Nonprofit · EIN 42-1195586
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF IOWA
Tax-exempt · ANKENY, IA 50023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $23,083 | $42,596 | -$19,513 | $22,668 | $0 | $22,668 |
| December 31, 2024 | 990-EZ | $47,995 | $38,666 | $9,329 | $42,181 | $0 | $42,181 |
| December 31, 2023 | 990-EZ | $26,137 | $26,820 | -$683 | $32,853 | $0 | $32,853 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $14,902
- Net income from fundraising events
- $8,181
Expenses
- Compensation of officers, directors and key employees
- $28,950
- Salaries, compensation and benefits (total)
- $28,950
- Other expenses
- $13,646
Balance sheet and other
- Total assets, start of year
- $42,181
- Total assets, end of year
- $22,668
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,668
- Cash, savings and investments
- $22,668
- Gross receipts
- $84,581
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 |
|---|---|---|---|
| ERIN RAMSEY | CHAPTER EXECUTIVE | 10 | $28,950 |
| ABBY BELVIN | PRESIDENT | 2 | $0 |
| MARK BRODERICK | TREASURER | 2 | $0 |
| TIM CANNEY | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN RAMSEY | CHAPTER EXECUTIVE | 10 | $25,200 |
| ABBY BELVIN | PRESIDENT | 2 | $0 |
| MARK BRODERICK | TREASURER | 2 | $0 |
| TIM CANNEY | SECRETARY | 2 | $0 |
990-EZ for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN RAMSEY | CHAPTER EXECUTIVE | 10 | $23,000 |
| ABBY BELVIN | PRESIDENT | 2 | $0 |
| MARK BRODERICK | TREASURER | 2 | $0 |
| TIM CANNEY | SECRETARY | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3914 SW SAWGRASS PKWY, ANKENY, IA 50023-8205
- In care of
- % ERIN RAMSEY
- Mailing address (990-N for 2018)
- 3914 SW Sawgrass Parkway, Ankeny IA 50023
- Principal officer (990-N for 2018)
- Erin Ramsey, 3914 SW Sawgrass Parkway, Ankeny IA 50023
- Signed the 990-EZ
- MARK BRODERICK, TREASURER
- Phone
- (515) 822-3169
- Website
- https://fpaiowa.org/
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
FPA OF IOWA IS A LOCAL COMMUNITY THAT WORKS TOGETHER TO ELEVATE INDIVIDUAL FINANCIAL PLANNERS, REGARDLESS OF COMPENSATION MODEL OR PRACTICE TYPE, AND THE FINANCIAL PLANNING PROFESSION AS A WHOLE. FPA OF IOWA BELIEVES TRUE FINANCIAL PLANNERS PROVIDE AN INVALUABLE, CRITICAL SERVICE TO SOCIETY, AND THAT CFP PROFESSIONALS LEAD THE WAY IN THE COMMITMENT TO RAISE THE BAR FOR THE CLIENTS THEY SERVE, FROM TRANSACTION TO TRANSFORMATION.
Program accomplishments
- TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.
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
- 42-1195586
- 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
- Category (NTEE)
- Community improvement and capacity building (S41)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $22,668
- Income (IRS master file)
- $84,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $23,083 | $42,596 | $22,668 | XML |
| 990-EZ | December 2024 | $47,995 | $38,666 | $42,181 | IRS |
| 990-EZ | December 2023 | $26,137 | $26,820 | $32,853 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-N for 2018 Officer: Erin Ramsey | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 42-1195586).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 42-1195586.
- 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 is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2018 names Erin Ramsey.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $28,950 (ERIN RAMSEY, 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 $23,083, expenses of $42,596 and total assets of $22,668 at year end.
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All nonprofits in ANKENY · Iowa · Community improvement and capacity building