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EIN 74-2993593

Financial Planning Association of Austin

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Austin
State
Texas
Year formed
2000
Most recent tax filings
2022-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of Austin fosters the value of the financial planning process and its ethical practice through professional growth, networking, education, and mentoring. 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.
Related structure
Financial Planning Association of Austin is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Austin
Total revenues
$82,386
2022
Total expenses
$65,587
2022
Total assets
$89,227
2022
Num. employees
n/a

Personnel at Financial Planning Association of Austin

NameTitleCompensation
Donald BeattieMembership Director$0
Andrew ChavezPrograms Director$0
Ann ConnollyTreasurer$0
Chris StoltePast Treasurer$0

Financials for Financial Planning Association of Austin

RevenuesFYE 12/2022
Total grants, contributions, etc.$75,523
Program services$6,805
Membership dues$33,993
Investment income and dividends$58
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$82,386

Form 990s for Financial Planning Association of Austin

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990EZView PDF
2021-122022-11-15990EZView PDF
2020-122021-11-17990EZView PDF
2019-122020-10-13990EZView PDF
2018-122019-11-01990EZView PDF
...and 9 more Form 990s
Data update history
July 16, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 5, 2023
Updated personnel
Identified 4 new personnel
June 1, 2023
Updated personnel
Identified 3 new personnel
August 19, 2021
Posted financials
Added Form 990EZ for fiscal year 2019
November 8, 2020
Updated personnel
Identified 11 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsPartially liquidatedState / local levelFundraising races, competitions, and tournamentsNo full-time employees
General information
Address
PO Box 28268
Austin, TX 78755
Metro area
Austin-Round Rock-Georgetown, TX
County
Travis County, TX
Phone
(512) 261-4159
IRS details
EIN
74-2993593
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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