FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

PO BOX 20370

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 · 2024

• PROMOTES FINANCIAL PLANNING TO THE PUBLIC

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.

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

  $53,410

  Expenses

  $68,722

  Contributions

  $8,359

  Grants paid

  — not reported

• 2023

  Revenue

  $60,865

  Expenses

  $73,829

  Contributions

  $7,344

  Grants paid

  — not reported

• 2022

  Revenue

  $40,335

  Expenses

  $48,672

  Contributions

  $59

  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

  $39,723

  Expenses

  $42,744

  Assets (EOY)

  $74,907

• 2020 · 990-EZ

  Revenue

  $55,231

  Expenses

  $40,817

  Assets (EOY)

  $77,928

• 2019 · 990-EZ

  Revenue

  $68,087

  Expenses

  $51,516

  Assets (EOY)

  $63,611

• 2018 · 990-EZ

  Revenue

  $49,737

  Expenses

  $66,430

  Assets (EOY)

  $47,096

• 2017 · 990-EZ

  Revenue

  $70,963

  Expenses

  $69,333

  Assets (EOY)

  $63,756

• 2016 · 990-EZ

  Revenue

  $80,148

  Expenses

  $84,378

  Assets (EOY)

  $63,125

• 2013 · 990-EZ

  Revenue

  $73,157

  Expenses

  $63,649

  Assets (EOY)

  $65,252

• 2012 · 990-EZ

  Revenue

  $90,724

  Expenses

  $73,673

  Assets (EOY)

  $62,087

• 2011 · 990-EZ

  Revenue

  $74,181

  Expenses

  $65,241

  Assets (EOY)

  $45,036

• 2010 · 990-EZ

  Revenue

  $83,772

  Expenses

  $91,707

  Assets (EOY)

  $43,846

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