Nonprofit · EIN 58-1311621
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF MICHIGAN
Tax-exempt · DEARBORN, MI 48124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $152,563 | $131,364 | $21,199 | $62,856 | $8,646 | $54,210 |
| December 31, 2024 | 990 | $149,359 | $143,138 | $6,221 | $38,969 | $5,958 | $33,011 |
| December 31, 2023 | 990 | $135,993 | $149,493 | -$13,500 | $37,665 | $10,875 | $26,790 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $148,647
- Investment income
- $2,179
- Other revenue
- $1,737
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $42,578
- Salaries, compensation and benefits (total)
- $50,840
- Professional fundraising fees
- $0
- Travel
- $4,713
- Program services (functional)
- $131,364
Balance sheet and other
- Total assets, start of year
- $38,969
- Total assets, end of year
- $62,856
- Total liabilities, end of year
- $8,646
- Net assets, end of year
- $54,210
- Gross receipts
- $152,563
- Employees
- 1
- Year formed
- 1982
- State of legal domicile
- MI
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH CARUANA | CHAPTER EXEC Trustee or director | 40 | $45,740 |
| ANNA-MARIA ASTOR | BOARD OF DIR Trustee or director | – | $0 |
| SUZY BEELER | BOARD OF DIR Trustee or director | – | $0 |
| JESSICA CONNARN | BOARD OF DIR Trustee or director | – | $0 |
| JULIA HALL | BOARD OF DIR Trustee or director | – | $0 |
| ROBERT INGRAM | BOARD CHAIR Trustee or director, Officer | – | $0 |
| JENNIE SPURLOCK | BOARD OF DIR Trustee or director | – | $0 |
| CODY VANDERHAGEN | BOARD OF DIR Trustee or director | – | $0 |
| KELSEY ARVAI | SECRETARY Officer | – | $0 |
| ADAM FINCH | TREASURER Officer | – | $0 |
| NICHOLAS NAUTA | PRESIDENT Officer | – | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNA-MARIA ASTOR | BOARD OF DIR Trustee or director | – | $0 |
| SARAH CARUANA | CHAPTER EXEC Trustee or director | – | $0 |
| ADAM FINCH | BOARD OF DIR Trustee or director | – | $0 |
| JULIE HALL | CHAIRPERSON Trustee or director | – | $0 |
| SANDRA KERR | BOARD OF DIR Trustee or director | – | $0 |
| COLIN OVERWEG | BOARD OF DIR Trustee or director | – | $0 |
| NATHAN ZOLYNSKY | BOARD OF DIR Trustee or director | – | $0 |
| KELSEY ARVAI | SECRETARY Officer | – | $0 |
| ROBERT INGRAM | PRESIDENT Officer | – | $0 |
| NICK NAUTA | TREASURER Officer | – | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIC HOOGSTRA | BOARD OF DIR Trustee or director | – | $0 |
| SANDRA KERR | BOARD OF DIR Trustee or director | – | $0 |
| COLIN OVERWEG | BOARD OF DIR Trustee or director | – | $0 |
| STEPHANIE TREXLER | CHAIRPERSON Trustee or director | – | $0 |
| DIANE YOUNG | BOARD OF DIR Trustee or director | – | $0 |
| BETH ZILKA | BOARD OF DIR Trustee or director | – | $0 |
| NATHAN ZOLYNSKY | BOARD OF DIR Trustee or director | – | $0 |
| SANDRA ADAMS | PRESIDENT Officer | – | $0 |
| JULIE HALL | PRESIDENT-EL Officer | – | $0 |
| ROBERT LINGRAM | TREASURER Officer | – | $0 |
| DEL WENSLEY | SECRETARY Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 20100 OUTER DR, DEARBORN, MI 48124-2647
- In care of
- % MARY MEDONIS
- Principal officer (990 for 2025)
- NICHOLAS NAUTA
- Signed the 990
- ADAM FINCH, TREASURER
- Phone
- (313) 278-5320
- Website
- WWW.FPAMI.COM
- Return prepared by
- PENN & COMPANY LLC
Mission
TO SERVE THE NEEDS OF ITS MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION.
Program accomplishments
- MONTHLY EDUCATIONAL MEETINGS AVAILABLE FOR ALL MEMBERS.revenue $118,380
- ANNUAL ONE DAY EDUCATIONAL CONFERENCE/PROGRAM AVAILABLE FOR ALL MEMBERS.
- ANNUAL TWO DAY EDUCATIONAL CONFERENCE/PROGRAM AVAILABLE FOR ALL MEMBERS.
- EDUCATIONAL PROGRAMS ON FINANCIAL ISSUES FOR OVER 600 INDIVIDUALS.Expenses $131,364 · revenue $30,267
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 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
- 58-1311621
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $62,856
- Income (IRS master file)
- $152,563
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $152,563 | $131,364 | $62,856 | XML |
| 990 | December 2024 | $149,359 | $143,138 | $38,969 | XML |
| 990 | December 2023 | $135,993 | $149,493 | $37,665 | XML |
| 990 | December 2022 | $116,496 | $150,352 | $55,633 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 58-1311621).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 58-1311621.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1978.
- 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 for the year ended December 2025.
- Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2025 names NICHOLAS NAUTA.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $45,740 (SARAH CARUANA, CHAPTER EXEC).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $152,563, expenses of $131,364 and total assets of $62,856 at year end.
Other nonprofits in DEARBORN
- CREDIT UNIONS CHARTERED IN THE STATE OF MICHIGAN EIN 38-1350130 · last filed 990 for 2024
- THE EDISON INSTITUTE INC EIN 38-1359513 · last filed 990 for 2024
- ACCESS EIN 23-7444497 · last filed 990 for 2025
- FORD PHILANTHROPY EIN 38-1459376 · last filed 990-PF for 2025
- DEARBORN SCHOOLS EMPLOYEE HEALTHCARE PROGRAM VOLUNTARY EMPLO EIN 46-5215047 · last filed 990 for 2024
- SENIOR ALLIANCE INC EIN 38-2322126 · last filed 990 for 2025
- SERVICES TO ENHANCE POTENTIAL EIN 23-7289763 · last filed 990 for 2025
- UAW LOCAL 600 INTERNATIONAL HCSR EIN 38-0549175 · last filed 990 for 2025