Liabilities / Assets
44th percentile
Tied with the lowest-debt nonprofits in its peer group.
Financial Planning Association
990EZ • Fiscal year 2021 • EIN 42-1195586
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
44th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
75th percentile
Higher net margin than 75% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 45.3% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
60th percentile
Faster revenue growth than 60% of similar nonprofits.
Balance Sheet
Assets
Up$39,727
Up $11,307 (+40%) from 2020
Net Assets
Up$39,727
Up $11,307 (+40%) from 2020
Liabilities
Flat$0
Flat from 2020
Revenue And Expenses
Revenue
Up$46,321
Up $5,344 (+13%) from 2020
Expenses
Up$35,014
Up $8,652 (+33%) from 2020
Net Income
Down$11,307
Down $3,308 (-23%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- May 10, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $80,504
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.
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.
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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ERIN RAMSEY | Chapter Executive | PT | $21,000 | - | $21,000 |
| SHANE O'MALLEY | President | - | $0 | - | - |
| ZACH DALLUGE | 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 | $65,394 | $65,394 | $34,183 | $31,211 |
| Total Events | $65,394 | $65,394 | $34,183 | $31,211 |
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
- Zach Dalluge
- Title
- Treasurer
- Phone
- 5158223169
- Signed
- 2022-05-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Cliftonlarsonallen Llp
- Address
- 5550 WILD ROSE LANE SUITE 300, WEST DES MOINES, IA 50266
- Preparer
- Tyler Lind
- Phone
- 5152224400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: . Grantee name: unravel pediatric cancer. Grantee address: po box 2206 gilroy, ca 95021. Property description: cash. Date of gift: 03/05/21. Amount given: 10,902.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: board expense. Amount: 329. Description: technology expense. Amount: 1,380. Description: credit card fees. Amount: 610. Description: miscellaneous expense. Amount: 100. Description: accounting fees. Amount: 394. Description: investment expense. Amount: 299. Total to form 990-ez, line 16: 3,112.”
Raw XML Appendix149 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | ZACH DALLUGE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5152269000 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6601 WESTOWN PARKWAY SUITE 100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WEST DES MOINES |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 50266 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 28420 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39727 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 11307 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 28420 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 39727 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 65394 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 10902 |
| IRS990EZ/GrossReceiptsAmt | 0 | 80504 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 15110 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 28420 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 39727 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 28420 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 39727 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 21000 |
| 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 | SHANE O'MALLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ZACH DALLUGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | TIM CANNEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ERIN RAMSEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | CHAPTER EXECUTIVE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 3112 |
| 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 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. |
| 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 | 21000 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 34183 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 31211 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 35014 |
| IRS990EZ/TotalRevenueAmt | 0 | 46321 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FPAIOWA.ORG |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 80504 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 86747 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 68144 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 235395 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 235395 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 80504 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 86747 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 68144 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 235395 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 80504 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 86747 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 68144 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 235395 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 34183 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GOLF OUTING/SOCIAL EVENTS |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 65394 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 65394 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 65394 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 65394 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 31211 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 34183 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 34183 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | ACTIVITY CLASSIFICATION: . GRANTEE NAME: UNRAVEL PEDIATRIC CANCER. GRANTEE ADDRESS: PO BOX 2206 GILROY, CA 95021. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/05/21. AMOUNT GIVEN: 10,902. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: BOARD EXPENSE. AMOUNT: 329. DESCRIPTION: TECHNOLOGY EXPENSE. AMOUNT: 1,380. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 610. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 100. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 394. DESCRIPTION: INVESTMENT EXPENSE. AMOUNT: 299. TOTAL TO FORM 990-EZ, LINE 16: 3,112. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ZACH DALLUGE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 5158223169 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-05-10 |
| 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 | 5550 WILD ROSE LANE SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WEST DES MOINES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 50266 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5152224400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2022-05-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | TYLER LIND |
| ReturnHeader/ReturnTs | 0 | 2022-05-11T14:13:15-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ZACH |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | DALLUGE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $39,727
- Liabilities
- $0
- Net assets
- $39,727
- Revenue
- $46,321
- Expenses
- $35,014
- Net income
- $11,307