Nonprofit · EIN 95-4834545
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF LOS ANGELES
Tax-exempt · SCOTTSDALE, AZ 85261
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $58,668 | $58,598 | $70 | $61,685 | – | $61,685 |
| December 31, 2023 | 990-EZ | $79,135 | $59,875 | $19,260 | $61,615 | – | $61,615 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Program service revenue
- $58,668
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $19,300
- Other expenses
- $39,298
Balance sheet and other
- Total assets, start of year
- $61,615
- Total assets, end of year
- $61,685
- Total liabilities, end of year
- –
- Net assets, end of year
- $61,685
- Cash, savings and investments
- $61,685
- Gross receipts
- $58,668
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE RUGG | Director | 1 | $0 |
| DAVID TASSONE | Director | 1 | $0 |
| ELLIOT ROSENBERGER | Treasurer | 1 | $0 |
| GLORIA CISNEROS | Secretary | 1 | $0 |
| CARL WALSH | Director | 1 | $0 |
| MARTIN IRANI | Director | 1 | $0 |
| KATRINA SOELTER | Director | 1 | $0 |
| JONATHAN GRUBER | President | 1 | $0 |
| UZIEL GOMEZ | PRESIDENT ELECT | 1 | $0 |
| AMY BORN | Director | 1 | $0 |
| THERESA PABLOS | Director | 1 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMIE RUGG | Chairman | 0 | $0 |
| DAVID TASSONE | President | 0 | $0 |
| JON BACON | Treasurer | 0 | $0 |
| MICHAEL JOHNSTON | Secretary | 0 | $0 |
| CARL WALSH | Director | 0 | $0 |
| LA TANYA HARRIS | Director | 0 | $0 |
| KATRINA SOELTER | Director | 0 | $0 |
| JONATHAN GRUBER | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4130, SCOTTSDALE, AZ 85261-4130
- In care of
- % CHARLES WENKER
- Mailing address (990-N for 2020)
- PO Box 4130, Scottsdale AZ 85261
- Principal officer (990-N for 2020)
- Warren Friedland Board President, PO Box 4130, Scottsdale AZ 85261
- Signed the 990-EZ
- ELLIOT ROSENBERGER, Treasurer
- Phone
- (323) 510-4870
- Website
- WWW.FPALA.ORG
- Return prepared by
- Kevin Wong CPA
Mission
EDUCATION AND KNOWLEDGE EXPANGE OF MEMBERS. THE ORGANIZATION PROMOTES THE VALUE OF THE FINANCIAL PLANNING PROFESSION, TO SUPPORT PERSONAL AND PROFESSIONAL GROWTH OF OUR MEMBERS, AND TO BE A POSITIVE INFLUENCE IN OUR COMMUNITY THROUGH PROMOTING FINANCIAL LITERACY.
Program accomplishments
- THE ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.
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 | Not 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
- 95-4834545
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $61,685
- Income (IRS master file)
- $58,668
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $58,668 | $58,598 | $61,685 | XML |
| 990-EZ | December 2023 | $79,135 | $59,875 | $61,615 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: Warren Friedland Board President | June 30, 2021 | ≤ $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 95-4834545).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 95-4834545.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
- 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 is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2020 names Warren Friedland Board President.
- 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 $58,668, expenses of $58,598 and total assets of $61,685 at year end.
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