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EIN 84-1077808

Financial Planning Association of Colorado

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Aurora
State
Colorado
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of Colorado elevates the profession that transforms lives through the power of financial planning. It provides education on financial planning topics, including ethics, through regular chapter meetings, networking events, and an annual forum to approximately 650 attendees in 2022.
Related structure
Financial Planning Association of Colorado is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of Colorado
Total revenues
$137,999
2023
Total expenses
$149,488
2023
Total assets
$170,018
2023
Num. employees
n/a

Personnel at Financial Planning Association of Colorado

NameTitleCompensation
Cory UnderwoodCurrent President$0
Lori MillerPresident and Secretary / Treasurer and President / Partnership Director$0
Jason AldersonChair / President and Secretary / President / Education Director / Probono Director and Finance Planning WK Director$0
Debbie FreemanChair / President Elect and Secretary and Treasurer / Education Director$0
Randy AndersonChair / President$0

Financials for Financial Planning Association of Colorado

RevenuesFYE 12/2023
Total grants, contributions, etc.$39,663
Program services$84,847
Membership dues$39,663
Investment income and dividends$13,489
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$137,999

Form 990s for Financial Planning Association of Colorado

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-23990EZView PDF
2022-122023-11-03990EZView PDF
2021-122022-10-27990EZView PDF
2020-122021-05-25990EZView PDF
2019-122020-12-09990EZView PDF
...and 10 more Form 990s
Data update history
December 31, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
December 31, 2023
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 7, 2023
Updated personnel
Identified 5 new personnel
May 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsState / local levelNo full-time employees
General information
Address
PO Box 460445
Aurora, CO 80046
Metro area
Denver-Aurora-Lakewood, CO
County
Arapahoe County, CO
Website URL
cofpa.org/ 
Phone
(303) 450-0515
IRS details
EIN
84-1077808
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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