Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 84-1077808

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF COLORADO

Tax-exempt · AURORA, CO 80046

Financials

$138K$149K2023$156K$167K2024$191K$161K2025
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$191,081$161,026$30,055$218,825$39,937$178,888
December 31, 2024990-EZ$156,398$167,380-$10,982$172,480$37,211$135,269
December 31, 2023990-EZ$137,999$149,488-$11,489$170,018$30,090$139,928
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Membership dues
$39,741
Program service revenue
$144,856
Investment income
$4,782
Net gain from sales of assets
$1,702

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$91,128
Printing, publications and postage
$1,262
Other expenses
$68,636

Balance sheet and other

Total assets, start of year
$172,480
Total assets, end of year
$218,825
Total liabilities, end of year
$39,937
Net assets, end of year
$178,888
Cash, savings and investments
$212,203
Gross receipts
$196,769

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
KATIE WEBERPRESIDENTTREASURERSECY10$0
ALEC QUAIDPRESIDENT ELECT5$0
MATTHEW LENGELCHAIRPAST PRESIDENT5$0
SANDRA LASKOWSKIDIRECTOR5$0
DANNY LEEDIRECTOR5$0
MARK MILLIGANDIRECTOR5$0
MARCIE CARVALHODIRECTOR5$0
HEIDI PHAN-PETERSONDIRECTOR5$0
990-EZ for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
DANNY LEEDIRECTOR5$0
MARK MILLIGANDIRECTOR5$0
MARCIE CARVALHODIRECTOR5$0
ALEC QUAIDDIRECTOR5$0
SANDRA LASKOWSKIDIRECTOR5$0
MATT LENGELPRESIDENT/SECRETARY/TREASURER10$0
CORY UNDERWOODCHAIR (PAST PRESIDENT)10$0
KATIE WEBERPRESIDENT ELECT5$0
990-EZ for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
CHARLIE PASTORDIRECTOR5$0
ADAM OLIVERDIRECTOR5$0
MARCIE CARVALHODIRECTOR5$0
ALEC QUAIDDIRECTOR5$0
SANDRA LASKOWSKIDIRECTOR5$0
KATIE WEBERDIRECTOR5$0
CORY UNDERWOODPRESIDENT/SECRETARY10$0
LORI MILLERCHAIR (PAST PRESIDENT)10$0
MATT LENGELPRESIDENT ELECT/TREASURER10$0

Address and contacts

Address (IRS master file)
PO BOX 460445, AURORA, CO 80046-0445
In care of
% ALEC QUAID
Signed the 990-EZ
ALEC QUAID, PRESIDENT ELECT
Phone
(303) 450-0515
Return prepared by
Crady Puca & Associates

Mission

SEE SCHEDULE O

990-EZ for the year ended December 31, 2025

Program accomplishments

  • PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS THRU CHAPTER MTGS, NETWORKING EVENTS AND ANNUAL FORUM TO 918 ATTENDEES IN 2025.

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 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-EZ 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
84-1077808
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
Assets (IRS master file)
$218,825
Income (IRS master file)
$196,769

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$191,081$161,026$218,825XML
990-EZDecember 2024$156,398$167,380$172,480XML
990-EZDecember 2023$137,999$149,488$170,018XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 84-1077808).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 84-1077808.
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 are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 8 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 $191,081, expenses of $161,026 and total assets of $218,825 at year end.

Other nonprofits in AURORA

All nonprofits in AURORA · Colorado · Community improvement and capacity building