FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

NTEE code

S41

Classification

2000

Street

PO BOX 63236

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 MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.

  Expenses $59,067

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

  $64,706

  Expenses

  $64,212

  Contributions

  — not reported

  Grants paid

  $825

• 2024

  Revenue

  $66,984

  Expenses

  $68,184

  Contributions

  — not reported

  Grants paid

  — not reported

• 2023

  Revenue

  $50,794

  Expenses

  $49,924

  Contributions

  — not reported

  Grants paid

  — not reported

• 2022

  Revenue

  $43,835

  Expenses

  $43,041

  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

  $20,711

  Expenses

  $26,183

  Assets (EOY)

  $107,772

• 2020 · 990-EZ

  Revenue

  $23,290

  Expenses

  $31,504

  Assets (EOY)

  $104,596

• 2019 · 990-EZ

  Revenue

  $57,444

  Expenses

  $66,152

  Assets (EOY)

  $108,741

• 2018 · 990-EZ

  Revenue

  $44,548

  Expenses

  $57,206

  Assets (EOY)

  $110,607

• 2017 · 990-EZ

  Revenue

  $52,899

  Expenses

  $60,134

  Assets (EOY)

  $128,650

• 2016 · 990-EZ

  Revenue

  $63,001

  Expenses

  $60,595

  Assets (EOY)

  $131,055

• 2015 · 990-EZ

  Revenue

  $55,809

  Expenses

  $64,450

  Assets (EOY)

  $127,774

• 2014 · 990-EZ

  Revenue

  $47,842

  Expenses

  $45,935

  Assets (EOY)

  $138,982

• 2013 · 990-EZ

  Revenue

  $57,059

  Expenses

  $56,688

  Assets (EOY)

  $134,421

• 2012 · 990-EZ

  Revenue

  $49,875

  Expenses

  $50,264

  Assets (EOY)

  $127,737

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