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Employer Identification Number 84-1521488

THE FINANCIAL PLANNING ASSOCIATION is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:THE FINANCIAL PLANNING ASSOCIATION
Employer identification number (EIN):84-1521488
EIN Issuing AuthorityPhiladelphia, PA
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations
401k Pension/Benefits registration THE FINANCIAL PLANNING ASSOCIATION 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementFPA fosters the value of financial planning and advances the financial planning profession.
Number of Employees44
Number of Volunteers500
Year Formed1999

Organization Governance

Legal DomicileDC
Voting Members - Governing Body13
Voting Members - Independent13

Organization Financials

2022-12-31
Total unrelated business incomeUSD $ 396,356
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,827,535
Program Service Revenue from current yearUSD $ 7,924,712
Investment Income from prior yearUSD $ 152,493
Investment Income from current yearUSD $ 60,488
Other Revenue from prior yearUSD $ 377,328
Other Revenue from current yearUSD $ 991,515
Gross receipts from all sourcesUSD $ 9,051,715
Net assets / fund balances at end of fiscal yearUSD $ 2,047,545
Net assets / fund balances at beginning of fiscal yearUSD $ 2,699,727
Total liabilities at end of fiscal yearUSD $ 4,647,003
Total liabilities at beginning of fiscal yearUSD $ 4,040,672
Total assets at end of fiscal yearUSD $ 6,694,548
Total assets at beginning of fiscal yearUSD $ 6,740,399
Revenues less expenses for current yearUSD $ -59,870
Revenues less expenses for previous yearUSD $ 1,124,328
Total expenses for current yearUSD $ 9,111,585
Total expenses for previous yearUSD $ 7,100,920
Other expenses in current yearUSD $ 5,546,701
Other expenses in previous yearUSD $ 4,127,018
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,442,268
Employee salary and benefits paid in previous yearUSD $ 2,973,902
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 122,616
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 9,051,715
Total revenue in previous fiscal yearUSD $ 8,225,248
Contributions and grants from current yearUSD $ 75,000
Contributions and grants from previous yearUSD $ 867,892
Gross sales of inventory assetsUSD $ 102,323
Total of other revenueUSD $ 844,764
2021-12-31
Total unrelated business incomeUSD $ 118,178
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 7,126,786
Program Service Revenue from current yearUSD $ 6,827,535
Investment Income from prior yearUSD $ -258,773
Investment Income from current yearUSD $ 152,493
Other Revenue from prior yearUSD $ 461,346
Other Revenue from current yearUSD $ 377,328
Gross receipts from all sourcesUSD $ 9,001,042
Net assets / fund balances at end of fiscal yearUSD $ 2,699,727
Net assets / fund balances at beginning of fiscal yearUSD $ 1,499,130
Total liabilities at end of fiscal yearUSD $ 4,040,672
Total liabilities at beginning of fiscal yearUSD $ 3,934,269
Total assets at end of fiscal yearUSD $ 6,740,399
Total assets at beginning of fiscal yearUSD $ 5,433,399
Revenues less expenses for current yearUSD $ 1,124,328
Revenues less expenses for previous yearUSD $ -735,108
Total expenses for current yearUSD $ 7,100,920
Total expenses for previous yearUSD $ 8,149,467
Other expenses in current yearUSD $ 4,127,018
Other expenses in previous yearUSD $ 4,322,190
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,973,902
Employee salary and benefits paid in previous yearUSD $ 3,827,277
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 8,225,248
Total revenue in previous fiscal yearUSD $ 7,414,359
Contributions and grants from current yearUSD $ 867,892
Contributions and grants from previous yearUSD $ 85,000
Cost of goods soldUSD $ 0
Gross sales of inventory assetsUSD $ 34,285
Total of other revenueUSD $ 270,632
2020-12-31
Total unrelated business incomeUSD $ 33,408
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,862,575
Program Service Revenue from current yearUSD $ 7,126,786
Investment Income from prior yearUSD $ 229,809
Investment Income from current yearUSD $ -258,773
Other Revenue from prior yearUSD $ 121,607
Other Revenue from current yearUSD $ 461,346
Gross receipts from all sourcesUSD $ 8,656,764
Net assets / fund balances at end of fiscal yearUSD $ 1,499,130
Net assets / fund balances at beginning of fiscal yearUSD $ 2,021,725
Total liabilities at end of fiscal yearUSD $ 3,934,269
Total liabilities at beginning of fiscal yearUSD $ 3,920,175
Total assets at end of fiscal yearUSD $ 5,433,399
Total assets at beginning of fiscal yearUSD $ 5,941,900
Revenues less expenses for current yearUSD $ -735,108
