FINACIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

PO BOX 4303

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of FINANCIAL PLANNING ASSOCIATION (EIN 84-1521488). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2025

• Educational classes and seminars are provided to all members to promote and improve financial planning as a profession and promote social awareness of the profession.

  Expenses $126,832

As filed on the 2025 return.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $138,912

  Expenses

  $153,511

  Contributions

  $0

  Grants paid

  $0

• 2024

  Revenue

  $123,458

  Expenses

  $166,222

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $156,731

  Expenses

  $143,719

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $122,450

  Expenses

  $114,721

  Contributions

  — not reported

  Grants paid

  — not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990-EZ

  Revenue

  $103,781

  Expenses

  $76,867

  Assets (EOY)

  $97,301

• 2020 · 990-EZ

  Revenue

  $87,838

  Expenses

  $71,120

  Assets (EOY)

  $43,637

• 2019 · 990-EZ

  Revenue

  $86,915

  Expenses

  $107,228

  Assets (EOY)

  $30,393

• 2018 · 990-EZ

  Revenue

  $97,682

  Expenses

  $91,137

  Assets (EOY)

  $64,577

• 2017 · 990-EZ

  Revenue

  $111,403

  Expenses

  $109,656

  Assets (EOY)

  $58,218

• 2016 · 990-EZ

  Revenue

  $132,279

  Expenses

  $135,414

  Assets (EOY)

  $66,255

• 2015 · 990-EZ

  Revenue

  $141,153

  Expenses

  $141,211

  Assets (EOY)

  $72,155

• 2014 · 990-EZ

  Revenue

  $120,375

  Expenses

  $114,005

  Assets (EOY)

  $70,977

• 2013 · 990-EZ

  Revenue

  $136,941

  Expenses

  $172,826

  Assets (EOY)

  $62,566

• 2012 · 990-EZ

  Revenue

  $127,350

  Expenses

  $110,074

  Assets (EOY)

  $87,490

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files