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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-3080361

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF THE PHILADELPHIA TRI-STATE A

Tax-exempt · WAYNE, PA 19087

Financials

$149K$147K2023$134K$137K2024$161K$139K2025
Revenue Expenses · by fiscal year end
Financials of FINANCIAL PLANNING ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$161,464$139,242$22,222$157,969$0$157,969
December 31, 2024990$134,050$137,025-$2,975$135,747$0$135,747
December 31, 2023990$148,798$146,878$1,920$138,722$0$138,722
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$68,479
Investment income
$11,330
Net gain from sales of assets
$5,017
Other revenue
$81,655

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$3,370
Program services (functional)
$64,406
Management and general (functional)
$74,836

Balance sheet and other

Total assets, start of year
$135,747
Total assets, end of year
$157,969
Total liabilities, end of year
$0
Net assets, end of year
$157,969
Publicly traded securities
$122,285
Gross receipts
$161,464
Employees
0
Year formed
1983

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
MICHAEL HARTNETTEDUCATION/ST
Trustee or director
–$0
HALEY ROSAPRESIDENT EL
Trustee or director
–$0
SCOTT PULSIFERCHAIR / TREA
Trustee or director, Officer
–$0
TAYLOR VENANZIPRESIDENT
Trustee or director, Officer
–$0
JAMES CIAMACCONEXGEN
Trustee or director
–$0
PETER AYOUBDIRECTOR PRO
Trustee or director
–$0
JACKSON ALLENDIRECTOR AT
Trustee or director
–$0
COURTNEY JONESDIRECTOR AT
Trustee or director
–$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
DAVID EMERY CFP CDFA MBAADVOCACY
Trustee or director
–$0
MICHAEL HARTNETTEDUCATION/ST
Trustee or director
–$0
HALEY ROSAMEMBERSHIP
Trustee or director
–$0
TIMOTHY HEWITTTREASURER
Trustee or director, Officer
–$0
SCOTT PULSIFERPRESIDENT
Trustee or director, Officer
–$0
TAYLOR VENANZIPRESIDENT EL
Trustee or director
–$0
DANIEL B BRADY CFP MBACHAIRMAN
Trustee or director
–$0
JAMES CIAMACCONEXGEN
Trustee or director
–$0
PETER AYOUBAT LARGE
Trustee or director
–$0
990 for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
CYNTHIA ROSEN AXELROD CFACAREER DEVEL
Trustee or director
–$0
DAVID EMERY CFP CDFA MBAADVOCACY
Trustee or director
–$0
BRYAN DALESANDROPRESIDENT
Trustee or director, Officer
–$0
BRANDON J ABE CFPSECRETARY
Trustee or director, Officer
–$0
MICHAEL HARTNETTEDUCATION/ST
Trustee or director
–$0
HALEY ROSAMARKETING
Trustee or director
–$0
TIMOTHY HEWITTSPONSORSHIP
Trustee or director, Officer
–$0
SCOTT PULSIFERTREASURER/PR
Trustee or director, Officer
–$0
TAYLOR VENANZINEXGEN
Trustee or director
–$0
JESSICA GOEDTELAT-LARGE
Trustee or director
–$0
DANIEL B BRADY CFP MBACHAIRMAN
Trustee or director, Officer
–$0
ALEXIS SONDERPROFESSIONAL
Trustee or director
–$0

Address and contacts

Address (IRS master file)
665 E SWEDESFORD RD SUITE 301, WAYNE, PA 19087-0000
In care of
% FREDERICK HELMICK
Principal officer (990 for 2025)
SCOTT PULSIFER, 656 E SWEDESFORD RD, STE 301, WAYNE, PA 19087
Signed the 990
SCOTT PULSIFER, CHAIR / TREASURER
Phone
(703) 980-3766
Return prepared by
SWS GROUP PC

Mission

TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO ITS MEMBERS AND TO PROMOTE PUBLIC AWARENESS OF THE FINANCIAL PLANNING PROFESSION

990 for the year ended December 31, 2025

Program accomplishments

  • PROVISION OF EDUCATIONAL PROGRAMS AND OTHER SERVICES FOR ITS MEMBERS
    Expenses $62,629
  • PROVISION OF MEMBER SERVICES
    Expenses $1,777

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

File the 2026 990-EZ for FINANCIAL PLANNING ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
23-3080361
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
Assets (IRS master file)
$157,969
Income (IRS master file)
$161,464

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$161,464$139,242$157,969XML
990December 2024$134,050$137,025$135,747XML
990December 2023$148,798$146,878$138,722XML
990December 2022$118,517$137,775$136,802IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 23-3080361).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 23-3080361.
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 for the year ended December 2025.
Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2025 names SCOTT PULSIFER.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $161,464, expenses of $139,242 and total assets of $157,969 at year end.

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