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Financial Planning Association

Fpa Of Central Ohio
  • Westlake, OH
  • Tax-exempt since Sept. 2000
  • EIN: 31-1678285

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$82k (2024)

Expenses
$137k (2024)

Total Assets
$97.9k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$81,989
Expenses
$136,848
Net Income
-$54,859
Net Assets
$97,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $79,089
96.5%
Investment Income $2,900
3.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $97,861
Total Liabilities $0
Net Assets $97,861
Compensation
Key Employees and Officers Compensation Other
Maddi Keegan (President) $0 $0
Brian Houts (President Elect) $0 $0
Summer Anderson (Treasurer) $0 $0
Tj Burkett (Secretary) $0 $0
Brianne Cronenwett (Programs Director) $0 $0
Kelly Augspurger (Membership Director) $0 $0
Jesse Stacy (Nex Gen Director) $0 $0
Candace Deluca (Pro Bono Director) $0 $0
Emily Coil (Chapter Executive Director) $0 $0
Chris Rule (Chair/Past President) $0 $0
Mike Mcmeans (Sponsorship Director) $0 $0
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Document Links

990-EZ
Filed on May 13, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$134,820
Expenses
$100,053
Net Income
$34,767
Net Assets
$152,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,644
53.9%
Investment Income $1,364
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $60,812
45.1%
Assets/Debt
Total Assets $152,720
Total Liabilities $0
Net Assets $152,720
Compensation
Key Employees and Officers Compensation Other
Christopher Rule (President) $0 $0
Madeline N Napier (President Elect) $0 $0
Summer Anderson (Treasurer) $0 $0
Tj Burkett (Secretary) $0 $0
Brianne Cronenwett (Programs Director) $0 $0
Kelly Augspurger (Membership Director) $0 $0
Maria Wolters (Nex Gen Director) $0 $0
Adam C Osterling (Government Relations) $0 $0
Candace L Deluca (Pro Bono Director) $0 $0
Brian T Houts (Partnerships Director) $0 $0
Emily Coil (Chapter Executive Director) $0 $0
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990-EZ
Filed on May 14, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$101,890
Expenses
$74,265
Net Income
$27,625
Net Assets
$117,953
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,839
77.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $23,051
22.6%
Assets/Debt
Total Assets $122,314
Total Liabilities $4,361
Net Assets $117,953
Compensation
Key Employees and Officers Compensation Other
Christopher Rule (President) $0 $0
Madeline N Napier (President Elect) $0 $0
Summer Anderson (Treasurer) $0 $0
Tj Burkett (Secretary) $0 $0
Brianne Cronenwett (Programs Director) $0 $0
Kelly Augspurger (Membership Director) $0 $0
Maria Wolters (Nex Gen Director) $0 $0
Adam C Osterling (Government Relations) $0 $0
Candace L Deluca (Pro Bono Director) $0 $0
Mark Beaver (Chair Immediate Past President) $0 $0
Brian T Houts (Partnerships Director) $0 $0
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990-EZ
Filed on May 1, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,875
Expenses
$69,150
Net Income
$18,725
Net Assets
$90,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $87,875
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $95,481
Total Liabilities $5,153
Net Assets $90,328
Compensation
Key Employees and Officers Compensation Other
Michael P Mcmeans (President) $0 $0
Mark Beaver (President Elect) $0 $0
Summer Anderson (Treasurer) $0 $0
Aryn Bates (Secretary) $0 $0
Bob Franz (Programs Director) $0 $0
Tj Burkett (Membership Director) $0 $0
Kevin R Clark (Career Dev Director) $0 $0
Madeline N Napier (Nex Gen Director) $0 $0
W Phil Ratcliff (Government Relations) $0 $0
Katrina Moore (Public Relations Director) $0 $0
Christopher Rule (Pro Bono Director) $0 $0
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990-EZ
Filed on Feb. 22, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$69,885
Expenses
$73,491
Net Income
-$3,606
Net Assets
$71,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,601
