Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1311876

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF THE EAST BAY

Tax-exempt · OAKLAND, CA 94605

Financials

$63K$114K2024$79K$92K2025
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, 2025990-EZ$79,266$92,216-$12,950$31,430$0$31,430
December 31, 2024990-EZ$63,067$114,475-$51,408$44,380$0$44,380
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$24,523
Program service revenue
$16,932
Investment income
$1,053
Other revenue
$36,758

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$30,750
Professional fees and payments to contractors
$1,907
Other expenses
$59,559

Balance sheet and other

Total assets, start of year
$44,380
Total assets, end of year
$31,430
Total liabilities, end of year
$0
Net assets, end of year
$31,430
Cash, savings and investments
$31,430
Gross receipts
$79,266

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.

NameTitleHours / weekCompensation
BRIAN CARLSONPRESIDENT20$0
KAREN WHITESECRETARYTREASURER10$0
990-EZ for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
MICHAEL OCONNORPRESIDENT20$0
KAREN WHITESECRETARYTREASURER10$0
CLAY SELLANDTREASURER10$0

Address and contacts

Address (IRS master file)
4400 KELLER AVE STE 140 PMB 228, OAKLAND, CA 94605-4233
In care of
% KAREN WHITE
Signed the 990-EZ
KAREN WHITE, TREASURER
Phone
(925) 778-1165
Return prepared by
Wealth Enhancement Tax LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 58-1311876 or by the name FINANCIAL PLANNING ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

NEWSLETTER AND MEETINGS

990-EZ for the year ended December 31, 2025

Program accomplishments

  • NEWSLETTER AND MEETINGS BY AND FOR MEMBERS TO COMMUNICATE INDUSTRY INFORMATION

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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for FINANCIAL PLANNING ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
58-1311876
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
Assets (IRS master file)
$31,430
Income (IRS master file)
$79,266

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$79,266$92,216$31,430IRS
990-EZDecember 2024$63,067$114,475$44,380IRS
990-EZDecember 2023$83,971$113,561$95,788IRS
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 58-1311876).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 58-1311876.
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-EZ for the year ended December 2025.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 2 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 $79,266, expenses of $92,216 and total assets of $31,430 at year end.

Other nonprofits in OAKLAND

All nonprofits in OAKLAND · California