2025-11-14T09:53:45-05:00 2024-12-31 813967664 SWS GROUP PC 401 E ELM ST STE 300 CONSHOHOCKEN PA 19428 990 2024-01-01 233080361 FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA FINA 7039803766 665 E SWEDESFORD RD SUITE 301 WAYNE PA 19087 SCOTT PULSIFER PRESIDENT 7039803766 2025-11-12 true true ALAN B STEINBERG CPA P00368387 6106015300 2025-11-13 2024 2025-03-06 01:10:19Z SCOTT PULSIFER 656 E SWEDESFORD RD STE 301 WAYNE PA 19087 134050 false X WWW.FPAPHILLY.ORG X 1983 TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO ITS MEMBERS AND TO PROMOTE PUBLIC AWARENESS OF THE FINANCIAL PLANNING PROFESSION 10 10 0 0 0 66623 53788 7625 12982 74550 67280 148798 134050 0 0 0 0 0 146878 137025 146878 137025 1920 -2975 138722 135747 0 138722 135747 TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO ITS MEMBERS AND TO PROMOTE PUBLIC AWARENESS OF THE FINANCIAL PLANNING PROFESSION false false 59129 PROVISION OF EDUCATIONAL PROGRAMS AND OTHER SERVICES FOR ITS MEMBERS 1625 PROVISION OF MEMBER SERVICES 60754 false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 6 0 false 0 false false false false false false false false X 10 10 false false false false false true true true true false false true true false false false true false false false X SCOTT PULSIFER 7039803766 656 E SWEDESFORD RD STE 301 WAYNE PA 19087 X DAVID EMERY CFP CDFA MBA ADVOCACY X 0 0 0 MICHAEL HARTNETT EDUCATION/ST X 0 0 0 HALEY ROSA MEMBERSHIP X 0 0 0 TIMOTHY HEWITT TREASURER X X 0 0 0 SCOTT PULSIFER PRESIDENT X X 0 0 0 TAYLOR VENANZI PRESIDENT EL X 0 0 0 DANIEL B BRADY CFP MBA CHAIRMAN X 0 0 0 JAMES CIAMACCO NEXGEN X 0 0 0 PETER AYOUB AT LARGE X 0 0 0 false false false MEMBERSHIP DUES 31048 31048 PROGRAM SERVICE REVENUE 22740 22740 53788 5728 5728 7254 7254 7254 7254 SPONSORSHIP INCOME 67280 67280 67280 134050 134050 2203 2203 16 16 59129 59129 CHAPTER AND BOARD ADMIN. 74052 74052 MEMBER SERVICES 1625 1625 137025 60754 76271 0 21315 5386 17575 18494 99832 111867 138722 135747 0 0 X 138722 135747 138722 135747 138722 135747 -2975 X false false FORM 990, PAGE 6, PART VI, LINE 7A BOARD OF DIRECTORS ARE ELECTED BY MEMBERS. FORM 990, PAGE 6, PART VI, LINE 7B DECISIONS ARE SUBJECT TO APPROVAL OF MEMBERS. FORM 990, PAGE 6, PART VI, LINE 11B PRESIDENT AND TREASURER REVIEW 990 PRIOR TO FILING AND THEN MAKE 990 AVAILABLE TO ALL BOARD MEMBERS. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST