Financial Planning Association

Denver, CO
Tax-exempt since Sept. 2000
EIN: 84-1521488

Receive an email when new data is available for this organization.

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.

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

Donations to this organization are not tax deductible.

Revenue

$9.05M (2022)

Expenses

$9.11M (2022)

Total Assets

$6.69M (2022)

Total Liabilities

$4.65M (2022)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Revenue

$9,051,715

Expenses

$9,111,585

Net Income

-$59,870

Net Assets

$2,047,545

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$75,000	0.8%
Program Services	$7,924,712	87.5%
Investment Income	$60,488	0.7%
Bond Proceeds	$0
Royalties	$44,428	0.5%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$102,323	1.1%
Other Revenue	$844,764	9.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$627,079	6.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,303,857	25.3%

Assets/Debt
Total Assets	$6,694,548
Total Liabilities	$4,647,003
Net Assets	$2,047,545

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick D Mahoney (Ceo And Secretary)	$377,655	$0	$38,659
Ben Lewis (Cco)	$186,068	$0	$5,534
Sandra Garcia (Cfo)	$184,358	$0	$26,408
Leslie Whittet (Cmo (Part Year))	$162,561	$0	$18,755
Amy Woodward Corum (Director Strategic Partnership)	$132,550	$0	$16,697
Claudia Cypher Kane (Treasurer)	$0	$0	$0
Dennis Moore (President)	$0	$0	$0
James Lee (President Elect)	$0	$0	$0
Skip Schweiss (Past President)	$0	$0	$0
Byrke Sestok (Board Member)	$0	$0	$0
Carl Wayne (Board Member)	$0	$0	$0
Crystal Alford Cooper (Board Member)	$0	$0	$0
Daniel Galli (Board Member)	$0	$0	$0
George Fernandez (Board Member)	$0	$0	$0
Karen Mc Dade (Board Member)	$0	$0	$0
Lisa Kirchenbauer (Board Member)	$0	$0	$0
Paul Brahim (Board Member)	$0	$0	$0
Robert Van Beek (Board Member)	$0	$0	$0
Susan Danzig (Board Member)	$0	$0	$0

+ View more people

990

Filed on Nov. 9, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$8,225,248

Expenses

$7,100,920

Net Income

$1,124,328

Net Assets

$2,699,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$867,892	10.6%
Program Services	$6,827,535	83.0%
Investment Income	$46,086	0.6%
Bond Proceeds	$0
Royalties	$72,411	0.9%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$106,407	1.3%
Net Inventory Sales	$34,285	0.4%
Other Revenue	$270,632	3.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$614,905	8.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,810,289	25.5%

Assets/Debt
Total Assets	$6,740,399
Total Liabilities	$4,040,672
Net Assets	$2,699,727

Compensation

Key Employees and Officers	Compensation	Related	Other
Patrick D Mahoney (Ceo And Secretary)	$407,757	$0	$18,960
Julie Butcher Part Year (Director Of It)	$216,454	$0	$13,128
Ben Lewis (Cco)	$177,700	$0	$0
Sandra Garcia (Cfo)	$176,630	$0	$11,557
Leslie Whittet Part Year (Cmo)	$123,115	$0	$8,073
Heather Caldwell (Director Of Staff Relations)	$117,425	$0	$13,003
Martin Seay (Past President)	$0	$0	$0
Skip Schweiss (President)	$0	$0	$0
Dennis Moore (President Elect)	$0	$0	$0
Jason Plank (Treasurer)	$0	$0	$0
Paul Brahim (Board Member)	$0	$0	$0
Claudia Cypher Kane (Board Member)	$0	$0	$0
Susan Danzig (Board Member)	$0	$0	$0
George Fernandez (Board Member)	$0	$0	$0
Lisa Kirchenbauer (Board Member)	$0	$0	$0
James Lee (Board Member)	$0	$0	$0
Karen Mc Dade (Board Member)	$0	$0	$0
Robert Van Beek (Board Member)	$0	$0	$0
Carl Wayne (Board Member)	$0	$0	$0

