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Financial Planning Association

Fpa Of Illinois

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
$121k (2023)

Expenses
$128k (2023)

Total Assets
$50.9k (2023)

Total Liabilities
$19.6k (2023)

Source: Form 990 tax filings from 2010 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 Form 990
Revenue
$121,288
Expenses
$128,058
Net Income
-$6,770
Net Assets
$31,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $52,004
42.9%
Program Services $68,519
56.5%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $763
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,933
Total Liabilities $19,584
Net Assets $31,349
Compensation
Key Employees and Officers Compensation Related Other
Leslie Girote (Director Of Pro Bono) $0 $0 $0
Lance Eaton (Director Of Advocacy) $0 $0 $0
Lizbeth Menjivar Munoz (Director Of Nex Gen) $0 $0 $0
Scot Dobbs (Director) $0 $0 $0
Siree Sandberg Bakakos (Director) $0 $0 $0
Baili Roy (Director Of Education Cap) $0 $0 $0
Alex Offerman (Chairman) $0 $0 $0
Stephanie Laude (Director Of Education Events) $0 $0 $0
Donovan J Sanchez (President) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0
Ted Yeo (President Elect) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$137,742
Expenses
$138,657
Net Income
-$915
Net Assets
$38,118
Notable Sources of Revenue Percent of Total Revenue
Contributions $58,703
42.6%
Program Services $74,537
54.1%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,500
3.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $38,502
Total Liabilities $384
Net Assets $38,118
Compensation
Key Employees and Officers Compensation Related Other
Craig Lemoine (Director) $0 $0 $0
Scot Dobbs (Director) $0 $0 $0
Theodore Yeo (Director) $0 $0 $0
Donovan Sanchez (Director) $0 $0 $0
Lance Eaton (Director) $0 $0 $0
Siree Bakakos Sandburg (Director) $0 $0 $0
Paul Lechner (Chairman) $0 $0 $0
Alex Offerman (President) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$123,156
Expenses
$112,502
Net Income
$10,654
Net Assets
$39,033
Notable Sources of Revenue Percent of Total Revenue
Contributions $75,438
61.3%
Program Services $47,233
38.4%
Investment Income $2
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $483
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,417
Total Liabilities $384
Net Assets $39,033
Compensation
Key Employees and Officers Compensation Related Other
Kristin Prine (Associate Chapter Executive) $0 $0 $0
Scot Dobbs (Director) $0 $0 $0
Craig Lemoine (Director) $0 $0 $0
Theodore Yeo (Director) $0 $0 $0
Donovan Sanchez (Director) $0 $0 $0
Siree Sandberg Bakakos (Director) $0 $0 $0
Lance Eaton (Director) $0 $0 $0
Paul Lechner (Chairman) $0 $0 $0
Alex Offerman (President) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,979
Expenses
$116,879
Net Income
-$6,900
Net Assets
$28,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $71,636
65.1%
Program Services $37,340
34.0%
Investment Income $3
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,000
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $48,332
Total Liabilities $19,953
Net Assets $28,379
Compensation
Key Employees and Officers Compensation Related Other
Kristin Prine (Associate Chapter Executive) $0 $0 $0
Scot Dobbs (Director) $0 $0 $0
Nancy Anderson (Director) $0 $0 $0
Donovan Sanchez (Director) $0 $0 $0
Craig Lemoine (Director) $0 $0 $0
Siree Sandberg Bakakos (Director) $0 $0 $0
Lance Eaton (Director) $0 $0 $0
Alex Offerman (President Elect) $0 $0 $0
Paul Lechner (President) $0 $0 $0
Randall Bruns (Chair) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,352
Expenses
$180,896
Net Income
-$20,544
Net Assets
$35,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $81,990
51.1%
Program Services $78,357
48.9%
Investment Income $5
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $59,019
Total Liabilities $23,304
Net Assets $35,715
Compensation
Key Employees and Officers Compensation Related Other
Valerie Janke (Chair Past President) $0 $0 $0
Paul Lechner (President Elect) $0 $0 $0
Jennifer Gould (Director Of Membership) $0 $0 $0
