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EIN 31-1225822

Financial Planning Association / Fpa of Southwestern Ohio

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Cincinnati
State
Ohio
Year formed
1978
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The Financial Planning Association of greater cincinnati is the leadership and advocacy organization representing the Financial Planning community. Its mission is to promote the cfp mark and enhance the Financial Planning profession for its members and the public through educational opportunities, professional interaction and community involvement. Officers attended a leadership conference to enhance the chapters operations; educational meetings were held for the membership of 227.
Related structure
Financial Planning Association / Fpa of Southwestern Ohio is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Southwestern Ohio
Total revenues
n/a
Total expenses
n/a
Total assets
n/a
Num. employees
n/a

Personnel at Financial Planning Association / Fpa of Southwestern Ohio

NameTitle
Nathan BaileyPresident

Financials for Financial Planning Association / Fpa of Southwestern Ohio

RevenuesFYE 12/2013
Total grants, contributions, etc.$6,784
Program services$33,287
Membership dues$6,421
Investment income and dividends$0
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$150
Total revenues$40,221

Form 990s for Financial Planning Association / Fpa of Southwestern Ohio

Fiscal year endingDate received by IRSFormPDF link
2023n/a990-N (e-Postcard)
2013-122014-09-11990EOView PDF
2012-122013-05-30990EOView PDF
2011-122012-06-13990EOView PDF
2010-122011-10-12990EOView PDF
Data update history
June 10, 2023
Updated personnel
Identified 1 new personnel
June 1, 2023
Posted financials
Added Form 990N for fiscal year 2022
May 1, 2022
Posted financials
Added Form 990N for fiscal year 2021
May 1, 2022
Updated personnel
Identified 1 new personnel
April 23, 2021
Posted financials
Added Form 990N for fiscal year 2020
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
State / local levele-Postcard filer
General information
Address
4010 Executive Park Dr
Cincinnati, OH 45241
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(513) 563-8674
IRS details
EIN
31-1225822
Fiscal year end
December
Taxreturn type
Form 990-N / Postcard
Year formed
1978
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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