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Financial Planning Association

Fpa Of South Florida
  • Palm Bch Gdns, FL
  • Tax-exempt since Sept. 2000
  • EIN: 65-0997135

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
$15.8k (2024)

Expenses
$19.7k (2024)

Total Assets
$9.21k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,846
Expenses
$19,732
Net Income
-$3,886
Net Assets
$9,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $14,004
88.4%
Program Services $1,842
11.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $9,209
Total Liabilities $0
Net Assets $9,209
Compensation
Key Employees and Officers Compensation Other
Theresa Valinotti (President) $0 $0
Steven Trend (Secretary) $0 $0
Jubin Keyvan (Treasurer) $0 $0
Stacy Mcginty (Director) $0 $0
Thomas W Balcom (Director) $0 $0
Stewart Koesten (Director) $0 $0
Leonel Galvez (Director) $0 $0
Justin Weidenfeld (Director) $0 $0
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990-EZ
Filed on March 14, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$15,135
Expenses
$19,171
Net Income
-$4,036
Net Assets
$13,095
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,202
80.6%
Program Services $2,933
19.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $13,095
Total Liabilities $0
Net Assets $13,095
Compensation
Key Employees and Officers Compensation Other
Steven Trend (Past Preside) $0 $0
Jubin Keyvan (Treasurer) $0 $0
Erin Marie Wallace (Director) $0 $0
Johathan Fernandez Rubio (Director) $0 $0
Theresa Valinotti (President) $0 $0
Thomas W Balcom (Director) $0 $0
Steward Koesten (Director) $0 $0
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990-EZ
Filed on May 7, 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
$12,513
Expenses
$17,004
Net Income
-$4,491
Net Assets
$17,131
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,724
93.7%
Program Services $789
6.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $17,131
Total Liabilities $0
Net Assets $17,131
Compensation
Key Employees and Officers Compensation Other
Steven Trend (President) $0 $0
Jubin Keyvan (Treasurer) $0 $0
Charles Woldenberg (Secretary/Pa) $0 $0
Erin Marie Wallace (Director) $0 $0
Johathan Fernandez Rubio (Director) $0 $0
Theresa Valinotti (Director) $0 $0
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990-EZ
Filed on Feb. 10, 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
$10,398
Expenses
$6,060
Net Income
$4,338
Net Assets
$21,622
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,158
97.7%
Program Services $240
2.3%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $21,622
Total Liabilities $0
Net Assets $21,622
Compensation
Key Employees and Officers Compensation Other
Steven Trend (President) $0 $0
Matthew J Dernis (Vice Preside) $0 $0
Jubin Keyvan (Treasurer) $0 $0
Charles Woldenberg (Past Preside) $0 $0
Erin Marie Wallace (Director) $0 $0
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990-EZ
Filed on May 13, 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
$14,165
Expenses
$11,448
Net Income
$2,717
Net Assets
$17,284
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,706
12.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $12,459
88.0%
Assets/Debt
Total Assets $17,284
Total Liabilities $0
Net Assets $17,284
Compensation
Key Employees and Officers Compensation Other
Randall Woolley (Director) $0 $0
Charles Woldenberg (President) $0 $0
Steve Trend (Secretary) $0 $0
Joshua Davis (Treasurer) $0 $0
Mathew Dernis (Director) $0 $0
Daniel Landrau (Director) $0 $0
Jubin Keyvan (Director) $0 $0
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990-EZ
Filed on Aug. 31, 2021

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$19,026
Expenses
$16,982
Net Income
$2,044
Net Assets
$14,567
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,416
28.5%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,610
71.5%
Assets/Debt
Total Assets $14,567
Total Liabilities $0
Net Assets $14,567
Compensation
Key Employees and Officers Compensation Other
Randall Woolley (President) $0 $0
Joshua Davis (Treasurer) $0 $0
Charles Woldenberg (Secretary) $0 $0
Michael Ross (Director Former President) $0 $0
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990-EZ
Filed on June 16, 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
$24,068
Expenses
$20,588
Net Income
$3,480
Net Assets
$12,523
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,919
37.1%
Investment Income $51
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,098
62.7%
Assets/Debt
Total Assets $12,523
Total Liabilities $0
Net Assets $12,523
Compensation
Key Employees and Officers Compensation Other
Lisa Marsden (Director Former President) $0 $0
Randall Woolley (Director President Elect) $0 $0
Michael Ross (President) $0 $0
Joshua Davis (Treasurer) $0 $0
Steven Clark (Director) $0 $0
Kip Widing (Secretary) $0 $0
Harriet Brackey (Director) $0 $0
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990-EZ
Filed on May 10, 2019

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

View Filing
PDF XML
View Filing (2 of 2) PDF (2 of 2)

