Financial Planning Association, Fpa Of The Greater Hudson Valley in East Haven, Connecticut (CT)
Table of contents:
| Financial Planning Association, Fpa Of The Greater Hudson Valley | |
| Employer Identification Number (EIN) | 133527414 |
| Name of Organization | Financial Planning Association |
| Secondary Name | Fpa Of The Greater Hudson Valley |
| In Care of Name | Lori L Somerville |
| Address | 175 S End Rd Unit A2, East Haven, CT 06512-4555 |
| Activities | Discussion groups, forums, panels lectures, etc. |
| Subsection | Business League |
| Ruling Date | 09/2000 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $10,000 to $24,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $18,230 |
| Amount of Income | $34,246 |
| Form 990 Revenue Amount | $34,246 |
Non-representatives - add comments:
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $46,796 | $35,130 | $34,246 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $12,786 | $7,651 | $8,882 |
| Membership dues and assessments | $26,958 | $26,377 | $22,710 |
| Investment income | $2 | $2 | $0 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $7,050 | $1,100 | $2,654 |
| Total expenses | $44,820 | $38,817 | $39,668 |
| Total net assets | $27,339 | $23,652 | $18,230 |
| Excess/Deficit for the year | $1,976 | $-3,687 | $-5,422 |
| Net assets or fund balances at beginning of year | $25,363 | $27,339 | $23,652 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $23,652 | $18,230 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $27,339 | $23,652 | $18,230 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $27,339 | $23,652 | $18,230 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Other organizations in Connecticut | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Franco American War Veterans | 209 Smalley Street, New Britain, CT 06051 | CT | 2009-01 | $29,035 |
| 2 | Frank And Tracy Collins Charitablefoundation | 29 Lords Hwy, Weston, CT 06883-1607 | CT | 2008-06 | $30 |
| 3 | Frank J Scallon Foundation Inc | 12 Elmcrest Terrace, Norwalk, CT 06850-3937 | CT | 1980-02 | $134,103 |
| 4 | Frank Jacoby Foundation Inc | 855 Main St-6th Floor, Bridgeport, CT 06604-4915 | CT | 1952-11 | $78,951 |
| 5 | Franklin Academy Incorporated | 106 River Rd, East Haddam, CT 06423-1403 | CT | 2003-12 | $7,315,927 |
| 6 | Franklin Avenue Merchants Association Of Hartford Inc | 432 Franklin Ave, Hartford, CT 06114-2524 | CT | 1993-12 | $19,217 |
| 7 | Financial Executives International, New Jersey Chapter | PO BOX 478, Botsford, CT 06404-0478 | CT | 1966-05 | $136,575 |
| 8 | Evelyn Fraites Foundation Inc | 41 Hemlock Rdg, Weston, CT 06883-2000 | CT | 1985-04 | $3,553 |
| 9 | Evolution Dance Theater Inc, Evolution Dance Theater | 15 Columbine Ln, Norwalk, CT 06851-1903 | CT | 2007-11 | $75,701 |
| 10 | Financial Executives International, New York City Chapter | 511 Winnepoge Dr, Fairfield, CT 06825-2562 | CT | 1948-10 | $94,664 |
| 11 | Financial Planning Association, Fpa Of The Greater Hudson Valley | 175 S End Rd Unit A2, East Haven, CT 06512-4555 | CT | 2000-09 | $34,246 |
| 12 | Fire Island Association Inc | C/O Brash 32 Chapel Lane, Riverside, CT 06878 | CT | 1983-10 | $166,248 |
| 13 | Fisher Foundation Inc | 95 Glastonbury Blvd Ste 201, Glastonbury, CT 06033-4456 | CT | 1959-04 | $1,400,892 |
| 14 | Forum Health Holding Company Co Winter Harbor Llc | 6 Sandy Hill Terrace, Westport, CT 06880 | CT | 1998-12 | $0 |
| 15 | Firemens Protective Association | 3 Fleetwood Dr, Simsbury, CT 06070-1501 | CT | 1964-03 | $308,091 |
| 16 | Fellowship Of Christians In Universities And Schools Inc | PO BOX 1027, New Canaan, CT 06840-1027 | CT | 1971-10 | $3,255,922 |
