Civic Intelligence

Financial Planning Association of Hawaii

EIN 99-0217418 • 501(c)6 • Ewa Beach, HI

Profile

Fpa of hawaii strengthens our community by building an organization of financial professionals dedicated to helping clients achieve their financial and personal objectives through the financial planning process. We enhance the growth and financial success of our members by providing educational and networking opportunities while upholding the highest standards of ethics and integrity.

PO Box 63236Ewa Beach, HI 96706

www.fpahawaii.org

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

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

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

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

Net Margin

44th percentile

-1.8%

Higher net margin than 44% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$20,400

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 30.5% of source-year revenue.

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

Asset Growth

61st percentile

4.4%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

84th percentile

32%

Faster revenue growth than 84% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$110,329

Up $4,696 (+4.4%) from 2023

Liabilities

Down

$55

Down $405 (-88%) from 2023

Net Assets

Up

$110,274

Up $5,101 (+4.9%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin44th percentile

Revenue

Up

$66,984

Up $16,190 (+32%) from 2023

Expenses

Up

$68,184

Up $18,260 (+37%) from 2023

Net Income

Down

-$1,200

Down $2,070 (-238%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2010: $123,120Liabilities 2010: $0Net Assets 2010: $123,1202010Assets 2011: $124,783Liabilities 2011: $0Net Assets 2011: $124,7832011Assets 2012: $127,737Liabilities 2012: $0Net Assets 2012: $127,7372012Assets 2013: $134,421Liabilities 2013: $0Net Assets 2013: $134,4212013Assets 2014: $138,982Liabilities 2014: $2,151Net Assets 2014: $136,8312014Assets 2015: $127,774Liabilities 2015: $1,393Net Assets 2015: $126,3812015Assets 2016: $131,055Liabilities 2016: $298Net Assets 2016: $130,7572016Assets 2017: $128,650Liabilities 2017: $299Net Assets 2017: $128,3512017Assets 2018: $110,607Liabilities 2018: $330Net Assets 2018: $110,2772018Assets 2019: $108,741Liabilities 2019: $221Net Assets 2019: $108,5202019Assets 2020: $104,596Liabilities 2020: $0Net Assets 2020: $104,5962020Assets 2021: $107,772Liabilities 2021: $505Net Assets 2021: $107,2672021Assets 2022: $95,841Liabilities 2022: $55Net Assets 2022: $95,7862022Assets 2023: $105,633Liabilities 2023: $460Net Assets 2023: $105,1732023Assets 2024: $110,329Liabilities 2024: $55Net Assets 2024: $110,2742024

Highlighted filing

2024

Assets$110,329
Liabilities$55
Net Assets$110,274
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0-$50KRevenue 2010: $64,518Expenses 2010: $57,028Net Income 2010: $7,4902010Revenue 2011: $50,471Expenses 2011: $49,242Net Income 2011: $1,2292011Revenue 2012: $49,875Expenses 2012: $50,264Net Income 2012: -$3892012Revenue 2013: $57,059Expenses 2013: $56,688Net Income 2013: $3712013Revenue 2014: $47,842Expenses 2014: $45,935Net Income 2014: $1,9072014Revenue 2015: $55,809Expenses 2015: $64,450Net Income 2015: -$8,6412015Revenue 2016: $63,001Expenses 2016: $60,595Net Income 2016: $2,4062016Revenue 2017: $52,899Expenses 2017: $60,134Net Income 2017: -$7,2352017Revenue 2018: $44,548Expenses 2018: $57,206Net Income 2018: -$12,6582018Revenue 2019: $57,444Expenses 2019: $66,152Net Income 2019: -$8,7082019Revenue 2020: $23,290Expenses 2020: $31,504Net Income 2020: -$8,2142020Revenue 2021: $20,711Expenses 2021: $26,183Net Income 2021: -$5,4722021Revenue 2022: $43,835Expenses 2022: $43,041Net Income 2022: $7942022Revenue 2023: $50,794Expenses 2023: $49,924Net Income 2023: $8702023Revenue 2024: $66,984Expenses 2024: $68,184Net Income 2024: -$1,2002024

Highlighted filing

2024

Revenue$66,984
Expenses$68,184
Net Income-$1,200
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$110,329
Liabilities
$55
Net assets
$110,274
Revenue
$66,984
Expenses
$68,184
Net income
-$1,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.67$0.68$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.51$0.50$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.44$0.43$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.21$0.26$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.23$0.32$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.57$0.66$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$0.45$0.57$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.28$0.53$0.60$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.63$0.61$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.01$1.26$0.56$0.64$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.39$0.02$1.37$0.48$0.46$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.57$0.57$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.28$0.00$1.28$0.50$0.50$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.50$0.49$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.65$0.57$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 25, 2025
Return Version
2024v5.2
Gross Receipts
$66,984
Mission and Program Overview

Mission

Fpa of hawaii strengthens our community by building an organization of financial professionals dedicated to helping clients achieve their financial and personal objectives through the financial planning process. We enhance the growth and financial success of our members by providing educational and networking opportunities while upholding the highest standards of ethics and integrity.

