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EIN 39-1985654

Financial Planning Association / Fpa of Wisconsin

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Waunakee
State
Wisconsin
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of Wisconsin promotes financial planning and offers quarterly continuing education meetings for financial planners and allied professionals.
Related structure
Financial Planning Association / Fpa of Wisconsin is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Financial Planning Association of Southern Wisconsin; FPA of Wisconsin
Total revenues
$110,512
2023
Total expenses
$137,524
2023
Total assets
$69,613
2023
Num. employees
n/a

Personnel at Financial Planning Association / Fpa of Wisconsin

NameTitleCompensation
Brenda MatthiasExecutive Director$43,200
Gregory L NebelTreasurer$0

Financials for Financial Planning Association / Fpa of Wisconsin

RevenuesFYE 12/2023
Total grants, contributions, etc.$57,780
Program services$50,357
Membership dues$34,732
Investment income and dividends$1,272
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$1,103
Total revenues$110,512

Form 990s for Financial Planning Association / Fpa of Wisconsin

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-01990EZView PDF
2022-122023-03-13990EZView PDF
2021-122022-06-03990EZView PDF
2020-122022-06-07990EOView PDF
2019-122021-10-19990EOView PDF
...and 11 more Form 990s
Data update history
May 20, 2024
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 26, 2023
Updated personnel
Identified 1 new personnel
June 17, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 15, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local level
General information
Address
1702 Ashlawn LN
Waunakee, WI 53597
Metro area
Madison, WI
County
Dane County, WI
Website URL
fpawi.org/ 
Phone
(608) 850-9387
IRS details
EIN
39-1985654
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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