Nonprofit · EIN 20-0995386
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF CONNECTICUT
Tax-exempt · EAST HAVEN, CT 06512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $159,503 | $136,115 | $23,388 | $94,126 | $1,575 | $92,551 |
| December 31, 2024 | 990-EZ | $153,781 | $127,657 | $26,124 | $75,102 | – | $75,102 |
| December 31, 2023 | 990-EZ | $129,683 | $154,804 | -$25,121 | $48,265 | – | $48,265 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $18,888
- Program service revenue
- $136,395
- Investment income
- $4,220
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $47,864
- Other expenses
- $88,251
Balance sheet and other
- Total assets, start of year
- $75,102
- Total assets, end of year
- $94,126
- Total liabilities, end of year
- $1,575
- Net assets, end of year
- $92,551
- Cash, savings and investments
- $94,126
- Gross receipts
- $159,503
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 |
|---|---|---|---|
| SALIM PIERRE BOUTAGY CFP CPWA | CHAIRMAN | 0 | $0 |
| LAURA SUNDQUIST | TREASURER | 0 | $0 |
| CHRISTOPHER LEE CFP | PRESIDENT | 0 | $0 |
| ANN MARIE OCONE CFP | SECRETARY | 0 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALIM PIERRE BOUTAGY CFP CPWA | PRESIDENT | 0 | $0 |
| LAURA SUNDQUIST | TREASURER | 0 | $0 |
| PAUL MORRONE | SECRETARY | 0 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALIM PIERRE BOUTAGY CFP CPWA | PRESIDENT | 0 | $0 |
| LAURA SUNDQUIST | TREASURER | 0 | $0 |
| PAUL MORRONE | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 175 S END RD UNIT A2, EAST HAVEN, CT 06512-4555
- In care of
- % JACLYN FARNHAM
- Signed the 990-EZ
- LAURA SUNDQUIST, TREASURER
- Phone
- (508) 320-1685
- Website
- WWW.FPACT.ORG
- Return prepared by
- HOISL CONSULTING LLC
Mission
AS A CHAPTER ORGANIZATION OF THE FINANCIAL PLANNING ASSOCIATION, FINANCIAL PLANNING ASSN OF CT IS A MEMBERSHIP ORGANIZATION THAT CHAMPIONS THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ADVANCES THE FINANCIAL PLANNING PROFESSION, WITH THE CERTIFIED FINANCIAL PLANNER ("CFP") DESIGNATION AS ITS CORNERSTONE. THE CHAPTER SEEKS TO FOSTER COMPETENT, COMMITTED AND ETHICAL MEMBERS; PROVIDE EDUCATIONAL OPPORTUNITIES TO ASSIST MEMBERS; BUILD A GROWING MEMBERSHIP WITH A SHARED VISION; AND HELP PEOPLE RECOGNIZE THE VALUE OF THE FINANCIAL PLANNING PROCESS AS A WAY TO ACHIEVE THEIR GOALS AND DREAMS.
Program accomplishments
- THE ORGANIZATION HOLDS VARIOUS EDUCATIONAL SEMINARS THROUGHOUT THE YEAR FOR THE BENEFIT OF ITS MEMBERS. THIS INCLUDES A FULL DAY ANNUAL CONFERENCE OFFERING CFP, AND THE OPPORTUNITY TO CONNECT WITH OTHER PARTNER FIRMS PROVIDING SERVICES NEEDED TO SUPPORT A MEMBER'S PRACTICE. IN ADDITION, THE ORGANIZATION PROVIDES HALF-DAY INVESTMENT AND PRACTICE MANAGEMENT CONFERENCES, AND AN ANNUAL ETHICS COURSE. REGULAR MEETINGS ARE HELD TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR MEMBERS. THESE ARE IN THE FORM OF ROUND TABLE DISCUSSIONS WITH PEERS. AN ANNUAL HOLIDAY GATHERING FOR MEMBERS AND VARIOUS COMMUNITY EVENTS ARE ALSO OFFERED TO THE GENERAL PUBLIC. AN ANNUAL SCHOLARSHIP IS ALSO AWARDED ANNUALLY FOR COLLEGE BOUND HIGH SCHOOL SENIORS.
- N/A
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
- 20-0995386
- 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)
- $94,126
- Income (IRS master file)
- $159,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $159,503 | $136,115 | $94,126 | XML |
| 990-EZ | December 2024 | $153,781 | $127,657 | $75,102 | XML |
| 990-EZ | December 2023 | $129,683 | $154,804 | $48,265 | XML |
| 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 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 20-0995386).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 20-0995386.
- 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 4 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 $159,503, expenses of $136,115 and total assets of $94,126 at year end.
Other nonprofits in EAST HAVEN
- TOWN FAIR TIRE FOUNDATION INC EIN 06-1592259 · last filed 990-PF for 2024
- LABORERS INTERNATIONAL UNION OF NORTH AMERICA EIN 06-0351563 · last filed 990 for 2025
- BRANFORD ELECTRIC RAILWAY ASSOC INC EIN 06-6088826 · last filed 990 for 2024
- AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS EIN 06-0610495 · last filed 990 for 2025
- EAST LAWN ASSOCIATION INC EIN 06-0329420 · last filed 990 for 2025
- ADAMS FAMILY FOUNDATION INC EIN 46-1605185 · last filed 990-PF for 2025
- IRISH AMERICAN COMMUNITY CENTER VENICE PLACE EIN 06-1050332 · last filed 990 for 2025
- EAST LAWN PERPETUAL TRUST FUND INC EIN 06-6078329 · last filed 990 for 2025
All nonprofits in EAST HAVEN · Connecticut · Community improvement and capacity building