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

Nonprofit · EIN 84-1521488

FINANCIAL PLANNING ASSOCIATION

Also known as Financial Planning Association of Southern Colorado

Tax-exempt · DENVER, CO 80264

Financials

$8M$8.2M2023$7.8M$7.5M2024
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, 2024990$7,800,803$7,501,219$299,584$6,089,546$3,294,757$2,794,789
December 31, 2023990$8,036,552$8,228,550-$191,998$5,791,659$3,610,380$2,181,279
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$75,000
Program service revenue
$6,955,666
Investment income
$76,953
Royalties
$153,426
Net income from sales of inventory
$83,085
Other revenue
$693,184

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$516,110
Other salaries and wages
$1,902,293
Salaries, compensation and benefits (total)
$2,818,248
Professional fundraising fees
$0
Legal fees
$48,213
Accounting fees
$29,870
Occupancy
$332,970
Travel
$324,495
Depreciation
$135,186

Balance sheet and other

Total assets, start of year
$5,791,659
Total assets, end of year
$6,089,546
Total liabilities, end of year
$3,294,757
Net assets, end of year
$2,794,789
Land, buildings and equipment
$180,863
Publicly traded securities
$2,813,381
Net assets without donor restrictions
$2,794,789
Gross unrelated business income
$222,262
Gross receipts
$7,800,803
Employees
24
Volunteers
1,020
Year formed
1999
State of legal domicile
DC

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
PATRICK D MAHONEYCEO & SECRETARY
Officer
40$424,991$27,666
BEN LEWISCHIEF COMMUNICATIONS OFFICER
Highest-paid employee
40$196,325$6,247
JORGE VALDIVIASENIOR MANAGER OF TECHNOLOGY
Highest-paid employee
40$152,817$26,469
CHRISTINE RICHARDSONCHIEF MEMBER EXPERIENCE OFFICER
Highest-paid employee
40$150,622$15,260
DENNIS MOORE FROM MAY 2024CHIEF OPERATING OFFICER
Highest-paid employee
40$107,990$13,973
KURTIS KACZORDIRECTOR, PRO BONO
Highest-paid employee
40$105,266$15,796
SANDRA GARCIA THRU MAR 2024CHIEF FINANCIAL OFFICER
Officer
40$56,769$6,684
PAUL BRAHIMPRESIDENT
Trustee or director, Officer
5$0$0
DANIEL GALLIPRESIDENT ELECT
Trustee or director, Officer
5$0$0
CLAUDIA CYPHER KANEPAST PRESIDENT
Trustee or director, Officer
5$0$0
RUSSELL CLIFFORDTREASURER
Trustee or director, Officer
5$0$0
MYCHAL EAGLESONBOARD MEMBER
Trustee or director
5$0$0
CARL CHRISTIEBOARD MEMBER
Trustee or director
5$0$0
JACK HEINTZELMANBOARD MEMBER
Trustee or director
5$0$0
JUAN HERNANDEZ-ARIANOBOARD MEMBER
Trustee or director
5$0$0
4 more people on this return
NameTitleHours / weekCompensation
JASON KLEYBOARD MEMBER
Trustee or director
5$0
CELESTE REVELLIBOARD MEMBER
Trustee or director
5$0
TIMOTHY TODDBOARD MEMBER
Trustee or director
5$0
D CRYSTAL ALFORD-COOPERBOARD MEMBER
Trustee or director
5$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
PATRICK D MAHONEYCEO & SECRETARY
Officer
40$406,534$27,546
SANDRA GARCIACFO
Officer
40$190,917$24,461
BEN LEWISCCO
Highest-paid employee
40$182,411$5,722
JORGE VALDIVIASENIOR MANAGER, TECHNOLOGY
Highest-paid employee
40$144,638$23,526
CHRISTINE RICHARDSONMANAGING DIRECTOR, MEMBER EXPERIENCE & MISSION SUP
Highest-paid employee
40$113,681$12,914
AMY WOODWARDDIRECTOR, STRATEGIC PARTNERSHIP
Highest-paid employee
40$102,016$16,080
KURT KACZORDIRECTOR, PRO BONO
Highest-paid employee
40$100,673$14,159
JAMES LEEPRESIDENT
Trustee or director, Officer
5$0$0
CLAUDIA KANEPRESIDENT ELECT
Trustee or director, Officer
5$0$0
DENNIS MOOREPAST PRESIDENT
Trustee or director, Officer
5$0$0
CRYSTAL ALFORD-COOPERBOARD MEMBER
Trustee or director
5$0$0
PAUL BRAHIMBOARD MEMBER
Trustee or director
5$0$0
CARL CHRISTIEBOARD MEMBER
Trustee or director
5$0$0
RUSSELL CLIFFORDBOARD MEMBER
Trustee or director
5$0$0
GEORGE FERNANDEZBOARD MEMBER
Trustee or director
5$0$0
DANIEL GALLITREASURER
Trustee or director, Officer
5$0$0
LISA KIRSHENBAUERBOARD MEMBER
Trustee or director
5$0$0
BYRKE SESTOKBOARD MEMBER
Trustee or director
5$0$0
ROBERT VAN BEEKBOARD MEMBER
Trustee or director
5$0$0

