Nonprofit · EIN 33-0081173
FINANCIAL PLANNING MINISTRY
Tax-exempt · IRVINE, CA 92614
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,150,621 | $3,784,280 | $366,341 | $2,631,174 | $251,911 | $2,379,263 |
| December 31, 2023 | 990 | $4,092,881 | $3,725,596 | $367,285 | $2,050,334 | $484,133 | $1,566,201 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $594,672
- Program service revenue
- $3,542,900
- Investment income
- $13,049
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,053,138
- Other salaries and wages
- $1,109,607
- Salaries, compensation and benefits (total)
- $2,611,073
- Professional fundraising fees
- $0
- Legal fees
- $13,772
- Accounting fees
- $30,454
- Occupancy
- $177,065
- Travel
- $110,551
- Depreciation
- $60,552
- Program services (functional)
- $2,781,679
- Management and general (functional)
- $1,002,601
Balance sheet and other
- Total assets, start of year
- $2,050,334
- Total assets, end of year
- $2,631,174
- Total liabilities, end of year
- $251,911
- Net assets, end of year
- $2,379,263
- Land, buildings and equipment
- $426,911
- Publicly traded securities
- $1,494,505
- Net assets without donor restrictions
- $2,379,263
- Gross receipts
- $4,150,621
- Employees
- 34
- Volunteers
- 5
- Year formed
- 1990
- State of legal domicile
- CA
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 | Other / benefits |
|---|---|---|---|---|
| MICHAEL S PRIOR | PRESIDENT Officer | 40 | $236,515 | $158,850 |
| GRACE GRUBERT | CFO/COO/TREASURER Officer | 40 | $292,069 | $68,132 |
| D CLAY PERKINS | EXEC VP/SECRETARY Officer | 40 | $188,688 | $108,884 |
| DAVE HESS | VICE PRESIDENT Highest-paid employee | 40 | $105,441 | $31,572 |
| JESSICA FURLONG | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| AARON BEAR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NINA GRAVES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICK MARSH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Michael S Prior | President Officer | 40 | $176,370 | $163,249 |
| Grace Grubert | CFO/COO/Treasurer Officer | 40 | $268,858 | $62,146 |
| D Clay Perkins | Exec VP / Secretary Officer | 40 | $179,689 | $116,980 |
| Bruce Alex Calder | Director/FPM Consultant (part year) Trustee or director | 15 | $44,732 | $0 |
| Leontin Sabo | Director/FPM Consultant (part year) Trustee or director | 10 | $28,689 | $0 |
| Jessica Furlong | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Matthew Robinson | Director Trustee or director | 1 | $0 | $0 |
| Rick Marsh | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2040 MAIN ST STE 100, IRVINE, CA 92614-7243
- Principal officer (990 for 2024)
- MICHAEL S PRIOR, 2040 MAIN STREET 100, IRVINE, CA 926147265
- Signed the 990
- MICHAEL S PRIOR, PRESIDENT
- Phone
- (800) 871-4901
- Website
- FPM.ORG
- Return prepared by
- CRI CAPIN CROUSE ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0081173 or by the name FINANCIAL PLANNING MINISTRY.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
FINANCIAL PLANNING MINISTRY, INC. (FPM) IS A NOT-FOR-PROFIT ORGANIZATION DEVOTED TO ASSISTING IN THE PERFORMANCE OF THE FUNCTIONS OF CHRISTIAN CHURCHES BY SERVING THEIR FINANCIAL NEEDS.
Program accomplishments
- PROVIDE STEWARDSHIP EDUCATION ON BIBLICAL ESTATE PLANNING AND ASSIST FAMILIES IN CREATING THEIR ESTATE PLAN.Expenses $2,781,679 · revenue $3,542,900
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
- 33-0081173
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1992
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F192)
- Assets (IRS master file)
- $2,631,174
- Income (IRS master file)
- $4,150,621
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,150,621 | $3,784,280 | $2,631,174 | XML |
| 990 | December 2023 | $4,092,881 | $3,725,596 | $2,050,334 | XML |
| 990 | December 2022 | $3,620,471 | $3,260,400 | $1,684,447 | 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 33-0081173).
Questions about FINANCIAL PLANNING MINISTRY
- What is the EIN of FINANCIAL PLANNING MINISTRY?
- The employer identification number (EIN) of FINANCIAL PLANNING MINISTRY is 33-0081173.
- Is FINANCIAL PLANNING MINISTRY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to FINANCIAL PLANNING MINISTRY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FINANCIAL PLANNING MINISTRY 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 MINISTRY 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 MINISTRY 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 MINISTRY?
- The 990 for the year ended December 31, 2024 names MICHAEL S PRIOR.
- Who are the officers and directors of FINANCIAL PLANNING MINISTRY?
- The 990 for the year ended December 31, 2024 lists 9 people; 4 received compensation from the organization, the highest $236,515 (MICHAEL S PRIOR, PRESIDENT).
- How much revenue does FINANCIAL PLANNING MINISTRY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,150,621, expenses of $3,784,280 and total assets of $2,631,174 at year end.
Other nonprofits in IRVINE
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- BLACK GIRLS MENTAL HEALTH FOUNDATION EIN 99-4745780 · last filed 990 for 2025
- UNCLE DAVES HOUSING EIN 45-3272845 · last filed 990 for 2024
- FENTANYLSOLUTION ORG EIN 92-1781235 · last filed 990-N for 2025
- OROT HEALING EIN 33-1701346 · last filed 990-EZ for 2025
- SOCIETY FOR DIGITAL MENTAL HEALTH EIN 87-1694843 · last filed 990-EZ for 2025
- RULE 62 FOUNDATION EIN 87-1001149 · last filed 990-EZ for 2025
- HELPING OUR MENTALLY ILL EXPERIENCE SUCCESS INC EIN 33-0107781 · last filed 990 for 2024
All nonprofits in IRVINE · California · Mental health and crisis intervention