FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

2886 SANDY PLAINS RD UNIT 669033

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

• During 2024, chapter meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, a Regional Conference was held with approximately 110 attending.

  Expenses $99,926

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

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

  $131,741

  Expenses

  $115,564

  Contributions

  — not reported

  Grants paid

  — not reported

• 2023

  Revenue

  $116,945

  Expenses

  $106,850

  Contributions

  — not reported

  Grants paid

  — not reported

• 2022

  Revenue

  $108,693

  Expenses

  $108,364

  Contributions

  — not reported

  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

  $85,044

  Expenses

  $70,180

  Assets (EOY)

  $93,918

• 2020 · 990-EZ

  Revenue

  $88,034

  Expenses

  $71,705

  Assets (EOY)

  $79,054

• 2019 · 990-EZ

  Revenue

  $126,084

  Expenses

  $131,165

  Assets (EOY)

  $62,725

• 2018 · 990-EZ

  Revenue

  $135,711

  Expenses

  $132,718

  Assets (EOY)

  $67,806

• 2017 · 990-EZ

  Revenue

  $135,384

  Expenses

  $119,590

  Assets (EOY)

  $64,813

• 2016 · 990-EZ

  Revenue

  $111,422

  Expenses

  $109,167

  Assets (EOY)

  $49,019

• 2015 · 990-EZ

  Revenue

  $133,875

  Expenses

  $132,579

  Assets (EOY)

  $46,764

• 2014 · 990-EZ

  Revenue

  $119,345

  Expenses

  $136,935

  Assets (EOY)

  $45,468

• 2013 · 990-EZ

  Revenue

  $124,233

  Expenses

  $141,388

  Assets (EOY)

  $63,058

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.

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