FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

1601 UTICA AVE S STE 213

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

• HELD 10 EDUCATIONAL MEETINGS COVERING INFORMATIONAL TOPICS THAT MEMBERS NEED TO KEEP CURRENT ON & THAT ARE USED IN PROVIDING FINANCIAL PLANNING SERVICES TO THE PUBLIC. MEMBERS EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION, THE NATIONAL ASSOCIATION OF THE STATE BOARD OF ACCOUNTANCY & THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION. Up to two continuing education units per meeting.

• HELD AN ANNUAL CONFERNCE FOR THE FINANCIAL PLANNING INDUSTRY & MEMBERS TO LEARN ABOUT FINANCIAL PLANNING ISSUES & EARN EDUCATIONAL CREDITS AS REQUIRED BY THE CFP BOARD OF STANDARDS, THE STATE OF MINNESOTA, THE STATE OF WISCONSIN, THE NATIONAL ASSOCIATION OF STATE BOARD OF ACCOUNTANCY, THE INVESTMENT MANAGEMENT CONSULTANTS ASSOCIATION & MINNESOTA BOARD OF CONTINUING LEGAL EDUCATION. UP TO 15 CONTINUING EDUCATION UNITS. IN 2023, THE ANNUAL CONFERENCE WAS IN-PERSON WITH 383 ATTENDING.

• Held special events for financial planning industry individuals, members, students & career changers to learn about current financial planning issues. Provided scholarships to students for their continued education to attain the certified financial planner designation. Held a golf outing for the industry.

As filed on the 2023 return.

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

  $507,218

  Expenses

  $526,237

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $228,916

  Expenses

  $339,084

  Contributions

  $249,189

  Grants paid

  $0

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

  $320,182

  Expenses

  $340,868

  Assets (EOY)

  $502,127

• 2020 · 990

  Revenue

  $471,456

  Expenses

  $483,825

  Assets (EOY)

  $481,120

• 2019 · 990

  Revenue

  $418,175

  Expenses

  $478,753

  Assets (EOY)

  $532,367

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.

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