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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 31-1678285

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF CENTRAL OHIO

Tax-exempt · WESTLAKE, OH 44145

Financials

$135K$100K2023$82K$137K2024$75K$85K2025
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, 2025990-EZ$75,064$85,352-$10,288$104,761$25,939$78,822
December 31, 2024990-EZ$81,989$136,848-$54,859$97,861$0$97,861
December 31, 2023990-EZ$134,820$100,053$34,767$152,720$0$152,720
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Program service revenue
$72,263
Investment income
$2,801

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$42,488
Other expenses
$42,864

Balance sheet and other

Total assets, start of year
$97,861
Total assets, end of year
$104,761
Total liabilities, end of year
$25,939
Net assets, end of year
$78,822
Cash, savings and investments
$103,240
Gross receipts
$75,064

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.

NameTitleHours / weekCompensation
BRIAN HOUTSPRESIDENT1$0
CANDACE DELUCAPRESIDENT-ELECT1$0
NICHOLAS BOWDENSECRETARY1$0
BRIANNE CRONENWETTPROGRAMS DIRECTOR1$0
ISAAC GWINNMEMBERSHIP DIRECTOR1$0
JESSE STACYNEX GEN DIRECTOR1$0
MADELINE KEEGANPAST-PRESIDENT/CHAIR1$0
JAN VECERKATREASURER1$0
MICHAEL P MCMEANSPARTNERSHIPS DIRECTOR1$0
DEVON BAKERCHAPTER EXECUTIVE DIRECTOR1$0
990-EZ for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
MADDI KEEGANPRESIDENT1$0
BRIAN HOUTSPRESIDENT-ELECT1$0
SUMMER ANDERSONTREASURER1$0
TJ BURKETTSECRETARY1$0
BRIANNE CRONENWETTPROGRAMS DIRECTOR1$0
KELLY AUGSPURGERMEMBERSHIP DIRECTOR1$0
JESSE STACYNEX GEN DIRECTOR1$0
CANDACE DELUCAPRO BONO DIRECTOR1$0
EMILY COILCHAPTER EXECUTIVE DIRECTOR1$0
CHRIS RULECHAIR/PAST PRESIDENT1$0
MIKE MCMEANSSPONSORSHIP DIRECTOR1$0
990-EZ for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
CHRISTOPHER RULEPRESIDENT1$0
MADELINE N NAPIERPRESIDENT-ELECT1$0
SUMMER ANDERSONTREASURER1$0
TJ BURKETTSECRETARY1$0
BRIANNE CRONENWETTPROGRAMS DIRECTOR1$0
KELLY AUGSPURGERMEMBERSHIP DIRECTOR1$0
MARIA WOLTERSNEX GEN DIRECTOR1$0
ADAM C OSTERLINGGOVERNMENT RELATIONS1$0
CANDACE L DELUCAPRO BONO DIRECTOR1$0
BRIAN T HOUTSPARTNERSHIPS DIRECTOR1$0
EMILY COILCHAPTER EXECUTIVE DIRECTOR1$0

Address and contacts

Address (IRS master file)
2001 CROCKER RD STE 510, WESTLAKE, OH 44145-6967
In care of
% DEBBIELEE DOUGHERTY
Signed the 990-EZ
JAN VECERKA, TREASURER
Phone
(614) 469-0002

Mission

TO SUPPORT THE FINANCIAL PLANNING PROFESSION.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.

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, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2026 990-EZ for FINANCIAL PLANNING ASSOCIATION

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
31-1678285
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)
$104,761
Income (IRS master file)
$75,064

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$75,064$85,352$104,761IRS
990-EZDecember 2024$81,989$136,848$97,861IRS
990-EZDecember 2023$134,820$100,053$152,720XML
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 31-1678285).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 31-1678285.
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 are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 10 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 $75,064, expenses of $85,352 and total assets of $104,761 at year end.

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