Nonprofit · EIN 77-0381724
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF SILICON VALLEY
Tax-exempt · SANTA CLARA, CA 95055
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $34,677 | $48,578 | -$13,901 | $10,535 | – | $10,535 |
| December 31, 2024 | 990-EZ | $35,428 | $57,715 | -$22,287 | $24,436 | – | $24,436 |
| December 31, 2023 | 990-EZ | $43,939 | $64,489 | -$20,550 | $46,723 | – | $46,723 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Membership dues
- $16,037
- Program service revenue
- $8,949
- Investment income
- $1
- Other revenue
- $9,690
Expenses
- Compensation of officers, directors and key employees
- $31,500
- Salaries, compensation and benefits (total)
- $31,500
- Printing, publications and postage
- $5
- Other expenses
- $17,073
Balance sheet and other
- Total assets, start of year
- $24,436
- Total assets, end of year
- $10,535
- Total liabilities, end of year
- –
- Net assets, end of year
- $10,535
- Cash, savings and investments
- $10,535
- Gross receipts
- $34,677
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 |
|---|---|---|---|
| Tonia Forbus | Executive Dir. | 20 | $31,500 |
| Kerry Wooden | President | 1 | $0 |
| Rhonda Staelgraeve | Director | 1 | $0 |
| Kate Davalos | President-Elect | 1 | $0 |
| Fred Harper | Treas/Secty | 1 | $0 |
| Jennipher Lommen | Director | 1 | $0 |
| Curt Weil | Director | 1 | $0 |
| Dan Lind | Director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tonia Forbus | Executive Dir. | 20 | $31,500 |
| Kerry Wooden | President | 1 | $0 |
| Rhonda Staelgraeve | Director | 1 | $0 |
| Kate Davalos | President-Elect | 1 | $0 |
| Fred Harper | Treas/Secty | 1 | $0 |
| Jennipher Lommen | Director | 1 | $0 |
| Curt Weil | Director | 1 | $0 |
| John Nejedly | Chair/Past Pres | 1 | $0 |
990-EZ for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tonia Forbus | Executive Dir. | 20 | $31,396 |
| Kerry Wooden | Treasurer | 1 | $0 |
| Rhonda Staelgraeve | Director | 1 | $0 |
| Jennipher Lommen | Director | 1 | $0 |
| Curt Weil | Director | 1 | $0 |
| Chris Acker | Chair/Past Pres | 1 | $0 |
| John Nejedly | President | 1 | $0 |
| Michael Gallagher | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3530, SANTA CLARA, CA 95055-3530
- In care of
- % SUSAN ADAMS
- Signed the 990-EZ
- Fred Harper, Treasurer
- Phone
- (877) 808-2699
- Website
- www.fpasv.org
- Return prepared by
- SK MORTON FINANCIAL GROUP INC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0381724 or by the name FINANCIAL PLANNING ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring.
Program accomplishments
- The organization continues to promote professional growth through education, networking and mentoring.
- The organization continues to assist new planners in the business with opportunities for networking and mentoring through its career development programs.
- The organization continues to reach out to the community to promote the benefits of financial planning and working with a financial planner.
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 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-EZ on file |
IRS record
- EIN
- 77-0381724
- 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)
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $10,535
- Income (IRS master file)
- $34,677
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $34,677 | $48,578 | $10,535 | IRS |
| 990-EZ | December 2024 | $35,428 | $57,715 | $24,436 | XML |
| 990-EZ | December 2023 | $43,939 | $64,489 | $46,723 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | 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 77-0381724).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 77-0381724.
- 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 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 are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $31,500 (Tonia Forbus, Executive Dir.).
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $34,677, expenses of $48,578 and total assets of $10,535 at year end.
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