Nonprofit · EIN 65-0991548
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF MIAMI
Tax-exempt · MIAMI, FL 33138
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $119,400 | $113,417 | $5,983 | $56,018 | $5,000 | $51,018 |
| December 31, 2023 | 990-EZ | $147,435 | $145,102 | $2,333 | $46,214 | $4,126 | $42,088 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,800
- Membership dues
- $9,259
- Program service revenue
- $98,341
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $43,342
- Other expenses
- $70,075
Balance sheet and other
- Total assets, start of year
- $46,214
- Total assets, end of year
- $56,018
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $51,018
- Cash, savings and investments
- $23,368
- Gross receipts
- $119,400
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLEY TODD | EXEC. DIR/CE | 0 | $0 |
| ANGEL TORRES | TREASURER | 0 | $0 |
990-EZ for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLEY TODD | EXEC. DIR/CE | 0 | $0 |
| ANGEL TORRES | TREASURER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6815 BISCAYNE BLVD STE 103 PMB 323, MIAMI, FL 33138-6292
- In care of
- % BEVERLEY TODD
- Mailing address (990-N for 2018)
- 6815 Biscayne Blvd Suite 103 323, Miami FL 33138
- Principal officer (990-N for 2018)
- Beverley Todd, 6815 Biscayne Blvd Suite 103 323, Miami FL 33138
- Signed the 990-EZ
- BEVERLEY TODD, EXEC. DIR/CEO
- Phone
- (305) 274-1600
- Website
- WWW.FPAMIAMIDADE.ORG
- Return prepared by
- PHILIP SHENKMAN CPA PA
Mission
PROMOTE FINANCIAL PLANNING
Program accomplishments
- COMMUNITY, BUSINESS AND INDUSTRY PROGRAMS, GENRAL OUTREACH PROGRAMS TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE THE SERVICES.
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 | Not 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
- 65-0991548
- 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
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $56,018
- Income (IRS master file)
- $119,400
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $119,400 | $113,417 | $56,018 | XML |
| 990-EZ | December 2023 | $147,435 | $145,102 | $46,214 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-N for 2018 Officer: Beverley Todd | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | 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 65-0991548).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 65-0991548.
- 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 is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2018 names Beverley Todd.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2024 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, 2024 it reported revenue of $119,400, expenses of $113,417 and total assets of $56,018 at year end.
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