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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-3366058

FINACIAL PLANNING ASSOCIATION

Also known as FPA OF NORTHERN CALIFORNIA

Tax-exempt · ELK GROVE, CA 95757

Financials

$44K$61K2023$37K$43K2024
Revenue Expenses · by fiscal year end
Financials of FINACIAL PLANNING ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$37,372$43,266-$5,894$23,275$2,025$21,250
December 31, 2023990-EZ$44,254$61,301-$17,047$34,307$7,163$27,144
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$37,370
Investment income
$2

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$28,660
Other expenses
$14,606
Program services (functional)
$38,640

Balance sheet and other

Total assets, start of year
$34,307
Total assets, end of year
$23,275
Total liabilities, end of year
$2,025
Net assets, end of year
$21,250
Cash, savings and investments
$23,275
Gross receipts
$37,372

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
ELAINE WEBBPAST PRESIDENT1$0
KAYLA PHILLIPSDirector1$0
KAREN MILLERTreasurer3$0
KELLEY GOODMANSecretary2$0
PAOLA QUINTERODirector1$0
RANDY HENDERSHOTDirector1$0
TYLER GREENDirector1$0
RASHIDA LILANIPresident5$0
LANDON TYMOCHKODirector1$0
DARYL WONGDirector1$0
990-EZ for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensation
ELAINE WEBBPresident5$0
RAY HARRISONPAST PRESIDENT1$0
KAREN MILLERTreasurer3$0
KELLEY GOODMANSecretary1$0
EMILIE ANDRESDirector1$0
RANDY HENDERSHOTDirector1$0
DREW SHADEDirector1$0
NATHAN TORINUSDirector1$0
LANDON TYMOCHKODirector1$0
DARYL WONGDirector1$0

Address and contacts

Address (IRS master file)
6024 SNOW LEOPARD CIR, ELK GROVE, CA 95757-2601
In care of
% HOLLY WILKERSON
Signed the 990-EZ
KAREN MILLER, Treasurer
Phone
(916) 985-2594
Return prepared by
MCKAYS TAX SERVICE

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3366058 or by the name FINACIAL PLANNING ASSOCIATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE MEMBER EDUCATION AND ADVANCE THE FINANCIAL PLANNING PROCESS THROUGH PROMOTION OF THE CFP MARKS AS THE CORNERSTONE OF THE FINANCIAL PLANNING PROFESSION.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.
    Expenses $38,640

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

File the 2025 990-N for FINACIAL PLANNING ASSOCIATION

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

IRS record

EIN
94-3366058
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$23,275
Income (IRS master file)
$37,372

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$37,372$43,266$23,275XML
990-EZDecember 2023$44,254$61,301$34,307XML
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 94-3366058).

Questions about FINACIAL PLANNING ASSOCIATION

What is the EIN of FINACIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINACIAL PLANNING ASSOCIATION is 94-3366058.
Is FINACIAL PLANNING ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6).
Which annual return does FINACIAL PLANNING ASSOCIATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of FINACIAL 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 FINACIAL 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 FINACIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does FINACIAL PLANNING ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $37,372, expenses of $43,266 and total assets of $23,275 at year end.

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