Nonprofit · EIN 14-1826848
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF NORTHEASTERN NEW YORK
Tax-exempt · LOUDONVILLE, NY 12211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $59,512 | $64,233 | -$4,721 | $30,968 | $0 | $30,968 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $10,358
- Program service revenue
- $49,125
- Investment income
- $29
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $500
- Other expenses
- $63,733
Balance sheet and other
- Total assets, start of year
- $35,689
- Total assets, end of year
- $30,968
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,968
- Cash, savings and investments
- $25,169
- Gross receipts
- $59,512
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J BRUNELL | TREASURER | 2 | $0 |
| WALTER KLISIWECZ | PRESIDENT AS OF 1/1/2026 | 2 | $0 |
| HOWARD V KIBRICK | IMMEDIATE PAST PRESIDENT | 2 | $0 |
| STEPHANIE COGAN | EXECUTIVE DIRECTOR | 2 | $0 |
| MARIA NATARELLI | DIRECTOR | 2 | $0 |
| JOE TECKLENBURG | DIRECTOR | 2 | $0 |
| DEREK GRAY | DIRECTOR | 2 | $0 |
| CHRISTINA CAPOBIANCO | DIRECTOR | 2 | $0 |
| BECKY SCIORTINO | DIRECTOR | 2 | $0 |
| SUSAN SCHELL | DIRECTOR | 2 | $0 |
| JIM DAVOS | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11565, LOUDONVILLE, NY 12211-0565
- In care of
- % STEPHANIE COGAN
- Signed the 990-EZ
- WALTER KLISIWECZ, PRESIDENT
- Phone
- (518) 458-7774
- Return prepared by
- MENGEL METZGER BARR & CO LLP
Mission
TO SERVE THE EDUCATIONAL NEEDS OF IT'S MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING FOR THE PUBLIC.
Program accomplishments
- PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 14-1826848
- 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)
- $30,968
- Income (IRS master file)
- $59,512
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | – | – | – | IRS |
| 990-EZ | December 2024 | – | – | – | IRS |
| 990-EZ | December 2023 | $55,767 | $57,007 | $47,479 | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 14-1826848.
- 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 2026 (the year ending December 31, 2026) is due May 17, 2027. 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-EZ for the year ended December 2025.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $59,512, expenses of $64,233 and total assets of $30,968 at year end.
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