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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1984763

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF GREATER MEMPHIS

Tax-exempt · GERMANTOWN, TN 38183

Financials

$39K$53K2023
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, 2023990-EZ$38,566$52,530-$13,964$54,568–$54,568
Financial details: 990-EZ for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$20,971
Membership dues
$17,074
Investment income
$521

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$17,100
Other expenses
$35,430

Balance sheet and other

Total assets, start of year
$68,532
Total assets, end of year
$54,568
Total liabilities, end of year
–
Net assets, end of year
$54,568
Cash, savings and investments
$54,568
Gross receipts
$38,566

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, 2023, highest compensation first.

NameTitleHours / weekCompensation
Frank S Allen JrDirector4$0
Joseph L WilderChairman4$0
John AndersonDirector4$0
Teri HirtDirector4$0
Wes LaceyDirector4$0
Robby GrahamTreasurer4$0
Timothy EllisPresident4$0
Betsy HutchinsDirector4$0

Address and contacts

Address (IRS master file)
PO BOX 38975, GERMANTOWN, TN 38183-0975
In care of
% ABBY SPANN
Mailing address (990-N for 2015)
PO BOX 38975, GERMANTOWN TN 38183
Principal officer (990-N for 2015)
TERESA BAILEY, 1135 HALLE PARK CIRCLE, COLLIERVILLE TN 38017
Signed the 990-EZ
Timothy Ellis, Director
Phone
(662) 444-1415

Mission

Our mission is to promote financial planning as a profession and its value to the community.

990-EZ for the year ended December 31, 2023

Program accomplishments

  • The annual Visions in Planning (VIP) Conference provides members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The VIP Conference provided 6 presentation sessions to approximately 30 attendees.
  • Monthly luncheon meetings provide members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The association hosted monthly luncheon meetings serving approximately 30 attendees per meeting.
  • Promote the profession of financial planning at the University of Memphis through the support of a faculty endowment, career & internship fairs, and assisting in the development of a financial planning program for student undergraduates.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026Not on file
2024December 31, 2024May 15, 2025Not on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-N for FINANCIAL PLANNING ASSOCIATION

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
58-1984763
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-N (e-Postcard)
Assets (IRS master file)
$54,568
Income (IRS master file)
$38,566

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2023$38,566$52,530$54,568XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––IRS
990-N for 2015
Officer: TERESA BAILEY
December 31, 2015≤ $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 58-1984763).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 58-1984763.
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-N (e-Postcard). Gross receipts normally $50,000 or less.
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 2023.
Who is the principal officer of FINANCIAL PLANNING ASSOCIATION?
The 990-N for 2015 names TERESA BAILEY.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2023 lists 8 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, 2023 it reported revenue of $38,566, expenses of $52,530 and total assets of $54,568 at year end.

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