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Financial Planning Association

Fpa Of Georgia
  • Marietta, GA
  • Tax-exempt since Sept. 2000
  • EIN: 58-2550170

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
$117k (2023)

Expenses
$107k (2023)

Total Assets
$104k (2023)

Total Liabilities
$0 (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
$116,945
Expenses
$106,850
Net Income
$10,095
Net Assets
$104,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $76,645
65.5%
Investment Income $576
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $104,342
Total Liabilities $0
Net Assets $104,342
Compensation
Key Employees and Officers Compensation Other
La Toya Maddox (Director) $0 $0
Kristin Pugh (Director) $0 $0
Kevin Allman (Director) $0 $0
Lizeth Damaso Kishel (President Elect) $0 $0
Jack Metzger (Director) $0 $0
James George Malatos (Director) $0 $0
Sarah Cannon (Director) $0 $0
James A Serrano Jr (Director) $0 $0
B Brandon Mackie (Secretary) $0 $0
Wayne Conway Ewan (Chairman) $0 $0
James D Loftin (President) $0 $0
Eileen Higgins (Treasurer) $0 $0
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990-EZ
Filed on May 17, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$108,693
Expenses
$108,364
Net Income
$329
Net Assets
$94,247
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,834
61.5%
Investment Income $28
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,247
Total Liabilities $0
Net Assets $94,247
Compensation
Key Employees and Officers Compensation Other
La Toya Maddox (Director) $0 $0
Kevin Allman (Director) $0 $0
Andrew Windham (Director) $0 $0
Keith Kim (Director) $0 $0
James Loftin (President Elect) $0 $0
Sarah Howard (Director) $0 $0
Donna Trainor (Director) $0 $0
Lizeth Damaso Kishel (Director) $0 $0
B Brandon Mackie (Treasurer) $0 $0
Kristin Pugh (Chairman) $0 $0
Eileen Scherberger (Secretary) $0 $0
Wayne Ewan (President) $0 $0
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990-EZ
Filed on June 9, 2023

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

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,044
Expenses
$70,180
Net Income
$14,864
Net Assets
$93,918
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,550
51.2%
Investment Income $4
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $93,918
Total Liabilities $0
Net Assets $93,918
Compensation
Key Employees and Officers Compensation Other
Serina Shyu (Director) $0 $0
La Toya Maddox (Director) $0 $0
Wayne Ewan (President Elect) $0 $0
Kevin Allman (Director) $0 $0
Michael Turgeon (Director) $0 $0
Stephen Emert (Director) $0 $0
Andrew Windham (Director) $0 $0
Keith Kim (Director) $0 $0
James Loftin (Director) $0 $0
Sarah Howard (Director) $0 $0
Donna Trainor (Director) $0 $0
Malik S Lee (Chairman) $0 $0
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990-EZ
Filed on Nov. 7, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$88,034
Expenses
$71,705
Net Income
$16,329
Net Assets
$79,054
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,594
49.5%
Investment Income $178
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $79,054
Total Liabilities $0
Net Assets $79,054
Compensation
Key Employees and Officers Compensation Other
Serina Shyu (Director) $0 $0
La Toya Maddox (Director) $0 $0
Amy Mc Gehee (Director) $0 $0
Kristin Pugh (President Elect) $0 $0
Wallace R Nichols (Director) $0 $0
Carlos Guzman (Director) $0 $0
Wayne Ewan (Director) $0 $0
Kevin Allman (Director) $0 $0
Alexandra Wilson (Director) $0 $0
Michael Turgeon (Director) $0 $0
Chris Hardy (Chairman) $0 $0
Malik S Lee (President) $0 $0
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990-EZ
Filed on July 15, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$126,084
Expenses
$131,165
Net Income
-$5,081
Net Assets
$62,725
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $73,986
58.7%
Investment Income $63
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $62,725
Total Liabilities $0
Net Assets $62,725
Compensation
Key Employees and Officers Compensation Other
Serina Shyu (Director) $0 $0
Cromwell S Baun (Director) $0 $0
Jacqueline Schadeck (Director) $0 $0
Brandon Mackie (Director) $0 $0
La Toya Parker (Director) $0 $0
Amy Mc Gehee (Director) $0 $0
Kristin Pugh (Director) $0 $0
Jarrod Freeman (Director) $0 $0
Chris Hardy (President) $0 $0
Terri Munro (Chairman) $0 $0
Malik S Lee (President Elect) $0 $0
Anitha Rao (Treasurer) $0 $0
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Document Links

