FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

NTEE code

S41

Classification

2000

Street

175 S END RD UNIT A2

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

• THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR FOR THE BENEFIT OF ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, AND THE OPPORTUNITY TO CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED TO SUPPORT A MEMBER'S PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT AND PRACTICE MANAGEMENT CONFERENCES, AND AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THESE ARE IN THE FORM OF ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING FOR MEMBERS AND VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED TO THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP IS ALSO AWARDED ANNUALLY FOR COLLEGE BOUND HIGH SCHOOL SENIORS.

• N/A

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

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

  $159,503

  Expenses

  $136,115

  Contributions

  — not reported

  Grants paid

  — not reported

• 2024

  Revenue

  $153,781

  Expenses

  $127,657

  Contributions

  — not reported

  Grants paid

  — not reported

• 2023

  Revenue

  $129,683

  Expenses

  $154,804

  Contributions

  — not reported

  Grants paid

  — not reported

• 2022

  Revenue

  $133,990

  Expenses

  $135,272

  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

  $70,938

  Expenses

  $86,949

  Assets (EOY)

  $74,571

• 2020 · 990-EZ

  Revenue

  $51,323

  Expenses

  $64,282

  Assets (EOY)

  $34,161

• 2019 · 990-EZ

  Revenue

  $116,228

  Expenses

  $107,994

  Assets (EOY)

  $47,120

• 2018 · 990-EZ

  Revenue

  $119,208

  Expenses

  $111,647

  Assets (EOY)

  $38,886

• 2017 · 990-EZ

  Revenue

  $112,995

  Expenses

  $112,445

  Assets (EOY)

  $31,483

• 2016 · 990-EZ

  Revenue

  $106,048

  Expenses

  $95,199

  Assets (EOY)

  $53,308

• 2015 · 990-EZ

  Revenue

  $91,380

  Expenses

  $96,238

  Assets (EOY)

  $44,469

• 2014 · 990-EZ

  Revenue

  $100,233

  Expenses

  $103,574

  Assets (EOY)

  $49,502

• 2013 · 990-EZ

  Revenue

  $115,097

  Expenses

  $115,503

  Assets (EOY)

  $53,125

• 2013 · 990-EZ

  Revenue

  $36,524

  Expenses

  $39,154

  Assets (EOY)

  $44,644

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