Financial Planning Association

Fpa Of Los Angeles
  • Scottsdale, AZ
  • Tax exemption issued: Sept. 2000
  • EIN: 95-4834545

Organization summary

Type of Nonprofit

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

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$58,668
Expenses
$58,598
Net Income
$70
Net Assets
$61,685
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,668
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,685
Total Liabilities $0
Net Assets $61,685
Compensation
Key Employees and Officers Compensation Other
Jamie Rugg (Director) $0 $0
David Tassone (Director) $0 $0
Elliot Rosenberger (Treasurer) $0 $0
Gloria Cisneros (Secretary) $0 $0
Carl Walsh (Director) $0 $0
Martin Irani (Director) $0 $0
Katrina Soelter (Director) $0 $0
Jonathan Gruber (President) $0 $0
Uziel Gomez (President Elect) $0 $0
Amy Born (Director) $0 $0
Theresa Pablos (Director) $0 $0
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Document Links

990-EZ
Filed on Oct. 21, 2025

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$79,135
Expenses
$59,875
Net Income
$19,260
Net Assets
$61,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $79,135
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $61,615
Total Liabilities $0
Net Assets $61,615
Compensation
Key Employees and Officers Compensation Other
Jamie Rugg (Chairman) $0 $0
David Tassone (President) $0 $0
Jon Bacon (Treasurer) $0 $0
Michael Johnston (Secretary) $0 $0
Carl Walsh (Director) $0 $0
La Tanya Harris (Director) $0 $0
Katrina Soelter (Director) $0 $0
Jonathan Gruber (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 4, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$58,524
Expenses
$37,026
Net Income
$21,498
Net Assets
$42,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,524
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $42,355
Total Liabilities $0
Net Assets $42,355
Compensation
Key Employees and Officers Compensation Other
Warren Friedland (Chairman) $0 $0
Jamie Rugg (President) $0 $0
Jon Bacon (Treasurer) $0 $0
Tracy Cavanaugh (Director) $0 $0
David Tassone (Director) $0 $0
La Tanya Harris (Director) $0 $0
Katrina Soelter (Director) $0 $0
David Westerhout (Director) $0 $0
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Document Links

990-EZ
Filed on June 8, 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
$11,660
Expenses
$8,765
Net Income
$2,895
Net Assets
$20,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,660
100%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $20,857
Total Liabilities $0
Net Assets $20,857
Compensation
Key Employees and Officers Compensation Other
Warren Friedland (President) $0 $0
Jamie Rugg (Director) $0 $0
Jon Bacon (Treasurer) $0 $0
Don Hance Jr (Chairman) $0 $0
Tracy Cavanaugh (Director) $0 $0
David Tassone (Director) $0 $0
La Tanya Harris (Director) $0 $0
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Document Links

990-EZ
Filed on Sept. 6, 2022

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Gross receipts
Less than $50,000

Postcard filings do not ask for a specific revenue amount and provide no additional financial details.

Document Links

990-N

Postcard filing for an organization with gross receipts less than $50,000. These filings do not generate a downloadable form.

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$54,204
Expenses
$67,105
Net Income
-$12,901
Net Assets
$34,738
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $30,296
55.9%
Investment Income $77
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $34,738
Total Liabilities $0
Net Assets $34,738

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$62,232
Expenses
$88,730
Net Income
-$26,498
Net Assets
$47,639
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,490
57.0%
Investment Income $53
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $47,639
Total Liabilities $0
Net Assets $47,639

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,305
Expenses
$86,197
Net Income
-$1,892
Net Assets
$74,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,126
68.9%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $74,137
Total Liabilities $0
Net Assets $74,137

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$92,918
Expenses
$68,264
Net Income
$24,654
Net Assets
$76,029
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $68,716
74.0%
Investment Income $45
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $76,029
Total Liabilities $0
Net Assets $76,029

Document Links

990-EZ

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

PDF
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$72,152
Expenses
$65,319
Net Income
$6,833
Net Assets
$51,375
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,703
68.9%
Investment Income $26
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $51,375
Total Liabilities $0
Net Assets $51,375

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,816
Expenses
$79,052
Net Income
-$10,236
Net Assets
$44,542
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $46,141
67.0%
Investment Income $43
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,542
Total Liabilities $0
Net Assets $44,542

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$68,086
Expenses
$85,236
Net Income
-$17,150
Net Assets
$54,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $44,279
65.0%
Investment Income $83
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $54,778
Total Liabilities $0
Net Assets $54,778

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$83,042
Expenses
$89,199
Net Income
-$6,157
Net Assets
$71,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $56,021
67.5%
Investment Income $134
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $71,928
Total Liabilities $0
Net Assets $71,928

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$131,085
Expenses
$126,908
Net Income
$4,177
Net Assets
$78,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $107,707
82.2%
Investment Income $184
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,085
Total Liabilities $0
Net Assets $78,085

Document Links

990-EZ

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

PDF

Fiscal Year Ending June
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 June
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 June
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

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

PDF

Fiscal Year Ending June
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-EZ

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

PDF

Fiscal Year Ending June
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-EZ

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

PDF

Fiscal Year Ending June
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-EZ

Short form 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 financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited 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 for 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?

Most organizations that have been recognized as tax exempt by the IRS have to file the 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 the 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," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

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 Employer Identification Numbers 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.
  • 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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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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