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EIN 58-1984763

The Financial Planning Association of Greater Memphis

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Germantown
State
Tennessee
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The Financial Planning Association of Greater Memphis promotes financial planning as a profession and its value to the community. Members and guests are offered the opportunity to gain knowledge and fulfill continuing education requirements through monthly luncheon meetings and the annual Visions in Planning VIP Conference. The association has hosted numerous events aimed at promoting financial planning education.
Related structure
The Financial Planning Association of Greater Memphis is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Greater Memphis
Total revenues
$38,566
2023
Total expenses
$52,530
2023
Total assets
$54,568
2023
Num. employees
n/a

Personnel at The Financial Planning Association of Greater Memphis

NameTitleCompensation
Timothy EllisPresident$0

Financials for The Financial Planning Association of Greater Memphis

RevenuesFYE 12/2023
Total grants, contributions, etc.$38,045
Program services$0
Membership dues$17,074
Investment income and dividends$521
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$38,566

Form 990s for The Financial Planning Association of Greater Memphis

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-16990EZView PDF
2022-122023-05-15990EZView PDF
2021-122022-05-16990EZView PDF
2020-122021-05-28990EZView PDF
2019-122020-10-05990EZView PDF
...and 3 more Form 990s
Data update history
July 7, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
July 1, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 30, 2023
Updated personnel
Identified 1 new personnel
May 16, 2023
Updated personnel
Identified 1 new personnel
September 13, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedNo full-time employees
General information
Address
PO Box 38975
Germantown, TN 38138
Metro area
Memphis, TN-MS-AR
County
Shelby County, TN
Website URL
fpagreatermemphis.com/ 
Phone
(662) 444-1415
IRS details
EIN
58-1984763
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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