Nonprofit · EIN 59-2866257
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF SOUTHWEST FLORIDA
Tax-exempt · NAPLES, FL 34116
Address and contacts
- Address (IRS master file)
- 5640 DOGWOOD WAY, NAPLES, FL 34116-4906
- In care of
- % MOLLIE PAGE
- Mailing address (990-N for 2025)
- 5640 Dogwood Way, Naples FL 34116
- Principal officer (990-N for 2025)
- Elliott Ellis, 17550 Lee Rd, Fort Myers FL 33967
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-N on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 59-2866257
- 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-N (e-Postcard)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Elliott Ellis | December 31, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2024 Officer: Veronica Jolliff | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2023 Officer: Veronica Jolliff | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2007 Officer: Susan Steiner | December 31, 2007 | ≤ $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 59-2866257).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 59-2866257.
- 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-N (e-Postcard). Gross receipts normally $50,000 or less.
- 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-N for 2025 for the year ended December 31, 2025.
- Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2025 names Elliott Ellis.
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