Nonprofit · EIN 56-2202926
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF THE TRIANGLE
Tax-exempt · RALEIGH, NC 27615
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $71,894 | $74,014 | -$2,120 | $46,628 | $3,000 | $43,628 |
| December 31, 2024 | 990-EZ | $67,319 | $54,106 | $13,213 | $49,367 | $3,619 | $45,748 |
| December 31, 2023 | 990-EZ | $52,232 | $58,059 | -$5,827 | $41,685 | $9,150 | $32,535 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $24,160
- Program service revenue
- $47,308
- Investment income
- $416
- Other revenue
- $10
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $25,450
- Printing, publications and postage
- $1
- Other expenses
- $45,563
Balance sheet and other
- Total assets, start of year
- $49,367
- Total assets, end of year
- $46,628
- Total liabilities, end of year
- $3,000
- Net assets, end of year
- $43,628
- Cash, savings and investments
- $46,628
- Gross receipts
- $71,894
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 |
|---|---|---|---|
| BRITTANY BRINCKERHOFF | PRESIDENT | 0 | $0 |
| JAKE RUDY | TREASURER | 0 | $0 |
| REBECCA CRUMPLER | DIRECTOR | 0 | $0 |
| CHER-RHONDA WILLIAMS | DIRECTOR | 0 | $0 |
| XIAOPING JIANG | DIRECTOR | 0 | $0 |
| DEREK WILLIAMS | DIRECTOR | 0 | $0 |
| REID HARRIS | DIRECTOR | 0 | $0 |
| REBECCA HEADLEY | DIRECTOR | 0 | $0 |
| JESSICA SCOTT | PRESIDENT-EL | 0 | $0 |
| TOM SCHAFFER | DIRECTOR | 0 | $0 |
| MILLER HOFFMAN | DIRECTOR | 0 | $0 |
990-EZ for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTANY BRINCKERHOFF | PRESIDENT | 0 | $0 |
| JAKE RUDY | TREASURER | 0 | $0 |
| REBECCA CRUMPLER | DIRECTOR | 0 | $0 |
| CHER-RHONDA WILLIAMS | DIRECTOR | 0 | $0 |
| XIAOPING JIANG | DIRECTOR | 0 | $0 |
| DEREK WILLIAMS | DIRECTOR | 0 | $0 |
| MICHELLE DAVIS | DIRECTOR | 0 | $0 |
| TAYLOR COLE | DIRECTOR | 0 | $0 |
| DAVID HELLINGER | DIRECTOR | 0 | $0 |
| JESSICA SCOTT | DIRECTOR | 0 | $0 |
| TOM SCHAFFER | DIRECTOR | 0 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRITTANY BRINCKERHOFF | President | 2 | $0 |
| JAKE RUDY | Treasurer | 2 | $0 |
| DAVID HELLINGER | Director | 1 | $0 |
| MICHELE DAVIS | Director | 1 | $0 |
| CHER-RHONDA WILLIAMS | Director | 1 | $0 |
| TOM SCHAFFER | Director | 1 | $0 |
| XIAOPING JIANG | Director | 1 | $0 |
| REBECCA CRUMPLER | Director | 1 | $0 |
| DEREK WILLIAMS | Director | 1 | $0 |
| JESSICA SCOTT | Director | 1 | $0 |
| TAYLOR COLE | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 183 WIND CHIME CT STE 203, RALEIGH, NC 27615-6473
- In care of
- % MEGAN COLLIER
- Mailing address (990-N for 2022)
- 701 Exposition Place Suite 206, Raleigh NC 27615
- Principal officer (990-N for 2022)
- Sukesh Pai, 701 Exposition Place, Suite 206, Raleigh NC 27615
- Signed the 990-EZ
- JAKE RUDY, TREASURER
- Phone
- (919) 781-3778
- Return prepared by
- JOYCE AND COMPANY CPA
Mission
TO PROVIDE EDUCATION AND SUPPORT TO MEMBERS AND THE PROFESSION
Program accomplishments
- MEETINGS AND CONFERENCES ARE HELD TO PROVIDE EDUCATION AND NETWORKING OPPORTUNITIES TO MEMBERS.
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
- 56-2202926
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $46,628
- Income (IRS master file)
- $71,894
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $71,894 | $74,014 | $46,628 | IRS |
| 990-EZ | December 2024 | $67,319 | $54,106 | $49,367 | XML |
| 990-EZ | December 2023 | $52,232 | $58,059 | $41,685 | XML |
| 990-N for 2022 Officer: Sukesh Pai | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Harry Wayne Tillman | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Michael Whitman | December 31, 2019 | ≤ $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 56-2202926).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 56-2202926.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- 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 2022 names Sukesh Pai.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 11 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, 2025 it reported revenue of $71,894, expenses of $74,014 and total assets of $46,628 at year end.
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