Nonprofit · EIN 39-1985654
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF WISCONSIN
Tax-exempt · WAUNAKEE, WI 53597
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $119,372 | $130,129 | -$10,757 | $77,050 | – | $77,050 |
| December 31, 2024 | 990-EZ | $127,234 | $109,040 | $18,194 | $87,807 | – | $87,807 |
| December 31, 2023 | 990-EZ | $110,512 | $137,524 | -$27,012 | $69,613 | – | $69,613 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $43,354
- Membership dues
- $34,667
- Program service revenue
- $37,061
- Investment income
- $2,278
- Other revenue
- $2,012
Expenses
- Grants and similar amounts paid
- $825
- Compensation of officers, directors and key employees
- $43,590
- Salaries, compensation and benefits (total)
- $43,590
- Professional fees and payments to contractors
- $9,188
- Printing, publications and postage
- $1,057
- Other expenses
- $75,469
Balance sheet and other
- Total assets, start of year
- $87,807
- Total assets, end of year
- $77,050
- Total liabilities, end of year
- –
- Net assets, end of year
- $77,050
- Cash, savings and investments
- $77,050
- Gross receipts
- $119,372
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 |
|---|---|---|---|
| Brenda Matthias | Executive Director | 15 | $43,590 |
| Shannon Nook | President | 5 | $0 |
| Josh Strzelecki | President Elect | 4 | $0 |
| Gregory Nebel | Treasurer | 4 | $0 |
| Brittany Faulkner | Secretary | 2 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brenda Matthias | Executive Director | 15 | $43,590 |
| Luke Kraft | President | 5 | $0 |
| Shannon Nook | President Elect | 5 | $0 |
| Gregory Nebel | Treasurer | 5 | $0 |
| Josh Strzelecki | Secretary | 2 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brenda Matthias | Executive Director | 15 | $43,200 |
| Luke Kraft | President | 5 | $0 |
| Shannon Nook | President Elect | 5 | $0 |
| Gregory Nebel | Treasurer | 5 | $0 |
| Josh Strzelecki | Secretary | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1702 ASHLAWN LN, WAUNAKEE, WI 53597-2333
- In care of
- % BRENDA MATTHIAS
- Signed the 990-EZ
- Gregory Nebel, Treasurer
- Website
- WWW.FPAWI.ORG
Mission
Promote Financial Planning
Program accomplishments
- Annual Symposium for Financial Planners and Affiliated Professionals - 136 attendees
- Quarterly Continuing Education Meetings for Financial Planners and Allied Professionals - 200 attendees total.
- Collaborative Events for CE Case Studies and Ethics for Financial Planners and Allied Professionals.
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
- 39-1985654
- 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)
- $77,050
- Income (IRS master file)
- $119,372
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $119,372 | $130,129 | $77,050 | XML |
| 990-EZ | December 2024 | $127,234 | $109,040 | $87,807 | XML |
| 990-EZ | December 2023 | $110,512 | $137,524 | $69,613 | IRS |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | 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 39-1985654).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 39-1985654.
- 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 5 people; 1 received compensation from the organization, the highest $43,590 (Brenda Matthias, Executive Director).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $119,372, expenses of $130,129 and total assets of $77,050 at year end.
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