Nonprofit · EIN 54-1990544
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF THE NATIONAL CAPITAL AREA
Tax-exempt · RESTON, VA 20190
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $230,703 | $276,002 | -$45,299 | $133,848 | $25,742 | $108,106 |
| December 31, 2023 | 990 | $214,493 | $285,625 | -$71,132 | $157,097 | $28,192 | $128,905 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $230,523
- Investment income
- $180
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,700
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,711
- Travel
- $7,295
Balance sheet and other
- Total assets, start of year
- $157,097
- Total assets, end of year
- $133,848
- Total liabilities, end of year
- $25,742
- Net assets, end of year
- $108,106
- Land, buildings and equipment
- $618
- Net assets without donor restrictions
- $108,106
- Gross receipts
- $230,703
- Employees
- 0
- Volunteers
- 18
- Year formed
- 2000
- State of legal domicile
- VA
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 |
|---|---|---|---|
| KELLY MCNERNEY | CHAIR Trustee or director, Officer | 5 | $0 |
| SAMUEL BOYD | PRESIDENT Trustee or director, Officer | 5 | $0 |
| AARON CLARK | PRESIDENT-ELECT Trustee or director, Officer | 5 | $0 |
| CATHERINE MULCAHEY | TREASURER Trustee or director, Officer | 5 | $0 |
| CARL HOLUBOWICH | SECRETARY Trustee or director, Officer | 5 | $0 |
| GRACE ROGAN | ALLIED PROFESSIONALS Trustee or director | 2 | $0 |
| CHRIS MELLONE | GOLF CHAIR Trustee or director | 2 | $0 |
| JARED JONES | MEMBERSHIP CHAIR Trustee or director | 2 | $0 |
| JESSICA JAROSIK | SPONSORSHIPS CO-CHAIR Trustee or director | 2 | $0 |
| JUSTIN CAUDLE | SPONSORSHIPS CO-CHAIR Trustee or director | 2 | $0 |
| JAKE GUROCK | SPONSORSHIPS CO-CHAIR Trustee or director | 2 | $0 |
| ALISHIA DUBOIS | PROGRAMS CO-CHAIR Trustee or director | 2 | $0 |
| ANDREW FINCHER | PROGRAMS CO-CHAIR Trustee or director | 2 | $0 |
| JOHN KWITTELSBERGER | PROGRAMS CO-CHAIR Trustee or director | 2 | $0 |
| MARCIO SILVEIRA | PRO BONO CO-CHAIR Trustee or director | 2 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROB REA | PRO BONO CO-CHAIR Trustee or director | 2 | $0 |
| PATRICK MARCINKO | NEXGEN CO-CHAIR Trustee or director | 2 | $0 |
| MARIANNE ESCHE | NEXGEN CO-CHAIR Trustee or director | 2 | $0 |
| BELLE OSVATH | P.R. CO-CHAIR Trustee or director | 2 | $0 |
| EVAN T BEACH | P.R. CO-CHAIR Trustee or director | 2 | $0 |
| KRISTIN BEANE | EXECUTIVE DIRECTOR (SEE SCH. O) Officer | 40 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY MCNERNEY | PRESIDENT Trustee or director, Officer | 5 | $0 |
| KIRK TAYLOR | CHAIR Trustee or director, Officer | 5 | $0 |
| SAMUEL BOYD | PRESIDENT ELECT Trustee or director, Officer | 5 | $0 |
| AARON CLARK | TREASURER Trustee or director, Officer | 5 | $0 |
| JESSICA JAROSIK | SPONSORSHIP Trustee or director | 2 | $0 |
| JONATHAN DUGGAN | SOCIAL/GOLF Trustee or director | 2 | $0 |
| CANDACE LEE | PRO BONO Trustee or director | 2 | $0 |
| MARCIO SILVEIRA | PRO BONO Trustee or director | 2 | $0 |
| JARED JONES | SOCIAL/GOLF Trustee or director | 2 | $0 |
| JOHN WITTELSBERGER | PROGRAMMING Trustee or director | 2 | $0 |
| CARL HOLOBUWICH | ALLIED PROFESSIONALS Trustee or director | 2 | $0 |
| CHRIS MELLONE | PROGRAMMING Trustee or director | 2 | $0 |
| BELLE OSVATH | PR Trustee or director | 2 | $0 |
| EVAN BEACH | PR Trustee or director | 2 | $0 |
| ALISHIA DUBOIS | NEXGEN Trustee or director | 2 | $0 |
| ANDREW FINCHER | NEXGEN Trustee or director | 2 | $0 |
| GRACE ROGAN | MEMBERSHIP Trustee or director | 2 | $0 |
| MARK TROUTMAN | SPONSORSHIP Trustee or director | 2 | $0 |
| CATHERINE MULCAHEY | SECRETARY/SPONSORSHIP Officer | 5 | $0 |
| KRISTIN BEANE | EXECUTIVE DIRECTOR (SEE SCH. O) Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 1478 GREENMONT CT, RESTON, VA 20190-4051
- In care of
- % PEGGY NELSON
- Principal officer (990 for 2024)
- KELLY MCNERNEY, 1478 GREENMONT COURT, RESTON, VA 20190
- Signed the 990
- KRISTIN BEANE, EXECUTIVE DIRECTOR
- Phone
- (703) 620-1712
- Website
- WWW.FPANCA.ORG
- Return prepared by
- GELMAN ROSENBERG & FREEDMAN
Mission
SERVE THE NEEDS OF ITS MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION, AND TO PROVIDE A FORUM FOR EDUCATION AND CAREER DEVELOPMENT FOR ITS MEMBERS.
Program accomplishments
- TWO SYMPOSIUMS EACH YEAR FOR THE PURPOSES OF PROVIDING CONTINUING EDUCATION FOR THE MEMBERS, NETWORKING OPPORTUNITIES FOR MEMBERS AND SPONSORS, AND RECOGNITION TIME FOR SPONSORS OF THE ASSOCIATION.
- MONTHLY MEMBERSHIP MEETINGS FOR THE PURPOSE OF PROVIDING CONTINUING EDUCATION FOR THE MEMBERS, NETWORKING OPPORTUNITIES FOR MEMBERS AND SPONSORS, AND RECOGNITION TIME FOR SPONSORS OF THE ASSOCIATION.
- SPECIALIZED MEETINGS THROUGHOUT THE YEAR FOR THE PURPOSE OF PROVIDING NETWORKING EVENTS, SPECIALIZED TRAINING FOR MEDIA RELATIONS WORK, MEMBERSHIP RECRUITING AND RETENTION ACTIVITIES AND COMMITTEE BUILDING ACTIVITIES.
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
- 54-1990544
- 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)
- $133,848
- Income (IRS master file)
- $230,703
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $230,703 | $276,002 | $133,848 | XML |
| 990 | December 2023 | $214,493 | $285,625 | $157,097 | XML |
| 990 | December 2022 | $254,031 | $287,564 | $250,116 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 54-1990544).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 54-1990544.
- 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 is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2024 names KELLY MCNERNEY.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 21 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 $230,703, expenses of $276,002 and total assets of $133,848 at year end.
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