Nonprofit · EIN 63-1243277
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF NORTH ALABAMA
Tax-exempt · BIRMINGHAM, AL 35260
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $89,114 | $84,219 | $4,895 | $107,188 | $0 | $107,188 |
| December 31, 2024 | 990-EZ | $77,773 | $76,016 | $1,757 | $102,293 | $0 | $102,293 |
| December 31, 2023 | 990-EZ | $90,607 | $66,544 | $24,063 | $100,536 | $0 | $100,536 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $12,859
- Program service revenue
- $73,553
- Investment income
- $2,702
Expenses
- Compensation of officers, directors and key employees
- $16,350
- Salaries, compensation and benefits (total)
- $16,350
- Other expenses
- $67,869
Balance sheet and other
- Total assets, start of year
- $102,293
- Total assets, end of year
- $107,188
- Total liabilities, end of year
- $0
- Net assets, end of year
- $107,188
- Cash, savings and investments
- $107,188
- Gross receipts
- $89,114
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 |
|---|---|---|---|
| Jessica Hawthorne | Chapter Executive | 20 | $16,350 |
| Nikki Snider | Symposium Director | 2 | $0 |
| Tara Ingram | Program Director | 2 | $0 |
| Becky McIntyre | Career Development | 2 | $0 |
| Mac Frasier | Chairman | 2 | $0 |
| Luke Fargason | Advocacy | 2 | $0 |
| Brad Acton | Membership Director | 2 | $0 |
| Dalton Clary | NextGen Director | 2 | $0 |
| Taylor Brown | President | 2 | $0 |
| Peyton Jones | Partnerships | 2 | $0 |
| Marly Green | Public Outreach Director | 2 | $0 |
| Counce Drinkard | Secretary-Treasurer | 2 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Taylor Brown | President-Elect | 2 | $0 |
| Ross Kennedy | Partnership Director | 2 | $0 |
| Ashley Burrell | Chairman | 2 | $0 |
| Mac Frasier | President | 2 | $0 |
| Isabella Blount | Symposium Director | 2 | $0 |
| Counce Drinkard | Secretary-Treasurer | 2 | $0 |
| Nikki Snider | Advocacy Director | 2 | $0 |
| Peyton Jones | Program Director | 2 | $0 |
| Tara Ingram | Career Development | 2 | $0 |
| Marly Green | Public Outreach Director | 2 | $0 |
| Rebecca Yerby | Public Relations Director | 2 | $0 |
| Luke Fargason | Membership Director | 2 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Taylor Brown | Secretary-Treasurer | 2 | $0 |
| Ross Kennedy | Partnership Director | 2 | $0 |
| Mac Frasier | President Elect | 2 | $0 |
| Isabella Blount | Membership Recruitment Dir | 2 | $0 |
| Rob Herndon | Program Director | 2 | $0 |
| Patricia Morris | Chapter Executive | 20 | $0 |
| Counce Drinkard | Symposium Director | 2 | $0 |
| Peyton Jones | NextGen Director | 2 | $0 |
| Tara Henderson | Career Development | 2 | $0 |
| Marly Green | Public Outreach Director | 2 | $0 |
| Emily Mason | Public Relations Director | 2 | $0 |
| Rebecca Yerby | Public Relations Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 26607, BIRMINGHAM, AL 35260-0607
- In care of
- % PATRICIA MORRIS
- Mailing address (990-N for 2014)
- 2208 University Boulevard, Birmingham AL 35233
- Principal officer (990-N for 2014)
- Gerard Kassouf, 2208 University Boulevard, Birmingham AL 35233
- Signed the 990-EZ
- Jessica Hawthorne, Chapter Executive
- Phone
- (763) 208-9119
- Return prepared by
- Kassouf & Co Inc
Mission
Continuing education and industry information sharing.
Program accomplishments
- Monthly meetings and annual symposium for members of FPA and non-member CFP certificants for purpose of obtaining continuing professional education credits.
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
- 63-1243277
- 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
- Category (NTEE)
- Community improvement and capacity building (S41)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $107,188
- Income (IRS master file)
- $89,114
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $89,114 | $84,219 | $107,188 | IRS |
| 990-EZ | December 2024 | $77,773 | $76,016 | $102,293 | XML |
| 990-EZ | December 2023 | $90,607 | $66,544 | $100,536 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2014 Officer: Gerard Kassouf | December 31, 2014 | ≤ $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 63-1243277).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 63-1243277.
- 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 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 2014 names Gerard Kassouf.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 1 received compensation from the organization, the highest $16,350 (Jessica Hawthorne, Chapter Executive).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $89,114, expenses of $84,219 and total assets of $107,188 at year end.
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