Financial Planning Association in Ft Myers, Florida (FL)
Table of contents:
| Financial Planning Association | |
| Employer Identification Number (EIN) | 592866257 |
| Name of Organization | Financial Planning Association |
| In Care of Name | Susan Steiner |
| Address | C/O Thomas B Briers Cpa Cfp 12800 University Dr Suite 200, Ft Myers, FL 33907 |
| Website | http://FPA-SWFL.ORG |
| Activities | Business promotion (chamber of commerce, business league, etc.), Professional association auxiliary, 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 | 2007 |
| Assets | $10,000 to $24,999 |
| Income | $10,000 to $24,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $13,509 |
| Amount of Income | $19,425 |
| Form 990 Revenue Amount | $19,425 |
Non-representatives - add comments:
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | ||||
| 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|
| Total revenue | $0 | $0 | $0 | $20,241 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 | $11,496 |
| Program service revenue including government fees and contracts | $0 | $0 | $0 | $0 |
| Membership dues and assessments | $0 | $0 | $0 | $8,739 |
| Investment income | $0 | $0 | $0 | $6 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 | $0 |
| Total expenses | $0 | $0 | $0 | $23,313 |
| Total net assets | $0 | $21,307 | $15,953 | $12,881 |
| Excess/Deficit for the year | $0 | $0 | $0 | $-3,072 |
| Net assets or fund balances at beginning of year | $0 | $21,307 | $15,953 | $15,953 |
| Other changes in net assets or fund balances | $0 | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $0 | $22,902 | $21,307 | $12,881 |
| Balance Sheets | ||||
| 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|
| Total assets | $0 | $21,307 | $15,953 | $12,881 |
| Total liabilities | $0 | $0 | $0 | $0 |
| Net assets or fund balances | $0 | $21,307 | $15,953 | $12,881 |
| Other Information | ||||
| 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | No | No |
| Were any significant changes made to the organizing or governing documents? | No | No | No | No |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | No | No |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | No | No |
| Amount of political expenditures, direct or indirect | $0 | $0 | $0 | $0 |
| Did the organization file Form 1120-POL for this year? | No | No | 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 | No | No |
| Total amount involved | $0 | $0 | $0 | $0 |
| Initiation fees and capital contributions | $0 | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $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 | No | No |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | 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 |
| Write your review! |
|
|
| Recently Added Reviews |
Hannahs Homeless Inc in St Petersburg, FL
  |
|
Hope Chapel Inc in Estero, FL
|
|
Veteran Enforcers Motorcycle Association Vema in Jacksonville, FL
|
|
Helping Hands Of Christ Ministries Inc in Lake Wales, FL
|
|
Knights Of Columbus, Knights Of Columbus 7210 St Anne Council in Ruskin, FL
|
|
Child Survivors Hidden Children Of The Holocaust Inc in Boynton Beach, FL
|
|
Lehigh Acres Lodge 2009 I O O F in Lehigh Acres, FL
|
|
Disabled Veterans Golf Association Inc in Tampa, FL
|
|
Reins Of Change Equine Therapy Inc in North Port, FL
|
|
Friends Of The Middleburg Clay Hill Branch Library Inc in Middleburg, FL
|
| Other organizations in Florida | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Sambol Family Foundation Inc | 3181 Monet Dr W, Palm Bch Gdns, FL 33410-1471 | FL | 2013-11 | $1 |
| 2 | Schoenhut Collectors Club | 5979 Bay Lake Dr N, St Petersburg, FL 33708-3540 | FL | 2014-04 | $12,200 |
| 3 | Technology Foundation Of The Americas Inc | 501 Brickell Key Dr Ste 200, Miami, FL 33131-2624 | FL | 2014-07 | $100,000 |
| 4 | Professional Keratin Smoothing Council | 7700 Congress Ave Ste 2201, Boca Raton, FL 33487-1361 | FL | 2014-06 | $186,946 |
| 5 | Belize Association Of Florida Inc, No No | 19360 North West 10th Street, Pembrook Pines, FL 33029 | FL | 2014-06 | $46,425 |
| 6 | Pta Florida Congress, Design & Architecture Senior High Ptsa | 4001 Ne 2nd Avenue, Miami, FL 33137 | FL | 1971-02 | $102,231 |
| 7 | South Daytona Citizens Alert Council Inc | Post Office Box 214223, South Daytona, FL 32121-4223 | FL | 2014-02 | $15,132 |
| 8 | United Facility Of Florida At Florida Atlantic University | Department Of Geosciences Florida Atlantic University, Boca Raton, FL 33431 | FL | 2014-08 | $22,859 |
| 9 | Whisper Walker Inc | 8274 Summersong Terrace, Boca Raton, FL 33496 | FL | 2014-07 | $16,300 |
| 10 | American Criminal Justice Association Lambda Alpha Epsilon | 634 W Call Street, Tallahassee, FL 32306 | FL | 2013-09 | $21,573 |
| 11 | Financial Planning Association | C/O Thomas B Briers Cpa Cfp 12800 University Dr Suite 200, Ft Myers, FL 33907 | FL | 2000-09 | $19,425 |
| 12 | International Assoication Of Machinists & Aerospace Workers | 2394 Egrets Glade Dr, Jacksonville, FL 32224 | FL | $1,944 | |
| 13 | National Association Of Civil Law Notaries Inc Notaries Inc | 325 John Knox Rd No L103, Tallahassee, FL 32303 | FL | 2015-02 | $6,267 |
| 14 | National Society Of Tole And Decorative Painters Inc | 2835 Se 17th Pl, Cape Coral, FL 33904 | FL | 2014-10 | $11,494 |
| 15 | Specialty Commission On Fluency Disorders Inc, Specialty Board On Fluency Disorders | 860 Us Highway 1 Ste 106, North Palm Beach, FL 33408 | FL | 2014-02 | $17,118 |
| 16 | Amature Athletic Union Of The United States Inc | P O Box 561053, Rockledge, FL 32956 | FL | 2005-09 | $0 |
| 17 | Central Florida Family Law Inn Inc | 1416 E Concord St, Orlando, FL 32803-5410 | FL | 2014-10 | $0 |
| 18 | Kid Connection Learning Center Inc | 2727 Georgia Avenue, West Palm Beach, FL 33405 | FL | $0 | |
| 19 | Okaloosa County Association Of Independent Insurance Agents Inc | 45 Eglin Parkway Ne Suite 202, Fort Walton Beach, FL 32548 | FL | 2014-05 | $0 |
| 20 | 1100 Central Avenue Corporation | 1501 N Orange Ave, Sarasota, FL 34236-2631 | FL | 2014-05 | $0 |
| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 103 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Organization representatives - add corrected or new information about Financial Planning Association »
Non-representatives - add comments about Financial Planning Association»