Alex Offerman (Corporate Relations Director) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0
Siree Sandberg Bakakos (Director Of North Shore Counc) $0 $0 $0
Tammy Wener (Director Of Public Awareness) $0 $0 $0
Lance Eaton (Director Of Loop Council) $0 $0 $0
Theodore Yeo (Director Of West Council) $0 $0 $0
Scot Dobbs (Director Of Northwest Council) $0 $0 $0
Randall Bruns (President) $0 $0 $0
Carl Hibben (Education Director) $0 $0 $0
Kristin Prine (Associate Chapter Executive) $0 $0 $0
Dana De Lance (Director Of Nex Gen) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$158,806
Expenses
$203,845
Net Income
-$45,039
Net Assets
$57,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $85,534
53.9%
Program Services $73,264
46.1%
Investment Income $8
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $74,778
Total Liabilities $17,319
Net Assets $57,459
Compensation
Key Employees and Officers Compensation Related Other
Valerie Janke (Chair Past President) $0 $0 $0
Paul Lechner (President Elect) $0 $0 $0
Jennifer Gould (Director Of Membership) $0 $0 $0
Alex Offerman (Corporate Relations Director) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0
Siree Sandberg Bakakos (Director Of North Shore Counc) $0 $0 $0
Tammy Wener (Director Of Public Awareness) $0 $0 $0
Lance Eaton (Director Of Loop Council) $0 $0 $0
Theodore Yeo (Director Of West Council) $0 $0 $0
Scot Dobbs (Director Of Northwest Council) $0 $0 $0
Randall Bruns (President) $0 $0 $0
Carl Hibben (Education Director) $0 $0 $0
Kristin Prine (Associate Chapter Executive) $0 $0 $0
Dana De Lance (Director Of Nex Gen) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$242,890
Expenses
$265,228
Net Income
-$22,338
Net Assets
$102,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,693
36.5%
Program Services $154,187
63.5%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $134,267
Total Liabilities $31,769
Net Assets $102,498
Compensation
Key Employees and Officers Compensation Related Other
Dee Farris (Chapter Executive) $0 $0 $0
Valerie Janke (Chair) $0 $0 $0
Paul Lechner (President Elect) $0 $0 $0
Jennifer Gould (Director Of Membership) $0 $0 $0
Alex Offerman (Director Of Partnership) $0 $0 $0
Eric Billimoria (Secretary Treasurer) $0 $0 $0
Siree Sandberg Bakakos (President No Shore Council) $0 $0 $0
Tammy Wener (Director Of Public Awareness) $0 $0 $0
Lance Eaton (President Chicago Loop Counci) $0 $0 $0
Theodore Yeo (President West Suburban Counc) $0 $0 $0
Scot Dobbs (President Nw Council) $0 $0 $0
Randall Bruns (President) $0 $0 $0
Carl Hibben (Director Of Conferences) $0 $0 $0
Kristin Prine (Associate Chapter Executive) $0 $0 $0
Dana De Lance (Director Of Nex Gen) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$260,736
Expenses
$279,659
Net Income
-$18,923
Net Assets
$124,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $90,300
34.6%
Program Services $170,426
65.4%
Investment Income $10
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $137,021
Total Liabilities $12,242
Net Assets $124,779
Compensation
Key Employees and Officers Compensation Related Other
Linda Weinrib (Chair) $0 $0 $0
Valerie Janke (President Elect) $0 $0 $0
Jennifer Gould (Director Of Membership) $0 $0 $0
Shara Fessler (Director Of Partnership) $0 $0 $0
Randall Bruns (Secretary Treasurer) $0 $0 $0
Tad Gray (President No Shore Council) $0 $0 $0
Tammy Wener (Director Of Public Awareness) $0 $0 $0
Lance Eaton (President Chicago Loop Counci) $0 $0 $0
Lori Miller (President Oak Brook Council) $0 $0 $0
Brad Rosley (Dir Education Ethics Prof Sta) $0 $0 $0
Thomas Howard (President Nw Council) $0 $0 $0
Jorie Pitt (President) $0 $0 $0
Paul Lechner (President So Suburban Council) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$259,939
Expenses
$282,745
Net Income
-$22,806
Net Assets
$143,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $83,040
31.9%
Program Services $176,879
68.0%
Investment Income $20
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $160,341
Total Liabilities $16,639
Net Assets $143,702
Compensation
