FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

191 NORTH AVENUE STE 265

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

• Other

  Expenses $99,125 · Revenue $63,847

• Meetings - designed for financial planning professionals to meet and discuss matters of mutual interest and importance to the profession and their clients.

  Expenses $58,624 · Revenue $83,350

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

  $149,197

  Expenses

  $192,659

  Contributions

  $115,807

  Grants paid

  $0

• 2023

  Revenue

  $141,857

  Expenses

  $193,716

  Contributions

  $115,029

  Grants paid

  $4,500

• 2022

  Revenue

  $171,318

  Expenses

  $184,988

  Contributions

  $132,516

  Grants paid

  $4,500

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

  $146,158

  Expenses

  $158,293

  Assets (EOY)

  $206,497

• 2020 · 990

  Revenue

  $189,630

  Expenses

  $119,534

  Assets (EOY)

  $225,650

• 2019 · 990

  Revenue

  $232,399

  Expenses

  $220,672

  Assets (EOY)

  $164,866

• 2018 · 990

  Revenue

  $236,108

  Expenses

  $210,681

  Assets (EOY)

  $173,874

• 2017 · 990

  Revenue

  $238,171

  Expenses

  $252,351

  Assets (EOY)

  $124,042

• 2017 · 990

  Revenue

  $238,171

  Expenses

  $252,351

  Assets (EOY)

  $124,042

• 2016 · 990

  Revenue

  $232,814

  Expenses

  $263,043

  Assets (EOY)

  $147,209

• 2015 · 990

  Revenue

  $237,938

  Expenses

  $255,170

  Assets (EOY)

  $203,404

• 2014 · 990

  Revenue

  $197,216

  Expenses

  $213,603

  Assets (EOY)

  $191,548

• 2013 · 990

  Revenue

  $217,474

  Expenses

  $200,576

  Assets (EOY)

  $185,706

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