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Financial Planning Association

Fpa Of Maryland

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
$60.9k (2023)

Expenses
$73.8k (2023)

Total Assets
$53.6k (2023)

Total Liabilities
$0 (2023)

Years with missing data
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
$60,865
Expenses
$73,829
Net Income
-$12,964
Net Assets
$53,605
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,344
12.1%
Program Services $0
Investment Income $18
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $53,605
Total Liabilities $0
Net Assets $53,605
Compensation
Key Employees and Officers Compensation Other
Lyn Phelps (Chapter Admi) $29,000 $0
Alexandra Stewart (Chairman) $0 $0
Patrick Kelly (President) $0 $0
Laura Sendldorfer (President El) $0 $0
Gregory Will (Secretary/Tr) $0 $0
Chad Arrington (Director) $0 $0
Genevieve Crisera (Director) $0 $0
Thomas Cusick (Director) $0 $0
Barry Heisey (Director) $0 $0
Steve Janvier (Director) $0 $0
Kimberly Mamaril (Director) $0 $0
Jason Policastro (Director) $0 $0
Samia Reed Clookie (Director) $0 $0
Erik Sauer (Director) $0 $0
Patrick Scherer (Director) $0 $0
Ken Venick (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$40,335
Expenses
$48,672
Net Income
-$8,337
Net Assets
$66,571
Notable Sources of Revenue Percent of Total Revenue
Contributions $59
0.1%
Program Services $0
Investment Income $58
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $66,571
Total Liabilities $0
Net Assets $66,571
Compensation
Key Employees and Officers Compensation Other
Lyn Phelps (Chapter Admi) $23,724 $0
Chad Arrington (Chairman) $0 $0
Alexandra Stewart (President) $0 $0
Patrick Kelly (President ) $0 $0
Gregory Will (Secretary/Tr) $0 $0
Genevieve Crisera (Director) $0 $0
Barry Heisey (Director) $0 $0
Steve Janvier (Director) $0 $0
Dan Morrison (Director) $0 $0
Jason Policastro (Director) $0 $0
Samia Reed (Director) $0 $0
Cherisse Reumont (Director) $0 $0
Erik Sauer (Director) $0 $0
Patrick Scherer (Director) $0 $0
Laura Sendldorfer (Director) $0 $0
Ken Venick (Director) $0 $0
Kelly Wright (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$39,723
Expenses
$42,744
Net Income
-$3,021
Net Assets
$74,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $146
0.4%
Program Services $0
Investment Income $61
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $74,907
Total Liabilities $0
Net Assets $74,907
Compensation
Key Employees and Officers Compensation Other
Lyn Phelps (Chapter Admi) $22,684 $0
Chad Arrington (President) $0 $0
Alexandra Stewart (President El) $0 $0
Melissa Barnickel (Treasurer) $0 $0
Joseph Bell (Chairman) $0 $0
Steve Janvier (Director) $0 $0
Patrick Kelly (Director) $0 $0
Dan Morrison (Director) $0 $0
Amanda Piper (Director) $0 $0
Jason Policastro (Director) $0 $0
Samia Reed (Director) $0 $0
Cherisse Reumont (Director) $0 $0
Erik Sauer (Director) $0 $0
Ken Venick (Director) $0 $0
Kelly Wright (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$55,231
Expenses
$40,817
Net Income
$14,414
Net Assets
$77,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,322
2.4%
Investment Income $218
0.4%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $344
0.6%
Assets/Debt
Total Assets $77,928
Total Liabilities $0
Net Assets $77,928
Compensation
Key Employees and Officers Compensation Other
Melissa Barnickel Cpa (Treasurer) $0 $0
Ken Venick (Director) $0 $0
Amanda Piper (Director) $0 $0
Benjamin Offit (Chairman) $0 $0
Joseph Bell (President) $0 $0
Judith Brown (Director) $0 $0
George Jankiewicz (Director) $0 $0
Kelly Wright (Director) $0 $0
Erik Sauer (Director) $0 $0
Cherisse Reumont (Director) $0 $0
Chad Arrington (President Elect) $0 $0
Dan Morrison (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,087
Expenses
$51,516
Net Income
$16,571
Net Assets
$63,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,153
6.1%
Investment Income $139
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $220
0.3%
Assets/Debt
Total Assets $63,611
Total Liabilities $0
Net Assets $63,611
Compensation
Key Employees and Officers Compensation Other
Melissa Barnickel Cpa (Treasurer) $0 $0
