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Financial Planning Association

Fpa Of Michigan

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
$136k (2023)

Expenses
$149k (2023)

Total Assets
$37.7k (2023)

Total Liabilities
$10.9k (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 Form 990
Revenue
$135,993
Expenses
$149,493
Net Income
-$13,500
Net Assets
$26,790
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $135,993
100%
Investment Income $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 $60,755
40.6%
Assets/Debt
Total Assets $37,665
Total Liabilities $10,875
Net Assets $26,790
Compensation
Key Employees and Officers Compensation Related Other
Eric Hoogstra (Board Of Dir) $0 $0 $0
Sandra Kerr (Board Of Dir) $0 $0 $0
Colin Overweg (Board Of Dir) $0 $0 $0
Stephanie Trexler (Chairperson) $0 $0 $0
Diane Young (Board Of Dir) $0 $0 $0
Beth Zilka (Board Of Dir) $0 $0 $0
Nathan Zolynsky (Board Of Dir) $0 $0 $0
Sandra Adams (President) $0 $0 $0
Julie Hall (President El) $0 $0 $0
Robert Lingram (Treasurer) $0 $0 $0
Del Wensley (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$116,496
Expenses
$150,352
Net Income
-$33,856
Net Assets
$40,884
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $116,496
100%
Investment Income $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 $55,369
36.8%
Assets/Debt
Total Assets $55,633
Total Liabilities $14,749
Net Assets $40,884
Compensation
Key Employees and Officers Compensation Related Other
Eric Hoogstra (Board Of Dir) $0 $0 $0
Sandra Kerr (Board Of Dir) $0 $0 $0
Colin Overweg (Board Of Dir) $0 $0 $0
Stephanie Trexler (Chairperson) $0 $0 $0
Diane Young (Board Of Dir) $0 $0 $0
Beth Zilka (Board Of Dir) $0 $0 $0
Nathan Zolynsky (Board Of Dir) $0 $0 $0
Sandra Adams (President) $0 $0 $0
Julie Hall (President El) $0 $0 $0
Robert Lingram (Treasurer) $0 $0 $0
Del Wensley (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,851
Expenses
$90,145
Net Income
-$294
Net Assets
$74,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,783
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $68
0.1%
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 $55,138
61.2%
Assets/Debt
Total Assets $74,740
Total Liabilities $261
Net Assets $74,479
Compensation
Key Employees and Officers Compensation Related Other
Sandra Adams (Board Of Dir) $0 $0 $0
Asad Gourani (Board Of Dir) $0 $0 $0
Julie Hall (Board Of Dir) $0 $0 $0
Eric Hoogstra (Board Of Dir) $0 $0 $0
Robert Lingram (Treasurer) $0 $0 $0
Mary Medonis (Chapter Exec) $0 $0 $0
Colin Overweg (Board Of Dir) $0 $0 $0
Diane Winner (Board Of Dir) $0 $0 $0
Nicole Gopoian Wirick (President El) $0 $0 $0
Diane Young (Board Of Dir) $0 $0 $0
Beth Zilka (Board Of Dir) $0 $0 $0
Nadine Marie Burns (Chairperson) $0 $0 $0
Stephanie Trexler (President) $0 $0 $0
Del Wensley (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,380
Expenses
$95,630
Net Income
$7,750
Net Assets
$74,773
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,410
98.1%
Investment Income $1,819
1.8%
Bond Proceeds $0
Royalties $151
0.1%
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 $55,852
58.4%
Assets/Debt
Total Assets $75,048
Total Liabilities $275
Net Assets $74,773
Compensation
Key Employees and Officers Compensation Related Other
Sandra Adams (Board Member) $0 $0 $0
Matthew Bowden (Board Member) $0 $0 $0
Asad Gourani (Board Member) $0 $0 $0
Mary Medonis (Chapter Admi) $0 $0 $0
Colin Overweg (Board Member) $0 $0 $0
Stephanie Trexler (Secretary) $0 $0 $0
Del Wensley (Board Member) $0 $0 $0
Diane S Winner (Chairperson) $0 $0 $0
Nicole Gopoian Wirick (Board Member) $0 $0 $0
Diane Young (Chairperson) $0 $0 $0
Brent Bell (Treasurer) $0 $0 $0
Nadine Marie Burns (President El) $0 $0 $0
