Nonprofit · EIN 54-1872365
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF CENTRAL VIRGINIA
Tax-exempt · VIRGINIA BCH, VA 23455
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $83,439 | $84,560 | -$1,121 | $93,343 | $0 | $93,343 |
| December 31, 2024 | 990-EZ | $80,633 | $74,874 | $5,759 | $94,464 | $0 | $94,464 |
| December 31, 2023 | 990-EZ | $79,647 | $81,143 | -$1,496 | $88,705 | $0 | $88,705 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $18,628
- Program service revenue
- $63,654
- Investment income
- $1,157
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,285
- Compensation of officers, directors and key employees
- $30,800
- Salaries, compensation and benefits (total)
- $30,800
- Other expenses
- $52,475
- Program services (functional)
- $44,875
Balance sheet and other
- Total assets, start of year
- $94,464
- Total assets, end of year
- $93,343
- Total liabilities, end of year
- $0
- Net assets, end of year
- $93,343
- Cash, savings and investments
- $93,343
- Gross receipts
- $83,439
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 |
|---|---|---|---|
| Jan Dungan | Chapter Executive | 0.2 | $30,800 |
| Kristin Lindsay | Chairman | 1 | $0 |
| Alexis Grason | President | 1 | $0 |
| Charlotte Fox | President Elect | 0.5 | $0 |
| Michelle Orellana | Treasurer | 0.5 | $0 |
| Chad Dean | Membership | 0.2 | $0 |
| Jill Fletcher | Women in Finance | 0.2 | $0 |
| Kyle Geblein | At Large | 0.2 | $0 |
| Nicole Gooding | At Large | 0.2 | $0 |
| Weslie Green | Sponsorship Forum Chair | 0.2 | $0 |
| Brittany McBride | Public Relations Social Media | 0.2 | $0 |
| Mitchell Moncure | NexGen | 0.2 | $0 |
| Kristen Puryear | At-Large | 0.2 | $0 |
| Joe Thompson | Breakfast Club Small Groups | 0.2 | $0 |
990-EZ for the year ended December 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan Dungan | Chapter Executive | 0.2 | $28,600 |
| Kate Atwood | Chairman | 0.2 | $0 |
| Kristin Lindsay | President | 0.5 | $0 |
| Alexis Grason | President Elect | 0.5 | $0 |
| Michelle Orellana | Treasurer | 0.5 | $0 |
| Chad Dean | Membership | 0.2 | $0 |
| Charlotte Fox | Women in Finance | 0.2 | $0 |
| Jill Fletcher | At Large | 0.2 | $0 |
| Kyle Geblein | At Large | 0.2 | $0 |
| Nicole Gooding | At Large | 0.2 | $0 |
| Weslie Green | Sponsorship Forum Chair | 0.2 | $0 |
| Brittany McBride | Public Relations Social Media | 0.2 | $0 |
| Mitchell Moncure | NexGen | 0.2 | $0 |
| Kristen Puryear | At-Large | 0.2 | $0 |
| Joe Thompson | Breakfast Club Small Groups | 0.2 | $0 |
990-EZ for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jan Dungan | Chapter Executive | 20 | $30,400 |
| Kate Atwood | President | 0.5 | $0 |
| Ben Raikes | Chairman | 0.5 | $0 |
| Kristin Lindsay | President Elect/Pro Bono | 0.5 | $0 |
| Michelle Orellana | Treasurer | 0.5 | $0 |
| Alex Damm | Director NexGen/PR | 0.2 | $0 |
| Chad Dean | Director | 0.2 | $0 |
| Charlotte Fox | Director | 0.2 | $0 |
| Alexis Grason | Director Women in Finance | 0.2 | $0 |
| Weslie Green | Director Sponsorship/Forum Chair | 0.2 | $0 |
| Brittany McBride | Director | 0.2 | $0 |
| Laura Pittman | Director | 0.2 | $0 |
| Kristen Barnes Puryear | Director | 0.2 | $0 |
| Joseph Thompson | Director | 0.2 | $0 |
| Brian Welch | Director | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- 4201 MERCEDES CT, VIRGINIA BCH, VA 23455-5649
- In care of
- % MILA SPAULDING
- Signed the 990-EZ
- Alexis Grason, President
- Phone
- (804) 749-8149
- Return prepared by
- Accounting Strategies to Solutions LLC
Mission
The primary aim of the Financial Planning Association of Central Virginia is to foster the value of financial planning and advance the financial planning profession. The organization's strategy for accomplishing its objective means welcoming all those who advance the financial planning process and promoting the CFP mark as the cornerstone of the financial planning profession.
Program accomplishments
- Provide monthly educational meetings for members and guests that support the continuing education requirement for maintaining the Certified Financial Planner designation.Expenses $9,166
- Foster growth of CFP professionals through networking opportunities and special education events.Expenses $35,709
- Support students of financial planning through scholarships and other educational support.
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
- 54-1872365
- 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
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $93,343
- Income (IRS master file)
- $83,439
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $83,439 | $84,560 | $93,343 | IRS |
| 990-EZ | December 2024 | $80,633 | $74,874 | $94,464 | IRS |
| 990-EZ | December 2023 | $79,647 | $81,143 | $88,705 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 54-1872365).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 54-1872365.
- 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 14 people; 1 received compensation from the organization, the highest $30,800 (Jan Dungan, Chapter Executive).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $83,439, expenses of $84,560 and total assets of $93,343 at year end.
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