99.6%
Investment Income $284
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $80,847
Total Liabilities $9,244
Net Assets $71,603
Compensation
Key Employees and Officers Compensation Other
James D Atkinson (President) $0 $0
Michael P Mcmeans (President Elect) $0 $0
Luke Salcone (Treasurer) $0 $0
Aryn Bates (Secretary) $0 $0
Adria M Rosebrock (Chair Immediate Past President) $0 $0
Bob Franz (Programs Director) $0 $0
Greg Johnson (Membership Director) $0 $0
Mark Beaver (Partnerships Director) $0 $0
Kevin R Clark (Career Dev Director) $0 $0
Madeline N Napier (Nexgen Director) $0 $0
W Phil Ratcliff (Government Relations) $0 $0
Katrina Moore (Public Relations Director) $0 $0
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990-EZ
Filed on March 2, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,341
Expenses
$88,411
Net Income
$1,930
Net Assets
$75,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,755
98.2%
Investment Income $47
0.1%
Net Fundraising $1,539
1.7%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $85,070
Total Liabilities $9,861
Net Assets $75,209
Compensation
Key Employees and Officers Compensation Other
James D Atkinson (President) $0 $0
Michael P Mcmeans (President Elect) $0 $0
Luke Salcone (Treasurer) $0 $0
Aryn Bates (Secretary) $0 $0
Adria M Rosebrock (Immediate Past President) $0 $0
Bob Franz (Programs Director) $0 $0
Greg Johnson (Membership Director) $0 $0
Mark Beaver (Partnerships Director) $0 $0
Kevin R Clark (Career Dev Director) $0 $0
Madeline N Napier (Nexgen Director) $0 $0
W Phil Ratcliff (Government Relations) $0 $0
Katrina Moore (Public Relations Director) $0 $0
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990-EZ
Filed on March 9, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$123,152
Expenses
$111,834
Net Income
$11,318
Net Assets
$73,279
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $123,391
> 100%
Investment Income $49
0.0%
Net Fundraising -$288
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,175
Total Liabilities $9,896
Net Assets $73,279
Compensation
Key Employees and Officers Compensation Other
Ben Murray (President) $0 $0
Adria M Rosebrock (President Elect) $0 $0
Luke Salcone (Treasurer) $0 $0
Aryn Bates (Secretary) $0 $0
William Vasil (Chair Immediate Past Presi) $0 $0
Bob Franz (Programs Director) $0 $0
Greg Johnson (Membership Director) $0 $0
Michael P Mcmeans (Partnerships Director) $0 $0
Jamie Rizer (Career Development Directo) $0 $0
Emily Zeller (Nexgen Director) $0 $0
W Phil Ratcliff (Government Relations Direc) $0 $0
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990-EZ
Filed on May 14, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$94,519
Expenses
$95,972
Net Income
-$1,453
Net Assets
$61,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $92,554
97.9%
Investment Income $96
0.1%
Net Fundraising $1,869
2.0%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $70,994
Total Liabilities $9,033
Net Assets $61,961
Compensation
Key Employees and Officers Compensation Other
William Vasil (President) $0 $0
Ben Murray (President Elect) $0 $0
Luke Salcone (Treasurer) $0 $0
Joe S Messinger (Secretary) $0 $0
Martina Peng (Chair Immediate Past President) $0 $0
Adria M Rosebrock (Programs Director) $0 $0
Greg Johnson (Membership Director) $0 $0
Michael P Mcmeans (Partnerships Director) $0 $0
Paul J Dolce (Career Development Director) $0 $0
Emily Zeller (Nexgen Director) $0 $0
James D Atkinson (Public Relations Director) $0 $0
Michael H Mulhern (Government Relations Director) $0 $0
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990-EZ
Filed on May 11, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$121,153
Expenses
$107,206
Net Income
$13,947
Net Assets
$63,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $121,079
99.9%
Investment Income $74
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $71,621
Total Liabilities $8,207
Net Assets $63,414
Compensation
Key Employees and Officers Compensation Other
