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Financial Planning Association

Fpa Of Colorado
  • Aurora, CO
  • Tax-exempt since Sept. 2000
  • EIN: 84-1077808

Organization summary

Type of Nonprofit

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

Category: Community Improvement, Capacity Building / Promotion of Business (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$156k (2024)

Expenses
$167k (2024)

Total Assets
$172k (2024)

Total Liabilities
$37.2k (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
$156,398
Expenses
$167,380
Net Income
-$10,982
Net Assets
$135,269
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $111,752
71.5%
Investment Income $3,812
2.4%
Net Fundraising $0
Sales of Assets -$141
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $172,480
Total Liabilities $37,211
Net Assets $135,269
Compensation
Key Employees and Officers Compensation Other
Danny Lee (Director) $0 $0
Mark Milligan (Director) $0 $0
Marcie Carvalho (Director) $0 $0
Alec Quaid (Director) $0 $0
Sandra Laskowski (Director) $0 $0
Matt Lengel (President/Secretary/Treasurer) $0 $0
Cory Underwood (Chair (Past President)) $0 $0
Katie Weber (President Elect) $0 $0
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Document Links

990-EZ
Filed on Aug. 13, 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
$137,999
Expenses
$149,488
Net Income
-$11,489
Net Assets
$139,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,847
61.5%
Investment Income $13,489
9.8%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $170,018
Total Liabilities $30,090
Net Assets $139,928
Compensation
Key Employees and Officers Compensation Other
Charlie Pastor (Director) $0 $0
Adam Oliver (Director) $0 $0
Marcie Carvalho (Director) $0 $0
Alec Quaid (Director) $0 $0
Sandra Laskowski (Director) $0 $0
Katie Weber (Director) $0 $0
Cory Underwood (President/Secretary) $0 $0
Lori Miller (Chair (Past President)) $0 $0
Matt Lengel (President Elect/Treasurer) $0 $0
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Document Links

990-EZ
Filed on Aug. 23, 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
$136,593
Expenses
$127,575
Net Income
$9,018
Net Assets
$151,417
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $82,899
60.7%
Investment Income $357
0.3%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $171,036
Total Liabilities $19,619
Net Assets $151,417
Compensation
Key Employees and Officers Compensation Other
Charles Pastor (Director) $0 $0
Adam Oliver (Director) $0 $0
Marcie Carvalho (Director) $0 $0
Matt Lengel (Director) $0 $0
Tami Carroll (Director) $0 $0
Sandra Laskowski (Director) $0 $0
Katie Weber (Director) $0 $0
Lori Miller (President/Secretary) $0 $0
Cory Underwood (Pres Elect) $0 $0
Jason Alderson (Chair (Past President)) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 3, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$108,153
Expenses
$95,779
Net Income
$12,374
Net Assets
$142,399
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,636
64.4%
Investment Income $17
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $182,839
Total Liabilities $40,440
Net Assets $142,399
Compensation
Key Employees and Officers Compensation Other
Charles Pastor (Director) $0 $0
Adam Oliver (Director) $0 $0
Jan Jordan (Director) $0 $0
Matt Lengel (Director) $0 $0
Tami Carroll (Director) $0 $0
Sandra Laskowski (Director) $0 $0
Cory Underwood (Director) $0 $0
Jason Alderson (President/Secretary) $0 $0
Lori Miller (Treasurer/Pres Elect) $0 $0
Debbie Freeman (Chair) $0 $0
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Document Links

990-EZ
Filed on Oct. 27, 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
$104,377
Expenses
$85,189
Net Income
$19,188
Net Assets
$147,886
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,111
61.4%
Investment Income $54
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $50
0.0%
Assets/Debt
Total Assets $163,859
Total Liabilities $15,973
Net Assets $147,886
Compensation
Key Employees and Officers Compensation Other
Randy Anderson (Chair) $0 $0
Debbie Freeman (President) $0 $0
Jason Alderson (President Elect) $0 $0
Jan Jordan (Membership Director) $0 $0
Kittye Tilford (Pro Bono Director) $0 $0
Tami Carroll (Pro Bono Director) $0 $0
James Pasarelli (Advocacy Director) $0 $0
Jason Alderson (Education Director) $0 $0
Lori Miller (Partnership Director) $0 $0
Chris Rezek (Nex Gen Director) $0 $0
Cory Underwood (Affiliate Relations Director) $0 $0
Wendi Strom (Member At Large) $0 $0
+ View more people

