FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

NTEE code

S41

Classification

2000

Street

3914 SW SAWGRASS PKWY

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

• TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.

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

  $23,083

  Expenses

  $42,596

  Contributions

  $0

  Grants paid

  — not reported

• 2024

  Revenue

  $47,995

  Expenses

  $38,666

  Contributions

  $0

  Grants paid

  — not reported

• 2023

  Revenue

  $26,137

  Expenses

  $26,820

  Contributions

  $0

  Grants paid

  — not reported

• 2022

  Revenue

  $22,141

  Expenses

  $28,332

  Contributions

  $0

  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

  $46,321

  Expenses

  $35,014

  Assets (EOY)

  $39,727

• 2020 · 990-EZ

  Revenue

  $40,977

  Expenses

  $26,362

  Assets (EOY)

  $28,420

• 2019 · 990-EZ

  Revenue

  $44,326

  Expenses

  $60,397

  Assets (EOY)

  $13,805

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.

Form 990-N e-Postcard, tax year 2018

Tax period

1 January 2018 to 31 December 2018

Principal officer

Erin Ramsey

Mailing address

3914 SW Sawgrass ParkwayAnkeny IA 50023

Website

https://fpaiowa.org/

As filed, from the IRS e-Postcard file of 2 November 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

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