Financial Planning Association, Fpa Of Connecticut Valley in Rocky Hill, Connecticut (CT)
Table of contents:
| Financial Planning Association, Fpa Of Connecticut Valley | |
| Employer Identification Number (EIN) | 200995386 |
| Name of Organization | Financial Planning Association |
| Secondary Name | Fpa Of Connecticut Valley |
| In Care of Name | Jaclyn Farnham |
| Address | 95 West St, Rocky Hill, CT 06067-3546 |
| 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 | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Asset Amount | $44,644 |
| Amount of Income | $36,524 |
| Form 990 Revenue Amount | $36,524 |
| National Taxonomy of Exempt Entities (NTEE) | Community Improvement, Capacity Building: Promotion of Business |
Non-representatives - add comments:
Amount of income in 2013: $36,524 (it was $49,591 in 2012)
| This organization: | $36,524 |
| Other organizations performing similar types of work: | $88,861 |
Assets in 2013: $44,644 (it was $47,631 in 2012)
| This organization: | $44,644 |
| Other organizations performing similar types of work: | $51,691 |
Expenses in 2013: $39,154
| Financial Planning Association, Fpa Of Connecticut Valley: | $39,154 |
| Other organizations performing similar types of work: | $80,127 |
Income to expenses ratio in 2013: 0.9
| This organization: | 0.9 |
| Other organizations performing similar types of work: | 0.8 |
Grants share in income in 2013: 0.0%
| Financial Planning Association, Fpa Of Connecticut Valley: | 0.0% |
| Other organizations performing similar types of work: | 1.0% |
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $44,849 | $49,591 | $36,524 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $27,774 | $34,685 | $24,325 |
| Membership dues and assessments | $14,416 | $13,231 | $12,042 |
| Investment income | $0 | $0 | $0 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $2,659 | $1,675 | $157 |
| Total expenses | $41,342 | $43,371 | $39,154 |
| Total net assets | $42,503 | $47,631 | $44,644 |
| Excess/Deficit for the year | $3,507 | $6,220 | $-2,630 |
| Net assets or fund balances at beginning of year | $38,996 | $42,503 | $47,631 |
| Other changes in net assets or fund balances | $0 | $-1,092 | $-357 |
| Net assets or fund balances at end of year | $47,631 | $44,644 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $42,503 | $47,631 | $44,644 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $42,503 | $47,631 | $44,644 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | No | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | 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 | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $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 | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | 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 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Retail Merchant Assn Of Tidewater Va Inc, Ta Retail Alliance | 838 Granby St, Norfolk, VA 23510-2051 | VA | 2008-09 | $17,149,516 |
| 2 | San Joaquin Valley Winegrowers Association | 7030 N Fruit Avenue, Fresno, CA 93711-0782 | CA | 2008-11 | $175,202 |
| 3 | 441 Heritage Corridor Inc | 300 North Thomas Street, Athens, GA 30601 | GA | 2000-07 | $56,377 |
| 4 | Ll Global Inc Of Connecticut | 300 Day Hill Rd, Windsor, CT 06095-1783 | CT | 2008-03 | $64,483,632 |
| 5 | Sporting Arms And Ammunition Manufacturers Institute Inc | 11 Mile Hill Rd, Newtown, CT 06470-2328 | CT | 2006-07 | $1,736,551 |
| 6 | Consumer Rights Coalition Inc | C/O Hilary B Miller Esq, Greenwich, CT 06830 | CT | 2010-01 | $622,500 |
| 7 | Wire & Cable Manufacturers Alliance Inc | 450b Town St, East Haddam, CT 06423-1367 | CT | 2005-12 | $136,994 |
| 8 | Connecticut Chapter Of The American Coll Of Health Care Administr Inc | C/O Murtha Cullina Llp Two Whitney, New Haven, CT 06510 | CT | 2011-04 | $135,136 |
| 9 | Clinical Tms Society Inc | 15 Valley Dr Ste 304, Greenwich, CT 06831-5205 | CT | 2015-03 | $128,658 |
| 10 | Connecticut Beverage Coalition Incorporated | 131 Chapel Rd, Manchester, CT 06042-1633 | CT | 2013-07 | $118,112 |
| 11 | Chamber Of Commerce Of The Town Of Bethel Ct, Bethel Chamber Of Commerce | 184 Greenwood Ave, Bethel, CT 06801 | CT | 2014-03 | $113,150 |
| 12 | The@connecticut Chapter Of The American College Of Surgeons | 65 High Ridge Rd Pmb 275, Stamford, CT 06905-3800 | CT | 2006-06 | $98,426 |
| 13 | Baldor District Managers Association Inc | 65 South Turnpiek Road, Wallingford, CT 06492 | CT | 2012-04 | $61,878 |
| 14 | Society For Management Information Systems, Fairfield Westchester Chapter | 11 Marc Rd, Danbury, CT 06810-8262 | CT | 2001-01 | $59,726 |
| 15 | Society Of Settlement Planners Inc | 276 Hazard Ave Ste 9, Enfield, CT 06082-4643 | CT | 2003-01 | $58,897 |
| 16 | The Nutmeg Chapter Of The Association Of Legal | 65 Wethersfield Ave, Hartford, CT 06114-1102 | CT | 2001-07 | $56,055 |
| 17 | Vernon Non-Profit Housing Development Corporation | PO BOX 963, Rockville, CT 06066-0963 | CT | 1996-07 | $56,000 |
| 18 | Wise Men Inc, American Intl Group | Spencer Stuart2 Stamford Pl281, Stamford, CT 06901 | CT | 2004-10 | $50,072 |
| 19 | Cabo Inc | PO BOX 1832, Hartford, CT 06144-1832 | CT | 2011-06 | $45,998 |
| 20 | Financial Planning Association, Fpa Of Connecticut Valley | 95 West St, Rocky Hill, CT 06067-3546 | CT | 2000-09 | $36,524 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 17,957 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 103 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||



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