1. Directory
  2. Connecticut
  3. East Haven
  4. Financial Planning Association of Connecticut
EIN 20-0995386

Financial Planning Association of Connecticut

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
East Haven
State
Connecticut
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of Connecticut champions the value of the financial planning process and advances the financial planning profession as a chapter organization of the Financial Planning Association. The organization holds various educational seminars throughout the year that benefit its members. This includes a full day annual conference offering CFP and CT insurance credits, giving members the opportunity to connect with other partner firms providing services.
Related structure
Financial Planning Association of Connecticut is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Connecticut Valley
Total revenues
$129,683
2023
Total expenses
$154,804
2023
Total assets
$48,265
2023
Num. employees
n/a

Personnel at Financial Planning Association of Connecticut

NameTitleCompensation
Laura SundquistTreasurer$0
Carl ChristiePast President$0
Jonathan IngallsPast Treasurer$0

Financials for Financial Planning Association of Connecticut

RevenuesFYE 12/2023
Total grants, contributions, etc.$18,940
Program services$110,375
Membership dues$18,940
Investment income and dividends$368
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$129,683

Form 990s for Financial Planning Association of Connecticut

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-14990EZView PDF
2022-122023-11-09990EZView PDF
2021-122022-11-14990EZView PDF
2020-122021-10-15990EZView PDF
2019-122021-04-19990EZView PDF
...and 15 more Form 990s
Data update history
January 11, 2024
Posted financials
Added Form 990EZ for fiscal year 2022
December 28, 2023
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
August 28, 2023
Posted financials
Added Form 990EZ for fiscal year 2020
July 7, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
175 S End Rd A2 Ste Unit
East Haven, CT 06512
Metro area
New Haven-Milford, CT
County
09170
Website URL
financialplanningassociation.org/chapter/fpa-connecticut 
Phone
(508) 320-1685
IRS details
EIN
20-0995386
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
Free account sign-up

Want updates when Financial Planning Association of Connecticut has new information, or want to find more organizations like Financial Planning Association of Connecticut?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy