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EIN 99-0217418

Financial Planning Association of Hawaii

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Ewa Beach
State
Hawaii
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of Hawaii strengthens our community by building an organization of financial professionals who help clients achieve their financial and personal goals through the planning process. We enhance growth and financial success. We offer monthly membership meetings, educational symposiums on various financial topics, and a new planners program. We serve around 100 members.
Related structure
Financial Planning Association of Hawaii is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Hawaii
Total revenues
$50,794
2023
Total expenses
$49,924
2023
Total assets
$105,633
2023
Num. employees
n/a

Personnel at Financial Planning Association of Hawaii

NameTitleCompensation
Cynthia TakenakaExecutive Director$19,200
Michael BruggemannTreasurer$0
Christina CottenPast Treasurer$0
Julie KiwadaChairperson of the Board$0
Mauricio SantosPast Treasurer$0

Financials for Financial Planning Association of Hawaii

RevenuesFYE 12/2023
Total grants, contributions, etc.$27,171
Program services$20,936
Membership dues$27,171
Investment income and dividends$2,687
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$50,794

Form 990s for Financial Planning Association of Hawaii

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-22990EZView PDF
2022-122023-10-18990EZView PDF
2021-122022-07-13990EZView PDF
2020-122021-05-24990EZView PDF
2019-122021-04-15990EZView PDF
...and 10 more Form 990s
Data update history
December 1, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
May 8, 2023
Updated personnel
Identified 3 new personnel
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
July 16, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
PO Box 63236
Ewa Beach, HI 96706
Metro area
Urban Honolulu, HI
County
Honolulu County, HI
Website URL
fpahawaii.org/ 
Phone
(808) 436-8975
IRS details
EIN
99-0217418
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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