+ View more people

990

Filed on Nov. 9, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$7,414,359

Expenses

$8,149,467

Net Income

-$735,108

Net Assets

$1,499,130

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$85,000	1.1%
Program Services	$7,126,786	96.1%
Investment Income	$83,632	1.1%
Bond Proceeds	$0
Royalties	$45,601	0.6%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$342,405
Net Inventory Sales	$40,961	0.6%
Other Revenue	$374,784	5.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$721,936	8.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,436,659	29.9%

Assets/Debt
Total Assets	$5,433,399
Total Liabilities	$3,934,269
Net Assets	$1,499,130

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo (Part Year))	$370,528	$0	$21,711
Patrick Mahoney (Interim Ceo)	$210,000	$0	$0
Julie Butcher (Director Of It)	$133,888	$0	$12,584
Kyle Jordan (Director Of Meetings And Learning)	$121,202	$0	$8,327
Heather Caldwell (Director Of Staff Relations)	$110,191	$0	$13,317
Craig Noll (Director Of Finance (Part Year))	$85,130	$0	$4,905
Sandra Garcia (Cfo)	$28,309	$0	$1,353
Evelyn Zohlen (Chair)	$0	$0	$0
Martin Seay (President)	$0	$0	$0
Skip Schweiss (President Elect)	$0	$0	$0
Chris Draughon (Treasurer)	$0	$0	$0
Kimberly Bridges (Board Member)	$0	$0	$0
Claudia Cypher Kane (Board Member)	$0	$0	$0
Susan Danzig (Board Member)	$0	$0	$0
James Lee (Board Member)	$0	$0	$0
Karen Mc Dade (Board Member)	$0	$0	$0
Dennis Moore (Board Member)	$0	$0	$0
Jason Plank (Board Member)	$0	$0	$0
Robert Van Beek (Board Member)	$0	$0	$0
Carl Wayne (Board Member)	$0	$0	$0

+ View more people

990

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$10,353,525

Expenses

$11,221,347

Net Income

-$867,822

Net Assets

$2,021,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$139,534	1.3%
Program Services	$9,862,575	95.3%
Investment Income	$108,046	1.0%
Bond Proceeds	$0
Royalties	$21,255	0.2%
Rental Property Income	$7,714	0.1%
Net Fundraising	$0
Sales of Assets	$121,763	1.2%
Net Inventory Sales	$49,164	0.5%
Other Revenue	$43,474	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$546,848	4.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,890,821	25.8%

Assets/Debt
Total Assets	$5,941,900
Total Liabilities	$3,920,175
Net Assets	$2,021,725

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo)	$386,284	$0	$21,122
Craig Noll (Director Of Finance)	$130,465	$0	$8,977
Dan Martin (Director Of Marketing)	$122,557	$0	$19,821
Kristine Mazzullo (Dir. Of One Fpa Network Operations)	$122,110	$0	$8,609
Karen Nystrom (Government Relations)	$120,233	$0	$7,736
Heather Caldwell (Dir. Of Staff Relations)	$118,194	$0	$16,789
Jessica Flynn (Dir. Of Strategic Relations)	$104,001	$0	$7,518
Frank Pare (Chair)	$0	$0	$0
Evelyn Zohlen (President)	$0	$0	$0
Martin Seay (President Elect)	$0	$0	$0
Molly Balunek (Board Member)	$0	$0	$0
Kimberly Bridges (Board Member)	$0	$0	$0
Ann Dowd (Board Member)	$0	$0	$0
Chris Draughon (Board Member)	$0	$0	$0
James Lee (Board Member)	$0	$0	$0
Tony Mahabir (Board Member)	$0	$0	$0
Karen Mc Dade (Board Member)	$0	$0	$0
Dennis Moore (Board Member)	$0	$0	$0
Jason Plank (Board Member)	$0	$0	$0
Skip Schweiss (Board Member)	$0	$0	$0

+ View more people

990

Filed on Oct. 28, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$10,344,627

Expenses

$10,175,713

Net Income

$168,914

Net Assets

$2,715,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$75,000	0.7%
Program Services	$9,987,686	96.5%
Investment Income	$111,497	1.1%
Bond Proceeds	$0
Royalties	$60,916	0.6%
Rental Property Income	$46,216	0.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$36,913	0.4%
Other Revenue	$26,399	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$504,786	5.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,710,156	26.6%

Assets/Debt
Total Assets	$6,682,553
Total Liabilities	$3,966,875
Net Assets	$2,715,678

