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Finacial Planning Association

Fpa Of Greater Kansas City

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
$157k (2023)

Expenses
$144k (2023)

Total Assets
$98.3k (2023)

Total Liabilities
$7k (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
$156,731
Expenses
$143,719
Net Income
$13,012
Net Assets
$91,292
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $126,644
80.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $150
0.1%
Assets/Debt
Total Assets $98,292
Total Liabilities $7,000
Net Assets $91,292
Compensation
Key Employees and Officers Compensation Other
Brandy Johnson (Executive Director) $46,000 $0
Nicholas Gertsema (Director) $0 $0
Conor Kelly (Director) $0 $0
Chris Lilley (Director) $0 $0
Tylor Willis (Director) $0 $0
Landon Warmund (Director) $0 $0
Jacob Watts (Director) $0 $0
William Bohne (Director) $0 $0
Jack Giardino (Director) $0 $0
Andrew Zumwalt (Director) $0 $0
Thomas Kaminski (Director At Large) $0 $0
Jennifer Malone (Director At Large) $0 $0
Eric Martinez (Director At Large) $0 $0
Jennifer Calvi Price (Director At Large) $0 $0
Claudia Gray (Secretary Treasurer) $0 $0
Carrie Ohm (Chair Past President) $0 $0
Ben Skilling (President) $0 $0
Jason Newcomer (President Elect) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$122,450
Expenses
$114,721
Net Income
$7,729
Net Assets
$78,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,546
76.4%
Investment Income $139
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $300
0.2%
Assets/Debt
Total Assets $78,280
Total Liabilities $0
Net Assets $78,280
Compensation
Key Employees and Officers Compensation Other
Mary Dorn (Board Chair) $0 $0
Carrie Ohm (President) $0 $0
Jennifer Malone (Dir At Large) $0 $0
Jack Giardino (Dir Of Publi) $0 $0
Jacob Watts (Dir Of Partn) $0 $0
Ben Skilling (President El) $0 $0
Brandy Johnson (Cae) $0 $0
Jason Newcomer (Dir Of Membe) $0 $0
Todd C Ericson (Secretary/Tr) $0 $0
Chris Lilley (Dir Of Comm) $0 $0
Nolan Keim (Dir Of Publi) $0 $0
Derek R Lawson Phd (Dir Student) $0 $0
Thomas Kaminski (Dir At Large) $0 $0
Landon Warmund (Dir Of Nexge) $0 $0
William Bohne (Dir Of Progr) $0 $0
Jennifer Calvi (Dir At Large) $0 $0
Tyler Landes (Past Preside) $0 $0
Eric Martinez (Dir At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$103,781
Expenses
$76,867
Net Income
$26,914
Net Assets
$70,551
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,727
70.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $97,301
Total Liabilities $26,750
Net Assets $70,551
Compensation
Key Employees and Officers Compensation Other
Mark Albright (Board Chair) $0 $0
Carrie Ohm (President El) $0 $0
Michael Diederich (Dir At Large) $0 $0
Jamie Bosse (Dir Of Publi) $0 $0
Jeff Hrabe (Dir Of Partn) $0 $0
Ben Skilling (Dir Or Progr) $0 $0
Brandy Johnson (Cae) $0 $0
Jason Newcomer (Dir Of Membe) $0 $0
Todd C Ericson (Secretary/Tr) $0 $0
Allison Becker (Dir Of Comm) $0 $0
Cole Foster (Dir Of Gov R) $0 $0
Derek R Lawson Phd (Dir Student) $0 $0
Jack Giardino (Dir Of Commu) $0 $0
Angela Robinson (Dir At Large) $0 $0
Landon Warmund (Dir Of Nexge) $0 $0
Mary Dorn (Dir Student) $0 $0
Jennifer Calvi (Dir At Large) $0 $0
Tyler Landes (President) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$87,838
Expenses
$71,120
Net Income
$16,718
Net Assets
$43,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,321
68.7%
Investment Income $37
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $43,637
Total Liabilities $0
Net Assets $43,637
Compensation
Key Employees and Officers Compensation Other
George A Fernandez (Board Chair) $0 $0
Mark A Albright (President) $0 $0
Carrie Ohm (Dir Of Membe) $0 $0
Tyler Landes (President El) $0 $0
Michael Wren (Dir At Large) $0 $0
Jamie Bosse (Dir Of Publi) $0 $0
Frances Lawrence (Dir Of Stude) $0 $0
Jeff Hrabe (Dir Of Partn) $0 $0
Ben Skilling (Dir Or Progr) $0 $0
Brandy Johnson (Cae) $0 $0
Jason Newcomer (Dir Of Nexge) $0 $0
Todd C Ericson (Secretary/Tr) $0 $0
Allison Becker (Dir Of Comm) $0 $0
