philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

Financial Planning Association

Not tax-deductible

Dunellen, NJ501(c)(6)EIN 22-3606932

This page gets seen. Tell your story. Claim this org.

FPA of NJ is the voice and the premier resource to the public and our members on the financial planning profession. We strive to educate the public, advance the financial planning profession and to enhance the professional development of our members.

82¢ of each $1 spent went to programs.
Run by 14 volunteers.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $10K a year · 6% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
5 mo
of spending, in cash
Looks good: 5.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$5K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$149K
+5% vs prior year
Spent
$193K
To programs
82%
Net assets
$77K
By yearFY2020–FY2024
Revenue
$149K
FY2024▲ +5%
Revenue by fiscal year
FY2020$190K
FY2021$146K
FY2022$171K
FY2023$142K
FY2024$149K
Expenses
$193K
FY2024▼ -0.5%
Expenses by fiscal year
FY2020$120K
FY2021$158K
FY2022$185K
FY2023$194K
FY2024$193K
Net assets
$77K
FY2024▼ -36%
Net assets by fiscal year
FY2020$198K
FY2021$186K
FY2022$172K
FY2023$120K
FY2024$77K

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $158K Management & general 18% · $35K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
Alexander Vaccarella
Board Director
$0Pt VII · Sec A
Laura Reeves
Board Director
$0Pt VII · Sec A
Kenneth Ashka
Board Director
$0Pt VII · Sec A
Mauro Leos
Board Director
$0Pt VII · Sec A
Niraj Chhabra
Board Director
$0Pt VII · Sec A
Justin Rice
Board Director
$0Pt VII · Sec A
Joe Shure
Board Director
$0Pt VII · Sec A
Dawn Brown
Board Director
$0Pt VII · Sec A
See Financial Planning Association executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Educates the public, advances financial planning, and develops professionals.

Provided by the organization

This section is blank until Financial Planning Association claims this page.

Know this organization? Claim it to add your story

2 program services account for $158K of program spending, described in the organization's own filed words · FY2024.
01

Other

$99Kprogram expense
02

Meetings

designed for financial planning professionals to meet and discuss matters of mutual interest and importance to the profession and their clients.

$59Kprogram expense

Run this program? Claim this org to tell your story

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$149K
Ln 12
Gifts and grantsLn 1h$116K
Fees for servicesLn 2g$29K
Investment incomeLn 3$4K
Money outPt IX
$193K
Ln 25
Programscol B$158K
Managementcol C$35K
Owns and owesPt X
$77K
net assets · Ln 32
Cash and savingsLn 1–2$81K
Total assetsLn 16$82K
LiabilitiesLn 26$5K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$116K
Fees for servicesLn 2g$29K
Investment incomeLn 3$4K
Total revenueLn 12$149K
Assets in detailPt X, end of year
CashLn 1$7K
SavingsLn 2$75K
Cash and savings togetherLn 1–2$81K
Other assetsLn 15$471
Total assetsLn 16$82K
LiabilitiesLn 26$5K
Net assetsLn 32$77K
OperationsPt I, VI
EmployeesI 50
VolunteersI 614
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$131K$81K
Total assetsLn 16$131K$82K
LiabilitiesLn 26$11K$5K
Net assetsLn 32$120K$77K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$3K$3K
Advertising and promotionLn 12$14K$14K
Office expensesLn 13$1K$1K
Information technologyLn 14$6K$6K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$59K$59K
Other expenses (24a–d)Ln 24$104K$99K$5K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$193K$158K$35K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $149K$193K−$43K$77K 990 PDF
FY2023 $142K$194K−$52K$120K 990 PDF
FY2022 $171K$185K−$14K$172K 990 PDF
FY2021 $146K$158K−$12K$186K 990 PDF
FY2020 $190K$120K$70K$198K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $149,197 across 7 lines filed
VIII-1b Membership dues$61,357
VIII-1f All other contributions, gifts and grants$54,450
VIII-1h Total contributions, gifts and grants$115,807
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $28,900$28,900
VIII-3 Investment incomeExcluded from tax $4,490$4,490
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $28,900 · Unrelated business $0 · Excluded from tax $4,490$149,197
Part IX · Statement of functional expenses $192,659 across 8 lines filed
IX-11c Accounting feesManagement $2,589$2,589
IX-12 Advertising and promotionManagement $14,462$14,462
IX-13 Office expensesManagement $1,475$1,475
IX-14 Information technologyManagement $5,969$5,969
IX-17 TravelManagement $3,300$3,300
IX-19 Conferences, conventions and meetingsPrograms $58,624$58,624
IX-24 Other expenses (24a–d)Programs $99,125 · Management $4,894$104,019
IX-24e All other expensesManagement $2,221$2,221
IX-25 Total functional expensesPrograms $157,749 · Management $34,910 · Fundraising $0$192,659
Part X · Balance sheet $81,895 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $3,565$6,591
X-2 Savings and temporary cash investmentsStart of year $127,085$74,833
X-15 Other assetsStart of year $471$471
X-16 Total assetsStart of year $131,121$81,895
X-17 Accounts payable and accrued expensesStart of year $10,679$3,173
X-19 Deferred revenue$1,742
X-26 Total liabilitiesStart of year $10,679$4,915
X-27 Net assets without donor restrictionsStart of year $120,442$76,980
X-32 Total net assets or fund balancesStart of year $120,442$76,980
X-33 Total liabilities and net assetsStart of year $131,121$81,895
Part XI · Reconciliation of net assets $76,980 net assets at year end
XI-1 Total revenue$149,197
XI-2 Total expenses$192,659
XI-3 Revenue less expenses−$43,462
XI-4 Net assets at start of year$120,442
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$76,980

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Export with similar orgs (CSV)
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.