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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 76-0630852

FINANCIAL PLANNING ASSOCIATION

Also known as FPA OF HOUSTON

Tax-exempt · FRISCO, TX 75034

Financials

$118K$130K2023$146K$133K2024
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$145,660$132,582$13,078$151,404–$151,404
December 31, 2023990-EZ$118,379$130,155-$11,776$144,159$5,833$138,326
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$60,487
Membership dues
$36,340
Program service revenue
$44,183
Investment income
$4,500
Other revenue
$150

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$48,313
Printing, publications and postage
$264
Other expenses
$84,005
Program services (functional)
$65,224

Balance sheet and other

Total assets, start of year
$144,159
Total assets, end of year
$151,404
Total liabilities, end of year
–
Net assets, end of year
$151,404
Cash, savings and investments
$151,404
Gross receipts
$145,660

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
Andrew KulhaSecretary1$0
Dan RussellTreasurer3$0
Chris WiseEducation Director2$0
Vanessa FellersCareer Development1$0
Amanda DuranExecutive Director20$0
Vicki StoneFinance Manager5$0
Mandy HaskellWomens Group1$0
Freddy GarzaPresident7$0
Michael PumphreyPres Elect/Next Gen Dir1$0
Marco RimassaPro Bono1$0
990-EZ for the year ended December 31, 2023: 12 people
NameTitleHours / weekCompensation
Andrew KulhaSecretary1$0
Juan HernandezArianoChairman1$0
Dan RussellTreasurer3$0
Chris WiseMembership Director2$0
Kyle FritzEducation Director3$0
Marco RimassaPublic Relations1$0
Vanessa FellersCareer Development1$0
Amanda DuranExecutive Director20$0
Vicki StoneFinance Manager5$0
Mandy HaskellWomens Group1$0
Freddy GarzaPresident7$0
Michael PumphreyNext Gen Director1$0

Address and contacts

Address (IRS master file)
PO BOX 1303, FRISCO, TX 75034-0022
In care of
% MELISA HALL
Signed the 990-EZ
Dan Russell, Treasurer
Return prepared by
Thomas A Mack CPA PC

Mission

Educ, literature, prog symposiums on financl planng f/members

990-EZ for the year ended December 31, 2024

Program accomplishments

  • Educational programs and symposiums on financial planning for members and the general public
    Expenses $65,224

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
76-0630852
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)
$151,404
Income (IRS master file)
$145,660

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$145,660$132,582$151,404XML
990-EZDecember 2023$118,379$130,155$144,159XML
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 76-0630852).

Questions about FINANCIAL PLANNING ASSOCIATION

What is the EIN of FINANCIAL PLANNING ASSOCIATION?
The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 76-0630852.
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 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, 2024 it reported revenue of $145,660, expenses of $132,582 and total assets of $151,404 at year end.

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