FINANCIAL PLANNING SOCIETY OF MASS INC

Address
PO BOX 76
WESTBOROUGH, MA 01581
Contact
Website: http://www.fpama.org
Phone: +1 (866) 804-0484
Nonprofit
NTEE: P51 - Financial Counseling, Money Management
EIN: 04-3025064

Mission

TO EDUCATE THE PUBLIC ABOUT FINANCIAL PLANNING
 2013201220102009
Basic features of the organization
Year of formation1977
Metropolitan statistical area1123
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Number of employees 0  
Number of volunteers 40  
Personnel
Ahern, Stephen
TitleDIRECTOR   
Name of key/compensated personSTEPHEN AHERN   
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00   
Boyd, J
TitleDIRECTOR   
Name of key/compensated personJ CHRISTOPHER BOYD   
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00   
Breed, Marybeth
TitleDIRECTOR   
Name of key/compensated personMARYBETH BREED   
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00   
Costa, Cheryl
Title DIRECTOR  
Name of key/compensated person CHERYL COSTA  
Reportable compensation from org $0.00  
Costello, Barrett
TitleDIRECTORDIRECTOR  
Name of key/compensated personBARRETT COSTELLOBARRETT COSTELLO  
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00$0.00  
Feldblum, Erica
TitleDIRECTORDIRECTOR  
Name of key/compensated personERICA FELDBLUMERICA FELDBLUM  
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00$0.00  
Galli, Daniel
TitlePRESIDENTDIRECTOR  
Name of key/compensated personDANIEL J GALLIDANIEL GALLI  
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00$0.00  
Gonzalez, Joan
Title DIRECTOR  
Name of key/compensated person JOAN GONZALEZ  
Reportable compensation from org $0.00  
Harris, Bill
Title DIRECTOR  
Name of key/compensated person BILL HARRIS  
Reportable compensation from org $0.00  
Harris, William
TitleDIRECTOR   
Name of key/compensated personWILLIAM HARRIS   
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00   
Jaworkski, Peter
TitleCHAIRMAN   
Name of key/compensated personPETER JAWORKSKI   
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00   
Jaworski, Peter
Title PRESIDENT  
Name of key/compensated person PETER J JAWORSKI  
Reportable compensation from org $0.00  
McAvoy, John
TitleTREASURER/SECRETARYSECRETARY  
Name of key/compensated personJOHN MCAVOYJOHN MCAVOY  
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00$0.00  
Milkovits, Beth
Title DIRECTOR  
Name of key/compensated person BETH MILKOVITS  
Reportable compensation from org $0.00  
Napolitano, John
Title PRESIDENT  
Name of key/compensated person JOHN P NAPOLITANO  
Reportable compensation from org $0.00  
Power, John
TitleDIRECTORDIRECTOR  
Name of key/compensated personJOHN POWERJOHN POWER  
Officer, director, trustee, or key employeeTrue   
Reportable compensation from org$0.00$0.00  
Tomaneng, Jeffrey
Title DIRECTOR  
Name of key/compensated person JEFFREY TOMANENG  
Reportable compensation from org $0.00  
Purpose: mission, activities, & accomplishments
Mission or significant activities TO EDUCATE THE PUBLIC ABOUT FINANCIAL PLANNING  
Primary exempt purposeTO EDUCATE THE PUBLIC ABOUT FINANCIAL PLANNING   
Program service expenses, total$79,497.00$156,043.00  
Programs, including revenue & expenses
PRODUCTION OF FINANCIAL PLANNING SEMINARS AND WEB-SITE INFORMATION
Program expenses $156,043.00  
Program description PRODUCTION OF FINANCIAL PLANNING SEMINARS AND WEB-SITE INFORMATION  
Financial data
Revenue
Total revenue$90,511.00$129,786.00  
Revenue from contributions (total)$52,500.00$60,676.00$46,350.00$45,000.00
Investment income, current yr $0.00  
Total revenue from grants, etc., current yr $60,676.00  
Total unrelated business revenue $0.00  
Other revenue, current yr $0.00  
Program service revenue (total)$38,011.00$69,110.00$94,214.00$94,545.00
Gross receipts $129,786.00  
Sources of contributions
Revenue from all other contributions $60,676.00  
Other types of revenue
Net rental income$0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all $156,043.00  
Total functional expenses: program service  $156,043.00  
Total functional expenses: management and general $0.00  
Total functional expenses: fundraising $0.00  
Fees for services
Fundraising service fees (total) $0.00  
Assets and liabilities
Total assets$0.00$0.00$27,746.00$9,600.00
Total assets, beginning of year$0.00$18,029.00  
Total liabilities$0.00$8,228.00$0.00$519.00
Total liabilities, beginning of year$8,228.00   
Unrestricted net assets, end of yr -$8,228.00  
Net assets$0.00-$8,228.00  
Net assets, beginning of year $18,029.00  
Cash: non-interest bearing, beginning of year $8,429.00  
Other financial variables
Revenue less expenses -$26,257.00  
Accounts payable & accrued expenses $8,228.00  
Total net assets or fund balances -$8,228.00  
Governance and accountability
Number of voting members 11  
Number of independent voting members 11  
Cash accountingTrueTrue  
Tax year start date2013-01-012012-01-01  
Tax year end date2013-12-012012-12-012010-12-012009-12-01
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990EZ990  
Date e-filing submitted2014-12-022013-12-21  
IRS schema version2013v3.02012v2.3  
Filing identifier201403169349201900201303189349305525  
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