FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

OF LONG ISLAND INC 200 MOTOR PARKWA

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

• SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

  Expenses $8,997

• MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

  Expenses $2,062

• GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING

  Expenses $5,482

• OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS

  Expenses $1,438

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

  $66,476

  Expenses

  $83,276

  Contributions

  — not reported

  Grants paid

  — not reported

• 2023

  Revenue

  $74,123

  Expenses

  $81,784

  Contributions

  — not reported

  Grants paid

  — not reported

• 2022

  Revenue

  $76,176

  Expenses

  $90,530

  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

  $91,442

  Expenses

  $55,352

  Assets (EOY)

  $86,674

• 2020 · 990-EZ

  Revenue

  $57,036

  Expenses

  $84,104

  Assets (EOY)

  $50,584

• 2018 · 990-EZ

  Revenue

  $142,587

  Expenses

  $126,354

  Assets (EOY)

  $79,847

• 2017 · 990-EZ

  Revenue

  $164,003

  Expenses

  $162,577

  Assets (EOY)

  $63,614

• 2016 · 990-EZ

  Revenue

  $167,297

  Expenses

  $145,531

  Assets (EOY)

  $62,188

• 2015 · 990-EZ

  Revenue

  $135,994

  Expenses

  $149,875

  Assets (EOY)

  $40,422

• 2014 · 990-EZ

  Revenue

  $155,697

  Expenses

  $153,083

  Assets (EOY)

  $54,303

• 2013 · 990-EZ

  Revenue

  $145,671

  Expenses

  $151,638

  Assets (EOY)

  $51,689

• 2012 · 990-EZ

  Revenue

  $156,492

  Expenses

  $173,539

  Assets (EOY)

  $57,656

• 2011 · 990-EZ

  Revenue

  $170,907

  Expenses

  $199,234

  Assets (EOY)

  $74,703

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