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EIN 65-0991548

Financial Planning Association / Fpa of Miami

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Miami
State
Florida
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association / Fpa of Miami promotes financial planning by offering community, business and industry programs as well as general outreach initiatives to educate individuals on financial planning topics who may not have the means to purchase these services.
Related structure
Financial Planning Association / Fpa of Miami is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Miami
Total revenues
$147,435
2023
Total expenses
$145,102
2023
Total assets
$46,214
2023
Num. employees
n/a

Personnel at Financial Planning Association / Fpa of Miami

NameTitleCompensation
Beverley ToddExecutive Director and Chief Executive Officer$0
Amy MillerExecutive Director and Ce / Executive Director and Chief Executive Officer$0
Angel TorresTreasurer$0
Carol HarlowPast Treasurer$0

Financials for Financial Planning Association / Fpa of Miami

RevenuesFYE 12/2023
Total grants, contributions, etc.$14,458
Program services$132,973
Membership dues$10,458
Investment income and dividends$4
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$147,435

Form 990s for Financial Planning Association / Fpa of Miami

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-15990EZView PDF
2022-122023-04-13990EZView PDF
2021-122022-10-17990EZView PDF
2020-122021-09-15990EZView PDF
2019-122020-10-15990EZView PDF
...and 8 more Form 990s
Data update history
July 30, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 27, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
June 15, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
November 9, 2020
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
Partially liquidatedState / local levelNo full-time employees
General information
Address
6815 Biscayne Blvd 323 Suite 103
Miami, FL 33138
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Miami-Dade County, FL
Phone
(305) 274-1600
IRS details
EIN
65-0991548
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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