Nonprofit · EIN 22-3606932
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF NEW JERSEY
Tax-exempt · DUNELLEN, NJ 08812
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $149,197 | $192,659 | -$43,462 | $81,895 | $4,915 | $76,980 |
| December 31, 2023 | 990 | $141,857 | $193,716 | -$51,859 | $131,121 | $10,679 | $120,442 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $115,807
- Membership dues
- $61,357
- Program service revenue
- $28,900
- Investment income
- $4,490
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,589
- Travel
- $3,300
- Program services (functional)
- $157,749
- Management and general (functional)
- $34,910
Balance sheet and other
- Total assets, start of year
- $131,121
- Total assets, end of year
- $81,895
- Total liabilities, end of year
- $4,915
- Net assets, end of year
- $76,980
- Net assets without donor restrictions
- $76,980
- Gross receipts
- $149,197
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1999
- State of legal domicile
- NJ
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 |
|---|---|---|---|
| Alexander Vaccarella | Board Director Trustee or director | 4 | $0 |
| Laura Reeves | Board Director Trustee or director | 4 | $0 |
| Kenneth Ashka | Board Director Trustee or director | 4 | $0 |
| Mauro Leos | Board Director Trustee or director | 4 | $0 |
| Niraj Chhabra | Board Director Trustee or director | 4 | $0 |
| Justin Rice | Board Director Trustee or director | 4 | $0 |
| Joe Shure | Board Director Trustee or director | 4 | $0 |
| Dawn Brown | Board Director Trustee or director | 4 | $0 |
| Rickie Taylor | Board Director Trustee or director | 4 | $0 |
| Dennis Huergo | Board Director Trustee or director | 4 | $0 |
| Steven Bernknopf | Board Director Trustee or director, Officer | 4 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lisa McKnight | Board Director Trustee or director | 4 | $0 |
| Ricky Taylor | Board Director Trustee or director | 4 | $0 |
| Justin Rice | Board Director Trustee or director | 4 | $0 |
| Edward Bao | Board Director Trustee or director | 4 | $0 |
| John Middleton | Board Director Trustee or director | 4 | $0 |
| Bellaria Jimenez | Board Director Trustee or director | 4 | $0 |
| Brian Cody | Board Director Trustee or director | 4 | $0 |
| Alex Vaccarella | Board Director Trustee or director | 4 | $0 |
| Lisa Crosta | Board Director Trustee or director | 4 | $0 |
| David Haas | Board Director Trustee or director | 4 | $0 |
| Susan Portnoi | Board Director Trustee or director | 4 | $0 |
| John Bucsek | Board Director Trustee or director | 4 | $0 |
| Steven Bernknopf | Board Director Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 191 NORTH AVENUE STE 265, DUNELLEN, NJ 08812-1277
- In care of
- % STEVEN BERNKNOPF
- Principal officer (990 for 2024)
- Steven Bernknopf, 191 North Avenue No 265, Dunellen, NJ 08812
- Signed the 990
- STEVEN BERNKNOPF, Board Director
- Phone
- (508) 320-1685
- Website
- www.fpanj.org
- Return prepared by
- Ketcham & Associates LLC
Mission
FPA of NJ is the voice and the premier resource to the public and our members on the financial planning profession. We strive to educate the public, advance the financial planning profession and to enhance the professional development of our members.
Program accomplishments
- OtherExpenses $99,125 · revenue $63,847
- Meetings - designed for financial planning professionals to meet and discuss matters of mutual interest and importance to the profession and their clients.Expenses $58,624 · revenue $83,350
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
- 22-3606932
- 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
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $81,895
- Income (IRS master file)
- $149,197
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $149,197 | $192,659 | $81,895 | XML |
| 990 | December 2023 | $141,857 | $193,716 | $131,121 | XML |
| 990 | December 2022 | $171,318 | $184,988 | $176,343 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 22-3606932).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 22-3606932.
- 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 Steven Bernknopf.
- 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 $149,197, expenses of $192,659 and total assets of $81,895 at year end.
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