FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

6815 BISCAYNE BLVD STE 103 PMB 323

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

• COMMUNITY, BUSINESS AND INDUSTRY PROGRAMS, GENRAL OUTREACH PROGRAMS TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE THE SERVICES.

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

  $119,400

  Expenses

  $113,417

  Contributions

  $11,800

  Grants paid

  — not reported

• 2023

  Revenue

  $147,435

  Expenses

  $145,102

  Contributions

  $4,000

  Grants paid

  — not reported

• 2022

  Revenue

  $111,694

  Expenses

  $122,378

  Contributions

  $1,252

  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

  $94,398

  Expenses

  $99,898

  Assets (EOY)

  $58,585

• 2020 · 990-EZ

  Revenue

  $72,364

  Expenses

  $69,720

  Assets (EOY)

  $46,073

• 2019 · 990-EZ

  Revenue

  $108,368

  Expenses

  $118,511

  Assets (EOY)

  $192,692

• 2018 · 990-EZ

  Revenue

  $102,220

  Expenses

  $115,071

  Assets (EOY)

  $202,835

• 2016 · 990-EZ

  Revenue

  $95,416

  Expenses

  $83,358

  Assets (EOY)

  $36,410

• 2015 · 990-EZ

  Revenue

  $79,920

  Expenses

  $74,070

  Assets (EOY)

  $24,352

• 2014 · 990-EZ

  Revenue

  $55,129

  Expenses

  $74,552

  Assets (EOY)

  $18,502

• 2013 · 990-EZ

  Revenue

  $143,439

  Expenses

  $140,013

  Assets (EOY)

  $37,925

• 2012 · 990-EZ

  Revenue

  $83,126

  Expenses

  $73,739

  Assets (EOY)

  $34,499

• 2011 · 990-EZ

  Revenue

  $66,233

  Expenses

  $62,626

  Assets (EOY)

  $25,112

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 2018

Tax period

1 January 2018 to 31 December 2018

Principal officer

Beverley Todd

Mailing address

6815 Biscayne Blvd Suite 103 323Miami FL 33138

Website

Something was entered that is not a web address, so it is not shown.

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