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Financial Planning Association

Fpa Of Central Virginia

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
$79.6k (2023)

Expenses
$81.1k (2023)

Total Assets
$88.7k (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
$79,647
Expenses
$81,143
Net Income
-$1,496
Net Assets
$88,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $60,908
76.5%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $88,705
Total Liabilities $0
Net Assets $88,705
Compensation
Key Employees and Officers Compensation Other
Jan Dungan (Chapter Executive) $30,400 $0
Kate Atwood (President) $0 $0
Ben Raikes (Chairman) $0 $0
Kristin Lindsay (President Elect/Pro Bono) $0 $0
Michelle Orellana (Treasurer) $0 $0
Alex Damm (Director Nex Gen/Pr) $0 $0
Chad Dean (Director) $0 $0
Charlotte Fox (Director) $0 $0
Alexis Grason (Director Women In Finance) $0 $0
Weslie Green (Director Sponsorship/Forum Chair) $0 $0
Brittany Mc Bride (Director) $0 $0
Laura Pittman (Director) $0 $0
Kristen Barnes Puryear (Director) $0 $0
Joseph Thompson (Director) $0 $0
Brian Welch (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,172
Expenses
$81,433
Net Income
-$9,261
Net Assets
$90,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $52,846
73.2%
Investment Income $11
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $90,202
Total Liabilities $0
Net Assets $90,202
Compensation
Key Employees and Officers Compensation Other
Jan Dungan (Chapter Executive) $26,000 $0
Joseph Stemmle (Chairman) $0 $0
Ben Raikes (President) $0 $0
Brian Welch (Treasurer) $0 $0
Kate Atwood (Director) $0 $0
Alex Damm (Director) $0 $0
Alexis Grason (Director) $0 $0
Kristin Lindsay (Director) $0 $0
Sam Wooton (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$57,501
Expenses
$44,657
Net Income
$12,844
Net Assets
$99,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,507
61.8%
Investment Income $10
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $43
0.1%
Assets/Debt
Total Assets $99,462
Total Liabilities $0
Net Assets $99,462
Compensation
Key Employees and Officers Compensation Other
Jeanie Cullen (Former Chapter Executive) $15,210 $0
Jan Dungan (Chapter Executive) $8,000 $0
Thomas Blackburn (Chairman) $0 $0
Joseph Stemmle (President) $0 $0
Brian Welch (Treasurer) $0 $0
Kate Atwood (Director) $0 $0
Kelly Barnes (Director) $0 $0
Christine Centeno (Director) $0 $0
Tyler Finney (Director) $0 $0
Weslie Green (Director) $0 $0
Amy Grieves (Director) $0 $0
Kristin Lindsay (Director) $0 $0
Ben Raikes (Director) $0 $0
Sam Wooton (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$47,723
Expenses
$41,558
Net Income
$6,165
Net Assets
$86,618
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,299
57.2%
Investment Income $14
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $86,618
Total Liabilities $0
Net Assets $86,618
Compensation
Key Employees and Officers Compensation Other
Jeanie Cullen (Chapter Executive) $15,600 $0
Mila Spaulding (Director) $9,320 $0
Owen Ricketts (Chairman) $0 $0
Joseph Stemmle (President) $0 $0
Brian Welch (Treasurer) $0 $0
Kate Atwood (Director) $0 $0
Kelly Barnes (Director) $0 $0
Thomas Blackburn (Director) $0 $0
Christine Centeno (Director At Large) $0 $0
Weslie Green (Director) $0 $0
Kristin Lindsay (Director) $0 $0
Ben Raikes (Director) $0 $0
James Warns (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$82,398
Expenses
$85,270
Net Income
-$2,872
Net Assets
$80,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,913
72.7%
Investment Income $37
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $80,452
Total Liabilities $0
Net Assets $80,452
Compensation
Key Employees and Officers Compensation Other
Mila Spaulding (Director) $25,179 $0
Charles Ricketts (Chairman) $0 $0
Lisa Hatcher (President) $0 $0
Thomas Blackburn (President Elect) $0 $0
Joseph Stemmle (Treasurer) $0 $0
Kelly Barnes (Director) $0 $0
Weslie Green (Director) $0 $0
Ben Raikes (Director) $0 $0
James Warns (Director) $0 $0
Brian Welch (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,361
Expenses
$86,944
Net Income
-$1,583
Net Assets
$83,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $38
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $61,069
71.5%
Assets/Debt
Total Assets $83,324
Total Liabilities $0
Net Assets $83,324
Compensation
Key Employees and Officers Compensation Other
Peter Tomasch (Chairman) $0 $0
Charles Ricketts (President) $0 $0
Lisa Hatcher (President Elect) $0 $0
Joseph Stemmle (Treasurer) $0 $0
Craig Ascari (Director) $0 $0
Kelly Barnes (Director) $0 $0
Thomas Blackburn (Director) $0 $0
Ben Raikes (Director) $0 $0
Mila Spaulding (Director) $0 $0
James Warns (Director) $0 $0
Brian Welch (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$76,108
Expenses
$80,062
Net Income
-$3,954
Net Assets
$84,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $41
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $53,635
70.5%
Assets/Debt
Total Assets $84,907
Total Liabilities $0
Net Assets $84,907
Compensation
Key Employees and Officers Compensation Other
Peter Tomasch (Chairman) $0 $0
Charles Ricketts (President) $0 $0
Lisa Hatcher (President Elect) $0 $0
Joseph Stemmle (Treasurer) $0 $0
Craig Ascari (Director) $0 $0
Kelly Barnes (Director) $0 $0
Thomas Blackburn (Director) $0 $0
Ben Raikes (Director) $0 $0
James Warns (Director) $0 $0
Brian Welch (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$78,405
Expenses
$80,320
Net Income
-$1,915
Net Assets
$90,537
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $51,222
65.3%
Assets/Debt
Total Assets $90,537
Total Liabilities $0
Net Assets $90,537
Compensation
Key Employees and Officers Compensation Other
Wendell Fuller (President) $0 $0
Peter Tomasch (President Elect) $0 $0
Lisa Hatcher (Treasurer) $0 $0
Charles Ricketts (Director) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$80,231
Expenses
$70,588
Net Income
$9,643
Net Assets
$92,452
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $54,625
68.1%
Assets/Debt
Total Assets $92,452
Total Liabilities $0
Net Assets $92,452

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$76,358
Expenses
$69,803
Net Income
$6,555
Net Assets
$82,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $52,499
68.8%
Assets/Debt
Total Assets $82,809
Total Liabilities $0
Net Assets $82,809

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$65,251
Expenses
$59,557
Net Income
$5,694
Net Assets
$80,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $45,315
69.4%
Assets/Debt
Total Assets $80,938
Total Liabilities $0
Net Assets $80,938

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$34,364
Expenses
$28,483
Net Income
$5,881
Net Assets
$75,244
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,781
57.6%
Investment Income $0
Net Fundraising $13,949
40.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $634
1.8%
Assets/Debt
Total Assets $75,244
Total Liabilities $0
Net Assets $75,244

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 »

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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