David W Shotwell (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$131,686
Expenses
$147,790
Net Income
-$16,104
Net Assets
$67,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $130,531
99.1%
Investment Income $1,011
0.8%
Bond Proceeds $0
Royalties $144
0.1%
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 $53,138
36.0%
Assets/Debt
Total Assets $67,290
Total Liabilities $267
Net Assets $67,023
Compensation
Key Employees and Officers Compensation Related Other
Mary Medonis (Chapter Admi) $53,138 $0 $0
Sandra Adams (Board Member) $0 $0 $0
Matthew Bowden (Board Member) $0 $0 $0
Asad Gourani (Board Member) $0 $0 $0
Colin Overweg (Board Member) $0 $0 $0
Stephanie Trexler (Secretary) $0 $0 $0
Del Wensley (Board Member) $0 $0 $0
Diane S Winner (Chairperson) $0 $0 $0
Nicole Gopoian Wirick (Board Member) $0 $0 $0
Diane Young (Chairperson) $0 $0 $0
Nadine Marie Burns (President El) $0 $0 $0
Noah Morgan (Treasurer) $0 $0 $0
David W Shotwell (President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$148,911
Expenses
$147,225
Net Income
$1,686
Net Assets
$83,127
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $148,323
99.6%
Investment Income $416
0.3%
Bond Proceeds $0
Royalties $172
0.1%
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 $50,550
34.3%
Assets/Debt
Total Assets $83,394
Total Liabilities $267
Net Assets $83,127
Compensation
Key Employees and Officers Compensation Related Other
Mary Medonis (Chapter Exec) $50,550 $0 $0
Nadine Marie Burns (Secretary) $0 $0 $0
Diane Young (Board Member) $0 $0 $0
Allison Muether (Board Member) $0 $0 $0
Del Wensley (Board Member) $0 $0 $0
Matthew Bowden (Board Member) $0 $0 $0
Stephanie Mushna (Board Member) $0 $0 $0
George Barnhart (Chairperson) $0 $0 $0
David W Shotwell (President El) $0 $0 $0
Diane S Winner (President) $0 $0 $0
Noah Morgan (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,435
Expenses
$139,942
Net Income
$1,493
Net Assets
$81,441
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,337
99.9%
Investment Income $0
Bond Proceeds $0
Royalties $98
0.1%
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 $50,550
36.1%
Assets/Debt
Total Assets $81,710
Total Liabilities $269
Net Assets $81,441
Compensation
Key Employees and Officers Compensation Related Other
Mary Medonis (Chapter Exec) $50,549 $0 $0
Nadine Marie Burns (Secretary) $0 $0 $0
Patrick O Newcombe (Board Member) $0 $0 $0
Fernando L Ortiz (Board Member) $0 $0 $0
Noah Morgan (Board Member) $0 $0 $0
Matthew Bowden (Board Member) $0 $0 $0
Stephanie Mushna (Board Member) $0 $0 $0
George Barnhart (President) $0 $0 $0
Matthew A Ferrara (Chairperson) $0 $0 $0
David W Shotwell (Treasurer) $0 $0 $0
Diane S Winner (President El) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$160,136
Expenses
$146,390
Net Income
$13,746
Net Assets
$79,948
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $159,871
99.8%
Investment Income $0
Bond Proceeds $0
Royalties $265
0.2%
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 $49,257
33.6%
Assets/Debt
Total Assets $80,200
Total Liabilities $252
Net Assets $79,948
Compensation
Key Employees and Officers Compensation Related Other
Mary Medonis (Chapter Exec) $47,287 $0 $1,970
Nadine Marie Burns (Board Member) $0 $0 $0
Nicholas Defenthaler (Secretary) $0 $0 $0
Patrick O Newcombe (Board Member) $0 $0 $0
Jeffrey D Nauta (Board Member) $0 $0 $0
Thaddeus Phelps (Board Member) $0 $0 $0
Fernando L Ortiz (Board Member) $0 $0 $0
Diane S Winner (Board Member) $0 $0 $0
Clayton Smith (Board Member) $0 $0 $0
Noah Morgan (Board Member) $0 $0 $0
George Barnhart (President El) $0 $0 $0
Thomas J Rabaut (Chairperson) $0 $0 $0
Matthew A Ferrara (President) $0 $0 $0