Revenues less expenses for previous yearUSD $ -867,822
Total expenses for current yearUSD $ 8,149,467
Total expenses for previous yearUSD $ 11,221,347
Other expenses in current yearUSD $ 4,322,190
Other expenses in previous yearUSD $ 6,999,338
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,827,277
Employee salary and benefits paid in previous yearUSD $ 4,222,009
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 7,414,359
Total revenue in previous fiscal yearUSD $ 10,353,525
Contributions and grants from current yearUSD $ 85,000
Contributions and grants from previous yearUSD $ 139,534
Cost of goods soldUSD $ 0
Gross sales of inventory assetsUSD $ 40,961
Total of other revenueUSD $ 374,784
2019-12-31
Total unrelated business incomeUSD $ 41,794
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 9,987,686
Program Service Revenue from current yearUSD $ 9,862,575
Investment Income from prior yearUSD $ 111,497
Investment Income from current yearUSD $ 229,809
Other Revenue from prior yearUSD $ 170,444
Other Revenue from current yearUSD $ 121,607
Gross receipts from all sourcesUSD $ 11,510,138
Net assets / fund balances at end of fiscal yearUSD $ 2,021,725
Net assets / fund balances at beginning of fiscal yearUSD $ 2,715,678
Total liabilities at end of fiscal yearUSD $ 3,920,175
Total liabilities at beginning of fiscal yearUSD $ 3,966,875
Total assets at end of fiscal yearUSD $ 5,941,900
Total assets at beginning of fiscal yearUSD $ 6,682,553
Revenues less expenses for current yearUSD $ -867,822
Revenues less expenses for previous yearUSD $ 168,914
Total expenses for current yearUSD $ 11,221,347
Total expenses for previous yearUSD $ 10,175,713
Other expenses in current yearUSD $ 6,999,338
Other expenses in previous yearUSD $ 6,251,918
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 4,222,009
Employee salary and benefits paid in previous yearUSD $ 3,923,795
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,353,525
Total revenue in previous fiscal yearUSD $ 10,344,627
Contributions and grants from current yearUSD $ 139,534
Contributions and grants from previous yearUSD $ 75,000
Cost of goods soldUSD $ 0
Gross sales of inventory assetsUSD $ 49,164
Total of other revenueUSD $ 43,474
2018-12-31
Total unrelated business incomeUSD $ 118,238
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 6,409,434
Program Service Revenue from current yearUSD $ 9,987,686
Investment Income from prior yearUSD $ 58,782
Investment Income from current yearUSD $ 111,497
Other Revenue from prior yearUSD $ 122,632
Other Revenue from current yearUSD $ 170,444
Gross receipts from all sourcesUSD $ 10,344,627
Net assets / fund balances at end of fiscal yearUSD $ 2,715,678
Net assets / fund balances at beginning of fiscal yearUSD $ 2,713,996
Total liabilities at end of fiscal yearUSD $ 3,966,875
Total liabilities at beginning of fiscal yearUSD $ 4,700,204
Total assets at end of fiscal yearUSD $ 6,682,553
Total assets at beginning of fiscal yearUSD $ 7,414,200
Revenues less expenses for current yearUSD $ 168,914
Revenues less expenses for previous yearUSD $ 94,985
Total expenses for current yearUSD $ 10,175,713
Total expenses for previous yearUSD $ 6,539,613
Other expenses in current yearUSD $ 6,251,918
Other expenses in previous yearUSD $ 4,348,348
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,923,795
Employee salary and benefits paid in previous yearUSD $ 2,191,265
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,344,627
Total revenue in previous fiscal yearUSD $ 6,634,598
Contributions and grants from current yearUSD $ 75,000
Contributions and grants from previous yearUSD $ 43,750
Cost of goods soldUSD $ 0
Gross sales of inventory assetsUSD $ 36,913
Total of other revenueUSD $ 26,399
2017-05-31
Total unrelated business incomeUSD $ 113,528
Net unrelated business incomeUSD $ -1,218,975
Program Service Revenue from prior yearUSD $ 9,531,879
Program Service Revenue from current yearUSD $ 9,879,134
Investment Income from prior yearUSD $ 38,869
Investment Income from current yearUSD $ 61,941
Other Revenue from prior yearUSD $ 304,755
Other Revenue from current yearUSD $ 161,425
Gross receipts from all sourcesUSD $ 11,882,694
Net assets / fund balances at end of fiscal yearUSD $ 2,538,968
Net assets / fund balances at beginning of fiscal yearUSD $ 2,300,509
Total liabilities at end of fiscal yearUSD $ 5,659,564
Total liabilities at beginning of fiscal yearUSD $ 5,494,261
Total assets at end of fiscal yearUSD $ 8,198,532
Total assets at beginning of fiscal yearUSD $ 7,794,770
Revenues less expenses for current yearUSD $ 110,788
Revenues less expenses for previous yearUSD $ -146,803
