FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

PO BOX 4130

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.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• DRAKE QUALLS

  PRESIDENT

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• STEVE SYRMOPOULOS

  SECRETARY

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• KEN OSBORN

  MEMBER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• DALE WALTERS

  CHAIRMAN

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• MARY ZIMMERMAN

  MEMBER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• TIM DAUGHENBAUGH

  MEMBER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• THOMAS RINDAHL

  MEMBER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• DONNA WOODRUFF

  MEMBER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• MARK DRAGOSLOVICH

  MEMBER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• DANIEL VANDUSEN

  VP/PRESIDENT ELECT

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

• DAWN NOBLE

  TREASURER

  Total calculated

  $0

  Compensation

  $0

  Benefit plans

  —not reported

  Expense account

  —not reported

  Hours/week

  4

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

• 2024

  Revenue

  $85,402

  Expenses

  $76,490

  Contributions

  $14,985

  Grants paid

  — not reported

• 2023

  Revenue

  $80,582

  Expenses

  $71,596

  Contributions

  $46,397

  Grants paid

  — not reported

• 2022

  Revenue

  $70,007

  Expenses

  $66,103

  Contributions

  $39,000

  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

  $50,883

  Expenses

  $57,284

  Assets (EOY)

  $68,604

• 2020 · 990-EZ

  Revenue

  $68,368

  Expenses

  $61,805

  Assets (EOY)

  $75,570

• 2019 · 990-EZ

  Revenue

  $104,100

  Expenses

  $95,046

  Assets (EOY)

  $67,496

• 2018 · 990-EZ

  Revenue

  $89,963

  Expenses

  $88,428

  Assets (EOY)

  $59,896

• 2017 · 990-EZ

  Revenue

  $85,834

  Expenses

  $88,208

  Assets (EOY)

  $56,085

• 2016 · 990-EZ

  Revenue

  $93,018

  Expenses

  $102,489

  Assets (EOY)

  $58,657

• 2015 · 990-EZ

  Revenue

  $101,978

  Expenses

  $108,509

  Assets (EOY)

  $68,423

• 2014 · 990-EZ

  Revenue

  $100,734

  Expenses

  $93,400

  Assets (EOY)

  $75,031

• 2013 · 990-EZ

  Revenue

  $93,842

  Expenses

  $97,915

  Assets (EOY)

  $67,585

• 2012 · 990-EZ

  Revenue

  $92,458

  Expenses

  $96,043

  Assets (EOY)

  $71,861

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