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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 74-2993593

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF AUSTIN

Tax-exempt · AUSTIN, TX 78755

Financials

$90K$80K2023$99K$80K2024
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$98,734$80,328$18,406$117,930$0$117,930
December 31, 2023990-EZ$90,003$79,706$10,297$99,524$0$99,524
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$55,600
Membership dues
$36,338
Program service revenue
$6,789
Investment income
$7

Expenses

Compensation of officers, directors and key employees
$38,400
Salaries, compensation and benefits (total)
$38,400
Occupancy
$107
Printing, publications and postage
$70
Other expenses
$41,751

Balance sheet and other

Total assets, start of year
$99,524
Total assets, end of year
$117,930
Total liabilities, end of year
$0
Net assets, end of year
$117,930
Cash, savings and investments
$117,930
Gross receipts
$98,734

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
SARAH FRANKENFELDCHAPTER EXECUTIVE25$38,400
LAUREN KAUFMANTREASURER2.5$0
GALEN RASCHESECRETARY1$0
DONALD BEATTIE CFPMEMBERSHIP DIRECTOR1$0
SPENCER ENGELKEPRO BONO DIRECTOR2.5$0
JEREMY JUNGBAUERPAST PRESIDENT1$0
PHIL SEIBELCORPORATE PARTNERS DIRECTOR1$0
ALYSSA CALHOUNWOMEN'S INITIATIVE DIRECTOR1$0
KATHERINE PHILLIPSPRESIDENT1$0
ADAM FLAGGPRESIDENT-ELECT1$0
ANDREW CHAVEZPROGRAMS DIRECTOR1$0
ALISON MILLERNEXGEN DIRECTOR1$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
SARAH FRANKENFELDCHAPTER EXECUTIVE25$36,725
ANN CONNOLLY CFPTREASURER2.5$0
ALISON MILLERSECRETARY1$0
HANNAH SIMPSON CFPCAREER DAY1$0
DONALD BEATTIE CFPMEMBERSHIP DIRECTOR1$0
ROSS PATTERSON CFPPRO BONO DIRECTOR2.5$0
DAVID HAMPTONPAST PRESIDENT1$0
JEREMY JUNGBAUERPRESIDENT1$0
PHIL SEIBELCORPORATE PARTNERS DIRECTOR1$0
ALYSSA CALHOUNWOMEN'S INITIATIVE DIRECTOR1$0
KATHERINE PHILLIPSPRESIDENT-ELECT1$0
ADAM FLAGGGOVERNMENT RELATIONS/ADVOCACY1$0

Address and contacts

Address (IRS master file)
PO BOX 28268, AUSTIN, TX 78755-8268
In care of
% SARAH FRANKENFELD
Signed the 990-EZ
LAUREN KAUFMAN, TREASURER
Phone
(512) 261-4159
Return prepared by
ATCHLEY & ASSOCIATES LLP

Mission

TO FOSTER THE VALUE OF THE FINANCIAL PLANNING PROCESS AND ITS ETHICAL PRACTICE THROUGH PROFESSIONAL GROWTH, NETWORKING, EDUCATION, AND MENTORING.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • THE ORGANIZATION OFFERS A WEBSITE, EDUCATIONAL PROGRAMS, AND CONFERENCES THAT PROVIDE THE FINANCIAL PLANNING COMMUNITY AN OPPORTUNITY TO NETWORK, LEARN, SHARE, AND BUILD THEIR KNOWLEDGE IN THE FINANCIAL PLANNING PROCESS.

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
74-2993593
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Exempt since
2000
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$117,930
Income (IRS master file)
$98,734

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$98,734$80,328$117,930IRS
990-EZDecember 2023$90,003$79,706$99,524XML
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 74-2993593).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 74-2993593.
Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2000.
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 12 people; 1 received compensation from the organization, the highest $38,400 (SARAH FRANKENFELD, CHAPTER EXECUTIVE).
How much revenue does FINANCIAL PLANNING ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $98,734, expenses of $80,328 and total assets of $117,930 at year end.

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