Financial Planning Association, Fpa Of Hawaii in Honolulu, Hawaii (HI)

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Financial Planning Association, Fpa Of Hawaii
Employer Identification Number (EIN)990217418
Name of OrganizationFinancial Planning Association
Secondary NameFpa Of Hawaii
In Care of NameCynthia Takenaka
Address516 Kawaihae Street No E, Honolulu, HI 96825-1240
ActivitiesBusiness promotion (chamber of commerce, business league, etc.), Professional association
SubsectionBusiness League
Ruling Date09/2000
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2014
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 - Required to file Form 990-N - Income less than $25,000 per year
Asset Amount$138,982
Amount of Income$47,842
Form 990 Revenue Amount$47,842
National Taxonomy of Exempt Entities (NTEE)Community Improvement, Capacity Building: Promotion of Business


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Amount of income in 2014: $47,842 (it was $57,059 in 2013)
This organization: 

 $47,842
Other organizations performing similar types of work: 

 $88,861

Assets in 2014: $138,982 (it was $134,421 in 2013)
This organization: 

 $138,982
Other organizations performing similar types of work: 

 $51,691

Expenses in 2013: $56,688
Financial Planning Association, Fpa Of Hawaii: 

 $56,688
Other organizations performing similar types of work: 

 $80,127

Income to expenses ratio in 2013: 0.8
This organization: 

 0.8
Other organizations performing similar types of work: 

 0.8

Grants share in income in 2013: 0.0%
This organization: 

 0.0%
Other organizations performing similar types of work: 