Cole K Foster (Dir Of Gov R) $0 $0
Derek R Lawson Phd (Dir Student) $0 $0
Jack Giardino (Dir At Large) $0 $0
Bob Harris (Dir At Large) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$86,915
Expenses
$107,228
Net Income
-$20,313
Net Assets
$26,919
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $61,381
70.6%
Investment Income $236
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $30,393
Total Liabilities $3,474
Net Assets $26,919
Compensation
Key Employees and Officers Compensation Other
George Fernandez (President) $0 $0
Mark Albright (President El) $0 $0
Sascha Fincham (Dir Of Commu) $0 $0
Amber Griffis (Dir Of Commu) $0 $0
Evan Mayhew (Dir Of Gov R) $0 $0
Carrie Ohm (Dir Of Membe) $0 $0
Tyler Landes (Secretary/Tr) $0 $0
Michael Wren (Dir At Large) $0 $0
Michael Turner (Dir Of Progr) $0 $0
Jamie Bosse (Dir Of Publi) $0 $0
Roxanne Martens (Dir Of Stude) $0 $0
Frances Lawrence (Dir Of Stude) $0 $0
Jeff Hrabe (Dir Of Partn) $0 $0
Bing Chen (Dir At Large) $0 $0
Ben Skilling (Dir At Large) $0 $0
Brandy Johnson (Cae) $0 $0
Jason Newcomer (Dir Of Nexge) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$97,682
Expenses
$91,137
Net Income
$6,545
Net Assets
$47,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,693
72.4%
Investment Income $178
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $600
0.6%
Assets/Debt
Total Assets $64,577
Total Liabilities $17,344
Net Assets $47,233
Compensation
Key Employees and Officers Compensation Other
Ryan George (Chair Of The) $0 $0
George Fernandez (President) $0 $0
Mark Albright (Secretary /T) $0 $0
Sascha Fincham (Dir Of Commu) $0 $0
Amber Griffis (Dir Of Commu) $0 $0
Evan Mayhew (Dir Of Gov R) $0 $0
Carrie Ohm (Dir Of Membe) $0 $0
Tyler Landes (Dir Of Nexge) $0 $0
Michael Wren (Dir Of Parne) $0 $0
Michael Turner (Dir Of Progr) $0 $0
Lucas Bucl (Dir Of Publi) $0 $0
Roxanne Martens (Dir Of Stude) $0 $0
Frances Lawrence (Dir Of Stude) $0 $0
Jeff Hrabe (Dir At Large) $0 $0
Bing Chen (Dir At Large) $0 $0
Ben Skilling (Dir At Large) $0 $0
Alison Connell (Executive Di) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$111,403
Expenses
$109,656
Net Income
$1,747
Net Assets
$40,689
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $83,872
75.3%
Investment Income $177
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $518
0.5%
Assets/Debt
Total Assets $58,218
Total Liabilities $17,529
Net Assets $40,689
Compensation
Key Employees and Officers Compensation Other
Jared Gudenkauf (Chair Of The) $0 $0
Ryan George (President) $0 $0
George Fernandez (President El) $0 $0
Alex Petrovic (Secretary /T) $0 $0
Sascha Fincham (Dir Of Commu) $0 $0
Amber Griffis (Dir Of Commu) $0 $0
Evan Mayhew (Dir Of Gov R) $0 $0
Rodney Loesch (Dir Of Membe) $0 $0
Tyler Landes (Dir Of Nexge) $0 $0
Michael Wren (Dir Of Parne) $0 $0
Kimberly Bridges (Dir Of Progr) $0 $0
Lucas Bucl (Dir Of Publi) $0 $0
Ann Coulson (Dir Of Stude) $0 $0
Mark Albright (Dir At Large) $0 $0
Teri Byrne (Dir At Large) $0 $0
Michael Turner (Dir At Large) $0 $0
Sandy Braden (Executive Di) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$132,279
Expenses
$135,414
Net Income
-$3,135
Net Assets
$39,192
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $102,798
77.7%
Investment Income $176
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $300
0.2%
Assets/Debt
Total Assets $66,255
Total Liabilities $27,063
Net Assets $39,192
Compensation
Key Employees and Officers Compensation Other
Rachel Graf Cfp (Director) $0 $0
Trevor Harris Cfp (Board Chair) $0 $0
Jared M Gudenkauf (President) $0 $0
Scott Elliott Mba Crpc (President Elect) $0 $0
Alex Petrovic Cfp (Sec./Treasurer) $0 $0
Bing Chen Cfp Cfa (Director) $0 $0
Evan Mayhew (Director) $0 $0
Tyler Landes Cfp Aif (Director) $0 $0
Charles Connely Ccimcfpcpm (Director) $0 $0
Kelly Hokanson Cfp (Director) $0 $0
Lucas Bucl Cfp (Director) $0 $0
Dorinda Emerson (Director) $0 $0
Ryan George Cfp (Director) $0 $0
Teri Byrne Rp (Director) $0 $0
Amber Griffis Cfp (Director) $0 $0
