Financial Planning Association

Fpa Of Charlotte

Chapin, SC
Tax-exempt since Sept. 2000
EIN: 56-2168362

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$86k (2023)

Expenses

$94.2k (2023)

Total Assets

$67.7k (2023)

Total Liabilities

$23.6k (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

Revenue

$86,045

Expenses

$94,179

Net Income

-$8,134

Net Assets

$44,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$37,000	43.0%
Investment Income	$608	0.7%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$67,734
Total Liabilities	$23,609
Net Assets	$44,125

Compensation

Key Employees and Officers	Compensation	Other
Nancye Bailey (Executive Director)	$30,200	$0
Candace Cline (Treasurer 2023)	$0	$0
Jon Shumate (President)	$0	$0
Geoff Owen (Chair)	$0	$0
Paul Brown (Pro Bono Committee Co Chair)	$0	$0
Michael Acosta (Next Gen Chair)	$0	$0
Tara Butler (Program Committee Chair)	$0	$0
Stratford Kiger (Membership Committee Chair)	$0	$0
Mary Lytch (President Elect)	$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

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Fiscal Year Ending Dec.
2022

Revenue

$79,733

Expenses

$92,890

Net Income

-$13,157

Net Assets

$52,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$35,066	44.0%
Investment Income	$64	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$77,152
Total Liabilities	$24,893
Net Assets	$52,259

Compensation

Key Employees and Officers	Compensation	Other
Nancye Bailey (Executive Director)	$32,800	$0
Brandon Davis (Treasurer)	$0	$0
Thornton Withers (Chair Of The Board)	$0	$0
Michelle Stuts (Membership Committee Chair)	$0	$0
Mary Lou Daly (Pro Bono Committee Co Chair)	$0	$0
Geoff Owen (President)	$0	$0
Jon Shumate (President Elect)	$0	$0
Todd Curry (Pro Bono Committee Co Chair)	$0	$0
Michael Acosta (Next Gen Chair)	$0	$0
John Cullum (Program Committee Chair)	$0	$0
Stratford Kiger (Director)	$0	$0
Candace Cline (Treasurer 2023 And 990 Signer)	$0	$0

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990-EZ

Filed on May 3, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$52,825

Expenses

$38,362

Net Income

$14,463

Net Assets

$65,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$26,500	50.2%
Investment Income	$63	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$93,916
Total Liabilities	$28,500
Net Assets	$65,416

Compensation

Key Employees and Officers	Compensation	Other
Nancye Bailey (Chapter Executive)	$29,128	$0
Brandon Davis (Treasurer)	$0	$0
Thornton Withers (Chair Of The Board)	$0	$0
Michelle Stuts (Membership Committee Chair)	$0	$0
Mary Lou Daly (Pro Bono Committee Co Chair)	$0	$0
Geoff Owen (President)	$0	$0
Bridget Mc Dermott (Career Development Committee Chair)	$0	$0
Jon Shumate (President Elect)	$0	$0
Todd Curry (Pro Bono Committee Co Chair)	$0	$0

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990-EZ

Filed on May 9, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$53,969

Expenses

$45,004

Net Income

$8,965

Net Assets

$50,953

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$31,912	59.1%
Investment Income	$93	0.2%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$1,000	1.9%

Assets/Debt
Total Assets	$77,953
Total Liabilities	$27,000
Net Assets	$50,953

Compensation

Key Employees and Officers	Compensation	Other
Nancye Bailey (Chapter Executive)	$28,300	$0
Harry Greyard (Knowledge Committee)	$0	$0
Brandon Davis (Treasurer)	$0	$0
Thornton Withers (President)	$0	$0
Laura O'dea (Chair Of The Board)	$0	$0
Michelle Stuts (Knowledge Committee)	$0	$0
Mary Lou Daly (Pro Bono Committee Co Chair)	$0	$0
Geoff Owen (President Elect)	$0	$0
Bridget Mc Dermott (Career Development Committee Chair)	$0	$0
Jon Shumate (Vice President, Knowledge Committee)	$0	$0
Todd Curry (Pro Bono Committee Co Chair)	$0	$0

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990-EZ

Filed on April 29, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$81,053

Expenses

$98,507

Net Income

-$17,454

Net Assets

$41,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$55,908	69.0%
Investment Income	$285	0.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$44,488
Total Liabilities	$2,500
Net Assets	$41,988