 1.0%

Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$50,471$49,875$57,059
Contributions, gifts, grants, and similar amounts received$0$0$0
Program service revenue including government fees and contracts$22,342$28,067$27,988
Membership dues and assessments$27,449$21,140$28,388
Investment income$680$668$683
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$49,242$50,264$56,688
Total net assets$124,783$127,737$134,421
Excess/Deficit for the year$1,229$-389$371
Net assets or fund balances at beginning of year$123,120$124,783$127,737
Other changes in net assets or fund balances$434$3,343$6,313
Net assets or fund balances at end of year$127,737$134,421
Balance Sheets
201120122013
Total assets$124,783$127,737$134,421
Total liabilities$0$0$0
Net assets or fund balances$124,783$127,737$134,421
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Retail Merchant Assn Of Tidewater Va Inc, Ta Retail Alliance838 Granby St, Norfolk, VA 23510-2051VA2008-09$17,149,516
2San Joaquin Valley Winegrowers Association7030 N Fruit Avenue, Fresno, CA 93711-0782CA2008-11$175,202
3441 Heritage Corridor Inc300 North Thomas Street, Athens, GA 30601GA2000-07$56,377
4Hawaii Industry Liaison Group6370 Hawaii Kai Drive, Honolulu, HI 96825-1261HI2012-03$628,478
5Hookipaipai Llc711 Kapiolani Blvd Suite 1430, Honolulu, HI 96813HI2011-04$385,339
6International Union Of Nutritionalsciences701 Iialo St Ste 509, Honolulu, HI 96813HI2010-06$206,868
7Young Presidents Organizationincorporated - Hawaii ChapterPO BOX 1756, Honolulu, HI 96806-1756HI2006-10$188,797
8Oahu Products CouncilPO BOX 1819, Waianae, HI 96792-6819HI2014-08$164,426
9Hawaii Aloha Chapter Of Certified Residential Specialists1259 Aala St Ste 300, Honolulu, HI 96817-3962HI2009-09$113,468
10American Advertising Federation District 13PO BOX 30969, Honolulu, HI 96820-0969HI2011-11$109,011
11Filipino Chamber Of Commerce Of Hawaii Inc94-412 Maikoiko St, Waipahu, HI 96797-2710HI2009-01$92,778
12Landscape Industry Servicing And Improvement Program95-1030 Meheula Pkwy Unit 892711, Mililani, HI 96789-7401HI2014-02$88,110
13Kapolei Chamber Of Commerce1001 Kamokila Boulevard No 250, Kapolei, HI 96707-2014HI2012-01$82,191
14Arts District Merchants Association1159 Nuuanu Avenue, Honolulu, HI 96817HI2007-08$81,535
15Adult Foster Homecare Associationof Hawaii, Hildegard Uilani Akee Gen PtrPO BOX 970092, Waipahu, HI 96797-0092HI2013-03$75,739
16Condominium Council Of MauiPO BOX 1742, Wailuku, HI 96793-6742HI2009-05$75,573
17Kaneohe Officers Spouses ClubPO BOX 349000 K-144, Kailua, HI 96734HI2014-05$72,467
18West Oahu Economic Developement Association IncPO BOX 700972, Kapolei, HI 96709-0972HI2012-04$69,433
19Wpo Hawaii ChapterPO BOX 1756, Honolulu, HI 96806-1756HI2010-09$67,611
20Skal International HawaiiPO BOX 240753, Honolulu, HI 96824-0753HI2012-06$58,877
Number of organizations performing similar types of work
Alaska94
Alabama235
Arkansas185
Arizona346
California1,926
Colorado437
Connecticut191
District of Columbia411
Delaware63
Florida987
Georgia500
Hawaii127
Iowa226
Idaho137
Illinois781
Indiana331
Kansas211
Kentucky222
Louisiana232
Massachusetts358
Maryland360
Maine108
Michigan504
Minnesota341
Missouri377
Mississippi119
Montana114
North Carolina452
North Dakota65
Nebraska146
New Hampshire92
New Jersey401
New Mexico156
Nevada171
New York967
Ohio640
Oklahoma208
Oregon366
Pennsylvania679
Rhode Island73
South Carolina192
South Dakota91
Tennessee282
Texas1,208
Utah166
Virginia613
Vermont69
Washington451
Wisconsin359
West Virginia109
Wyoming44
International34
Total17,957
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralFinancial Planning Association, Financial Planning Association Of Southern Colorado1755 Telstar Drive Suite 501, Colorado Springs, CO 80920CO2000-09$9,329,458
SubordinateFinancial Planning Association, Fpa Of Minnesota3900 Main St Ne, Columbia Hts, MN 55421-3757MN2000-09$546,175
SubordinateFinancial Planning Association, Fpa Of The National Capital Area12816 Tewksbury Dr, Herndon, VA 20171-2427VA2000-09$331,273
SubordinateFinancial Planning Association, Fpa Of Dallas-Fort WorthPO BOX 261750, Plano, TX 75026-1750TX2000-09$233,886
SubordinateFinancial Planning Association, Fpa Of New Jersey551 Valley Road Ste 358, Upper Montclair, NJ 07043-1832NJ2000-09$217,474
SubordinateFinancial Planning Association, Fpa Of Illinois5250 Grand Ave, Gurnee, IL 60031-1877IL2000-09$205,375
SubordinateFinancial Planning Association, Fpa Of New York551 Valley Rd Ste 358, Upper Montclair, NJ 07043-1832NJ2000-09$183,626
SubordinateFinancial Planning Association, Fpa Of ColoradoPO BOX 21086, Denver, CO 80221-0086CO2000-09$168,169
SubordinateFinancial Planning Association, Fpa Of The Philadelphia Tri-State APO BOX 38, Fairless Hls, PA 19030-0038PA2000-09$163,651
SubordinateFinancial Planning Association, Fpa Of Houston15114 Mountain Creek Trl, Frisco, TX 75035-7408TX2000-09$159,741
SubordinateFinancial Planning Association, Fpa Of Orange County2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599CA2000-09$155,886
SubordinateFinancial Planning Association, Fpa Of Oregon & Sw WashingtonPO BOX 2126, Salem, OR 97308-2126OR2000-09$155,065
SubordinateFinancial Planning Association, Fpa Of Long Island1895 Lincoln Ave, East Meadow, NY 11554-2522NY2000-09$145,671
SubordinateFinancial Planning Association, Fpa Of Miami1821 Hillandale Rd, Durham, NC 27705-2659NC2000-09$143,439
SubordinateFinancial Planning Association, Fpa Of Michigan20100 Outer Dr, Dearborn, MI 48124-2647MI1978-03$141,082
SubordinateFinacial Planning Association, Fpa Of Greater Kansas City825 S Kansas Avenue, Topeka, KS 66612-1233KS2000-09$136,941
SubordinateFinancial Planning Association, Fpa Of San Fransisco9630 Bruceville Rd 106-149, Elk Grove, CA 95757-5512CA1978-03$136,775
SubordinateFinancial Planning Association, Fpa Of MassachusettsPO BOX 76, Westborough, MA 01581-0076MA2000-09$136,171
SubordinateFinancial Planning Association, Fpa Of Georgia3227 S Cherokee Ln Ste 1320, Woodstock, GA 30188-7013GA2000-09$124,233
SubordinateFinancial Planning Association, Fpa Of San Diego8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673CA1978-03$118,780
Number of affiliated organizations
Alabama1
Arkansas1
Arizona2
California14
Colorado3
Connecticut4
Florida9
Georgia1
Hawaii2
Iowa3
Illinois1
Indiana2
Kansas2
Kentucky1
Louisiana3
Massachusetts1
Maryland1
Michigan1
Minnesota1
Missouri1
Mississippi1
North Carolina4
Nebraska1
New Hampshire1
New Jersey2
New Mexico1
Nevada2
New York8
Ohio5
Oklahoma2
Oregon2
Pennsylvania3
Rhode Island1
South Carolina1
Tennessee3
Texas4
Utah1
Virginia3
Washington2
Wisconsin2
Total103

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