Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 33-0269165

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF ORANGE COUNTY

Tax-exempt · NEWPORT BEACH, CA 92660

Financials

$209K$234K2023
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, 2023990$209,249$233,825-$24,576$175,425$19,248$156,177
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$205,972
Membership dues
$40,832
Program service revenue
$0
Investment income
$3,277
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,305
Travel
$10,467

Balance sheet and other

Total assets, start of year
$212,764
Total assets, end of year
$175,425
Total liabilities, end of year
$19,248
Net assets, end of year
$156,177
Land, buildings and equipment
$721
Net assets without donor restrictions
$156,177
Gross receipts
$209,249
Employees
0
Year formed
2001
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, 2023, highest compensation first.

NameTitleHours / weekCompensation
JACQUELINE ZWEIGTreasurer
Trustee or director
0$0
ERIC KIMBROPresident
Trustee or director
0$0

Address and contacts

Address (IRS master file)
2549-B EASTBLUFF DR 220, NEWPORT BEACH, CA 92660-3504
In care of
% SANDRA M JURANICH
Signed the 990
SANDY JURANICH, Treasurer
Phone
(877) 622-3729
Website
FPAOCC.ORG
Return prepared by
ZWEIG & ASSOCIATES CPAS LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0269165 or by the name FINANCIAL PLANNING ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

EDUCATIONAL ACTIVITIES FOR MEMBERSHIP

990 for the year ended December 31, 2023

Program accomplishments

  • DEVELOP AND PRESENT PROGRAMS AND SERVICES WHICH APPEAL TO MEMBERSHIP INCLUDING EDUCATIONAL CLASSES, SEMINARS, AND LOCAL MEETINGS. ALMOST ALL OF THESE ACTIVITIES QUALIFY FOR PROFESSIONAL CONTINUING EDUCATION CREDITS FOR MEMBERSHIP.

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, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
33-0269165
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)
$175,425
Income (IRS master file)
$209,249

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2023$209,249$233,825$175,425XML
990-EZDecember 2022–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 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 33-0269165).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 33-0269165.
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 2023.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2023 lists 2 people; 0 received compensation from the organization.
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990 for the year ended December 31, 2023 it reported revenue of $209,249, expenses of $233,825 and total assets of $175,425 at year end.

Other nonprofits in NEWPORT BEACH

All nonprofits in NEWPORT BEACH · California