990-EZ
Filed on July 10, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$135,711
Expenses
$132,718
Net Income
$2,993
Net Assets
$67,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,250
0.9%
Program Services $78,501
57.8%
Investment Income $96
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $67,806
Total Liabilities $0
Net Assets $67,806
Compensation
Key Employees and Officers Compensation Other
Serina Shyu (Director) $0 $0
Malik S Lee (Director) $0 $0
Cromwell S Baun (Director) $0 $0
Jacqueline Schadeck (Director) $0 $0
Anitha Rao (Treasurer) $0 $0
La Toya Parker (Director) $0 $0
Amy Mc Gehee (Director) $0 $0
Kristin Pugh (Director) $0 $0
Tracey Ann Gordineer (Director) $0 $0
Natalie Barber (Director) $0 $0
Matt Barber (Chairman) $0 $0
Chris Hardy (President Elect) $0 $0
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990-EZ
Filed on June 3, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$135,384
Expenses
$119,590
Net Income
$15,794
Net Assets
$64,813
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,500
1.8%
Program Services $80,450
59.4%
Investment Income $29
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $64,813
Total Liabilities $0
Net Assets $64,813
Compensation
Key Employees and Officers Compensation Other
Elaine Levine (Director) $0 $0
Wesley H Lacey (Director) $0 $0
Serina Shyu (Director) $0 $0
Benjamin L Riddick (Director) $0 $0
Kristin M Zeigler (Director) $0 $0
Malik S Lee (Director) $0 $0
Tracey Ann Gordineer (Director) $0 $0
Cromwell S Baun (Director) $0 $0
Jacqueline Schadeck (Director) $0 $0
Matt Barber (President) $0 $0
Chris Hardy (Secretary) $0 $0
Niv Persaud (Chairman) $0 $0
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990-EZ
Filed on Aug. 20, 2018

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

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$111,422
Expenses
$109,167
Net Income
$2,255
Net Assets
$49,019
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $57,541
51.6%
Investment Income $29
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $49,019
Total Liabilities $0
Net Assets $49,019
Compensation
Key Employees and Officers Compensation Other
Matt Barber (President Elect) $0 $0
Marta Shen (Chairman) $0 $0
Chris Hardy (Secretary) $0 $0
Niv Persaud (President) $0 $0
Emma I Foulkes (Director) $0 $0
Elaine Levine (Director) $0 $0
Kris Ketcham (Director) $0 $0
David Hultstrom (Director) $0 $0
Wesley H Lacey (Director) $0 $0
Dean Yarbrough (Director) $0 $0
Serina Shyu (Director) $0 $0
Will Mc Kenzie (Director) $0 $0
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990-EZ
Filed on Oct. 3, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$133,875
Expenses
$132,579
Net Income
$1,296
Net Assets
$46,764
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,250
0.9%
Program Services $81,393
60.8%
Investment Income $28
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $46,764
Total Liabilities $0
Net Assets $46,764
Compensation
Key Employees and Officers Compensation Other
Matt Barber (Treasurer) $0 $0
Marta Shen (President) $0 $0
Niv Persaud (President Elect) $0 $0
Emma I Foulkes (Director) $0 $0
Jaems Daniel (Chairman) $0 $0
Amelia Ostenson (Director) $0 $0
Kile Lewis (Director) $0 $0
Christopher Kowal (Director) $0 $0
Josh Cothran (Director) $0 $0
Kris Ketcham (Director) $0 $0
Zack Alexander (Director) $0 $0
Bill Winterberg (Director) $0 $0
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990-EZ
Filed on Aug. 5, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$119,345
Expenses
$136,935
Net Income
-$17,590
Net Assets
$45,468
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,250
1.0%
Program Services $67,993
57.0%
Investment Income $34
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $45,468
Total Liabilities $0
Net Assets $45,468
Compensation
Key Employees and Officers Compensation Other
Laura La Tourette (Chairman) $0 $0
James Daniel (President) $0 $0
Matt Barber (Secretary/Treasurer) $0 $0
Bob Ostapower Jr (Director) $0 $0
Maria C Forbes (Director) $0 $0
Christopher R Kowal (Director) $0 $0
Marta Shen (Director) $0 $0
Chris Hardy (Director) $0 $0
Chris Staples (Director) $0 $0
Niv Persaud (Director) $0 $0
Amelia C Ostenson (Director) $0 $0
Laurence E Devall (Director) $0 $0
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990-EZ
Filed on Nov. 13, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$124,233
Expenses
$141,388
Net Income
-$17,155
Net Assets
$63,058
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $78,164
62.9%
Investment Income $36
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $63,058
Total Liabilities $0
Net Assets $63,058
Compensation
Key Employees and Officers Compensation Other
Mark Koppelmann (Chairman) $0 $0
Laura La Tourette (President) $0 $0
James Daniel (President Elect) $0 $0
Matt Barber (Secretary) $0 $0
Harlan Graiser (Director) $0 $0
Bob Ostapower Jr (Director) $0 $0
Maria C Forbes (Director) $0 $0
Christopher R Kowal (Director) $0 $0
Marta Shen (Director) $0 $0
Chris Hardy (Director) $0 $0
Linda Kuehn (Director) $0 $0
Chris Staples (Director) $0 $0
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990-EZ
Filed on Aug. 13, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$114,919
Expenses
$123,145
Net Income
-$8,226
Net Assets
$80,213
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $65,957
57.4%
Investment Income $36
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $80,993
Total Liabilities $780
Net Assets $80,213

Document Links

990-EZ

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$155,179
Expenses
$126,554
Net Income
$28,625
Net Assets
$88,439
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,009
63.2%
Investment Income $36
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $88,739
Total Liabilities $300
Net Assets $88,439

Document Links

990-EZ

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

PDF

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

990-EZ

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

PDF

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

990-EZ

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

PDF

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

990-EZ

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

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

990

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

PDF

About This Data

What Is 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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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