Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
EIN 84-1077808 • 501(c)6 • Aurora, CO
Profile
Provides education for financial planners and public in financial planning and ethics.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
82nd percentile
Higher debt load relative to assets than 82% of similar nonprofits.
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Assets
Up$172,480
Up $2,462 (+1.4%) from 2023
Liabilities
Up$37,211
Up $7,121 (+24%) from 2023
Net Assets
Down$135,269
Down $4,659 (-3.3%) from 2023
Revenue
Up$156,398
Up $18,399 (+13%) from 2023
Expenses
Up$167,380
Up $17,892 (+12%) from 2023
Net Income
Up-$10,982
Up $507 (+4.4%) from 2023
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Provides education for financial planners and the public in financial planning and ethics.
To elevate the profession that transforms lives through the power of financial planning.
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 900 ATTENDEES IN 2024. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DANNY LEE | Director | PT | $0 | - | - |
| MARK MILLIGAN | Director | PT | $0 | - | - |
| MARCIE CARVALHO | Director | PT | $0 | - | - |
| ALEC QUAID | Director | PT | $0 | - | - |
| SANDRA LASKOWSKI | Director | PT | $0 | - | - |
| MATT LENGEL | President/Secretary/Treasurer | PT | $0 | - | - |
| CORY UNDERWOOD | Chair (Past President) | PT | $0 | - | - |
| KATIE WEBER | President Elect | PT | $0 | - | - |
“Description: dividends. Amount: 3,812.”
“Description: conferences & meetings. Amount: 62,907. Description: travel & meeting expense. Amount: 4,799. Description: office expenses. Amount: 5,299. Description: marketing. Amount: 204. Description: credit card fees. Amount: 5,582. Total to form 990-ez, line 16: 78,791.”
“Description: unrealized gains on investments. Amount: 6,323.”
“Description: prepaid expenses. Beg. Of year amount: 1,925. End of year amount: 500. Description: accounts receivable. Beg. Of year amount: 768. End of year amount: 4,019.”
“Description: deferred revenue. Beg. Of year amount: 29,477. End of year amount: 37,211. Description: accounts payable. Beg. Of year amount: 613. End of year amount: 0.”
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/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3034500515 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO BOX 460445 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | AURORA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 800460445 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 167325 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 167961 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 20884 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -10982 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 88259 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 170018 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 172480 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -141 |
| IRS990EZ/GrossReceiptsAmt | 0 | 177282 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 3812 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 40975 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 139928 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 135269 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 139928 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 135269 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DANNY LEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MARK MILLIGAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MARCIE CARVALHO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ALEC QUAID |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | SANDRA LASKOWSKI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MATT LENGEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | CORY UNDERWOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | KATIE WEBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT/SECRETARY/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | CHAIR (PAST PRESIDENT) |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PRESIDENT ELECT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2693 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 4519 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 6323 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 78791 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 330 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 111752 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 900 ATTENDEES IN 2024. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 20743 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 30090 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 37211 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 167380 |
| IRS990EZ/TotalRevenueAmt | 0 | 156398 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.COFPA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DIVIDENDS. AMOUNT: 3,812. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: CONFERENCES & MEETINGS. AMOUNT: 62,907. DESCRIPTION: TRAVEL & MEETING EXPENSE. AMOUNT: 4,799. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 5,299. DESCRIPTION: MARKETING. AMOUNT: 204. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 5,582. TOTAL TO FORM 990-EZ, LINE 16: 78,791. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: UNREALIZED GAINS ON INVESTMENTS. AMOUNT: 6,323. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,925. END OF YEAR AMOUNT: 500. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 768. END OF YEAR AMOUNT: 4,019. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 29,477. END OF YEAR AMOUNT: 37,211. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 613. END OF YEAR AMOUNT: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| 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 | KATIE WEBER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CURRENT PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3034500515 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-08-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL PLANNING ASSOCIATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | COLORADO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 841077808 |
| ReturnHeader/Filer/PhoneNum | 0 | 3034500515 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 460445 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | AURORA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 800460445 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 271433452 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CRADY PUCA & ASSOCIATES |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 6140 S GUN CLUB RD STE K6-281 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | AURORA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80016 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7203189964 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-08-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | LAURA M PUCA |
| ReturnHeader/ReturnTs | 0 | 2025-08-13T15:50:08-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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