Financial Planning Association

EIN 42-1195586 • 501(c)6 • Ankeny, IA

Profile

Fpa of iowa is a local community that works together to elevate individual financial planners, regardless of compensation meodel or practice type, and the financial planning profession as a whole. Fpa of iowa believes true financial planners provide an invaluable, critical service to society, and that cfp professionals lead the way in the commitment to raise the bar for the clients they serve, from transaction to transformation.

3914 SW Sawgrass ParkwayAnkeny, IA 50023

fpaiowa.org

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

-85%

Higher net margin than 8% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

$28,950

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 125.4% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

-46%

Faster asset growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

-52%

Faster revenue growth than 11% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets49th percentile

Assets

Down

$22,668

Down $19,513 (-46%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

Down

$22,668

Down $19,513 (-46%) from 2024

Operations

Liabilities / Revenue51st percentile Net Margin8th percentile

Revenue

Down

$23,083

Down $24,912 (-52%) from 2024

Expenses

$42,596

Up $3,930 (+10%) from 2024

Net Income

Down

-$19,513

Down $28,842 (-309%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

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

Highlighted filing

2025

Assets$22,668

Liabilities$0

Net Assets$22,668

Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2025

Revenue$23,083

Expenses$42,596

Net Income-$19,513

Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $22,668
Liabilities: $0
Net assets: $22,668
Revenue: $23,083
Expenses: $42,596
Net income: -$19,513

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$22.7	$0.00	$22.7	$23.1	$42.6	$19.5
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$42.2	$0.00	$42.2	$48.0	$38.7	$9.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$32.9	$0.00	$32.9	$26.1	$26.8	$0.68
2022Detailed filing. Detailed filing data is available for this year.	$33.5	$0.00	$33.5	$22.1	$28.3	$6.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$39.7	$0.00	$39.7	$46.3	$35.0	$11.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$28.4	$0.00	$28.4	$41.0	$26.4	$14.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$13.8	$0.00	$13.8	$44.3	$60.4	$16.1

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2025 to Dec 31, 2025
Signed: Feb 9, 2026
Return Version: 2025v4.0
Gross Receipts: $84,581

Mission and Program Overview

Mission

Fpa of iowa is a local community that works together to elevate individual financial planners, regardless of compensation model or practice type, and the financial planning profession as a whole. Fpa of iowa believes true financial planners provide an invaluable, critical service to society, and that cfp professionals lead the way in the commitment to raise the bar for the clients they serve, from transaction to transformation.

Program Services

Description	Grants	Expenses
TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.	$0	$0

Compensation and Service Providers

Top Officer Pay85th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
ERIN RAMSEY	Chapter Executive	PT	$28,950	-	$28,950
ABBY BELVIN	President	-	$0	-	-
MARK BRODERICK	Treasurer	-	$0	-	-
TIM CANNEY	Secretary	-	$0	-	-

Fundraising, Events, and Gaming

Fundraising Events

Event	Gross Receipts	Gross Revenue	Direct Expenses	Net Income
Golf Outing/social Events	$69,679	$69,679	$61,498	$8,181
Total Events	$69,679	$69,679	$61,498	$8,181

Filing and Contact Details

Filer

Filer Name: Financial Planning Association
EIN: 42-1195586
Phone: 5158223169
Address: 3914 SW SAWGRASS PARKWAY, ANKENY, IA 50023

Signing Officer

Name: Mark Broderick
Title: Treasurer
Phone: 5158223169
Signed: 2026-02-09
Discuss with paid preparer: Yes

Preparer

Firm: Cliftonlarsonallen Llp
Address: 801 GRAND AVENUE SUITE 3900, DES MOINES, IA 50309
Preparer: Tyler Lind
Phone: 5152224400

Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: board expense. Amount: 1,292. Description: technology expense. Amount: 1,703. Description: miscellaneous expense. Amount: 10,525. Description: accounting fees. Amount: 126. Total to form 990-ez, line 16: 13,646.”