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo)	$349,007	$0	$21,351
Craig Noll (Director Of Finance)	$127,507	$0	$6,921
Dan Martin (Director Of Marketing)	$125,269	$0	$14,691
Kristine Mazzullo (Director Of Membership)	$116,783	$0	$8,173
Karen Nystrom (Government Relations)	$116,190	$0	$7,742
Kimberly Roalson (Director Of Technology)	$114,695	$0	$15,665
Heather Caldwell (Dir. Of Member Engagement)	$113,598	$0	$13,610
Shannon Pike (Chair)	$0	$0	$0
Frank Pare (President)	$0	$0	$0
Evelyn Zohlen (President Elect)	$0	$0	$0
Molly Balunek (Board Member)	$0	$0	$0
Kimberly Bridges (Board Member)	$0	$0	$0
Ann Dowd (Board Member)	$0	$0	$0
Chris Draughon (Board Member)	$0	$0	$0
Tony Mahabir (Board Member)	$0	$0	$0
Dennis Moore (Board Member)	$0	$0	$0
Dick Power (Board Member)	$0	$0	$0
Skip Schweiss (Board Member)	$0	$0	$0
Martin Seay (Board Member)	$0	$0	$0
Michael Shockley (Board Member)	$0	$0	$0
Todd Stanard (Board Member)	$0	$0	$0

+ View more people

990

Filed on Nov. 11, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$6,634,598

Expenses

$6,539,613

Net Income

$94,985

Net Assets

$2,713,996

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$43,750	0.7%
Program Services	$6,409,434	96.6%
Investment Income	$58,782	0.9%
Bond Proceeds	$0
Royalties	$53,197	0.8%
Rental Property Income	$27,000	0.4%
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$21,128	0.3%
Other Revenue	$21,307	0.3%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$535,427	8.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$1,334,582	20.4%

Assets/Debt
Total Assets	$7,414,200
Total Liabilities	$4,700,204
Net Assets	$2,713,996

990

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

PDF

Fiscal Year Ending May
2017

Revenue

$10,108,750

Expenses

$9,997,962

Net Income

$110,788

Net Assets

$2,538,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$6,250	0.1%
Program Services	$9,879,134	97.7%
Investment Income	$61,941	0.6%
Bond Proceeds	$0
Royalties	$88,060	0.9%
Rental Property Income	-$21,131
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$30,367	0.3%
Other Revenue	$64,129	0.6%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$498,816	5.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,250,248	22.5%

Assets/Debt
Total Assets	$8,198,532
Total Liabilities	$5,659,564
Net Assets	$2,538,968

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo)	$326,687	$0	$20,266
Christian Mills (Corporate Relations Manager)	$140,582	$0	$15,731
Craig Noll (Director Of Finance)	$125,218	$0	$16,137
George Bradley (Director Of Education)	$120,493	$0	$11,513
Heather Caldwell (Dir. Of Member Engagement)	$111,402	$0	$8,107
Ron Zwerin (Director Of Marketing)	$110,022	$0	$0
Kristine Mazzullo (Director Of Membership)	$101,265	$0	$29,938
Pamela Sandy (President/Chair)	$0	$0	$0
Shannon Pike (President Elect/President)	$0	$0	$0
Frank Pare (Bd Member/President Ele)	$0	$0	$0
Ed Gjertsen Part Year (Chair)	$0	$0	$0
Molly Balunek (Board Member)	$0	$0	$0
Carol Craigie (Board Member)	$0	$0	$0
Ann Dowd (Board Member)	$0	$0	$0
Tony Mahabir (Board Member)	$0	$0	$0
Dick Powers (Board Member)	$0	$0	$0
Skip Schweiss (Board Member)	$0	$0	$0
Martin Seay (Board Member)	$0	$0	$0
Catherine Seeber (Board Member)	$0	$0	$0
Michael Shockley (Board Member)	$0	$0	$0
Todd Standard (Board Member)	$0	$0	$0
Daniel Skiles Part Year (Board Member)	$0	$0	$0
Shawn M Brayman Part Year (Board Member)	$0	$0	$0
Jack White Part Year (Board Member)	$0	$0	$0
Evelyn Zohlen Part Year (Board Member)	$0	$0	$0
See filing for compensation of 1 other people →

