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EIN 36-4412075

FPA of Illinois Chapter Incorporated

IRS 501(c) type
501(c)(6)
Num. employees
0
City
Orland Park
State
Illinois
Year formed
2001
Most recent tax filings
2023-12-01
NTEE code, primary
S40: Business and Industry
Description
FPA of Illinois Chapter Incorporated offers educational events, networking opportunities, and member services focused on financial planning and professional development.
Related structure
FPA of Illinois Chapter Incorporated is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Financial Planning Association of Illinois; Financial Planning Assoc of Il
Total revenues
$121,288
2023
Total expenses
$128,058
2023
Total assets
$50,933
2023
Num. employees
0
2023

Program areas at FPA of Illinois Chapter Incorporated

The Conference for Advanced Planning was held on September 22,2023. There were 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.
The chapter held 10 virtual educational events in 2023.Topics ranged from CFP ethics, insurance, reverse mortgages and general financial services. These sessions earned members educational credits required by the CFP board.

Personnel at FPA of Illinois Chapter Incorporated

NameTitleCompensation
Lance EatonDirector of Advocacy$0
Stephanie LaudeDirector of Education - Events$0
Baili RoyDirector of Education - Cap$0
Donovan J SanchezPresident$0
Eric BillimoriaSecretary and Treasurer$0
...and 7 more key personnel

Financials for FPA of Illinois Chapter Incorporated

RevenuesFYE 12/2023
Total grants, contributions, etc.$52,004
Program services$68,519
Investment income and dividends$2
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$763
Total revenues$121,288

Form 990s for FPA of Illinois Chapter Incorporated

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-10990View PDF
2022-122023-05-12990View PDF
2021-122022-06-21990View PDF
2020-122021-05-13990View PDF
2019-122021-06-07990View PDF
...and 10 more Form 990s
Data update history
September 21, 2024
Updated personnel
Identified 4 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
July 7, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 30, 2023
Updated personnel
Identified 1 new personnel
April 13, 2022
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Human servicesBusiness and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
15128 La Grange Rd Ste 2763
Orland Park, IL 60462
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
financialplanningassociation.org/chapter/fpa-illinois 
IRS details
EIN
36-4412075
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2001
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S40: Business and Industry
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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