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FINANCIAL PLANNING ASSOCIATION

EIN 84-1521488 DENVER, CO

Revenue 2024
$7,800,803
Expenses 2024
$7,501,219

As filed

Subsection
06
NTEE code
S41
Classification
2000
Street
1660 LINCOLN ST STE 2620

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

The central organization of an IRS group exemption (group number 3687), covering 73 subordinate organizations. 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.

All 73 subordinates →

Mission and programs · 2024

Mission

TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.

Activities or mission (Part I)

FPA FOSTERS THE VALUE OF FINANCIAL PLANNING AND ADVANCES THE FINANCIAL PLANNING PROFESSION.

  • FPA ANNUAL CONFERENCE IS ONE OF THE LARGEST ANNUAL GATHERINGS OF CFP PROFESSIONALS. THE EVENT SPOTLIGHTS FPA'S CORE COMPETENCIES: PRACTICE SUPPORT, LEARNING, ADVOCACY, AND NETWORKING. THE PROGRAM OFFERS MANY EDUCATIONAL SESSIONS, AN EXHIBIT HALL, ROUNDTABLE DISCUSSIONS, AND VARIOUS PRE-CONFERENCES CONDUCTED BY PARTNERS OF FPA. VARIOUS FPA MEMBER COMMUNITIES GATHER TO NETWORK, SHARE BEST PRACTICES, AND CONNECT WITH LIKE-MINDED MEMBERS. THE CONFERENCE IS BUILT AROUND SHARING PRACTICAL KNOWLEDGE AND STRATEGIES FOR ATTENDEES TO TAKE BACK TO THEIR PRACTICES FOR IMPLEMENTATION.

  • MEMBER RELATIONS: FPA MEMBERSHIP STAFF ASSIST FPA MEMBERS IN JOINING AND RENEWING AS FPA MEMBERS AS WELL AS NAVIGATING THEIR FPA MEMBER BENEFITS TO ENSURE THEY TAKE FULL ADVANTAGE OF THEIR MEMBERSHIP. AS A PROFESSIONAL MEMBERSHIP ASSOCIATION, BENEFITS ARE FOCUSED ON SUPPORTING MEMBERS IN ELEVATING THEIR KNOWLEDGE THROUGH PROFESSIONAL DEVELOPMENT, EXPANDING THEIR CONNECTIONS THROUGH COMMUNITY, GROWING THEIR BUSINESSES THROUGH TOOLS AND RESOURCES FOR BUSINESS SUCCESS, AND PROTECTING THEIR PROFESSION THROUGH ADVOCACY.

  • FPA RETREAT IS A LONG-STANDING, NON-TRADITIONAL GATHERING OF THE FPA COMMUNITY. IT IS AN EVENT THAT ATTRACTS LEADING FINANCIAL PLANNERS DUE TO ITS LEVEL OF INTIMACY, COMMUNITY LEARNING, AND ADVANCED, CUTTING-EDGE CONTENT. THE EVENT PROVIDES OPPORTUNITIES FOR NETWORKING, ADVANCED EDUCATION, AND EXPOSURE TO NEW THEORIES AND BEST PRACTICES.

As filed on the 2024 return.

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.

  • PAUL BRAHIM

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DANIEL GALLI

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5

  • CLAUDIA CYPHER KANE

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • RUSSELL CLIFFORD

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • MYCHAL EAGLESON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CARL CHRISTIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JACK HEINTZELMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JUAN HERNANDEZ-ARIANO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JASON KLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CELESTE REVELLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • TIMOTHY TODD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • D CRYSTAL ALFORD-COOPER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • PATRICK D MAHONEY

    CEO & SECRETARY

    Total calculated
    $452,657
    From this org
    $424,991
    From related orgs
    $0
    Other
    $27,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $424,991
    Bonus
    $0
    Other
    $0
    Deferred
    $12,129
    Nontaxable benefits
    $15,537
    Filer's total
    $452,657

  • SANDRA GARCIA THRU MAR 2024

    CHIEF FINANCIAL OFFICER

    Total calculated
    $63,453
    From this org
    $56,769
    From related orgs
    $0
    Other
    $6,684
    Hours/week
    40 + 3 related

  • KURTIS KACZOR

    DIRECTOR, PRO BONO

    Total calculated
    $121,062
    From this org
    $105,266
    From related orgs
    $0
    Other
    $15,796
    Hours/week
    40

  • BEN LEWIS

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $202,572
    From this org
    $196,325
    From related orgs
    $0
    Other
    $6,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,325
    Bonus
    $10,000
    Other
    $0
    Deferred
    $5,579
    Nontaxable benefits
    $668
    Filer's total
    $202,572

  • DENNIS MOORE FROM MAY 2024

    CHIEF OPERATING OFFICER

    Total calculated
    $121,963
    From this org
    $107,990
    From related orgs
    $0
    Other
    $13,973
    Hours/week
    40

  • CHRISTINE RICHARDSON

    CHIEF MEMBER EXPERIENCE OFFICER

    Total calculated
    $165,882
    From this org
    $150,622
    From related orgs
    $0
    Other
    $15,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,622
    Bonus
    $10,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,260
    Filer's total
    $165,882

  • JORGE VALDIVIA

    SENIOR MANAGER OF TECHNOLOGY

    Total calculated
    $179,286
    From this org
    $152,817
    From related orgs
    $0
    Other
    $26,469
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $147,817
    Bonus
    $5,000
    Other
    $0
    Deferred
    $7,110
    Nontaxable benefits
    $19,359
    Filer's total
    $179,286

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $7,800,803
    Expenses
    $7,501,219
    Contributions
    $75,000
    Grants paid
    $0
  • 2023
    Revenue
    $8,036,552
    Expenses
    $8,228,550
    Contributions
    $75,000
    Grants paid
    $0
  • 2022
    Revenue
    $9,051,715
    Expenses
    $9,111,585
    Contributions
    $75,000
    Grants paid
    $122,616

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
    $8,225,248
    Expenses
    $7,100,920
    Assets (EOY)
    $6,740,399

  • 2020 · 990

    Revenue
    $7,414,359
    Expenses
    $8,149,467
    Assets (EOY)
    $5,433,399

  • 2019 · 990

    Revenue
    $10,353,525
    Expenses
    $11,221,347
    Assets (EOY)
    $5,941,900

  • 2018 · 990

    Revenue
    $10,344,627
    Expenses
    $10,175,713
    Assets (EOY)
    $6,682,553

  • 2016 · 990

    Revenue
    $10,108,750
    Expenses
    $9,997,962
    Assets (EOY)
    $8,198,532

  • 2015 · 990

    Revenue
    $9,875,503
    Expenses
    $10,022,306
    Assets (EOY)
    $7,794,770

  • 2014 · 990

    Revenue
    $9,101,169
    Expenses
    $9,141,995
    Assets (EOY)
    $8,015,201

  • 2013 · 990

    Revenue
    $9,329,458
    Expenses
    $9,504,792
    Assets (EOY)
    $8,577,642

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $10,619,899
    Assets (EOY)
    $8,213,386

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $10,619,899
    Assets (EOY)
    $7,292,417

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.

Form 990-N e-Postcard, tax year 2008

Tax period
1 June 2008 to 31 May 2009
Principal officer
Bill Sigrist
Mailing address
1755 Telstar DriveSuite 501Colorado Springs CO 80920
Doing business as
Financial Planning Association of Southern Colorado

As filed, from the IRS e-Postcard file of 26 October 2026. The IRS publishes only each organization's most recent postcard, so earlier years are not shown. A 990-N carries no financial detail. The postcard also gives the principal officer's address, which is not shown here.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.