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FINANCIAL PLANNING ASSOCIATION

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Public nonprofit record

FINANCIAL PLANNING ASSOCIATION

EIN 42-1195586 · Chambers of Commerce & Business Leagues (S41)

What they do

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.

Money

Financial picture

Tax year 2025
Revenue$23,083
Expenses$42,596
Assets$22,668
Income$84,581

About this charity

Recognized since
January 2000
Location
3914 SW SAWGRASS PARKWAY, ANKENY, IA 50023
County
Polk
In care of
MARK BRODERICK
Primary officer
MARK BRODERICK, TREASURER

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990EZ
Tax preparer
CLIFTONLARSONALLEN LLP
NTEE classification
Chambers of Commerce & Business Leagues (S41)
IRS tax category
Chambers of Commerce & Business Leagues
More public IRS record details

These are classification codes from the organization’s public nonprofit record.

Group
3687
Subsection
06
Affiliation
9
Classification
2000
Deductibility
2
Activity
200205000
Organization
1
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About this report: Information comes from public nonprofit records and may show the latest filing available.

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