Total expenses for current yearUSD $ 9,997,962
Total expenses for previous yearUSD $ 10,022,306
Other expenses in current yearUSD $ 6,680,686
Other expenses in previous yearUSD $ 6,874,674
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,317,276
Employee salary and benefits paid in previous yearUSD $ 3,147,632
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 10,108,750
Total revenue in previous fiscal yearUSD $ 9,875,503
Contributions and grants from current yearUSD $ 6,250
Contributions and grants from previous yearUSD $ 0
Cost of goods soldUSD $ 3,952
Gross sales of inventory assetsUSD $ 34,319
Total of other revenueUSD $ 64,129
2016-05-31
Total unrelated business incomeUSD $ 230,301
Net unrelated business incomeUSD $ -1,200,586
Program Service Revenue from prior yearUSD $ 8,851,785
Program Service Revenue from current yearUSD $ 9,531,879
Investment Income from prior yearUSD $ 93,592
Investment Income from current yearUSD $ 38,869
Other Revenue from prior yearUSD $ 132,610
Other Revenue from current yearUSD $ 304,755
Gross receipts from all sourcesUSD $ 10,333,188
Net assets / fund balances at end of fiscal yearUSD $ 2,300,509
Net assets / fund balances at beginning of fiscal yearUSD $ 2,546,423
Total liabilities at end of fiscal yearUSD $ 5,494,261
Total liabilities at beginning of fiscal yearUSD $ 5,468,778
Total assets at end of fiscal yearUSD $ 7,794,770
Total assets at beginning of fiscal yearUSD $ 8,015,201
Revenues less expenses for current yearUSD $ -146,803
Revenues less expenses for previous yearUSD $ -40,826
Total expenses for current yearUSD $ 10,022,306
Total expenses for previous yearUSD $ 9,141,995
Other expenses in current yearUSD $ 6,874,674
Other expenses in previous yearUSD $ 6,175,267
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 3,147,632
Employee salary and benefits paid in previous yearUSD $ 2,966,728
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 9,875,503
Total revenue in previous fiscal yearUSD $ 9,101,169
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 23,182
Cost of goods soldUSD $ 9,876
Gross sales of inventory assetsUSD $ 86,734
Total of other revenueUSD $ 145,901
2015-05-31
Total unrelated business incomeUSD $ 143,388
Net unrelated business incomeUSD $ -161,958
Program Service Revenue from prior yearUSD $ 9,099,977
Program Service Revenue from current yearUSD $ 8,851,785
Investment Income from prior yearUSD $ 59,481
Investment Income from current yearUSD $ 93,592
Other Revenue from prior yearUSD $ 0
Other Revenue from current yearUSD $ 132,610
Gross receipts from all sourcesUSD $ 9,263,783
Net assets / fund balances at end of fiscal yearUSD $ 2,546,423
Net assets / fund balances at beginning of fiscal yearUSD $ 2,731,941
Total liabilities at end of fiscal yearUSD $ 5,468,778
Total liabilities at beginning of fiscal yearUSD $ 5,845,701
Total assets at end of fiscal yearUSD $ 8,015,201
Total assets at beginning of fiscal yearUSD $ 8,577,642
Revenues less expenses for current yearUSD $ -40,826
Revenues less expenses for previous yearUSD $ -175,334
Total expenses for current yearUSD $ 9,141,995
Total expenses for previous yearUSD $ 9,504,792
Other expenses in current yearUSD $ 6,175,267
Other expenses in previous yearUSD $ 5,965,954
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 2,966,728
Employee salary and benefits paid in previous yearUSD $ 3,538,838
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 0
Grants and similar amounts paid in previous yearUSD $ 0
Total revenue in current fiscal yearUSD $ 9,101,169
Total revenue in previous fiscal yearUSD $ 9,329,458
Contributions and grants from current yearUSD $ 23,182
Contributions and grants from previous yearUSD $ 170,000
Cost of goods soldUSD $ 14,805
Gross sales of inventory assetsUSD $ 89,796

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 841521488

USA Location Address
4100 E MISSISSIPPI AVE
SUITE 400
DENVER
CO
80246
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Location Address
7535 E HAMPDEN AVE
SUITE 600
DENVER
CO
80231
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Mailing Address
4100 E MISSISSIPPI AVE
SUITE 400
DENVER
CO
80246
Date first seen: 2007-01-01
Date last seen: 2024-07-31
USA Location Address
1290 BROADWAY SUITE 1625
DENVER
CO
80203
Date first seen: 2007-07-01
Date last seen: 2024-08-26
USA Mailing Address
1755 Telstar Drive
Colorado Springs
CO
80920
Date first seen: 2007-01-01
Date last seen: 2024-07-31

EIN Events

Event Date Event description
2009-05-31Form 990-N declaration of Gross Receipts Under $25,000 in tax year 2008

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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