| 17 | Everett H Wyman Trust B Memorial Fund | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 1993-08 | $1,286,577 |
| 18 | Family Foundation Works, Works Robert F Ttee | PO BOX 4004, Darien, CT 06820-1404 | CT | 1998-05 | $875 |
| 19 | Frank C & Vera L Corry Memorial Fund, Chittenden Trust Co Co Ttee | 850 Main St 13th Fl, Bridgeport, CT 06604-4917 | CT | 1995-03 | $1,078,867 |
| 20 | Friedland Foundation Inc | 100 Seaview Ave Unit 4g, Norwalk, CT 06855-2305 | CT | 1997-08 | $927 |
| 20 biggest affiliated organizations | |||||
| Affiliation | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| Central | Financial Planning Association, Financial Planning Association Of Southern Colorado | 1755 Telstar Drive Suite 501, Colorado Springs, CO 80920 | CO | 2000-09 | $9,329,458 |
| Subordinate | Financial Planning Association, Fpa Of Minnesota | 3900 Main St Ne, Columbia Hts, MN 55421-3757 | MN | 2000-09 | $546,175 |
| Subordinate | Financial Planning Association, Fpa Of The National Capital Area | 12816 Tewksbury Dr, Herndon, VA 20171-2427 | VA | 2000-09 | $331,273 |
| Subordinate | Financial Planning Association, Fpa Of Dallas-Fort Worth | PO BOX 261750, Plano, TX 75026-1750 | TX | 2000-09 | $233,886 |
| Subordinate | Financial Planning Association, Fpa Of New Jersey | 551 Valley Road Ste 358, Upper Montclair, NJ 07043-1832 | NJ | 2000-09 | $217,474 |
| Subordinate | Financial Planning Association, Fpa Of Illinois | 5250 Grand Ave, Gurnee, IL 60031-1877 | IL | 2000-09 | $205,375 |
| Subordinate | Financial Planning Association, Fpa Of New York | 551 Valley Rd Ste 358, Upper Montclair, NJ 07043-1832 | NJ | 2000-09 | $183,626 |
| Subordinate | Financial Planning Association, Fpa Of Colorado | PO BOX 21086, Denver, CO 80221-0086 | CO | 2000-09 | $168,169 |
| Subordinate | Financial Planning Association, Fpa Of The Philadelphia Tri-State A | PO BOX 38, Fairless Hls, PA 19030-0038 | PA | 2000-09 | $163,651 |
| Subordinate | Financial Planning Association, Fpa Of Houston | 15114 Mountain Creek Trl, Frisco, TX 75035-7408 | TX | 2000-09 | $159,741 |
| Subordinate | Financial Planning Association, Fpa Of Orange County | 2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599 | CA | 2000-09 | $155,886 |
| Subordinate | Financial Planning Association, Fpa Of Oregon & Sw Washington | PO BOX 2126, Salem, OR 97308-2126 | OR | 2000-09 | $155,065 |
| Subordinate | Financial Planning Association, Fpa Of Long Island | 1895 Lincoln Ave, East Meadow, NY 11554-2522 | NY | 2000-09 | $145,671 |
| Subordinate | Financial Planning Association, Fpa Of Miami | 1821 Hillandale Rd, Durham, NC 27705-2659 | NC | 2000-09 | $143,439 |
| Subordinate | Financial Planning Association, Fpa Of Michigan | 20100 Outer Dr, Dearborn, MI 48124-2647 | MI | 1978-03 | $141,082 |
| Subordinate | Finacial Planning Association, Fpa Of Greater Kansas City | 825 S Kansas Avenue, Topeka, KS 66612-1233 | KS | 2000-09 | $136,941 |
| Subordinate | Financial Planning Association, Fpa Of San Fransisco | 9630 Bruceville Rd 106-149, Elk Grove, CA 95757-5512 | CA | 1978-03 | $136,775 |
| Subordinate | Financial Planning Association, Fpa Of Massachusetts | PO BOX 76, Westborough, MA 01581-0076 | MA | 2000-09 | $136,171 |
| Subordinate | Financial Planning Association, Fpa Of Georgia | 3227 S Cherokee Ln Ste 1320, Woodstock, GA 30188-7013 | GA | 2000-09 | $124,233 |
| Subordinate | Financial Planning Association, Fpa Of San Diego | 8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673 | CA | 1978-03 | $118,780 |
| Number of affiliated organizations | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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