Nonprofit · EIN 04-2892459
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF NEW ENGLAND
Tax-exempt · WESTBOROUGH, MA 01581
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $204,674 | $214,767 | -$10,093 | $206,576 | $0 | $206,576 |
| December 31, 2023 | 990 | $239,612 | $182,752 | $56,860 | $216,669 | $0 | $216,669 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $198,012
- Investment income
- $6,662
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $216,669
- Total assets, end of year
- $206,576
- Total liabilities, end of year
- $0
- Net assets, end of year
- $206,576
- Net assets without donor restrictions
- $206,576
- Gross receipts
- $204,674
- Employees
- 0
- Volunteers
- 100
- Year formed
- 1985
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN BEANE | EXECUTIVE DI Trustee or director | 5 | $0 |
| MARYBETH BREED | PRESIDENT Trustee or director, Officer | 5 | $0 |
| EMILY DUNFORD | TREASURER/CL Trustee or director, Officer | 5 | $0 |
| AKEIVA ELLIS | DIRECTOR Trustee or director | 5 | $0 |
| SAM GOUGH | PRESIDENT-EL Trustee or director, Officer | 5 | $0 |
| KAYLA HOLLAND | DIRECTOR Trustee or director | 5 | $0 |
| RENE JARQUIN | DIRECTOR Trustee or director | 5 | $0 |
| KATHLEEN KENEALY | DIRECTOR Trustee or director | 5 | $0 |
| ABE RINGER | DIRECTOR Trustee or director | 5 | $0 |
| KAREN VAN VOORHIS | DIRECTOR Trustee or director | 5 | $0 |
| KEVIN WILLIAMS | CHAIR Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTIN BEANE | EXECUTIVE DI Trustee or director | 5 | $0 |
| MARYBETH BREED | DIRECTOR Trustee or director | 5 | $0 |
| AKEIVA ELLIS | DIRECTOR Trustee or director | 5 | $0 |
| SHAUN ERICKSON | CHAIR Trustee or director, Officer | 5 | $0 |
| SAM GOUGH | TREASURER/CL Trustee or director, Officer | 5 | $0 |
| KAYLA HOLLAND | DIRECTOR Trustee or director | 5 | $0 |
| RENE JARQUIN | DIRECTOR Trustee or director | 5 | $0 |
| KATHLEEN KENEALY | DIRECTOR Trustee or director | 5 | $0 |
| ABE RINGER | DIRECTOR Trustee or director | 5 | $0 |
| KAREN VAN VOORHIS | DIRECTOR Trustee or director | 5 | $0 |
| KEVIN WILLIAMS | PRESIDENT Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 76, WESTBOROUGH, MA 01581-0076
- In care of
- % KRISTIN BEANE
- Principal officer (990 for 2024)
- KEVIN WILLIAMS, PO BOX 76, WESTBOROUGH, MA 01581
- Signed the 990
- KEVIN WILLIAMS, CHAIR
- Phone
- (866) 804-0484
- Website
- WWW.FPANEWENGLAND.ORG
- Return prepared by
- WALLACE SAVAGE & DAVIS PC
Mission
BUSINESS LEAGUE
Program accomplishments
- PROVIDE EDUCATION AND INFORMATION TO FACILITATE THE PROFESSIONALISM AND SUCCESS OF ADVISORS REGARDING THE ACHIEVEMENT OF FINANCIAL OBJECTIVES OF CLIENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2892459
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S41)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $206,576
- Income (IRS master file)
- $204,674
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $204,674 | $214,767 | $206,576 | IRS |
| 990 | December 2023 | $239,612 | $182,752 | $216,669 | XML |
| 990 | December 2022 | $183,510 | $187,706 | $159,809 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2892459).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 04-2892459.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- Are donations to FINANCIAL PLANNING ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FINANCIAL PLANNING ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FINANCIAL PLANNING ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2024 names KEVIN WILLIAMS.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $204,674, expenses of $214,767 and total assets of $206,576 at year end.
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