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Financial Planning Association

EIN 84-1521488 · Denver, CO

Public records raise at least one point you should look into before giving.

What it says it does

TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate

We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate

This return does not answer enough of the governance questions to score.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (3)

FPA ANNUAL CONFERENCE IS ONE OF THE LARGEST ANNUAL GATHERINGS OF CFP PROFESSIONALS. THE EVENT SPOTLIGHTS FPA'S CORE COMPETENCIES: PRACTICE SUPPORT, LEARNING, ADVOCACY, AND NETWORKING. THE PROGRAM OFFERS MANY EDUCATIONAL SESSIONS, AN EXHIBIT HALL, ROUNDTABLE DISCUSSIONS, AND VARIOUS PRE-CONFERENCES CONDUCTED BY PARTNERS OF FPA. VARIOUS FPA MEMBER COMMUNITIES GATHER TO NETWORK, SHARE BEST PRACTICES, AND CONNECT WITH LIKE-MINDED MEMBERS. THE CONFERENCE IS BUILT AROUND SHARING PRACTICAL KNOWLEDGE AND STRATEGIES FOR ATTENDEES TO TAKE BACK TO THEIR PRACTICES FOR IMPLEMENTATION.
MEMBER RELATIONS: FPA MEMBERSHIP STAFF ASSIST FPA MEMBERS IN JOINING AND RENEWING AS FPA MEMBERS AS WELL AS NAVIGATING THEIR FPA MEMBER BENEFITS TO ENSURE THEY TAKE FULL ADVANTAGE OF THEIR MEMBERSHIP. AS A PROFESSIONAL MEMBERSHIP ASSOCIATION, BENEFITS ARE FOCUSED ON SUPPORTING MEMBERS IN ELEVATING THEIR KNOWLEDGE THROUGH PROFESSIONAL DEVELOPMENT, EXPANDING THEIR CONNECTIONS THROUGH COMMUNITY, GROWING THEIR BUSINESSES THROUGH TOOLS AND RESOURCES FOR BUSINESS SUCCESS, AND PROTECTING THEIR PROFESSION THROUGH ADVOCACY.
FPA RETREAT IS A LONG-STANDING, NON-TRADITIONAL GATHERING OF THE FPA COMMUNITY. IT IS AN EVENT THAT ATTRACTS LEADING FINANCIAL PLANNERS DUE TO ITS LEVEL OF INTIMACY, COMMUNITY LEARNING, AND ADVANCED, CUTTING-EDGE CONTENT. THE EVENT PROVIDES OPPORTUNITIES FOR NETWORKING, ADVANCED EDUCATION, AND EXPOSURE TO NEW THEORIES AND BEST PRACTICES.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate

Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(6) business league.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(6) business league as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since September 2000.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.