FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

PO BOX 520310

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 · 2023

• EDUCATION SEMINARS AND WORKSHOPS FOR MEMBERS AND STUDENTS.

  Expenses $35,423

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 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

• 2023

  Revenue

  $120,707

  Expenses

  $88,693

  Contributions

  $15,916

  Grants paid

  — not reported

• 2022

  Revenue

  $86,063

  Expenses

  $80,205

  Contributions

  $14,426

  Grants paid

  $1,000

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

  Revenue

  $118,557

  Expenses

  $79,879

  Assets (EOY)

  $89,503

• 2020 · 990

  Revenue

  $45,952

  Expenses

  $81,395

  Assets (EOY)

  $50,947

• 2019 · 990

  Revenue

  $99,534

  Expenses

  $105,599

  Assets (EOY)

  $87,178

• 2018 · 990

  Revenue

  $109,678

  Expenses

  $98,993

  Assets (EOY)

  $93,706

• 2017 · 990

  Revenue

  $109,066

  Expenses

  $97,573

  Assets (EOY)

  $81,827

• 2016 · 990

  Revenue

  $101,835

  Expenses

  $96,124

  Assets (EOY)

  $70,680

• 2015 · 990

  Revenue

  $97,674

  Expenses

  $94,221

  Assets (EOY)

  $64,969

• 2014 · 990

  Revenue

  $89,274

  Expenses

  $90,959

  Assets (EOY)

  $62,449

• 2013 · 990

  Revenue

  $103,011

  Expenses

  $95,943

  Assets (EOY)

  $64,176

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $98,461

  Assets (EOY)

  $57,057

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