Nonprofit · EIN 36-4412075
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF ILLINOIS
Tax-exempt · ORLAND PARK, IL 60462
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $136,456 | $120,168 | $16,288 | $56,103 | $9,467 | $46,636 |
| December 31, 2023 | 990 | $121,288 | $128,058 | -$6,770 | $50,933 | $19,584 | $31,349 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $55,727
- Membership dues
- $55,727
- Program service revenue
- $80,422
- Investment income
- $2
- Other revenue
- $305
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $14
- Accounting fees
- $1,510
- Travel
- $1,435
- Program services (functional)
- $120,168
Balance sheet and other
- Total assets, start of year
- $50,933
- Total assets, end of year
- $56,103
- Total liabilities, end of year
- $9,467
- Net assets, end of year
- $46,636
- Net assets without donor restrictions
- $46,636
- Gross receipts
- $136,456
- Employees
- 0
- Year formed
- 2001
- State of legal domicile
- IL
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 |
|---|---|---|---|
| Donovan Sanchez | Chairman Trustee or director | 5 | $0 |
| Ted J Yeo | President Trustee or director, Officer | 5 | $0 |
| Lizabeth Menjavar | President-Elect Trustee or director, Officer | 5 | $0 |
| Eric Billimoria | SecretaryTreasurer Trustee or director, Officer | 5 | $0 |
| Olivia Holt | Director of Education- Events Trustee or director | 5 | $0 |
| Baili Roy | Director of Education- Events Trustee or director | 5 | $0 |
| Lance Eaton | Director of Advocacy Trustee or director | 5 | $0 |
| Leslie Girote | Director of Pro-Bono Trustee or director | 5 | $0 |
| Stephanie Laude | Director of Education-Events Trustee or director | 5 | $0 |
| Siree Sandberg Bakakos | Director Trustee or director | 5 | $0 |
| Scot Dobbs | Director Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leslie Girote | Director of Pro-Bono Trustee or director | 5 | $0 |
| Lance Eaton | Director of Advocacy Trustee or director | 5 | $0 |
| Lizbeth Menjivar-Munoz | Director of NexGen Trustee or director | 5 | $0 |
| Scot Dobbs | Director Trustee or director | 5 | $0 |
| Siree Sandberg Bakakos | Director Trustee or director | 5 | $0 |
| Baili Roy | Director of Education- CAP Trustee or director | 5 | $0 |
| Alex Offerman | Chairman Trustee or director | 5 | $0 |
| Stephanie Laude | Director of Education- Events Trustee or director | 5 | $0 |
| Donovan J Sanchez | President Trustee or director, Officer | 5 | $0 |
| Eric Billimoria | SecretaryTreasurer Trustee or director, Officer | 5 | $0 |
| Ted Yeo | President-Elect Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 15128 S LA GRANGE RD UNIT 2763, ORLAND PARK, IL 60462-8532
- In care of
- % TED J YEO
- Signed the 990
- TED J YEO, President
- Phone
- (303) 867-7185
- Website
- www.fpaillinois.org
- Return prepared by
- J C Olson and Associates
Mission
Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs
Program accomplishments
- The chapter held 6 virtual educational events in 2024.Topics ranged from CFP ethics, insurance, and general financial services. These sessions earned members educational credits required by the CFP board.Expenses $60,084
- The Conference for Advanced Planning was held on September 13, 2024. There was 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.Expenses $60,084
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
- 36-4412075
- 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)
- $56,103
- Income (IRS master file)
- $136,456
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $136,456 | $120,168 | $56,103 | XML |
| 990 | December 2023 | $121,288 | $128,058 | $50,933 | XML |
| 990 | December 2022 | $137,742 | $138,657 | $38,502 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | 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 36-4412075).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 36-4412075.
- 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 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 $136,456, expenses of $120,168 and total assets of $56,103 at year end.
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