Nonprofit · EIN 54-1987350
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF HAMPTONS ROADS
Tax-exempt · VIRGINIA BCH, VA 23471
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $67,157 | $59,263 | $7,894 | $32,667 | $0 | $32,667 |
| December 31, 2024 | 990-EZ | $51,913 | $52,357 | -$444 | $24,773 | $0 | $24,773 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $24,500
- Membership dues
- $9,300
- Program service revenue
- $33,356
- Investment income
- $1
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $31,500
- Other expenses
- $27,763
Balance sheet and other
- Total assets, start of year
- $24,773
- Total assets, end of year
- $32,667
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,667
- Cash, savings and investments
- $32,667
- Gross receipts
- $67,157
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 |
|---|---|---|---|
| Angelica Olivier | Chairman | 0 | $0 |
| John Burton | Treasurer | 0 | $0 |
| Jennifer Rossettini | Secretary | 0 | $0 |
| Elizabeth Delude | Director | 0 | $0 |
| Cody Hawkins | Director | 0 | $0 |
| Brendan Blachura | Director | 0 | $0 |
| Bruce Rubin | Director | 0 | $0 |
| Bob West | Director | 0 | $0 |
| Leland Gross | President | 0 | $0 |
| Janet Dungan | Administrator | 0 | $0 |
990-EZ for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Angelica Olivier | President | 0 | $0 |
| John Burton | Treasurer | 0 | $0 |
| Jennifer Rossettini | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 68031, VIRGINIA BCH, VA 23471-8031
- In care of
- % LELAND GROSS
- Mailing address (990-N for 2023)
- PO Box 68031, Virginia Beach VA 23471
- Principal officer (990-N for 2023)
- Angelica Olilvier, PO Box 68031, Virginia Beach VA 23471
- Signed the 990-EZ
- LELAND GROSS, President
- Website
- www.fpahamptonroads.com
- Return prepared by
- Commonwealth Tax
Mission
Promote FInancial Planning
Program accomplishments
- To serve the needs of its members and to establish the value of financial planning and the success of the financial planning profession.
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-N on file |
IRS record
- EIN
- 54-1987350
- 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)
- $32,667
- Income (IRS master file)
- $67,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $67,157 | $59,263 | $32,667 | XML |
| 990-EZ | December 2024 | $51,913 | $52,357 | $24,773 | XML |
| 990-N for 2023 Officer: Angelica Olilvier | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Angelica Olivier | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2021 Officer: Angelica Olivier | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Andrew Merchant | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Andrew Merchant | December 31, 2019 | ≤ $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 54-1987350).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 54-1987350.
- 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 is the principal officer of FINANCIAL PLANNING ASSOCIATION?
- The 990-N for 2023 names Angelica Olilvier.
- 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 $67,157, expenses of $59,263 and total assets of $32,667 at year end.
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