Document Links

990-EZ
Filed on May 17, 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
$153,773
Expenses
$140,973
Net Income
$12,800
Net Assets
$128,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,560
1.0%
Program Services $101,298
65.9%
Investment Income $210
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $200
0.1%
Assets/Debt
Total Assets $128,698
Total Liabilities $0
Net Assets $128,698
Compensation
Key Employees and Officers Compensation Other
Kris Tower (Chair) $0 $0
Randy Anderson (President) $0 $0
Debbie Freeman (President Elect/Sec/Treas) $0 $0
Marisa Maurer (Membership Director) $0 $0
Kittye Tilford (Pro Bono Director) $0 $0
Tami Carroll (Pro Bono Director) $0 $0
Robin Allis (Career Development) $0 $0
Jesse Gonzalez (Public Relations Director) $0 $0
Jan Jordan (Membership Director) $0 $0
Juan J Guevara (Nex Gen Director) $0 $0
James Pasarelli (Advocacy Director) $0 $0
Ron Taylor (Partnership Director) $0 $0
Cory Underwood (Affiliate Relations Director) $0 $0
Jason Alderson (Education Director) $0 $0
Audrey Morrison (Vc Career Development) $0 $0
Andrea Blackwelder (Women Of Fpa) $0 $0
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Document Links

990-EZ
Filed on June 17, 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
$143,598
Expenses
$143,357
Net Income
$241
Net Assets
$128,437
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,250
2.3%
Program Services $89,152
62.1%
Investment Income $121
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $150
0.1%
Assets/Debt
Total Assets $130,087
Total Liabilities $1,650
Net Assets $128,437
Compensation
Key Employees and Officers Compensation Other
Wendi Strom (Chair) $0 $0
Kris Tower (President) $0 $0
Randy Anderson (President Elect/Sec/Treas) $0 $0
Marisa Maurer (Membership Director) $0 $0
Kittye Tilford (Pro Bono Director/Ja Coord.) $0 $0
Jason Alderson (Pro Bono Director/Fin. Plan. Wk Dir) $0 $0
Robin Allis (Program Director: Career Development) $0 $0
Dan Andrews (Public Relations Director) $0 $0
Jan Jordan (Career Development Director/Student Rel. Dir.) $0 $0
Juan J Guevara (Nex Gen Director) $0 $0
James Pasarelli (Advocacy Director) $0 $0
Ron Taylor (Corp Rel. & Partnership Director) $0 $0
A Raymond Benson (Member At Large) $0 $0
Debbie Freeman (Education Director) $0 $0
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Document Links

990-EZ
Filed on May 15, 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
$160,638
Expenses
$129,140
Net Income
$31,498
Net Assets
$128,196
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,000
1.9%
Program Services $107,894
67.2%
Investment Income $34
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $25
0.0%
Assets/Debt
Total Assets $129,846
Total Liabilities $1,650
Net Assets $128,196
Compensation
Key Employees and Officers Compensation Other
Andrea Blackwelder (Chair) $0 $0
Wendi Strom (President) $0 $0
Kris Tower (President Elect/Sec/Treas) $0 $0
Marisa Maurer (Membership Director) $0 $0
Sara Gardner (Jr. Achievement Coord.) $0 $0
Randy Anderson (Pro Bono Director) $0 $0
Rachel Comfort (Career Development Director) $0 $0
Rebecca Kennedy (Public Relations Chair) $0 $0
Jan Jordan (Professional Relations Chair) $0 $0
Jason Alderson (Nex Gen Chair) $0 $0
Brian Williams (Advocacy Chair) $0 $0
Ron Taylor (Corp Rel. & Partnership Chair) $0 $0
A Raymond Benson (Member At Large) $0 $0
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Document Links