Compensation

Key Employees and Officers	Compensation	Other
Nancye Bailey (Chapter Executive)	$26,500	$0
Harry Greyard (Education Director)	$0	$0
Brandon Davis (Treasurer)	$0	$0
Thornton Withers (President)	$0	$0
Laura O'dea (Past President)	$0	$0
Michelle Stuts (Programs Director)	$0	$0
Mary Lou Daly (Pro Bono Director)	$0	$0
Geoff Owen (Member)	$0	$0
Bridget Mc Dermott (Nex Gen Director)	$0	$0
Jon Shumate (Member)	$0	$0

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990-EZ

Filed on May 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$76,742

Expenses

$83,531

Net Income

-$6,789

Net Assets

$59,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$50,247	65.5%
Investment Income	$338	0.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$59,442
Total Liabilities	$0
Net Assets	$59,442

990-EZ

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

PDF

Fiscal Year Ending Dec.
2017

Revenue

$54,046

Expenses

$59,178

Net Income

-$5,132

Net Assets

$66,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$31,761	58.8%
Investment Income	$62	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$66,231
Total Liabilities	$0
Net Assets	$66,231

990-EZ

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

PDF

Fiscal Year Ending Dec.
2016

Revenue

$96,657

Expenses

$97,722

Net Income

-$1,065

Net Assets

$71,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$73,707	76.3%
Investment Income	$141	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$71,363
Total Liabilities	$0
Net Assets	$71,363

990-EZ

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$102,690

Expenses

$95,294

Net Income

$7,396

Net Assets

$72,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$81,037	78.9%
Investment Income	$282	0.3%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$72,428
Total Liabilities	$0
Net Assets	$72,428

990-EZ

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$94,233

Expenses

$103,449

Net Income

-$9,216

Net Assets

$65,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$74,322	78.9%
Investment Income	$252	0.3%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$65,032
Total Liabilities	$0
Net Assets	$65,032

Compensation

Key Employees and Officers	Compensation	Other
Eugene Curtis (Chapter Executive)	$18,000	$0
Sherry K Teat Cfp (Treasurer)	$0	$0
Chia Li Chien (Past President)	$0	$0
David A Perkins (President)	$0	$0
Peter J Miller (Dir. Communications)	$0	$0
Thornton Withers (Dir Govt Relations)	$0	$0
Sandra B Carlson (Dir Programs)	$0	$0
Angela Bellamy Cfp (Dir Profess. Devel.)	$0	$0
Jennifer K Sperry (Dir Sponsorship)	$0	$0
Brandon W Davis (Pres. Elect)	$0	$0

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990-EZ

Filed on April 21, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$99,194

Expenses

$104,455

Net Income

-$5,261

Net Assets

$78,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$79,141	79.8%
Investment Income	$64	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$78,472
Total Liabilities	$0
Net Assets	$78,472

Compensation

Key Employees and Officers	Compensation	Other
Sherry K Teat Cfp (Treasurer)	$0	$0
Chia Li Chien (Past President)	$0	$0
David A Perkins (President)	$0	$0
Peter J Miller (Dir. Communications)	$0	$0
Thornton Withers (Dir Govt Relations)	$0	$0
Sandra B Carlson (Dir Programs)	$0	$0
Angela Bellamy Cfp (Dir Profess. Devel.)	$0	$0
Jennifer K Sperry (Dir Sponsorship)	$0	$0
Brandon W Davis (Pres. Elect)	$0	$0
Eugene Curtis (Chapter Executive)	$0	$0

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990-EZ

Filed on May 15, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$95,579

Expenses

$96,720

Net Income

-$1,141

Net Assets

$83,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$73,673	77.1%
Investment Income	$113	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$83,733
Total Liabilities	$0
Net Assets	$83,733

990-EZ

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$101,110

Expenses

$92,298

Net Income

$8,812

Net Assets

$84,874

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$76,309	75.5%
Investment Income	$146	0.1%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Assets/Debt
Total Assets	$84,874
Total Liabilities	$0
Net Assets	$84,874

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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Financial Planning Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $86k (2023)

Expenses $94.2k (2023)

Total Assets $67.7k (2023)

Total Liabilities $23.6k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from 990-EZ

Compensation

Document Links

990-EZ

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

990-EZ

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from 990-EZ

Document Links

Revenue

$86k (2023)

Expenses

$94.2k (2023)

Total Assets

$67.7k (2023)

Total Liabilities

$23.6k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

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2009

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2008

Fiscal Year Ending Dec.
2007

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2005

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Fiscal Year Ending Dec.
2002