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$77,912
Expenses
$113,910
Net Income
-$35,998
Net Assets
$9,043
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $62,001
79.6%
Investment Income $90
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $15,821
20.3%
Assets/Debt
Total Assets $9,043
Total Liabilities $0
Net Assets $9,043
Compensation
Key Employees and Officers Compensation Other
Mari Adam (Director) $0 $0
Cheryl Culp (Director) $0 $0
Rachael Grattan (Director) $0 $0
Michael Mader (Director) $0 $0
Susan Weinblatt (Director) $0 $0
Linda Wolonick (Executive Director) $0 $0
Nicholas Chiricosta (Treasurer) $0 $0
Stephanie Cooper (Secretary) $0 $0
Lisa Marsden (President) $0 $0
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990-EZ
Filed on April 26, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$89,620
Expenses
$89,716
Net Income
-$96
Net Assets
$45,041
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,377
79.6%
Investment Income $168
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $18,075
20.2%
Assets/Debt
Total Assets $45,041
Total Liabilities $0
Net Assets $45,041
Compensation
Key Employees and Officers Compensation Other
Cheryl Culp (Director) $0 $0
William Dyess (Director) $0 $0
Michael Mader (Advisor) $0 $0
Linda Wolonick (Exec Dir) $0 $0
Mari Adam (Director) $0 $0
Susan Weinblatt (Chair) $0 $0
Lisa Marsden (President) $0 $0
Randall Woolley (Committee) $0 $0
Stephanie Cooper (Secretary) $0 $0
Rachael Grattan (Director) $0 $0
Nicholas Chiricosta (Treasurer) $0 $0
Michael Ross (Pres. Elect) $0 $0
Sean Erickson (Committee) $0 $0
Wayne Green (Committee) $0 $0
Christopher Widing (Committee) $0 $0
Hayden Burrus (Committee) $0 $0
Gregory Edwards (Program Chai) $0 $0
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990-EZ
Filed on March 31, 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
$84,110
Expenses
$100,566
Net Income
-$16,456
Net Assets
$45,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $74,681
88.8%
Investment Income $209
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,220
11.0%
Assets/Debt
Total Assets $57,462
Total Liabilities $12,325
Net Assets $45,137
Compensation
Key Employees and Officers Compensation Other
Cheryl Culp (Director) $0 $0
William Dyess (Director) $0 $0
Johanna Lobdell (Director) $0 $0
Tom Balcom (Director) $0 $0
Michael Mader (Immed. Past) $0 $0
Linda Wolonick (Exec Dir) $0 $0
Marjorie Gelbwaks Schaefer (Director) $0 $0
Mari Adam (Director) $0 $0
Edward Wacks (Director) $0 $0
Susan Weinblatt (President) $0 $0
Gregory Edwards (Director) $0 $0
Lisa Marsden (Pres. Elect) $0 $0
Randall Woolley (Director) $0 $0
Stephanie Cooper (Secretary) $0 $0
Rachael Grattan (Director) $0 $0
Hayden Burrus (Director) $0 $0
Nicholas Chiricosta (Treasurer) $0 $0
Scott Rosen (Director) $0 $0
Michael Ross (Director) $0 $0
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990-EZ
Filed on Feb. 22, 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
$100,257
Expenses
$99,223
Net Income
$1,034
Net Assets
$61,593
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $92,210
92.0%
Investment Income $208
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $7,839
7.8%
Assets/Debt
Total Assets $73,093
Total Liabilities $11,500
Net Assets $61,593
Compensation
Key Employees and Officers Compensation Other
Cheryl Culp (Director) $0 $0
William Dyess (Director) $0 $0
Johanna Lobdell (Director) $0 $0
Tom Balcom (Director) $0 $0
Michael Mader (President) $0 $0
Michael Lynch (Director) $0 $0
Linda Wolonick (Exec Dir) $0 $0
Marjorie Gelbwaks Schaefer (Director) $0 $0
Mari Adam (Director) $0 $0
Edward Wacks (Director) $0 $0
Susan Weinblatt (President El) $0 $0
Gregory Edwards (Director) $0 $0
Lisa Marsden (Treasurer) $0 $0
Randall Woolley (Director) $0 $0
Stephanie Cooper (Secretary) $0 $0
Rachael Grattan (Director) $0 $0
Joseph Mcgivney Jr (Director) $0 $0
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990-EZ
Filed on June 9, 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
$101,024
Expenses
$98,256
Net Income
$2,768
Net Assets
$60,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $91,826
90.9%
Investment Income $209
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,989
8.9%
Assets/Debt
Total Assets $75,559
Total Liabilities $15,000
Net Assets $60,559
Compensation
Key Employees and Officers Compensation Other
Cheryl Culp (Director) $0 $0
William Dyess (Director) $0 $0
Johanna Mcmichael (Director) $0 $0
Tom Balcom (Director) $0 $0
Michael Mader (President) $0 $0
Michael Lynch (Chair) $0 $0
Linda Wolonick (Exec Dir) $0 $0
Marjorie Gelbwaks Schaefer (Director) $0 $0
Thomas Guthke (Director) $0 $0
Mari Adam (Director) $0 $0
Edward Wacks (Director) $0 $0
Susan Weinblatt (Secretary) $0 $0
Gregory Edwards (Director) $0 $0
Lisa Marsden (Treasurer) $0 $0
Randall Woolley (Director) $0 $0
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990-EZ
Filed on May 22, 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
$107,447
Expenses
$101,614
Net Income
$5,833
Net Assets
$57,791
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,548
91.7%
Investment Income $263
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,636
8.0%
Assets/Debt
Total Assets $71,291
Total Liabilities $13,500
Net Assets $57,791

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
$104,543
Expenses
$108,417
Net Income
-$3,874
Net Assets
$51,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $94,155
90.1%
Investment Income $492
0.5%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $9,896
9.5%
Assets/Debt
Total Assets $61,458
Total Liabilities $9,500
Net Assets $51,958

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.
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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