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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-2168362

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF CHARLOTTE

Tax-exempt · CHAPIN, SC 29036

Financials

$86K$94K2023$87K$87K2024
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$87,055$87,419-$364$85,924$42,163$43,761
December 31, 2023990-EZ$86,045$94,179-$8,134$67,734$23,609$44,125
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Membership dues
$45,847
Program service revenue
$38,500
Investment income
$2,708
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$30,600
Salaries, compensation and benefits (total)
$0
Professional fees and payments to contractors
$33,886
Printing, publications and postage
$272
Other expenses
$53,261

Balance sheet and other

Total assets, start of year
$67,734
Total assets, end of year
$85,924
Total liabilities, end of year
$42,163
Net assets, end of year
$43,761
Cash, savings and investments
$85,924
Gross receipts
$87,055

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
Nancye BaileyExecutive Director20$30,600
Candace ClineTreasurer5$0
Jon ShumatePresident5$0
Geoff OwenChair5$0
Paul BrownPro Bono Committee Co Chair5$0
Michael AcostaNext Gen Chair5$0
Tara ButlerProgram Committee Chair5$0
Stratford KigerMembership Committee Chair5$0
Mary LytchPresident - Elect5$0
990-EZ for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Nancye BaileyExecutive Director20$30,200
Candace ClineTreasurer 20235$0
Jon ShumatePresident5$0
Geoff OwenChair5$0
Paul BrownPro Bono Committee Co Chair5$0
Michael AcostaNext Gen Chair5$0
Tara ButlerProgram Committee Chair5$0
Stratford KigerMembership Committee Chair5$0
Mary LytchPresident - Elect5$0

Address and contacts

Address (IRS master file)
140 AMICKS FERRY ROAD SUITE 334, CHAPIN, SC 29036-9400
In care of
% NANCY BAILEY
Signed the 990-EZ
Candace Cline, Treasurer 2023
Phone
(803) 238-7438

Mission

Professional Education for Financial Planners

990-EZ for the year ended December 31, 2024

Program accomplishments

  • Monthly continuing education meetings, 9 months per year, for area financial planners equating to 1 CE credit for Financial Planners and Insurance Professionals
  • Annual continuing education symposium two day event equating to up to 15 CE credits for Financial Planners and Insurance 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 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
56-2168362
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)
$85,924
Income (IRS master file)
$87,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$87,055$87,419$85,924IRS
990-EZDecember 2023$86,045$94,179$67,734XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––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 56-2168362).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 56-2168362.
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 9 people; 1 received compensation from the organization, the highest $30,600 (Nancye Bailey, Executive Director).
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $87,055, expenses of $87,419 and total assets of $85,924 at year end.

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