+ View more people

990

Filed on Jan. 26, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2016

Revenue

$9,875,503

Expenses

$10,022,306

Net Income

-$146,803

Net Assets

$2,300,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,531,879	96.5%
Investment Income	$38,869	0.4%
Bond Proceeds	$0
Royalties	$93,403	0.9%
Rental Property Income	-$11,407
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$76,858	0.8%
Other Revenue	$145,901	1.5%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$332,114	3.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,222,645	22.2%

Assets/Debt
Total Assets	$7,794,770
Total Liabilities	$5,494,261
Net Assets	$2,300,509

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo)	$307,587	$0	$15,146
Christian Mills (Corporate Relations Manage)	$140,654	$0	$15,156
Craig Noll (Director Of Finance)	$121,955	$0	$9,149
Karen Nystrom (Director Of Advocacy)	$108,475	$0	$5,744
Heather Caldwell (Director Of Member Engagem)	$108,389	$0	$6,908
Ken Hurd (Director Of Marketing)	$106,907	$0	$25,487
George Bradley (Director Of Education)	$102,672	$0	$12,283
Ed Gjertsen (President Past Year/Chair)	$0	$0	$0
Janet Stanzak Part Year (Chair)	$0	$0	$0
Pamela Sandy (President)	$0	$0	$0
Shannon Pike (Board Member/President Elect)	$0	$0	$0
Stuart Armstrong Part Year (Board Member)	$0	$0	$0
Rita Cheng Part Year (Board Member)	$0	$0	$0
Daniel Skiles (Board Member)	$0	$0	$0
Evelyn Zohlen (Board Member)	$0	$0	$0
Frank Pare (Board Member)	$0	$0	$0
Michelle G Carney (Board Member)	$0	$0	$0
Shawn M Brayman (Board Member)	$0	$0	$0
Carol Craigie (Board Member)	$0	$0	$0
Catherine Seeber (Board Member)	$0	$0	$0
Jack White (Board Member)	$0	$0	$0
Todd Stanard (Board Member)	$0	$0	$0
Dick Powers (Board Member)	$0	$0	$0
Michael Shockley (Board Member)	$0	$0	$0

+ View more people

990

Filed on Jan. 19, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2015

Revenue

$9,101,169

Expenses

$9,141,995

Net Income

-$40,826

Net Assets

$2,546,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$23,182	0.3%
Program Services	$8,851,785	97.3%
Investment Income	$93,592	1.0%
Bond Proceeds	$0
Royalties	$94,442	1.0%
Rental Property Income	-$36,823
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$74,991	0.8%
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$313,865	3.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,074,298	22.7%

Assets/Debt
Total Assets	$8,015,201
Total Liabilities	$5,468,778
Net Assets	$2,546,423

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo)	$263,605	$0	$15,206
Christian Mills (Corporate Relations Manage)	$154,439	$0	$14,701
Jeffrey Hensal (Director Of Corporate Relations)	$121,164	$0	$5,960
Craig Noll (Director Of Finance)	$115,674	$0	$9,387
Karen Nystrom (Director Of Advocacy)	$105,629	$0	$9,625
Heather Caldwell (Director Of Member Engagement)	$105,616	$0	$6,451
Ed Gjertsen (President)	$0	$0	$0
Janet Stanzak (Chair/ President (Part Year))	$0	$0	$0
Pamela Sandy (President Elect)	$0	$0	$0
Michael Branham (Chair (Part Year))	$0	$0	$0
Stuart Armstrong (Board Member)	$0	$0	$0
Rita Cheng (Board Member)	$0	$0	$0
Shannon Pike (Board Member)	$0	$0	$0
Daniel Skiles (Board Member)	$0	$0	$0
Evelyn Zohlen (Board Member)	$0	$0	$0
Frank Pare (Board Member)	$0	$0	$0
Michelle G Carney (Board Member)	$0	$0	$0
Shawn M Brayman (Board Member)	$0	$0	$0
Carol Craigie (Board Member)	$0	$0	$0
Catherine Seeber (Board Member)	$0	$0	$0
Jack White (Board Member)	$0	$0	$0
Martin Durbin (Board Member (Part Year))	$0	$0	$0
Richard Stumpf (Board Member (Part Year))	$0	$0	$0

