Nonprofit · EIN 91-2027726
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF PUGET SOUND, FPA of Puget Sound
Tax-exempt · FRISCO, TX 75034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $170,694 | $152,162 | $18,532 | $105,415 | $15,866 | $89,549 |
| December 31, 2024 | 990-EZ | $117,384 | $119,437 | -$2,053 | $71,017 | $0 | $71,017 |
| December 31, 2023 | 990-EZ | $109,102 | $99,023 | $10,079 | $75,981 | $2,911 | $73,070 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $27,607
- Program service revenue
- $143,076
- Investment income
- $11
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $47,590
- Other expenses
- $104,572
Balance sheet and other
- Total assets, start of year
- $71,017
- Total assets, end of year
- $105,415
- Total liabilities, end of year
- $15,866
- Net assets, end of year
- $89,549
- Cash, savings and investments
- $100,190
- Gross receipts
- $170,694
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 |
|---|---|---|---|
| Courtney Hastings | Chair-President | 3 | $0 |
| Ben Andrew | President Elect-Symposium | 6 | $0 |
| Carrie Beede | Secretary | 1 | $0 |
| Mairin Murphy | Treasurer | 2 | $0 |
| Michelle Lach | Education - Socials | 3 | $0 |
| Brandon Steele | Education - Programs | 3 | $0 |
| Kaleb Strawn | NexGen Director | 2 | $0 |
| Dave Mantell | Pro Bono Director | 2 | $0 |
| Grace Rollins | Membership Director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Burgess | Chairman | 3 | $0 |
| Courtney Hastings | President | 5 | $0 |
| Brandon Steele | President Elect | 1 | $0 |
| Mairin Murphy | Treasurer | 2 | $0 |
| Michelle Lach | Education Director | 3 | $0 |
| Benjamin Andrew | Symposium Director | 4 | $0 |
| Carrie Beede | Secretary | 2 | $0 |
| Kaleb Strawn | NexGen Director | 2 | $0 |
| Dave Mantell | Public Relations Dir | 2 | $0 |
| Aaron Nichols | Public Relations | 1 | $0 |
990-EZ for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Brian Burgess | President | 5 | $0 |
| Josh DeForest | Chairperson | 2 | $0 |
| Katie Vercio | President Elect | 1 | $0 |
| Courtney Hastings | Treasurer | 2 | $0 |
| Michelle Lach | Education Director | 2 | $0 |
| Brandon Steele | Symposium Director | 2 | $0 |
| Maria Hare | Secretary | 2 | $0 |
| Mellany Lengeling | NexGen Director | 1 | $0 |
| Brad Anderson | Public Relations Dir | 1 | $0 |
| Benjamin Andrew | Director at Large | 1 | $0 |
| Dave Mantell | Pro Bono Director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3858 HARVEST LN, FRISCO, TX 75034-0643
- In care of
- % COURTNEY HASTINGS
- Mailing address (990-N for 2010)
- PO Box 2016, Edmonds WA 98026
- Principal officer (990-N for 2010)
- Joe Hebert, PO Box 2016, Edmonds WA 98026
- Signed the 990-EZ
- Melisa Hall, Executive Director
- Website
- www.fpapugetsound.org
Mission
The Financial Planning Association of Puget Sound is one of the nations largest and most preeminent organizations for financial planning professionals.
Program accomplishments
- Annual symposium - 262 attendees. provided continuing education and networking opportunities.
- Electronic newsletters bi-monthly
- Chapter meetings and networking social events
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 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
- 91-2027726
- 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
- Category (NTEE)
- Community improvement and capacity building (S41)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $105,415
- Income (IRS master file)
- $170,694
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $170,694 | $152,162 | $105,415 | XML |
| 990-EZ | December 2024 | $117,384 | $119,437 | $71,017 | XML |
| 990-EZ | December 2023 | $109,102 | $99,023 | $75,981 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2010 Officer: Joe Hebert | December 31, 2010 | ≤ $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 91-2027726).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 91-2027726.
- 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 is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2010 names Joe Hebert.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 9 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 $170,694, expenses of $152,162 and total assets of $105,415 at year end.
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