Financial Planning Association, Fpa Of Houston in Frisco, Texas (TX)
Table of contents:
| Financial Planning Association, Fpa Of Houston | |
| Employer Identification Number (EIN) | 760630852 |
| Name of Organization | Financial Planning Association |
| Secondary Name | Fpa Of Houston |
| In Care of Name | Melisa Hall |
| Address | 15114 Mountain Creek Trl, Frisco, TX 75035-7408 |
| 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 | $100,000 to $499,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $96,443 |
| Amount of Income | $159,741 |
| Form 990 Revenue Amount | $153,078 |
Non-representatives - add comments:
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $186,758 | $163,801 | $153,078 |
| Contributions, gifts, grants, and similar amounts received | $95 | $0 | $0 |
| Program service revenue including government fees and contracts | $80,075 | $73,185 | $56,179 |
| Membership dues and assessments | $104,471 | $86,237 | $89,184 |
| Investment income | $178 | $92 | $81 |
| Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
| Net income/loss from gaming and fundraising events | $1,211 | $2,464 | $5,987 |
| Gross income from gaming | $0 | $0 | $0 |
| Gross income from fundraising events | $10,080 | $13,495 | $12,650 |
| Less: direct expenses from gaming and fundraising events | $8,869 | $11,031 | $6,663 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $728 | $1,823 | $1,647 |
| Total expenses | $180,777 | $161,032 | $164,806 |
| Total net assets | $94,702 | $97,471 | $85,743 |
| Excess/Deficit for the year | $5,981 | $2,769 | $-11,728 |
| Net assets or fund balances at beginning of year | $88,721 | $94,702 | $97,471 |
| Other changes in net assets or fund balances | $0 | $0 | $0 |
| Net assets or fund balances at end of year | $97,471 | $85,743 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $114,527 | $103,471 | $96,443 |
| Total liabilities | $19,825 | $6,000 | $10,700 |
| Net assets or fund balances | $94,702 | $97,471 | $85,743 |
| 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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| Other organizations in Texas | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Fin And Feather Club Of Dallas | 6010 Park Ln, Dallas, TX 75225-1905 | TX | 1995-07 | $735,756 |
| 2 | Fina Employee Association | PO BOX 674411, Houston, TX 77267-4411 | TX | 1989-05 | $1,703 |
| 3 | Financial Executives International, Austin Chapter | PO BOX 5128, Austin, TX 78763-5128 | TX | 1948-10 | $62,822 |
| 4 | Financial Executives International, Dallas Chapter | PO BOX 910367, Dallas, TX 75391-0367 | TX | 1948-10 | $623,170 |
| 5 | Financial Executives International, Fort Worth Chapter | 1401 Ballinger St Ste 203, Fort Worth, TX 76102-5903 | TX | 1948-10 | $133,054 |
| 6 | Financial Executives International, Houston Chapter | PO BOX 32, Bellaire, TX 77402-0032 | TX | 1933-08 | $221,772 |
| 7 | Financial Executives International, San Antonio Chapter | 9501 Console Drive, San Antonio, TX 78229-2394 | TX | 1948-10 | $119,787 |
| 8 | Financial Freedom Foundation Inc | PO BOX 380941, Duncanville, TX 75138-0941 | TX | 1994-07 | $14,253 |
| 9 | Financial Planning Association, Fpa Of Dallas-Fort Worth | PO BOX 261750, Plano, TX 75026-1750 | TX | 2000-09 | $233,886 |
| 10 | Financial Planning Association, Fpa Of Austin | PO BOX 28268, Austin, TX 78755-8268 | TX | 2000-09 | $73,531 |
| 11 | Financial Planning Association, Fpa Of Houston | 15114 Mountain Creek Trl, Frisco, TX 75035-7408 | TX | 2000-09 | $159,741 |
| 12 | Finding Your Way Back Outreach Ministry | 517 Hudgins Ave, Fort Worth, TX 76111-4716 | TX | 2001-10 | $90,909 |
| 13 | Fine Arts Chamber Players | 3630 Harry Hines Blvd 302, Dallas, TX 75219-3201 | TX | 1982-08 | $471,525 |
| 14 | Fine Arts Museum Foundation | 1211 Montana Ave, El Paso, TX 79902-5511 | TX | 1999-07 | $87 |
| 15 | Finish Work | 24618 Lakecrest Run Dr, Katy, TX 77493-2583 | TX | 2006-08 | $20,716 |
| 16 | Finn Family Foundation Inc | PO BOX 1135, Fulshear, TX 77441-1187 | TX | 1984-01 | $39,912 |
| 17 | Finnish Language School Of North Texas Inc | 6000 Connection Dr Bldg 4, Irving, TX 75039-2600 | TX | 1998-08 | $43,662 |
| 18 | Fiona Rose Murphey Foundation | 110 Waterford Ln, Georgetown, TX 78628-6905 | TX | 2003-11 | $18,329 |
| 19 | Fire Department Auxiliary Of Port Aransas | PO BOX 541, Port Aransas, TX 78373-0541 | TX | 1968-11 | $23,053 |
| 20 | Fire Fighters Foundation Of Houston | 717 Texas St Ste 3300, Houston, TX 77002-2745 | TX | 2006-05 | $96,174 |
| 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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