Bill Vasil (President) $0 $0
Ben Murray (President Elect) $0 $0
Kevin Spray (Treasurer) $0 $0
Joe S Messinger (Secretary) $0 $0
Martina Peng (Chair Immediate Past President) $0 $0
Paul J Dolce (Career Development Director) $0 $0
Michael H Mulhern (Government Relations Director) $0 $0
Greg Johnson (Membership Director) $0 $0
Michael P Mcmeans (Partnerships Director) $0 $0
Isao L Shoji (Pro Bono Director) $0 $0
Adria M Rosebrock (Programs Director) $0 $0
James D Atkinson (Public Relations Director) $0 $0
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990-EZ
Filed on Jan. 27, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,519
Expenses
$90,733
Net Income
-$214
Net Assets
$49,467
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $90,421
99.9%
Investment Income $98
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $59,623
Total Liabilities $10,156
Net Assets $49,467
Compensation
Key Employees and Officers Compensation Other
Kristen Moosmiller (President) $0 $0
Bill Vasil (Membership Director) $0 $0
Scott Eichar (Treasurer) $0 $0
Paul Dolce (Career Development Directo) $0 $0
Jim Atkinson (Public Relations Director) $0 $0
Mike Mulhern (Govt. Relations Director) $0 $0
Isao Shoji (Pro Bono Director) $0 $0
Martina Peng (Programs Director) $0 $0
Michael Mcmeans (Partnerships Director) $0 $0
Debbielee Dougherty (Executive Director) $0 $0
Kevin Spray (Secretary) $0 $0
David Bowman (Nexgen Director) $0 $0
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990-EZ
Filed on April 21, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$106,219
Expenses
$106,390
Net Income
-$171
Net Assets
$49,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $106,066
99.9%
Investment Income $153
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $69,391
Total Liabilities $19,710
Net Assets $49,681
Compensation
Key Employees and Officers Compensation Other
Kristen Moosmiller (President) $0 $0
Bill Vasil (Membership Director) $0 $0
Scott Eichar (Treasurer) $0 $0
Paul Dolce (Career Development Director) $0 $0
Jim Atkinson (Public Relations Director) $0 $0
Mike Mulhern (Govt. Relations Director) $0 $0
Isao Shoji (Pro Bono Director) $0 $0
Martina Peng (Programs Director) $0 $0
Michael Mcmeans (Partnerships Director) $0 $0
Debbielee Dougherty (Executive Director) $0 $0
Kevin Spray (Secretary) $0 $0
David Bowman (Nexgen Director) $0 $0
+ View more people

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990-EZ
Filed on Feb. 4, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,520
Expenses
$80,180
Net Income
-$5,660
Net Assets
$49,852
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,368
99.8%
Investment Income $152
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $68,014
Total Liabilities $18,162
Net Assets $49,852
Compensation
Key Employees and Officers Compensation Other
Kristen Moosmiller (President) $0 $0
Bill Vasil (Membership) $0 $0
Scott Eichar (Treasurer) $0 $0
Paul Dolce (Career Development Chair) $0 $0
Erin Gaeta (Pr Chair) $0 $0
Mike Mulhern (Govt. Relations Chair) $0 $0
Isao Shoji (Pro Bono Chair) $0 $0
Martina Peng (Programs Director) $0 $0
William Shorthill (Sponsorship Chair) $0 $0
Debbielee Dougherty (Executive Director) $0 $0
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990-EZ
Filed on March 22, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$108,415
Expenses
$111,607
Net Income
-$3,192
Net Assets
$55,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $108,233
99.8%
Investment Income $182
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $72,963
Total Liabilities $17,451
Net Assets $55,512

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,418
Expenses
$75,464
Net Income
$8,954
Net Assets
$58,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,107
99.6%
Investment Income $311
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,566
Total Liabilities $17,862
Net Assets $58,704

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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