Raw XML Appendix147 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8662018305
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	8711 WINDSOR PARKWAY 4
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	JOHNSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	50131
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	42181
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	22668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	0
IRS990EZ/ContributionsGiftsGrantsEtcAmt	0	0
IRS990EZ/DirectIndirectPltclExpendAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	0
IRS990EZ/ExcessOrDeficitForYearAmt	0	-19513
IRS990EZ/FiledScheduleAInd	0	1
IRS990EZ/ForeignFinancialAccountInd	0	0
IRS990EZ/ForeignOfficeInd	0	0
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	42181
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	22668
IRS990EZ/FundraisingGrossIncomeAmt	0	69679
IRS990EZ/GrossReceiptsAmt	0	84581
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartVInd	0	X
IRS990EZ/MadeLoansToFromOfficersInd	0	0
IRS990EZ/MembershipDuesAmt	0	14902
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	42181
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	22668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	42181
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	22668
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	2	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	3	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	28950
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	1	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	2	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	3	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	ERIN RAMSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ABBY BELVIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	2	MARK BRODERICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	3	TIM CANNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	CHAPTER EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	2	TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	3	SECRETARY
IRS990EZ/OperateHospitalInd	0	0
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	0
IRS990EZ/OrganizationHadUBIInd	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	0
IRS990EZ/OtherExpensesTotalAmt	0	13646
IRS990EZ/PoliticalCampaignActyInd	0	0
IRS990EZ/PrimaryExemptPurposeTxt	0	FPA OF IOWA IS A LOCAL COMMUNITY THAT WORKS TOGETHER TO ELEVATE INDIVIDUAL FINANCIAL PLANNERS, REGARDLESS OF COMPENSATION MODEL OR PRACTICE TYPE, AND THE FINANCIAL PLANNING PROFESSION AS A WHOLE. FPA OF IOWA BELIEVES TRUE FINANCIAL PLANNERS PROVIDE AN INVALUABLE, CRITICAL SERVICE TO SOCIETY, AND THAT CFP PROFESSIONALS LEAD THE WAY IN THE COMMITMENT TO RAISE THE BAR FOR THE CLIENTS THEY SERVE, FROM TRANSACTION TO TRANSFORMATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	0
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	0
IRS990EZ/ProhibitedTaxShelterTransInd	0	0
IRS990EZ/RelatedOrganizationCtrlEntInd	0	0
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	28950
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	61498
IRS990EZ/SpecialEventsNetIncomeLossAmt	0	8181
IRS990EZ/SubjectToProxyTaxInd	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	0
IRS990EZ/TotalExpensesAmt	0	42596
IRS990EZ/TotalRevenueAmt	0	23083
IRS990EZ/TypeOfOrganizationAssocInd	0	X
IRS990EZ/WebsiteAddressTxt	0	FPAIOWA.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt	0	0
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt	0	84581
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt	0	103189
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt	0	92364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt	0	82673
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt	0	80504
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt	0	443311
IRS990ScheduleA/InvestmentIncomeCYPct	0	0.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind	0	X
IRS990ScheduleA/PublicSupportCY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportPY509Pct	0	1.00000
IRS990ScheduleA/PublicSupportTotal509Amt	0	443311
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt	0	0
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt	0	0
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind	0	X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt	0	84581
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt	0	103189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt	0	92364
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt	0	82673
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt	0	80504
IRS990ScheduleA/Total509Grp/TotalAmt	0	443311
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt	0	84581
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt	0	103189
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt	0	92364
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt	0	82673
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt	0	80504
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt	0	443311
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt	0	61498
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm	0	GOLF OUTING/SOCIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt	0	69679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt	0	69679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt	0	69679
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt	0	69679
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt	0	8181
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt	0	61498
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt	0	61498
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	DESCRIPTION: BOARD EXPENSE. AMOUNT: 1,292. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,703. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 10,525. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 126. TOTAL TO FORM 990-EZ, LINE 16: 13,646.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc	0	THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MARK BRODERICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5158223169
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt	0	FINA
ReturnHeader/Filer/EIN	0	421195586
ReturnHeader/Filer/PhoneNum	0	5158223169
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	3914 SW SAWGRASS PARKWAY
ReturnHeader/Filer/USAddress/CityNm	0	ANKENY
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	IA
ReturnHeader/Filer/USAddress/ZIPCd	0	50023
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	801 GRAND AVENUE SUITE 3900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	50309
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5152224400
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	TYLER LIND
ReturnHeader/ReturnTs	0	2026-02-10T17:39:48-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2025-01-01
ReturnHeader/TaxPeriodEndDt	0	2025-12-31
ReturnHeader/TaxYr	0	2025