2025-06-25T15:15:03-05:00 2024-12-31 830844265 ANDREA CARR CPA LLC PO BOX 30685 HONOLULU HI 96820 990EZ 2024-01-01 990217418 FINANCIAL PLANNING ASSOCIATION OF HAWAII C/O BERNADETTE WU EXECUTIVE DIRECTOR FINA 8084368975 PO BOX 63236 EWA BEACH HI 96706 MICHAEL BRUGGEMANN TREASURER 8084368975 2025-06-25 1 0 ANDREA CARR P01298849 8084368975 2025-06-25 X 2024 2025-03-06 01:10:19Z 3687 X X WWW.FPAHAWAII.ORG X X 66984 X 38193 21615 7176 66984 23200 44984 68184 -1200 105173 6301 110274 X 105633 110329 105633 110329 460 55 105173 110274 X 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. MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED. 0 64183 64183 CYNTHIA TAKENAKA EXECUTIVE DIRECTOR 15.00 2800 0 0 KRISTY NISHIDA SECRETARY 1.00 0 0 0 MICHAEL BRUGGEMANN TREASURER 1.00 0 0 0 NICHOLAS ABBOTT DIRECTOR 1.00 0 0 0 PAUL GAUCI PRESIDENT 1.00 0 0 0 TRAVIS TSUKAYAMA CHAIRPERSON 1.00 0 0 0 WAI KEE CHAN DIRECTOR 1.00 0 0 0 ALYSSA MCCANDLESS DIRECTOR 1.00 0 0 0 BRENT CURLOW VICE PRESIDENT 1.00 0 0 0 BERNARDO EQUILA-LIU DIRECTOR 1.00 0 0 0 FRANKLIN PORTILLO DIRECTOR 1.00 0 0 0 BERNADETTE WU EXECUTIVE DIRECTOR 15.00 20400 0 0 X 0 0 0 0 0 0 0 0 ANDREA CARR CPA PO BOX 30685 HONOLULU HI 96820 8084368975 0 0 0 0 0 0 0 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. THE 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.