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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-3629672

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF CENTRAL FLORIDA

Tax-exempt · LONGWOOD, FL 32752

Financials

$86K$80K2022$121K$89K2023$119K$105K2024
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, 2024990-EZ$118,737$104,679$14,058$141,454$979$140,475
December 31, 2023990-EZ$120,707$88,693$32,014$127,400$982$126,418
December 31, 2022990$86,063$80,205$5,858$96,176$1,761$94,415
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$14,697
Program service revenue
$102,760
Investment income
$1,280

Expenses

Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$44,185
Professional fees and payments to contractors
$700
Occupancy
$2,406
Printing, publications and postage
$1,468
Other expenses
$55,920
Program services (functional)
$52,374

Balance sheet and other

Total assets, start of year
$127,400
Total assets, end of year
$141,454
Total liabilities, end of year
$979
Net assets, end of year
$140,475
Cash, savings and investments
$140,655
Gross receipts
$118,737

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
SYLVIA PRESLEYTREASURER2$0
JESSICA HALLCHAIRMAN2$0
KEVIN SMITHPRESIDENT5$0
BRAD BRESCIAPRESIDENT EL3$0
TOMMY LUCASSECRETARY2$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SYLVIA PRESLEYTREASURER0$0
MIKE SALMONCHAIRMAN0$0
DENNIS NOLTEPRESIDENT0$0
JESSICA HALLSECRETARY0$0
990 for the year ended December 31, 2022: 5 people
NameTitleHours / weekCompensation
JOHN WEST IIICHAIRMAN
Trustee or director, Officer
2$0
DENNIS NOLTEPRESIDENT EL
Trustee or director, Officer
–$0
SYLVIA PRESLEYTREASURER
Trustee or director, Officer
–$0
MIKE SALMONPRESIDENT
Trustee or director, Officer
–$0
CHRISTOPHER TOADVINESECRETARY
Trustee or director, Officer
–$0

Address and contacts

Address (IRS master file)
PO BOX 520310, LONGWOOD, FL 32752-0310
In care of
% DIANE LAYTON
Signed the 990-EZ
SYLVIA PRESLEY, TREASURER
Phone
(407) 814-9905
Website
FPAFLA.COM
Return prepared by
S C PRESLEY & CO INC

Mission

PROVIDE LEARNING OPPORTUNITIES IN AREAS OF FINANCIAL EDUCATION TO MEMBERSHIP SO THAT THE MEMBERS MAY PROVIDE GREATER SERVICES TO THEIR CLIENTS, STUDENTS OF FINANCIAL PLANNING AND THE PUBLIC AT LARGE.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • EDUCATION SEMINARS AND WORKSHOPS FOR MEMBERS AND STUDENTS.
    Expenses $52,374

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, 2026Not on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

File the 2025 990-EZ 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
59-3629672
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)
$141,454
Income (IRS master file)
$118,737

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$118,737$104,679$141,454XML
990-EZDecember 2023$120,707$88,693$127,400XML
990December 2022$86,063$80,205$96,176XML
990December 2021–––IRS
990December 2020–––IRS
990December 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 59-3629672).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 59-3629672.
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 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 2024.
Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
The 990-EZ for the year ended December 31, 2024 lists 5 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, 2024 it reported revenue of $118,737, expenses of $104,679 and total assets of $141,454 at year end.

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