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EIN 59-2866257

FINANCIAL PLANNING ASSOCIATION of Southwest Florida

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Naples
State
Florida
Year formed
2000
Most recent tax filings
2022-12-01
NTEE code, primary
S41: Promotion of Business
Description
FINANCIAL PLANNING ASSOCIATION of Southwest Florida promotes best practices among financial planning professionals and facilitates networking opportunities for aspiring and established financial planners. The association has won the Foundation of Financial Planning award in 2022 for its pro-bono work in the community.
Related structure
FINANCIAL PLANNING ASSOCIATION of Southwest Florida is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Southwest Florida
Total revenues
$13,976
2022
Total expenses
$15,657
2022
Total assets
$11,627
2022
Num. employees
n/a

Personnel at FINANCIAL PLANNING ASSOCIATION of Southwest Florida

NameTitleCompensation
Veronica JolliffPresident$0
Andrew SchrandPast Treasurer$0

Financials for FINANCIAL PLANNING ASSOCIATION of Southwest Florida

RevenuesFYE 12/2022
Total grants, contributions, etc.$8,478
Program services$5,496
Membership dues$6,984
Investment income and dividends$2
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$13,976

Form 990s for FINANCIAL PLANNING ASSOCIATION of Southwest Florida

Fiscal year endingDate received by IRSFormPDF link
2022-122023-04-15990EZView PDF
2021-122022-05-06990EZView PDF
2020-122022-06-01990EOView PDF
2019-122021-03-17990EOView PDF
2018-122019-07-23990EOView PDF
...and 8 more Form 990s
Data update history
March 1, 2024
Posted financials
Added Form 990N for fiscal year 2023
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 17, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 14, 2023
Updated personnel
Identified 2 new personnel
May 24, 2023
Updated personnel
Identified 4 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
5640 Dogwood Way
Naples, FL 34116
Metro area
Naples-Marco Island, FL
County
Collier County, FL
Website URL
fpa-swfl.org/ 
Phone
(239) 246-9641
IRS details
EIN
59-2866257
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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