Address and contacts

Address (IRS master file)
1660 LINCOLN ST STE 2620, DENVER, CO 80264-2601
In care of
% DENNIS MOORE MBR
Mailing address (990-N for 2008)
1755 Telstar Drive, Suite 501, Colorado Springs CO 80920
Principal officer (990 for 2024)
DENNIS MOORE, 1290 BROADWAY 1625, DENVER, CO 80203
Principal officer (990-N for 2008)
Bill Sigrist, Capstone Investment, 615 North Nevade Ave, Colorado Springs CO 80903
Signed the 990
DENNIS MOORE, CHIEF EXECUTIVE OFFICER
Phone
(800) 322-4237
Return prepared by
WEGNER CPAS LLP

Mission

TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.

990 for the year ended December 31, 2024

Program accomplishments

  • FPA ANNUAL CONFERENCE IS ONE OF THE LARGEST ANNUAL GATHERINGS OF CFP PROFESSIONALS. THE EVENT SPOTLIGHTS FPA'S CORE COMPETENCIES: PRACTICE SUPPORT, LEARNING, ADVOCACY, AND NETWORKING. THE PROGRAM OFFERS MANY EDUCATIONAL SESSIONS, AN EXHIBIT HALL, ROUNDTABLE DISCUSSIONS, AND VARIOUS PRE-CONFERENCES CONDUCTED BY PARTNERS OF FPA. VARIOUS FPA MEMBER COMMUNITIES GATHER TO NETWORK, SHARE BEST PRACTICES, AND CONNECT WITH LIKE-MINDED MEMBERS. THE CONFERENCE IS BUILT AROUND SHARING PRACTICAL KNOWLEDGE AND STRATEGIES FOR ATTENDEES TO TAKE BACK TO THEIR PRACTICES FOR IMPLEMENTATION.
  • MEMBER RELATIONS: FPA MEMBERSHIP STAFF ASSIST FPA MEMBERS IN JOINING AND RENEWING AS FPA MEMBERS AS WELL AS NAVIGATING THEIR FPA MEMBER BENEFITS TO ENSURE THEY TAKE FULL ADVANTAGE OF THEIR MEMBERSHIP. AS A PROFESSIONAL MEMBERSHIP ASSOCIATION, BENEFITS ARE FOCUSED ON SUPPORTING MEMBERS IN ELEVATING THEIR KNOWLEDGE THROUGH PROFESSIONAL DEVELOPMENT, EXPANDING THEIR CONNECTIONS THROUGH COMMUNITY, GROWING THEIR BUSINESSES THROUGH TOOLS AND RESOURCES FOR BUSINESS SUCCESS, AND PROTECTING THEIR PROFESSION THROUGH ADVOCACY.
  • FPA RETREAT IS A LONG-STANDING, NON-TRADITIONAL GATHERING OF THE FPA COMMUNITY. IT IS AN EVENT THAT ATTRACTS LEADING FINANCIAL PLANNERS DUE TO ITS LEVEL OF INTIMACY, COMMUNITY LEARNING, AND ADVANCED, CUTTING-EDGE CONTENT. THE EVENT PROVIDES OPPORTUNITIES FOR NETWORKING, ADVANCED EDUCATION, AND EXPOSURE TO NEW THEORIES AND BEST PRACTICES.

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
84-1521488
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 (73 member organizations)
Assets (IRS master file)
$6,089,546
Income (IRS master file)
$7,800,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$7,800,803$7,501,219$6,089,546IRS
990December 2023$8,036,552$8,228,550$5,791,659XML
990December 2022$9,051,715$9,111,585$6,694,548IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2008
Officer: Bill Sigrist
May 31, 2009≤ $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 84-1521488).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 84-1521488.
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 for the year ended December 2024.
Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2024 names DENNIS MOORE.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 19 people; 7 received compensation from the organization, the highest $424,991 (PATRICK D MAHONEY, CEO & SECRETARY).
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $7,800,803, expenses of $7,501,219 and total assets of $6,089,546 at year end.

Organizations in its group exemption (73)

Other nonprofits in DENVER

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