990-EZ
Filed on May 15, 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
$173,319
Expenses
$174,733
Net Income
-$1,414
Net Assets
$96,698
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,013
14.4%
Program Services $114,255
65.9%
Investment Income $73
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $672
0.4%
Other Revenue $4,324
2.5%
Assets/Debt
Total Assets $104,404
Total Liabilities $7,706
Net Assets $96,698
Compensation
Key Employees and Officers Compensation Other
Andrea Blackwelder (Chair) $0 $0
Wendi Strom (President) $0 $0
Kris Tower (President Elect) $0 $0
Marisa Maurer (Membership Chair) $0 $0
Sara Gardner (Pro Bono Chair) $0 $0
Randy Anderson (Pro Bono Co Chair) $0 $0
Rachel Comfort (Career Development Chair) $0 $0
Rebecca Kennedy (Public Relations Chair) $0 $0
Jan Jordan (Professional Relations Chair) $0 $0
Jason Alderson (Nex Gen Chair) $0 $0
Brian Williams (Advocacy Chair) $0 $0
Ron Taylor (Partnership Chair) $0 $0
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990-EZ
Filed on May 26, 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
$147,941
Expenses
$186,095
Net Income
-$38,154
Net Assets
$85,792
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,250
2.2%
Program Services $116,614
78.8%
Investment Income $69
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $122,886
Total Liabilities $37,094
Net Assets $85,792
Compensation
Key Employees and Officers Compensation Other
Karl Frank (Chair) $0 $0
James O'brien (President) $0 $0
Andrea Blackwelder (President Elect) $0 $0
Charles Sherry (Membership Chair) $0 $0
Jon Hokama (Education Director) $0 $0
Becky Kennedy (Pro Bono Co Chair) $0 $0
Greg Seal (Career Development Director) $0 $0
Aaron Leatherwood (Public Relations Chair) $0 $0
Jan Jordan (Professional Relations Chair) $0 $0
Jacob Wagner (Nex Gen Chair) $0 $0
Kris Tower (Advocacy Chair) $0 $0
Jonathan Moranchel (Partnership Chair) $0 $0
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990-EZ
Filed on May 14, 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
$165,445
Expenses
$170,247
Net Income
-$4,802
Net Assets
$123,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $138,330
83.6%
Investment Income $85
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $123,946
Total Liabilities $0
Net Assets $123,946
Compensation
Key Employees and Officers Compensation Other
Karl Frank (President) $0 $0
James O'brien (Secretary) $0 $0
Joseph Clemens (Public Relations Dir.) $0 $0
Charles Sherry (Membership Director) $0 $0
Jon Hokama (Education Director) $0 $0
Becky Kennedy (Pro Bono Director) $0 $0
Greg Seal (Career Development Director) $0 $0
Carol Craigie (Chair) $0 $0
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990-EZ
Filed on May 8, 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
$168,169
Expenses
$168,911
Net Income
-$742
Net Assets
$123,814
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,200
6.1%
Program Services $129,978
77.3%
Investment Income $125
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $128,748
Total Liabilities $4,934
Net Assets $123,814
Compensation
Key Employees and Officers Compensation Other
Derek Manning (Chair Of The Board/Career Development) $0 $0
Carol Craigie (President) $0 $0
Karl Frank (Pres. Elect & Treas/Sec) $0 $0
Pam Dumoncaeu (Pro Bono Chair) $0 $0
A Raymond Benton (Member At Large) $0 $0
Andrea Blackwelder (Public Awareness Chair) $0 $0
James O'brien (Sponsorship Chair) $0 $0
Jan Jordon (Membership Chair) $0 $0
Greg Seal (Career Development) $0 $0
Aaron Leatherwood (Professional Relations) $0 $0
Debbie Reece (Chapter Admin.) $0 $0
Joseph Clemens (Education Chair) $0 $0
Keith Renninson (Public Relations) $0 $0
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990-EZ
Filed on March 12, 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
$161,887
Expenses
$130,468
Net Income
$31,419
Net Assets
$124,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $131,878
81.5%
Investment Income $158
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $124,556
Total Liabilities $0
Net Assets $124,556

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
$135,814
Expenses
$136,852
Net Income
-$1,038
Net Assets
$102,308
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $100,428
73.9%
Investment Income $280
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $6,013
4.4%
Assets/Debt
Total Assets $102,308
Total Liabilities $0
Net Assets $102,308

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
PDF (2 of 2)

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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