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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-2550170

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF GEORGIA

Tax-exempt · MARIETTA, GA 30066

Financials

$117K$107K2023$132K$116K2024
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$131,741$115,564$16,177$120,519$0$120,519
December 31, 2023990-EZ$116,945$106,850$10,095$104,342$0$104,342
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Membership dues
$38,178
Program service revenue
$90,070
Investment income
$3,493

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$59,061
Printing, publications and postage
$189
Other expenses
$56,314
Program services (functional)
$99,926

Balance sheet and other

Total assets, start of year
$104,342
Total assets, end of year
$120,519
Total liabilities, end of year
$0
Net assets, end of year
$120,519
Cash, savings and investments
$105,672
Gross receipts
$131,741

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
LaToya MaddoxDirector0.5$0
Wayne Conway EwanDirector0.5$0
James George MalatosDirector0.5$0
Todd SheppardDirector0.5$0
Zach MorrisDirector0.5$0
Allison DotyDirector0.5$0
Ben LougheryDirector0.5$0
Kiersten PeshekDirector0.5$0
Patrick MooreDirector0.5$0
Jack MetzgerSecretary0.5$0
James D LoftinChairman0.5$0
Lizeth Damaso KishelPresident0.5$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
LaToya MaddoxDirector1$0
Kristin PughDirector1$0
Kevin AllmanDirector1$0
Lizeth Damaso KishelPresident Elect1$0
Jack MetzgerDirector1$0
James George MalatosDirector1$0
Sarah CannonDirector1$0
James A Serrano JrDirector1$0
B Brandon MackieSecretary1$0
Wayne Conway EwanChairman1$0
James D LoftinPresident1$0
Eileen HigginsTreasurer1$0

Address and contacts

Address (IRS master file)
2886 SANDY PLAINS RD UNIT 669033, MARIETTA, GA 30066-0201
In care of
% LIZ FERREIRA
Signed the 990-EZ
Eileen Higgins, Treasurer
Phone
(770) 516-8322
Return prepared by
MERSEREAU LAZENBY & ROCKAS LLC

Mission

Professional organization for those involved in the financial planning industry.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • During 2024, chapter meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, a Regional Conference was held with approximately 110 attending.
    Expenses $99,926

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
58-2550170
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)
$120,519
Income (IRS master file)
$131,741

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$131,741$115,564$120,519IRS
990-EZDecember 2023$116,945$106,850$104,342XML
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 58-2550170).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 58-2550170.
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 12 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, 2024 it reported revenue of $131,741, expenses of $115,564 and total assets of $120,519 at year end.

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