David W Shotwell (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$134,417
Expenses
$128,165
Net Income
$6,252
Net Assets
$66,202
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $134,044
99.7%
Investment Income $0
Bond Proceeds $0
Royalties $373
0.3%
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 $48,204
37.6%
Assets/Debt
Total Assets $66,413
Total Liabilities $211
Net Assets $66,202
Compensation
Key Employees and Officers Compensation Related Other
Matthew A Ferrara (President El) $0 $0 $0
Nicholas Defenthaler (Board Member) $0 $0 $0
Renee Judycki (Secretary) $0 $0 $0
Matthew Moses (Treasurer) $0 $0 $0
Mary Medonis (Chapter Exec) $0 $0 $0
Nadine Marie Burns (Board Member) $0 $0 $0
George Barnhart (Board Member) $0 $0 $0
Thomas J Rabaut (President) $0 $0 $0
Douglas Gross (Chairperson) $0 $0 $0
Patrick O Newcombe (Board Member) $0 $0 $0
Jeffrey D Nauta (Board Member) $0 $0 $0
Thaddeus Phelps (Board Member) $0 $0 $0
Fernando L Ortiz (Board Member) $0 $0 $0
David W Shotwell (Board Member) $0 $0 $0
Timothy Wyman (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$134,877
Expenses
$122,681
Net Income
$12,196
Net Assets
$59,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $134,877
100%
Investment Income $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 $48,204
39.3%
Assets/Debt
Total Assets $60,168
Total Liabilities $218
Net Assets $59,950
Compensation
Key Employees and Officers Compensation Related Other
Mary Medonis (Chapter Exec) $48,204 $0 $0
Matthew A Ferrara (Relations Co) $0 $0 $0
Nicholas Defenthaler (Nextgen Chai) $0 $0 $0
Renee Judycki (Membership C) $0 $0 $0
Matt Moses (Probono Chai) $0 $0 $0
Jeffrey D Nauta (Education Ch) $0 $0 $0
Thaddeus Phelps (Public Relat) $0 $0 $0
Troy Wyman (Chairman Of) $0 $0 $0
George Barnhart (Treasurer) $0 $0 $0
Thomas J Rabaut (President El) $0 $0 $0
Douglas Gross (President) $0 $0 $0
Christine M Burgess (Partnership) $0 $0 $0
Catherine S Gearig (Secretary) $0 $0 $0
Timothy Wyman (Director) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$141,082
Expenses
$127,409
Net Income
$13,673
Net Assets
$47,754
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $141,082
100%
Investment Income $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 $48,205
37.8%
Assets/Debt
Total Assets $48,306
Total Liabilities $552
Net Assets $47,754
Compensation
Key Employees and Officers Compensation Related Other
Mary Medonis (Chapter Admi) $48,205 $0 $0
Sandra Adams (Symposium Co) $0 $0 $0
Matthew A Ferrara (Communicatio) $0 $0 $0
Catherine S Gearig (Eductaion Co) $0 $0 $0
Victor Hicks Ii (Career Devel) $0 $0 $0
Renee Judycki (Membership C) $0 $0 $0
Matt Moses (Communicatio) $0 $0 $0
Jeffrey D Nauta (Education Ch) $0 $0 $0
Thaddeus Phelps (Public Relat) $0 $0 $0
Troy Wyman (President) $0 $0 $0
George Barnhart (Treasurer) $0 $0 $0
Thomas J Rabaut (Secretary) $0 $0 $0
Christine M Burgess (Partnership) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$111,192
Expenses
$120,526
Net Income
-$9,334
Net Assets
$34,081
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $111,192
100%
Investment Income $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 $47,013
39.0%
Assets/Debt
Total Assets $34,582
Total Liabilities $501
Net Assets $34,081

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$120,669
Expenses
$125,529
Net Income
-$4,860
Net Assets
$43,415
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $120,669
100%
Investment Income $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 $47,091
37.5%
Assets/Debt
Total Assets $44,023
Total Liabilities $608
Net Assets $43,415

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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