FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

15128 S LA GRANGE RD UNIT 2763

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 · 2023

• The Conference for Advanced Planning was held on September 22,2023. There were 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.

  Expenses $64,029

• The chapter held 10 virtual educational events in 2023.Topics ranged from CFP ethics, insurance, reverse mortgages and general financial services. These sessions earned members educational credits required by the CFP board.

  Expenses $64,029

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 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

• 2023

  Revenue

  $121,288

  Expenses

  $128,058

  Contributions

  $52,004

  Grants paid

  $0

• 2022

  Revenue

  $137,742

  Expenses

  $138,657

  Contributions

  $58,703

  Grants paid

  $0

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

  Revenue

  $123,156

  Expenses

  $112,502

  Assets (EOY)

  $39,417

• 2020 · 990

  Revenue

  $109,979

  Expenses

  $116,879

  Assets (EOY)

  $48,332

• 2019 · 990

  Revenue

  $160,352

  Expenses

  $180,896

  Assets (EOY)

  $59,019

• 2018 · 990

  Revenue

  $158,806

  Expenses

  $203,845

  Assets (EOY)

  $74,778

• 2017 · 990

  Revenue

  $242,890

  Expenses

  $265,228

  Assets (EOY)

  $134,267

• 2016 · 990

  Revenue

  $260,736

  Expenses

  $279,659

  Assets (EOY)

  $137,021

• 2015 · 990

  Revenue

  $259,939

  Expenses

  $282,745

  Assets (EOY)

  $160,341

• 2014 · 990

  Revenue

  $319,294

  Expenses

  $272,557

  Assets (EOY)

  $167,274

• 2013 · 990

  Revenue

  $205,375

  Expenses

  $241,699

  Assets (EOY)

  $136,958

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $220,416

  Assets (EOY)

  $156,836

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.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files