+ View more people

990

Filed on Jan. 21, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2014

Revenue

$9,329,458

Expenses

$9,504,792

Net Income

-$175,334

Net Assets

$2,731,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$170,000	1.8%
Program Services	$9,099,977	97.5%
Investment Income	$59,481	0.6%
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	$242,154	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,724,387	28.7%

Assets/Debt
Total Assets	$8,577,642
Total Liabilities	$5,845,701
Net Assets	$2,731,941

Compensation

Key Employees and Officers	Compensation	Related	Other
Lauren Schadle (Executive Director / Ceo)	$221,711	$0	$14,552
Christian Mills (Corporate Relations Manager)	$136,091	$0	$14,561
Jeffrey Hensal (Director Of Corporate Relatons)	$115,814	$0	$0
Craig Noll (Director Of Finance)	$105,658	$0	$10,308
Heather Caldwell (Director Of Member Engagement)	$101,097	$0	$6,312
Michael Branham (President / Chair)	$0	$0	$0
Janet Stanzak (President Elect / President)	$0	$0	$0
Paul Auslander (Chair (Part Year))	$0	$0	$0
Stuart Armstrong (Board Member)	$0	$0	$0
Rita Cheng (Board Member)	$0	$0	$0
Martin Durbin (Board Member)	$0	$0	$0
Shannon Pike (Board Member)	$0	$0	$0
Pamela Sandy (Board Member)	$0	$0	$0
Richard Stumpf (Board Member)	$0	$0	$0
Daniel Skiles (Board Member)	$0	$0	$0
Evelyn Zohlen (Board Member)	$0	$0	$0
Frank Pare (Board Member)	$0	$0	$0
Michelle G Carney (Board Member)	$0	$0	$0
Shawn M Brayman (Board Member)	$0	$0	$0
Samuel J Gallucci (Board Member (Part Year))	$0	$0	$0
Ar Hoxton Iv (Board Member (Part Year))	$0	$0	$0
Julie Littlechild (Board Member (Part Year))	$0	$0	$0
Keith Loveland (Board Member (Part Year))	$0	$0	$0
Mark L Prendergast (Board Member (Part Year))	$0	$0	$0

+ View more people

990

Filed on April 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2013

Revenue

$10,277,443

Expenses

$10,619,899

Net Income

-$342,456

Net Assets

$886,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,625,869	93.7%
Investment Income	$90,907	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$560,667	5.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$824,747	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,553,754	33.5%

Assets/Debt
Total Assets	$7,292,417
Total Liabilities	$6,405,884
Net Assets	$886,533

990

Filed on July 16, 2015

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

View Filing

Schedules ▼

PDF XML

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

Fiscal Year Ending May
2012

Revenue

$10,634,742

Expenses

$10,879,783

Net Income

-$245,041

Net Assets

$1,439,833

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$10,555,178	99.3%
Investment Income	$99,158	0.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$19,594
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$843,342	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,895,233	35.8%

Assets/Debt
Total Assets	$7,322,546
Total Liabilities	$5,882,713
Net Assets	$1,439,833

990

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

PDF

Fiscal Year Ending May
2011

Revenue

$12,493,021

Expenses

$12,738,761

Net Income

-$245,740

Net Assets

$1,950,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$29,260	0.2%
Investment Income	$12,147,787	97.2%
Bond Proceeds	$0
Royalties	$80,963	0.6%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$62,197	0.5%
Net Inventory Sales	$148,811	1.2%
Other Revenue	$24,003	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$581,678	4.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,283,358	25.8%

Assets/Debt
Total Assets	$8,439,440
Total Liabilities	$6,488,963
Net Assets	$1,950,477

990-EZ

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

PDF

PDF (2 of 2)

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.

API

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

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

Updated November 21, 2024

Financial Planning Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $9.05M (2022)

Expenses $9.11M (2022)

Total Assets $6.69M (2022)

Total Liabilities $4.65M (2022)

Tax Filings by Year

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending May 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending May 2011

Extracted Financial Data

Revenue

$9.05M (2022)

Expenses

$9.11M (2022)

Total Assets

$6.69M (2022)

Total Liabilities

$4.65M (2022)

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 May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending Dec.
2004