Key Employees and Officers Compensation Related Other
Craig Larsen (Chair) $0 $0 $0
Jorie Pitt (President Elect) $0 $0 $0
Valerie Janke (Director Of Membership) $0 $0 $0
Shara Fessler (Director Of Partnership) $0 $0 $0
Randall Bruns (Secretary Treasurer) $0 $0 $0
Tad Gray (President No Shore Council) $0 $0 $0
Randall Bruns (Director Of Public Awareness) $0 $0 $0
Eric Westberg (President Chicago Loop Counci) $0 $0 $0
Lori Miller (President Oak Brook Council) $0 $0 $0
Brad Rosley (Dir Education Ethics Prof Sta) $0 $0 $0
Thomas Howard (President Nw Council) $0 $0 $0
Linda Weinrib (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$319,294
Expenses
$272,557
Net Income
$46,737
Net Assets
$167,249
Notable Sources of Revenue Percent of Total Revenue
Contributions $82,278
25.8%
Program Services $236,181
74.0%
Investment Income $36
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $799
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $167,274
Total Liabilities $25
Net Assets $167,249
Compensation
Key Employees and Officers Compensation Related Other
Sharon Egan (Chair) $0 $0 $0
Craig Larsen (President) $0 $0 $0
Linda Weinrib (President Elect) $0 $0 $0
Joe Flores (Director Of Partnership) $0 $0 $0
Valerie Janke (Director Of Membership) $0 $0 $0
Jorie Pitt (Secretary Treasurer) $0 $0 $0
Charles Sikorovsky (President No Shore Council) $0 $0 $0
Randall Bruns (Director Of Public Awareness) $0 $0 $0
Eric Westberg (President Chicago Loop Counci) $0 $0 $0
Lori Miller (President Oak Brook Council) $0 $0 $0
Alan Locke (President O Hare Council) $0 $0 $0
Terrence Heafey (Presiden So Suburban Council) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,375
Expenses
$241,699
Net Income
-$36,324
Net Assets
$120,512
Notable Sources of Revenue Percent of Total Revenue
Contributions $77,297
37.6%
Program Services $125,951
61.3%
Investment Income $76
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,051
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,958
Total Liabilities $16,446
Net Assets $120,512
Compensation
Key Employees and Officers Compensation Related Other
James Karabas (Chair) $0 $0 $0
Sharon Egan (President) $0 $0 $0
Craig Larsen (President Elect) $0 $0 $0
Linda Weinrib (Secretary Treasurer) $0 $0 $0
Joe Flores (Director Of Partnership) $0 $0 $0
Marc Horner (Director Of Education Ethics) $0 $0 $0
Samuel Braun (Director Of Membership) $0 $0 $0
Jorie Pitt (Director Of Public Awareness) $0 $0 $0
Charles Sikorovsky (Director Of Council Relations) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$239,101
Expenses
$220,416
Net Income
$18,685
Net Assets
$156,836
Notable Sources of Revenue Percent of Total Revenue
Contributions $88,752
37.1%
Program Services $150,236
62.8%
Investment Income $113
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $156,836
Total Liabilities $0
Net Assets $156,836

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$234,410
Expenses
$246,035
Net Income
-$11,625
Net Assets
$138,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $95,783
40.9%
Program Services $138,496
59.1%
Investment Income $131
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $138,151
Total Liabilities $0
Net Assets $138,151

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$277,301
Expenses
$258,289
Net Income
$19,012
Net Assets
$149,776
Notable Sources of Revenue Percent of Total Revenue
Contributions $100,933
36.4%
Program Services $175,962
63.5%
Investment Income $406
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $149,776
Total Liabilities $0
Net Assets $149,776

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

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

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

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

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.
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  • 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.
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  • 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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