Program Services

DescriptionGrantsExpenses
MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.$0$64,183
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNADETTE WUExecutive DirectorPT$20,400-$20,400
CYNTHIA TAKENAKAExecutive DirectorPT$2,800-$2,800
KRISTY NISHIDASecretary-$0--
MICHAEL BRUGGEMANNTreasurer-$0--
NICHOLAS ABBOTTDirector-$0--
PAUL GAUCIPresident-$0--
TRAVIS TSUKAYAMAChairperson-$0--
WAI KEE CHANDirector-$0--
ALYSSA MCCANDLESSDirector-$0--
BRENT CURLOWVice President-$0--
BERNARDO EQUILA-LIUDirector-$0--
FRANKLIN PORTILLODirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of Hawaii
EIN
99-0217418
Phone
8084368975
Address
PO BOX 63236, EWA BEACH, HI 96706

Signing Officer

Name
Michael Bruggemann
Title
Treasurer
Phone
8084368975
Signed
2025-06-25
Discuss with paid preparer
Yes

Preparer

Firm
Andrea Carr CPA LLC
Address
PO BOX 30685, HONOLULU, HI 96820
Preparer
Andrea Carr
Phone
8084368975
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 1. Description: dividend income. Amount: 7,175. Total included on form 990-ez, line 4: 7,176.”

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

“Description: hawaii dcca filing fee. Amount: 4. Description: office supplies & printing/copying expenses. Amount: 192. Description: ce filing fees. Amount: 847. Description: miscellaneous expense. Amount: 279. Description: board meeting. Amount: 868. Description: bank charges & credit card processing charges. Amount: 1,048. Description: website maintenance. Amount: 4,072. Description: symposium. Amount: 12,105. Description: accounting expense. Amount: 3,298. Description: membership meeting expense. Amount: 16,604. Description: insurance. Amount: 700. Description: public relations. Amount: 1,257. Description: travel. Amount: 1,037. Description: ethics meeting course. Amount: 1,500. Description: conferences. Amount: 1,173. Total to form 990-ez, line 16: 44,984.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gain on investment. Amount: 6,301.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: business credit card. Beg. Of year amount: 460. End of year amount: 55.”

Raw XML Appendix168 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/PersonNm0ANDREA CARR CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum08084368975
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 30685
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HONOLULU
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0HI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd096820
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0105633
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110329
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1200
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105633
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110329
IRS990EZ/GrossReceiptsAmt066984
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt07176
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt021615
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105173
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105173
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110274
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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/AverageHrsPerWkDevotedToPosRt1115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt02800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1120400
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/PersonNm0CYNTHIA TAKENAKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KRISTY NISHIDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL BRUGGEMANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICHOLAS ABBOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL GAUCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TRAVIS TSUKAYAMA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WAI KEE CHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALYSSA MCCANDLESS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRENT CURLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BERNARDO EQUILA-LIU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10FRANKLIN PORTILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BERNADETTE WU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt06301
IRS990EZ/OtherExpensesTotalAmt044984
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0FPA OF HAWAII STRENGTHENS OUR COMMUNITY BY BUILDING AN ORGANIZATION OF FINANCIAL PROFESSIONALS DEDICATED TO HELPING CLIENTS ACHIEVE THEIR FINANCIAL AND PERSONAL OBJECTIVES THROUGH THE FINANCIAL PLANNING PROCESS. WE ENHANCE THE GROWTH AND FINANCIAL SUCCESS OF OUR MEMBERS BY PROVIDING EDUCATIONAL AND NETWORKING OPPORTUNITIES WHILE UPHOLDING THE HIGHEST STANDARDS OF ETHICS AND INTEGRITY.
IRS990EZ/ProgramServiceRevenueAmt038193
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt064183
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt023200
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0460
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt055
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt068184
IRS990EZ/TotalProgramServiceExpensesAmt064183
IRS990EZ/TotalRevenueAmt066984
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPAHAWAII.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 7,175. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 7,176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: HAWAII DCCA FILING FEE. AMOUNT: 4. DESCRIPTION: OFFICE SUPPLIES & PRINTING/COPYING EXPENSES. AMOUNT: 192. DESCRIPTION: CE FILING FEES. AMOUNT: 847. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 279. DESCRIPTION: BOARD MEETING. AMOUNT: 868. DESCRIPTION: BANK CHARGES & CREDIT CARD PROCESSING CHARGES. AMOUNT: 1,048. DESCRIPTION: WEBSITE MAINTENANCE. AMOUNT: 4,072. DESCRIPTION: SYMPOSIUM. AMOUNT: 12,105. DESCRIPTION: ACCOUNTING EXPENSE. AMOUNT: 3,298. DESCRIPTION: MEMBERSHIP MEETING EXPENSE. AMOUNT: 16,604. DESCRIPTION: INSURANCE. AMOUNT: 700. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 1,257. DESCRIPTION: TRAVEL. AMOUNT: 1,037. DESCRIPTION: ETHICS MEETING COURSE. AMOUNT: 1,500. DESCRIPTION: CONFERENCES. AMOUNT: 1,173. TOTAL TO FORM 990-EZ, LINE 16: 44,984.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN ON INVESTMENT. AMOUNT: 6,301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: BUSINESS CREDIT CARD. BEG. OF YEAR AMOUNT: 460. END OF YEAR AMOUNT: 55.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/PersonNm0MICHAEL BRUGGEMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08084368975
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF HAWAII
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BERNADETTE WU EXECUTIVE DIRECTOR
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0990217418
ReturnHeader/Filer/PhoneNum08084368975
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 63236
ReturnHeader/Filer/USAddress/CityNm0EWA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0HI
ReturnHeader/Filer/USAddress/ZIPCd096706
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830844265
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREA CARR CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 30685
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HONOLULU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0HI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096820
ReturnHeader/PreparerPersonGrp/PhoneNum08084368975
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA CARR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-25T15:15:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.