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Financial Planning Association

Fpa Of Connecticut

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$130k (2023)

Expenses
$155k (2023)

Total Assets
$48.3k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$129,683
Expenses
$154,804
Net Income
-$25,121
Net Assets
$48,265
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $110,375
85.1%
Investment Income $368
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $48,265
Total Liabilities $0
Net Assets $48,265
Compensation
Key Employees and Officers Compensation Other
Salim Pierre Boutagy Cfp Cpwa (President) $0 $0
Laura Sundquist (Treasurer) $0 $0
Paul Morrone (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$133,990
Expenses
$135,272
Net Income
-$1,282
Net Assets
$73,289
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,484
84.7%
Investment Income $172
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $73,289
Total Liabilities $0
Net Assets $73,289
Compensation
Key Employees and Officers Compensation Other
Christopher Lee (President) $0 $0
Salem Pierre Boulagy (President El) $0 $0
Laura Sundquist (Treasurer) $0 $0
Paul Morrone (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,938
Expenses
$86,949
Net Income
-$16,011
Net Assets
$74,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $51,785
73.0%
Investment Income $53
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $74,571
Total Liabilities $0
Net Assets $74,571
Compensation
Key Employees and Officers Compensation Other
Christopher Lee (President) $0 $0
Salem Pierre Boulagy (President El) $0 $0
Laura Sundquist (Treasurer) $0 $0
Paul Morrone (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$51,323
Expenses
$64,282
Net Income
-$12,959
Net Assets
$34,161
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,557
84.9%
Investment Income $297
0.6%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $34,161
Total Liabilities $0
Net Assets $34,161
Compensation
Key Employees and Officers Compensation Other
Carl Christie (Past Preside) $0 $0
Chris Lee (President) $0 $0
Laura Sundquist (Treasurer) $0 $0
Kristen Oswald (Secretary Pr) $0 $0
Eliot Weissberg (Conference C) $0 $0
John Shanley (Nextgen Chai) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$116,228
Expenses
$107,994
Net Income
$8,234
Net Assets
$47,120
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,663
92.6%
Investment Income $424
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,120
Total Liabilities $0
Net Assets $47,120
Compensation
Key Employees and Officers Compensation Other
Carl Christie (Past Preside) $0 $0
Chris Lee (President) $0 $0
Laura Sundquist (Treasurer) $0 $0
Kristen Oswald (Secretary Pr) $0 $0
Eliot Weissberg (Conference C) $0 $0
John Shanley (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,208
Expenses
$111,647
Net Income
$7,561
Net Assets
$38,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $108,200
90.8%
Investment Income $207
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $38,886
Total Liabilities $0
Net Assets $38,886
Compensation
Key Employees and Officers Compensation Other
Carl Christie (President) $0 $0
Chris Lee (President El) $0 $0
Laura Sundquist (Treasurer) $0 $0
Kristen Oswald (Secretary) $0 $0
Lauren Drapeau (Conference C) $0 $0
Eliot Weissberg (Conference C) $0 $0
John Shanley (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$112,995
Expenses
$112,445
Net Income
$550
Net Assets
$31,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,998
90.3%
Investment Income $167
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $31,483
Total Liabilities $0
Net Assets $31,483
Compensation
Key Employees and Officers Compensation Other
Jason Gentile (Immediate Past President) $0 $0
Carl Christie (President) $0 $0
Jonathan Ingalls (Secretary/Treasurer) $0 $0
John Eckel (Program Chair) $0 $0
Jeffrey Euting (Conference Commisioner) $0 $0
Emily Wood (Board Member) $0 $0
Stephen Mok (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,048
Expenses
$95,199
Net Income
$10,849
Net Assets
$53,308
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,413
88.1%
Investment Income $175
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,308
Total Liabilities $0
Net Assets $53,308
Compensation
Key Employees and Officers Compensation Other
Jason Gentile (President) $0 $0
Carl Christie (Vice President/Secretary) $0 $0
Jonathan Ingalls (Treasurer) $0 $0
John Eckel (Program Chair) $0 $0
Jeffrey Euting (Conference Commisioner) $0 $0
Rob Tarlov (Governance Chair) $0 $0
Patricia Kane (Membership Chair) $0 $0
Emily Wood (Board Member) $0 $0
Stephen Mok (Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$91,380
Expenses
$96,238
Net Income
-$4,858
Net Assets
$44,469
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $80,380
88.0%
Investment Income $222
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,469
Total Liabilities $0
Net Assets $44,469
Compensation
Key Employees and Officers Compensation Other
Jason Gentile (President) $0 $0
Carl Christie (Vice President) $0 $0
Jonathan Ingalls (Treasurer) $0 $0
John Eckel (Board Member) $0 $0
Jeffrey Euting (Conference Commisioner) $0 $0
Rob Tarlov (Board Member) $0 $0
Patricia Kane (Membership Chair) $0 $0
Dorothy Mautte (Secretary) $0 $0
Joe Lander (Program Chair) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$100,233
Expenses
$103,574
Net Income
-$3,341
Net Assets
$49,502
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,782
87.6%
Investment Income $342
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,502
Total Liabilities $0
Net Assets $49,502
Compensation
Key Employees and Officers Compensation Other
John Eckel (Board Member) $0 $0
Jeffrey Euting (Past President/Board Member) $0 $0
Dorothy Ann Mautte (Secretary/Board Member) $0 $0
Rob Tarlov (Treasurer/Board Member) $0 $0
Carl Christie (Board Member) $0 $0
Jason Gentile (President/Board Member) $0 $0
Patricia Kane (Board Member) $0 $0
Jaclyn Farnham (Administrator/Board Member) $0 $0
Joseph Lander (Board Member) $0 $0
Albert D'agosto (Board Member) $0 $0
Jonathan Ingalls (Treasurer/Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$36,524
Expenses
$39,154
Net Income
-$2,630
Net Assets
$44,644
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,325
66.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $157
0.4%
Assets/Debt
Total Assets $44,644
Total Liabilities $0
Net Assets $44,644
Compensation
Key Employees and Officers Compensation Other
John Eckel (Immed.Past President/Board) $0 $0
Jeffrey Euting (President/Board Member) $0 $0
Dorothy Ann Mautte (Secretary/Board Member) $0 $0
Rob Tarlov (Treasurer/Board Member) $0 $0
Carl Christie (Programs/Board Member) $0 $0
Jason Gentile (Conference Chair/Board Mem) $0 $0
Patricia Kane (Membership Chair/Board Mem) $0 $0
Kristen Mcgarry (Program Chair/Board Member) $0 $0
Karen Resch (Pr Chair/Board Member) $0 $0
Jaclyn Farnham (Chapter Executive/Board Member) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,591
Expenses
$43,371
Net Income
$6,220
Net Assets
$47,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,685
69.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,675
3.4%
Assets/Debt
Total Assets $47,631
Total Liabilities $0
Net Assets $47,631

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$44,849
Expenses
$41,342
Net Income
$3,507
Net Assets
$42,503
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,774
61.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,659
5.9%
Assets/Debt
Total Assets $42,503
Total Liabilities $0
Net Assets $42,503

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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