Civic Intelligence

Financial Planning Association of Austin Inc

EIN 74-2993593 • 501(c)6 • Austin, TX

Profile

To foster the value of the financial planning process and its ethical practice through professional growth, networking, education, and mentoring.

PO Box 28268Austin, TX 78755

www.austinfpa.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

79th percentile

19%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

87th percentile

$38,400

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

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

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

67th percentile

9.7%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$117,930

Up $18,406 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$117,930

Up $18,406 (+18%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin79th percentile

Revenue

Up

$98,734

Up $8,731 (+9.7%) from 2023

Expenses

Up

$80,328

Up $622 (+0.8%) from 2023

Net Income

Up

$18,406

Up $8,109 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

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

$150K$100K$50K$0Assets 2010: $10,374Liabilities 2010: $0Net Assets 2010: $10,3742010Assets 2011: $10,663Liabilities 2011: $0Net Assets 2011: $10,6632011Assets 2012: $32,937Net Assets 2012: $32,9372012Assets 2013: $45,276Liabilities 2013: $02013Assets 2014: $49,837Net Assets 2014: $49,8372014Assets 2015: $51,893Net Assets 2015: $51,8932015Assets 2016: $56,657Net Assets 2016: $56,6572016Assets 2017: $68,166Liabilities 2017: $0Net Assets 2017: $68,1662017Assets 2018: $51,578Liabilities 2018: $0Net Assets 2018: $51,5782018Assets 2019: $36,406Liabilities 2019: $0Net Assets 2019: $36,4062019Assets 2020: $56,414Liabilities 2020: $0Net Assets 2020: $56,4142020Assets 2021: $72,428Liabilities 2021: $0Net Assets 2021: $72,4282021Assets 2022: $89,227Liabilities 2022: $0Net Assets 2022: $89,2272022Assets 2023: $99,524Liabilities 2023: $0Net Assets 2023: $99,5242023Assets 2024: $117,930Liabilities 2024: $0Net Assets 2024: $117,9302024

Highlighted filing

2024

Assets$117,930
Liabilities$0
Net Assets$117,930
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $62,297Expenses 2010: $68,083Net Income 2010: -$5,7862010Revenue 2011: $59,202Expenses 2011: $58,913Net Income 2011: $2892011Revenue 2012: $78,214Expenses 2012: $55,940Net Income 2012: $22,2742012Revenue 2013: $68,429Expenses 2013: $56,090Net Income 2013: $12,3392013Revenue 2014: $74,761Expenses 2014: $70,200Net Income 2014: $4,5612014Revenue 2015: $78,475Expenses 2015: $76,419Net Income 2015: $2,0562015Revenue 2016: $85,699Expenses 2016: $80,935Net Income 2016: $4,7642016Revenue 2017: $100,395Expenses 2017: $88,886Net Income 2017: $11,5092017Revenue 2018: $89,626Expenses 2018: $106,214Net Income 2018: -$16,5882018Revenue 2019: $97,261Expenses 2019: $112,433Net Income 2019: -$15,1722019Revenue 2020: $68,772Expenses 2020: $48,764Net Income 2020: $20,0082020Revenue 2021: $66,060Expenses 2021: $50,046Net Income 2021: $16,0142021Revenue 2022: $82,386Expenses 2022: $65,587Net Income 2022: $16,7992022Revenue 2023: $90,003Expenses 2023: $79,706Net Income 2023: $10,2972023Revenue 2024: $98,734Expenses 2024: $80,328Net Income 2024: $18,4062024

Highlighted filing

2024

Revenue$98,734
Expenses$80,328
Net Income$18,406
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,930
Liabilities
$0
Net assets
$117,930
Revenue
$98,734
Expenses
$80,328
Net income
$18,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.99$0.80$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.90$0.80$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.82$0.66$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.72$0.66$0.50$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$0.69$0.49$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.97$1.12$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.90$1.06$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$1.00$0.89$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.57$0.86$0.81$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.52$0.78$0.76$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.75$0.70$0.05
2013Summary only. Only limited summary data is available for this year.$0.45$0.00$0.68$0.56$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.33$0.78$0.56$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$0.59$0.59$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.00$0.10$0.62$0.68$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$98,734
Mission and Program Overview

