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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 77-0381724

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF SILICON VALLEY

Tax-exempt · SANTA CLARA, CA 95055

Financials

$35K$58K2024$35K$49K2025
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, 2025990-EZ$34,677$48,578-$13,901$10,535–$10,535
December 31, 2024990-EZ$35,428$57,715-$22,287$24,436–$24,436
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$16,037
Program service revenue
$8,949
Investment income
$1
Other revenue
$9,690

Expenses

Compensation of officers, directors and key employees
$31,500
Salaries, compensation and benefits (total)
$31,500
Printing, publications and postage
$5
Other expenses
$17,073

Balance sheet and other

Total assets, start of year
$24,436
Total assets, end of year
$10,535
Total liabilities, end of year
–
Net assets, end of year
$10,535
Cash, savings and investments
$10,535
Gross receipts
$34,677

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.

NameTitleHours / weekCompensation
Tonia ForbusExecutive Dir.20$31,500
Kerry WoodenPresident1$0
Rhonda StaelgraeveDirector1$0
Kate DavalosPresident-Elect1$0
Fred HarperTreas/Secty1$0
Jennipher LommenDirector1$0
Curt WeilDirector1$0
Dan LindDirector1$0
990-EZ for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
Tonia ForbusExecutive Dir.20$31,500
Kerry WoodenPresident1$0
Rhonda StaelgraeveDirector1$0
Kate DavalosPresident-Elect1$0
Fred HarperTreas/Secty1$0
Jennipher LommenDirector1$0
Curt WeilDirector1$0
John NejedlyChair/Past Pres1$0

Address and contacts

Address (IRS master file)
PO BOX 3530, SANTA CLARA, CA 95055-3530
In care of
% SUSAN ADAMS
Signed the 990-EZ
Fred Harper, Treasurer
Phone
(877) 808-2699
Return prepared by
SK MORTON FINANCIAL GROUP INC

Mission

To enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • The organization continues to promote professional growth through education, networking and mentoring.
  • The organization continues to assist new planners in the business with opportunities for networking and mentoring through its career development programs.
  • The organization continues to reach out to the community to promote the benefits of financial planning and working with a financial planner.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-N for FINANCIAL PLANNING ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
77-0381724
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)
Assets (IRS master file)
$10,535
Income (IRS master file)
$34,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025–––IRS
990-EZDecember 2024–––IRS
990-EZDecember 2023$43,939$64,489$46,723IRS
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-EZDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 77-0381724.
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 8 people; 1 received compensation from the organization, the highest $31,500 (Tonia Forbus, Executive Dir.).
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $34,677, expenses of $48,578 and total assets of $10,535 at year end.

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