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EIN 04-2892459

Financial Planning Association of New En

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Westborough
State
Massachusetts
Year formed
1985
Most recent tax filings
2022-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of New En educates and informs financial advisors to enhance their professionalism and success in helping clients achieve their financial objectives. It operates as a business league and is based in Westborough, MA.
Related structure
Financial Planning Association of New En is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Financial Planning Association of Mass; Fpa of New England
Total revenues
$183,510
2022
Total expenses
$187,706
2022
Total assets
$159,809
2022
Num. employees
0
2022

Program areas at Financial Planning Association of New En

Provide education and information to facilitate the professionalism and success of advisors regarding the achievement of Financial objectives of clients.

Personnel at Financial Planning Association of New En

NameTitleCompensation
Kevin WilliamsTreasurer$0
Brad WrightChairman / President / Director$0
Inna RivilisPresident / Director$0
Jeffrey TomanengChairman / President$0
J Christopher BoydChairman$0
...and 4 more key personnel

Financials for Financial Planning Association of New En

RevenuesFYE 12/2022
Total grants, contributions, etc.$259
Program services$183,251
Investment income and dividends$0
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$183,510

Form 990s for Financial Planning Association of New En

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-15990View PDF
2020-122021-11-12990View PDF
2019-122021-06-25990View PDF
2018-122020-01-31990View PDF
2017-122019-03-15990View PDF
...and 8 more Form 990s
Data update history
June 2, 2023
Updated personnel
Identified 1 new personnel
October 14, 2021
Posted financials
Added Form 990 for fiscal year 2019
October 6, 2021
Updated personnel
Identified 4 new personnel
April 27, 2021
Posted financials
Added Form 990 for fiscal year 2018
October 2, 2020
Posted financials
Added Form 990 for fiscal year 2017
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
PO Box 76
Westborough, MA 01581
Metro area
Worcester, MA-CT
County
Worcester County, MA
Website URL
fpanewengland.org/ 
Phone
(866) 804-0484
IRS details
EIN
04-2892459
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1985
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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