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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-0453676

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF GREATER PHOENIX

Tax-exempt · SCOTTSDALE, AZ 85261

Financials

$81K$72K2023$85K$76K2024
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-EZ$85,402$76,490$8,912$97,896$10,238$87,658
December 31, 2023990-EZ$80,582$71,596$8,986$80,438$1,941$78,497
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$14,985
Membership dues
$25,654
Program service revenue
$39,985
Investment income
$1,415
Net income from sales of inventory
$3,363

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$28,800
Professional fees and payments to contractors
$26,766
Other expenses
$20,924

Balance sheet and other

Total assets, start of year
$80,438
Total assets, end of year
$97,896
Total liabilities, end of year
$10,238
Net assets, end of year
$87,658
Cash, savings and investments
$62,256
Gross receipts
$85,402

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.

NameTitleHours / weekCompensation
DRAKE QUALLSPRESIDENT4$0
STEVE SYRMOPOULOSSECRETARY4$0
KEN OSBORNMEMBER4$0
DALE WALTERSCHAIRMAN4$0
MARY ZIMMERMANMEMBER4$0
TIM DAUGHENBAUGHMEMBER4$0
THOMAS RINDAHLMEMBER4$0
DONNA WOODRUFFMEMBER4$0
MARK DRAGOSLOVICHMEMBER4$0
DANIEL VANDUSENVP/PRESIDENT ELECT4$0
DAWN NOBLETREASURER4$0
990-EZ for the year ended December 31, 2023: 14 people
NameTitleHours / weekCompensation
MELISSA KEMPEXECUTIVE DIRECTOR20$22,000
DALE WALTERSPRESIDENT4$0
DRAKE QUALLSPRESIDENT ELECT4$0
STEVE SYRMOPOULOSSECRETARY2$0
KEN OSBORNTREASURER2$0
WILLIAM CERYNIKCHAIR2$0
MURRAY SMITHMEMBER1$0
COLLEEN HALLINANMEMBER1$0
HOWARD HILLMEMBER1$0
THOMAS RINDAHLMEMBER1$0
CARLA BOYDMEMBER1$0
MATTHEW MILLERMEMBER1$0
DANIEL VANDUSENMEMBER1$0
DAWN NOBLEMEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 4130, SCOTTSDALE, AZ 85261-4130
In care of
% MELISSA KEMP
Signed the 990-EZ
DAWN NOBLE, TREASURER
Phone
(480) 483-9035
Website
FPAAZ.ORG
Return prepared by
SECHLER MORGAN CPAS PLLC

Mission

EDUCATION TRAINING TO FINANCIAL PLANNERS

990-EZ for the year ended December 31, 2024

Program accomplishments

  • IN 2024, TWO FPA AFFILIATE CHAPTERS MERGED TO BECOME 1 STATEWIDE CHAPTER, FPA ARIZONA.
  • THE CHAPTER PRODUCED 30 CONTINUING EDUCATION PROGRAMS THROUGHOUT THE FULL YEAR, OFFERING AN ASSORTMENT OF TOPICS AND LEARNING OPTIONS FOR FINANCIAL PLANNING COMMUNITY MEMBERS ACROSS THE ENTIRE STATE.
  • IN ADDITION TO OFFERING EDUCATIONAL OPPORTUNITIES FOR PROFESSIONALS, THE CHAPTER ADOPTED A 3 YEAR FINANCIAL LITERACY INITIATIVE CONT ON SCH O

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-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ for FINANCIAL PLANNING ASSOCIATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
86-0453676
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)
$97,896
Income (IRS master file)
$85,402

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$85,402$76,490$97,896XML
990-EZDecember 2023$80,582$71,596$80,438XML
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 86-0453676).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 86-0453676.
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 are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2024 lists 11 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 $85,402, expenses of $76,490 and total assets of $97,896 at year end.

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