FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

20100 OUTER DR

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

• MONTHLY EDUCATIONAL MEETINGS AVAILABLE FOR ALL MEMBERS.

  Revenue $118,380

• ANNUAL ONE DAY EDUCATIONAL CONFERENCE/PROGRAM AVAILABLE FOR ALL MEMBERS.

• ANNUAL TWO DAY EDUCATIONAL CONFERENCE/PROGRAM AVAILABLE FOR ALL MEMBERS.

• EDUCATIONAL PROGRAMS ON FINANCIAL ISSUES FOR OVER 600 INDIVIDUALS.

  Expenses $131,364 · Revenue $30,267

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

  $152,563

  Expenses

  $131,364

  Contributions

  $0

  Grants paid

  $0

• 2024

  Revenue

  $149,359

  Expenses

  $143,138

  Contributions

  $0

  Grants paid

  $0

• 2023

  Revenue

  $135,993

  Expenses

  $149,493

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $116,496

  Expenses

  $150,352

  Contributions

  $0

  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

  $89,851

  Expenses

  $90,145

  Assets (EOY)

  $74,740

• 2020 · 990

  Revenue

  $103,380

  Expenses

  $95,630

  Assets (EOY)

  $75,048

• 2019 · 990

  Revenue

  $131,686

  Expenses

  $147,790

  Assets (EOY)

  $67,290

• 2018 · 990

  Revenue

  $148,911

  Expenses

  $147,225

  Assets (EOY)

  $83,394

• 2017 · 990

  Revenue

  $141,435

  Expenses

  $139,942

  Assets (EOY)

  $81,710

• 2016 · 990

  Revenue

  $160,136

  Expenses

  $146,390

  Assets (EOY)

  $80,200

• 2015 · 990

  Revenue

  $134,417

  Expenses

  $128,165

  Assets (EOY)

  $66,413

• 2014 · 990

  Revenue

  $134,877

  Expenses

  $122,681

  Assets (EOY)

  $60,168

• 2013 · 990

  Revenue

  $141,082

  Expenses

  $127,409

  Assets (EOY)

  $48,306

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $120,526

  Assets (EOY)

  $34,582

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