2024-05-14T13:25:43-07:00 2023-12-31 990EZ 2023-01-01 562168362 FINANCIAL PLANNING ASSOCIATION of Charlotte FINA 8032387438 140 Amicks Ferry Road Suite 334 Chapin SC 29036 Candace Cline Treasurer 2023 7046193428 2024-05-13 Candace Cline 999009999 1 1 11 1 AAL2 X 2023 2023-04-26 12:10:37Z 3687 X X https://www.financialplanningassociation.org/chapter/fpa-charlotte X X 86045 X 0 37000 48437 608 0 0 0 0 0 0 0 0 0 0 0 86045 0 0 0 35388 0 300 58491 94179 -8134 52259 0 44125 X 77152 67734 0 0 0 0 77152 67734 24893 23609 52259 44125 Professional Education for Financial Planners Monthly continuing education meetings, 9 months per year, for area financial planners equating to 1 CE credit for Financial Planners and Insurance Professionals Annual continuing education symposium two day event equating to up to 15 CE credits for Financial Planners and Insurance Professionals 0 Nancye Bailey Executive Director 20 30200 0 0 Candace Cline Treasurer 2023 5 0 0 0 Jon Shumate President 5 0 0 0 Geoff Owen Chair 5 0 0 0 Paul Brown Pro Bono Committee Co Chair 5 0 0 0 Michael Acosta Next Gen Chair 5 0 0 0 Tara Butler Program Committee Chair 5 0 0 0 Stratford Kiger Membership Committee Chair 5 0 0 0 Mary Lytch President - Elect 5 0 0 0 0 0 0 0 0 0 0 0 0 NC Nancye Bailey 140 Amicks Ferry Road Suite 334 Chapin SC 29036 8032387438 0 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 16 Description;Amount^Meetings and Conferences;44481|Software Subscriptions;3595|CE Approval;3236|Bank Charges;2404|Travel and Business Meals;2217|Office Supplies and Expenses;1468|Gifts and Awards;602|Marketing;488^Total;58491^ Form 990-EZ, Part II, Line 24 There are no other assets Form 990-EZ, Part II, Line 26 This is an EIDL loan offered during Covid