Nonprofit · EIN 65-0997135
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF SOUTH FLORIDA
Tax-exempt · PALM BCH GDNS, FL 33420
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $21,228 | $19,625 | $1,603 | $10,812 | – | $10,812 |
| December 31, 2024 | 990-EZ | $15,846 | $19,732 | -$3,886 | $9,209 | – | $9,209 |
| December 31, 2023 | 990-EZ | $15,135 | $19,171 | -$4,036 | $13,095 | – | $13,095 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $14,267
- Program service revenue
- $6,961
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $11,925
- Professional fees and payments to contractors
- $200
- Printing, publications and postage
- $7
- Other expenses
- $7,493
Balance sheet and other
- Total assets, start of year
- $9,209
- Total assets, end of year
- $10,812
- Total liabilities, end of year
- –
- Net assets, end of year
- $10,812
- Cash, savings and investments
- $10,812
- Gross receipts
- $21,228
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 |
|---|---|---|---|
| STEVEN TREND | SECRETARY | 2 | $0 |
| JUBIN KEYVAN | TREASURER | 2 | $0 |
| STACY MCGINTY | PRESIDENT | 2 | $0 |
| THOMAS W BALCOM | DIRECTOR | 1 | $0 |
| STEWART KOESTEN | DIRECTOR | 1 | $0 |
| LEONEL GALVEZ | DIRECTOR | 1 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THERESA VALINOTTI | PRESIDENT | 0 | $0 |
| STEVEN TREND | SECRETARY | 0 | $0 |
| JUBIN KEYVAN | TREASURER | 0 | $0 |
| STACY MCGINTY | DIRECTOR | 0 | $0 |
| THOMAS W BALCOM | DIRECTOR | 0 | $0 |
| STEWART KOESTEN | DIRECTOR | 0 | $0 |
| LEONEL GALVEZ | DIRECTOR | 0 | $0 |
| JUSTIN WEIDENFELD | DIRECTOR | 0 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN TREND | PAST PRESIDE | 0 | $0 |
| JUBIN KEYVAN | TREASURER | 0 | $0 |
| ERIN MARIE WALLACE | DIRECTOR | 0 | $0 |
| JOHATHAN FERNANDEZ-RUBIO | DIRECTOR | 0 | $0 |
| THERESA VALINOTTI | PRESIDENT | 0 | $0 |
| THOMAS W BALCOM | DIRECTOR | 0 | $0 |
| STEWARD KOESTEN | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 33088, PALM BCH GDNS, FL 33420-3088
- In care of
- % RANDALL WOOLLEY
- Signed the 990-EZ
- JUBIN KEYVAN, TREASURER
- Phone
- (561) 372-1378
- Website
- HTTP://SOUTHFLORIDAFPA.ORG
- Return prepared by
- S C PRESLEY & CO INC
Mission
TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS TO THE PUBLIC.
Program accomplishments
- PERIODIC SOCIAL EVENTS: TO PROVIDE MEMBERS WITH THE ABILITY TO MEET OTHER PROFESSIONALS AND EXPAND THEIR NETWORK.
- PERIODIC LUNCH AND DINNER SEMINARS: TO PROVIDE MEMBERS WITH THE ABILITY TO EXPAND THEIR KNOWLEDGE AND STAY UP TO DATE IN THEIR PROFESSION.
- PYUBLICATIONS, NEWSPLETTERS, WEBSITE:L TO PROVIDE ADDITIONAL RESOURCES FOR PROVESSIONALS AND INFORMATION ON UPCOMING EVENTS.
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-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
- 65-0997135
- 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
- Assets (IRS master file)
- $10,812
- Income (IRS master file)
- $21,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $21,228 | $19,625 | $10,812 | IRS |
| 990-EZ | December 2024 | $15,846 | $19,732 | $9,209 | XML |
| 990-EZ | December 2023 | $15,135 | $19,171 | $13,095 | 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: 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 65-0997135).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 65-0997135.
- 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-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 6 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 $21,228, expenses of $19,625 and total assets of $10,812 at year end.
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