Nonprofit · EIN 35-2098083
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF GREATER INDIANA
Tax-exempt · INDIANAPOLIS, IN 46244
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $90,377 | $75,759 | $14,618 | $85,106 | – | $85,106 |
| December 31, 2024 | 990-EZ | $84,221 | $66,279 | $17,942 | $70,488 | – | $70,488 |
| December 31, 2023 | 990-EZ | $70,151 | $70,906 | -$755 | $52,546 | – | $52,546 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $89,715
- Program service revenue
- $0
- Investment income
- $662
Expenses
- Compensation of officers, directors and key employees
- $37,614
- Salaries, compensation and benefits (total)
- $37,614
- Printing, publications and postage
- $433
- Other expenses
- $37,712
Balance sheet and other
- Total assets, start of year
- $70,488
- Total assets, end of year
- $85,106
- Total liabilities, end of year
- –
- Net assets, end of year
- $85,106
- Cash, savings and investments
- $85,106
- Gross receipts
- $90,377
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 |
|---|---|---|---|
| ROXANNE MCGETTIGAN | CHAPTER EXECUTIVE | 15 | $37,614 |
| BRIAN WRIGHT | CHAIRMAN | 5 | $0 |
| ADAM CMEJLA | PRESIDENT | 5 | $0 |
| BRAD YU | TREASURER | 5 | $0 |
| SHAUN IRWIN | SECRETARY | 5 | $0 |
| MATT SIGLER | MEMBERSHIP DIRECTOR | 5 | $0 |
| ED WILDERMUTH | NEXGEN CO-DIRECTOR | 5 | $0 |
| AUSTIN ANGEL | PRESIDENT ELECT & NEXGEN CO-DIRECTOR | 5 | $0 |
| JEFF HESS | PROGRAM CO-DIRECTOR | 5 | $0 |
| DAVID KLAUS | PROGRAM CO-DIRECTOR | 5 | $0 |
| JESSE VASQUEZ | PRO BONO CO-DIRECTOR | 5 | $0 |
| CHAD REED | PRO BONO CO-DIRECTOR | 5 | $0 |
| BENJAMEN BANKS | PARTNERSHIP DIRECTOR | 5 | $0 |
| BRIAN WRIGHT | PAST PRESIDENTS CLUB | 5 | $0 |
| MARGARET GOOLEY | DIRECTOR AT LARGE | 5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE GIANOLI | DIRECTOR AT LARGE | 5 | $0 |
990-EZ for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROXANNE MCGETTIGAN | CHAPTER EXECUTIVE | 15 | $36,683 |
| MYCHAL EAGLESON | CHAIRMAN | 5 | $0 |
| ADAM CMEJLA | PRESIDENT | 5 | $0 |
| BRAD YU | TREASURER | 5 | $0 |
| SHAUN IRWIN | SECRETARY | 5 | $0 |
| MATT SIGLER | MEMBERSHIP DIRECTOR | 5 | $0 |
| ED WILDERMUTH | NEXGEN CO-DIRECTOR | 5 | $0 |
| AUSTIN ANGEL | NEXGEN CO-DIRECTOR | 5 | $0 |
| JEFF HESS | PROGRAM CO-DIRECTOR | 5 | $0 |
| DAVID KLAUS | PROGRAM CO-DIRECTOR | 5 | $0 |
| JESSE VASQUEZ | PRO BONO CO-DIRECTOR | 5 | $0 |
| CHAD REED | PRO BONO CO-DIRECTOR | 5 | $0 |
| BENJAMEN BANKS | PARTNERSHIP DIRECTOR | 5 | $0 |
| BRIAN WRIGHT | PAST PRESIDENTS CLUB | 5 | $0 |
| MARGARET GOOLEY | DIRECTOR AT LARGE | 5 | $0 |
| JOE GIANOLI | DIRECTOR AT LARGE | 5 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROXANNE MCGETTIGAN | CHAPTER EXECUTIVE | 15 | $35,544 |
| RYAN THOMAS | CHAIRMAN | 5 | $0 |
| MYCHAEL EAGLESON | PRESIDENT | 5 | $0 |
| ADAM CMEJLA | PRESIDENT-ELECT | 5 | $0 |
| ELIZABETH BRADEN | TREASURER | 5 | $0 |
| SHAUN IRWIN | SECRETARY | 5 | $0 |
| MATT SIGLER | MEMBERSHIP DIRECTOR | 5 | $0 |
| ED WILDERMUTH | DIRECTOR OF NEXGEN | 5 | $0 |
| JEFF HESS | PROGRAM DIRECTOR | 5 | $0 |
| CHAD REED | PRO BONO DIRECTOR | 5 | $0 |
| BENJAMEN BANKS | PARTNERSHIP DIRECTOR | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 44005, INDIANAPOLIS, IN 46244-0005
- In care of
- % ROXANNE MCGETTIGAN
- Signed the 990-EZ
- ROXANNE MCGETTIGAN, CHAPTER EXECUTIVE
- Phone
- (317) 819-4609
- Return prepared by
- WRIGHT ACCOUNTING GROUP LLC
Mission
ESTABLISH THE VALUE OF FINANCIAL PLANNING TO THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION
Program accomplishments
- SEMINARS DURING THE YEAR THAT PROVIDE MEMBER AND THEIRGUESTS EDUCATIONAL BENEFITS, INCLUDING CONTINUING PROFESSIONALEDUCATION CREDITS REQUIRED BY NATIONAL LICENSING PROGRAMS
- MEMBERSHIPS INCLUDE CPA AND CFP DESIGNATIONS FORCONTINUING EDUCATION
- PROMOTE ORGANIZATIONS AFFILATION WITH FINANCIAL PLANNINGASSOCIATION
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
- 35-2098083
- 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)
- $85,106
- Income (IRS master file)
- $90,377
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $90,377 | $75,759 | $85,106 | IRS |
| 990-EZ | December 2024 | $84,221 | $66,279 | $70,488 | IRS |
| 990-EZ | December 2023 | $70,151 | $70,906 | $52,546 | 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 35-2098083).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 35-2098083.
- 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 16 people; 1 received compensation from the organization, the highest $37,614 (ROXANNE MCGETTIGAN, CHAPTER EXECUTIVE).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $90,377, expenses of $75,759 and total assets of $85,106 at year end.
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