Financial Planning Association
Nonprofit profile at a glance
- EIN
- 421195586
- IRS 990-EZ coverage
- 2019–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2018
- Location
- Ankeny, IA, USA
- Phone
- 5158223169
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $23,083
- Expenses
- $42,596
- Assets
- $22,668
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- ABBY BELVIN (PRESIDENT)
People named in this filing
- ERIN RAMSEY (CHAPTER EXECUTIVE)
- ABBY BELVIN (PRESIDENT)
- MARK BRODERICK (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
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.
What it reported doing in 2025
To foster education and provide training opportunities for the members of the organization to help further their individual careers and the profession in general.
Operating model
- Revenue model
- Membership-supported. 65% of the money available for current operations came from membership dues.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 21
- Growth: 20
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -84.5%; rating input score 8; 8th percentile among comparable filings
- Total-asset coverage ratio: 0.53; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 68%; rating input score 1; 1st percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -7% per year; rating input score 0; 30th percentile among comparable filings
- Asset growth: 5.5% per year; rating input score 100; 58th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 3 filed schedules
- Filing history: 7 filing years from 2019 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 8/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- High — Sustainability: Officer compensation ratio scored 1/100.