Provide membership education, meetings & annual conference covering informational topics for members to keep current on & that are used to provide financial services to the public. Members earn educational credits as required by the CFP Board, State of Minnesota, State of Wisconsin, NASBA, CIMA & CLE.
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IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL COURSES
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBITORS
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
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IRS990/ProgSrvcAccomActy2Grp/Desc0Held an annual conference for the financial planning industry and members to learn about financial planning issues & earn educational credits as required by the CFP Board of Standards, the State of Minnesota, the National Association of the State Board of Accountancy, the Investment Management Consultants Association, & the Minnesota Board of Continuing Legal Education. Up to 15 continuing education units.
IRS990/ProgSrvcAccomActy3Grp/Desc0Held special events for consumers, financial planning industry & members to learn about financial planning issues, including focus on educating consumers about financial planning as well as students & career changers with scholarships provided for their continued education to attain the certified financial planner designation.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization delegated office administration, board & committee support, events management, website maintenance, communications & financial services to a management company. The board monitors the management company activities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Members are made up of financial professionals, academics, students & individuals in the financial industry who pay annual dues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All board directors must be members to be elected to the board. The board is responsible for electing new board directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3We act within the bylaws which are approved by the National Association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A copy of the 990 & backup materials are distributed to the board. The officers review under the direction of the treasurer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Annually, every board director agrees & signs the policy. If there is a conflict, it must be noted on the form. The president ensures the non-participation of director who has the potential for a conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The association management agreement contract is reviewed & approved annually for the executive director's compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The governing documents are available in Connect, a communication tool provided through the national association, that directors & members have access to. The conflicts of interest policy and financial statements are available at any time upon request through the FPA-MN office by calling or emailing.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
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IRS990/USAddress/AddressLine1Txt01601 UTICA AVE S 213
IRS990/USAddress/CityNm0MINNEAPOLIS
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0NICOLE MEEKER

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