Michael Wren Cfp (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$141,153
Expenses
$141,211
Net Income
-$58
Net Assets
$42,327
Notable Sources of Revenue Percent of Total Revenue
Contributions $525
0.4%
Program Services $114,002
80.8%
Investment Income $176
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $72,155
Total Liabilities $29,828
Net Assets $42,327
Compensation
Key Employees and Officers Compensation Other
Rachel Graf (Director) $0 $0
Tiffany L Owens Mba Cfp (Board Chair) $0 $0
Jared M Gudenkauf (President Elect) $0 $0
Scott Elliott Mba Crpc (Director) $0 $0
Alex Petrovic Cfp (Director) $0 $0
Bing Chen Cfp Cfa (Director) $0 $0
George A Fernandez Cfp (Director) $0 $0
Todd Minear Mba Cfp Aif (Director) $0 $0
Charles Connely (Director) $0 $0
Kelly Hokanson Cfp (Director) $0 $0
B D Horton Cfp (Director) $0 $0
Dorinda Emerson (Director) $0 $0
Trevor Harris Cfp (President) $0 $0
Teri Byrne Rp (Director) $0 $0
Derek Lawson (Director) $0 $0
Douglas Nelson Cfp (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$120,375
Expenses
$114,005
Net Income
$6,370
Net Assets
$42,385
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,609
77.8%
Investment Income $175
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $600
0.5%
Assets/Debt
Total Assets $70,977
Total Liabilities $28,592
Net Assets $42,385
Compensation
Key Employees and Officers Compensation Other
Marc Shaffer Cfp Ea Aif (Board Chairman) $0 $0
Tiffany L Owens Mba Cfp (President) $0 $0
Jared M Gudenkauf (Director) $0 $0
Scott Elliott Mba Crpc (Director) $0 $0
Alex Petrovic Cfp (Director) $0 $0
Jason Imlay Cfp (Director) $0 $0
George A Fernandez Cfp (Director) $0 $0
Todd Minear Mba Cfp Aif (Director) $0 $0
Jenny Rhodus (Director) $0 $0
Kimberly Bridges Cfp Cpwa (Director) $0 $0
Amy Guerich (Director) $0 $0
John Christensen Jd Cfp (Director) $0 $0
Trevor Harris Cfp (President Elect) $0 $0
Teri Byrne (Director) $0 $0
Jason Fain Cfp (Director) $0 $0
Robert Harris Jd Cfp (Director) $0 $0
Derek Lawson (Director) $0 $0
Douglas Nelson Cfp (Treasurer) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$136,941
Expenses
$172,826
Net Income
-$35,885
Net Assets
$36,015
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $110,439
80.6%
Investment Income $174
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $900
0.7%
Assets/Debt
Total Assets $62,566
Total Liabilities $26,551
Net Assets $36,015
Compensation
Key Employees and Officers Compensation Other
Marc Shaffer Cfp Ea Aif (President) $0 $0
Tiffany L Owens Mba Cfp (President Elect) $0 $0
Jared M Gudenkauf (Treasurer) $0 $0
Kenneth J Eaton Cfp Cfa (Board Chairman) $0 $0
Ryan T George Cfp (Director) $0 $0
Jason Imlay Cfp (Director) $0 $0
George A Fernandez Cfp (Director) $0 $0
Teresa M Kempf (Director) $0 $0
Dan Matthews Cfp (Director) $0 $0
Elizabeth Young Cfp (Director) $0 $0
Amy Guerich (Director) $0 $0
John Christensen Jd Cfp (Director) $0 $0
Trevor Harris Cfp (Director) $0 $0
Teri Byrne (Director) $0 $0
Tracy St John Crps (Director) $0 $0
Robert Harris Jd Cfp (Director) $0 $0
David J Jackson Cfp (Director) $0 $0
Jay Beebe Cfp (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$127,350
Expenses
$110,074
Net Income
$17,276
Net Assets
$71,900
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,489
78.9%
Investment Income $314
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $600
0.5%
Assets/Debt
Total Assets $87,490
Total Liabilities $15,590
Net Assets $71,900

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$139,507
Expenses
$138,096
Net Income
$1,411
Net Assets
$54,624
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $111,150
79.7%
Investment Income $247
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $400
0.3%
Assets/Debt
Total Assets $74,644
Total Liabilities $20,020
Net Assets $54,624

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

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 »

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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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