Financial Planning Association
Revenue
$156k
year to 31 December 2024
Expenses
$167k
year to 31 December 2024
Total assets
$172k
$37k liabilities
Net assets
$135k
assets less liabilities
Directors and trustees
7
3.7 years on average
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Activity
S41
Community improvement and capacity building
Financial Planning Association's network
7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Alec Quaid | Director | 2023 | 3 yrs |
| Danny Lee | Director | 2024 | 2 yrs |
| Katie Weber | President Elect | 2022 | 4 yrs |
| Marcie Carvalho | Director | 2022 | 4 yrs |
| Mark Milligan | Director | 2024 | 2 yrs |
| Matt Lengel | President/Secretary/Treasurer | 2022 | 4 yrs |
| Sandra Laskowski | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Jan Jordan | Career Development Director/Student Rel. Dir. | 2018 |
| Robin Allis | Program Director: Career Development | 2018 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Danny Lee | Director | 5 | $0 | ||
| Mark Milligan | Director | 5 | $0 | ||
| Marcie Carvalho | Director | 5 | $0 | ||
| Alec Quaid | Director | 5 | $0 | ||
| Sandra Laskowski | Director | 5 | $0 | ||
| Matt Lengel | President/Secretary/Treasurer | 10 | $0 | ||
| Cory Underwood | Chair (Past President) | 10 | $0 | ||
| Katie Weber | President Elect | 5 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Financial Planning Association
- EIN
- 841077808
- Address
- Po Box 460445, Aurora, CO, 80046-0445
- State
- Colorado
- Activity (NTEE)
- S41 Community improvement and capacity building
- IRS classification
- 501(c)06 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 September 2000
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
Most connected
Longest observed on the filings
≥4years on the filingsKatie Weber
≥4years on the filingsMarcie Carvalho
≥4years on the filingsMatt Lengel
≥4years on the filingsSandra Laskowski
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $172k
- Total liabilities
- $37k
- Net assets or fund balances
- $135k
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $156k | $167k | Deficit $11k |
As filed on the IRS Form 990. US dollars.