Mission

To foster the value of the financial planning process and its ethical practice through professional growth, networking, education, and mentoring.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION OFFERS A WEBSITE, EDUCATIONAL PROGRAMS, AND CONFERENCES THAT PROVIDE THE FINANCIAL PLANNING COMMUNITY AN OPPORTUNITY TO NETWORK, LEARN, SHARE, AND BUILD THEIR KNOWLEDGE IN THE FINANCIAL PLANNING PROCESS.$0$0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH FRANKENFELDChapter ExecutivePT$38,400-$38,400
LAUREN KAUFMANTreasurer-$0--
GALEN RASCHESecretary-$0--
DONALD BEATTIE CFPMembership Director-$0--
SPENCER ENGELKEPro Bono Director-$0--
JEREMY JUNGBAUERPast President-$0--
PHIL SEIBELCorporate Partners Director-$0--
ALYSSA CALHOUNWomen'S Initiative Director-$0--
KATHERINE PHILLIPSPresident-$0--
ADAM FLAGGPresident-Elect-$0--
ANDREW CHAVEZPrograms Director-$0--
ALISON MILLERNexgen Director-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of Austin
EIN
74-2993593
Phone
5122614159
Address
PO BOX 28268, AUSTIN, TX 78755

Signing Officer

Name
Lauren Kaufman
Title
Treasurer
Phone
5122614159
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Atchley & Associates Llp
Address
1005 LA POSADA DRIVE, AUSTIN, TX 78752
Preparer
Renae Duncan
Phone
5123462086
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 7.”

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

“Description: cpe and ethics course. Amount: 2,235. Description: conferences/events. Amount: 4,071. Description: chapter meetings. Amount: 26,623. Description: technology/social media. Amount: 7,878. Description: bank fees. Amount: 584. Description: supplies. Amount: 160. Description: miscellaneous expense. Amount: 200. Total to form 990-ez, line 16: 41,751.”

Raw XML Appendix170 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAUREN KAUFMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05122614159
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 28268
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078755
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt099524
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117930
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt055600
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt018406
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt099524
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117930
IRS990EZ/GrossReceiptsAmt098734
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt036338
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt099524
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117930
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt099524
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117930
IRS990EZ/OccupancyRentUtltsAndMaintAmt0107
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt425.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt438400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LAUREN KAUFMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GALEN RASCHE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONALD BEATTIE CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SPENCER ENGELKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SARAH FRANKENFELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEREMY JUNGBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHIL SEIBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALYSSA CALHOUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8KATHERINE PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ADAM FLAGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ANDREW CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11ALISON MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRO BONO DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAPTER EXECUTIVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CORPORATE PARTNERS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7WOMEN'S INITIATIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PROGRAMS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11NEXGEN DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt041751
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO FOSTER THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ITS ETHICAL PRACTICE THROUGH PROFESSIONAL GROWTH, NETWORKING, EDUCATION, AND MENTORING.
IRS990EZ/PrintingPublicationsPostageAmt070
IRS990EZ/ProgramServiceRevenueAmt06789
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION OFFERS A WEBSITE, EDUCATIONAL PROGRAMS, AND CONFERENCES THAT PROVIDE THE FINANCIAL PLANNING COMMUNITY AN OPPORTUNITY TO NETWORK, LEARN, SHARE, AND BUILD THEIR KNOWLEDGE IN THE FINANCIAL PLANNING PROCESS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt038400
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt080328
IRS990EZ/TotalRevenueAmt098734
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CHAPTERS.ONEFPA.ORG/AUSTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CPE AND ETHICS COURSE. AMOUNT: 2,235. DESCRIPTION: CONFERENCES/EVENTS. AMOUNT: 4,071. DESCRIPTION: CHAPTER MEETINGS. AMOUNT: 26,623. DESCRIPTION: TECHNOLOGY/SOCIAL MEDIA. AMOUNT: 7,878. DESCRIPTION: BANK FEES. AMOUNT: 584. DESCRIPTION: SUPPLIES. AMOUNT: 160. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 41,751.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN KAUFMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05122614159
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF AUSTIN
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0742993593
ReturnHeader/Filer/PhoneNum05122614159
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 28268
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078755
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742920819
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ATCHLEY & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01005 LA POSADA DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078752
ReturnHeader/PreparerPersonGrp/PhoneNum05123462086
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RENAE DUNCAN
ReturnHeader/ReturnTs02025-11-17T08:37:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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