Brian Kuhn (Chairman) $0 $0
Ken Venick (Director) $0 $0
Amanda Piper (Director) $0 $0
Benjamin Offit (President) $0 $0
Joseph Bell (President Elect) $0 $0
Judith Brown (Director) $0 $0
George Jankiewicz (Director) $0 $0
Christopher Oxenham (Director) $0 $0
Jeremy Reed (Director) $0 $0
Kelly Wright (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$49,737
Expenses
$66,430
Net Income
-$16,693
Net Assets
$47,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,477
23.1%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,096
Total Liabilities $0
Net Assets $47,096
Compensation
Key Employees and Officers Compensation Other
Melissa Barnickel Cpa (Treasurer) $0 $0
Brian Kuhn (Chairman) $0 $0
Ken Venick (Director) $0 $0
Amanda Piper (Director) $0 $0
Benjamin Offit (President) $0 $0
Joseph Bell (President Elect) $0 $0
Judith Brown (Director) $0 $0
George Jankiewicz (Director) $0 $0
Christopher Oxenham (Director) $0 $0
Jeremy Reed (Director) $0 $0
Kelly Wright (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$70,963
Expenses
$69,333
Net Income
$1,630
Net Assets
$63,756
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,943
14.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $63,756
Total Liabilities $0
Net Assets $63,756
Compensation
Key Employees and Officers Compensation Other
Debra C Kriebel Cfp (Chairperson) $0 $0
Crystal Alford Cooper (President) $0 $0
Bryan Tracey Cfp (Director) $0 $0
Chris Walczak Cfp (Director) $0 $0
Joe Breslin Cfp (Director) $0 $0
Melissa Barnickel Cpa (Treasurer) $0 $0
Kevin F Bress (Director) $0 $0
Brian Kuhn (President Elect) $0 $0
Ken Venick (Director) $0 $0
Amanda Piper (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,148
Expenses
$84,378
Net Income
-$4,230
Net Assets
$63,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,646
20.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $63,125
Total Liabilities $0
Net Assets $63,125
Compensation
Key Employees and Officers Compensation Other
Susan M Mitcheltree Cfp (Chairman) $0 $0
Debra C Kriebel Cfp (President) $0 $0
Crystal Alford Cooper (President Elect) $0 $0
Barbara Ristow Cfp (Director) $0 $0
Bryan Tracey Cfp (Director) $0 $0
Chris Walczak Cfp (Director) $0 $0
Joe Breslin Cfp (Director) $0 $0
Melissa Barnickel Cpa (Treasurer) $0 $0
Kevin F Bress (Director) $0 $0
Brian Kuhn (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,236
Expenses
$78,484
Net Income
-$10,248
Net Assets
$54,859
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,904
67.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,859
Total Liabilities $0
Net Assets $54,859

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2014

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.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$73,157
Expenses
$63,649
Net Income
$9,508
Net Assets
$65,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,944
68.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $65,252
Total Liabilities $145
Net Assets $65,107
Compensation
Key Employees and Officers Compensation Other
George Jankiewicz (Secretary /) $0 $0
Crystal Alford Cooper (Board Member) $0 $0
Peter D Dixon (Chairman) $0 $0
Wes Battle (Board Of Dir) $0 $0
Debra Kriebel (Board Of Dir) $0 $0
Lyn G Phelps (Chapter Admi) $0 $0
Kevin F Bress (Director) $0 $0
Susan Mitcheltree (President ) $0 $0
Jason Abosch (President) $0 $0
Jay Schuman (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,724
Expenses
$73,673
Net Income
$17,051
Net Assets
$62,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,131
68.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $62,087
Total Liabilities $0
Net Assets $62,087

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$74,181
Expenses
$65,241
Net Income
$8,940
Net Assets
$45,036
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $48,193
65.0%
Investment Income $2
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,036
Total Liabilities $0
Net Assets $45,036

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.
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.
  • 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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