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EIN 33-0081173

Financial Planning Ministry

IRS 501(c) type
501(c)(3)
Num. employees
22
City
Irvine
State
California
Year formed
1990
Most recent tax filings
2023-12-01
NTEE code, primary
X22: Roman Catholic
Description
Financial Planning Ministry, Inc. (FPM) is a not-for-profit organization devoted to assisting in the performance of the functions of Christian churches by serving their financial needs. To promote Christian stewardship and estate Planning to redirect assets that could be lost to probate fees and estate taxes to Ministry purposes. To fund ministries by educating families and facilitating generosity through planned giving.
Total revenues
$4,092,881
2023
Total expenses
$3,725,596
2023
Total assets
$2,050,334
2023
Num. employees
22
2023

Program areas at Financial Planning Ministry

Provide stewardship education on biblical estate planning and assist families in creating their estate plan.

Who funds Financial Planning Ministry

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Radio Training NetworkChristian Financial Planning$18,000
National Christian Foundation / Natl Christian Charitable FDN IncGrowth$5,500

Personnel at Financial Planning Ministry

NameTitleCompensation
Michael Prior, J.D.President$116,414
Grace GrubertChief Financial and Operations Officer$202,657
D. Clay Perkins, Ph.D.Executive Vice President
Dave HessVice President
Alex Calder DirectorconsultantPartner Church Development Director$24,696
...and 8 more key personnel

Financials for Financial Planning Ministry

RevenuesFYE 12/2023
Total grants, contributions, etc.$690,679
Program services$3,392,500
Investment income and dividends$9,702
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$4,092,881

Form 990s for Financial Planning Ministry

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-01990View PDF
2022-122023-10-20990View PDF
2021-122022-10-24990View PDF
2020-122021-11-01990View PDF
2019-122021-02-19990View PDF
...and 10 more Form 990s
Data update history
September 24, 2024
Updated personnel
Identified 6 new personnel
September 21, 2024
Received grants
Identified 1 new grant, including a grant for $18,000 from Radio Training Network
November 29, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 29, 2023
Updated personnel
Identified 1 new personnel
November 26, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Charities
Issues
Religion
Characteristics
ReligiousCatholicChristianReceives government fundingTax deductible donationsAccepts online donations
General information
Address
2010 Main St 100
Irvine, CA 92614
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
fpm.org/ 
Phone
(800) 871-4901
IRS details
EIN
33-0081173
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
X22: Roman Catholic
NAICS code, primary
813110: Religious Organizations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Exempt - Religious
FTB status revoked
Not revoked
AG Registration Number
None yet
FTB Entity ID
1643660
AB 488 data last updated ("as-of") date
2025-02-19
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