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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-2235125

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF MARYLAND

Tax-exempt · TOWSON, MD 21284

Financials

$61K$74K2023$53K$69K2024
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, 2024990-EZ$53,410$68,722-$15,312$38,293–$38,293
December 31, 2023990-EZ$60,865$73,829-$12,964$53,605–$53,605
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$8,359
Membership dues
$42,677
Investment income
$2,374

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$32,717
Other expenses
$36,005

Balance sheet and other

Total assets, start of year
$53,605
Total assets, end of year
$38,293
Total liabilities, end of year
–
Net assets, end of year
$38,293
Cash, savings and investments
$38,293
Gross receipts
$53,410

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
ALEXANDRA STEWARTDIRECTOR1$0
PATRICK KELLYCHAIRMAN1$0
LAURA SENDLDORFERPRESIDENT1$0
GREGORY WILLSECRETARY/TR1$0
CHAD ARRINGTONDIRECTOR1$0
GENEVIEVE CRISERADIRECTOR1$0
THOMAS CUSICKPRESIDENT-EL1$0
BARRY HEISEYDIRECTOR1$0
STEVE JANVIERDIRECTOR1$0
SAMIA REED CLOOKIEDIRECTOR1$0
ERIK SAUERDIRECTOR1$0
KEN VENICKDIRECTOR1$0
990-EZ for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensation
LYN PHELPSCHAPTER ADMI40$29,000
ALEXANDRA STEWARTCHAIRMAN1$0
PATRICK KELLYPRESIDENT1$0
LAURA SENDLDORFERPRESIDENT-EL1$0
GREGORY WILLSECRETARY/TR1$0
CHAD ARRINGTONDIRECTOR1$0
GENEVIEVE CRISERADIRECTOR1$0
THOMAS CUSICKDIRECTOR1$0
BARRY HEISEYDIRECTOR1$0
STEVE JANVIERDIRECTOR1$0
KIMBERLY MAMARILDIRECTOR1$0
JASON POLICASTRODIRECTOR1$0
SAMIA REED CLOOKIEDIRECTOR1$0
ERIK SAUERDIRECTOR1$0
PATRICK SCHERERDIRECTOR1$0
KEN VENICKDIRECTOR1$0

Address and contacts

Address (IRS master file)
PO BOX 20370, TOWSON, MD 21284-0370
In care of
% LYN PHELPS
Signed the 990-EZ
GREGORY WILL, SECRETARY/TREASURER
Phone
(443) 691-0587
Return prepared by
BESTGATE TAX & ACCOUNTING ADVISORS LLC

Mission

FINANCIAL PLANNING EXEMPT ORGANIZATION

990-EZ for the year ended December 31, 2024

Program accomplishments

  • PROMOTES FINANCIAL PLANNING TO THE PUBLIC

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, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for FINANCIAL PLANNING ASSOCIATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
52-2235125
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)
$38,293
Income (IRS master file)
$53,410

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$53,410$68,722$38,293IRS
990-EZDecember 2023$60,865$73,829$53,605XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––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 52-2235125).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 52-2235125.
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-EZ for the year ended December 2024.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $53,410, expenses of $68,722 and total assets of $38,293 at year end.

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