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EIN 33-0081173

Financial Planning Ministry

IRS 501(c) type
501(c)(3)
Num. employees
20
City
Irvine
State
California
Year formed
1990
Most recent tax filings
2022-12-01
NTEE code, primary
X22: Roman Catholic
Description
Financial Planning Ministry, Inc. (FPM) is a not-for-profit organization devoted to assisting in the performance of the functions of Christian churches by serving their financial needs. To promote Christian stewardship and estate Planning to redirect assets that could be lost to probate fees and estate taxes to Ministry purposes. To fund ministries by educating families and facilitating generosity through planned giving.
Total revenues
$3,620,471
2022
Total expenses
$3,260,400
2022
Total assets
$1,684,447
2022
Num. employees
20
2022

Program areas at Financial Planning Ministry

Provide stewardship education on biblical estate planning and assist families in creating their estate plan.

Who funds Financial Planning Ministry

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Radio Training NetworkChristian Financial Planning$18,000
AmazonSmile FoundationGeneral Support$97

Personnel at Financial Planning Ministry

NameTitleCompensation
Grace GrubertChief Financial Officer and Chief Operating Officer and Treasurer$202,657
Michael S PriorPresident$116,414
Alex Calder DirectorconsultantPartner Church Development Director$24,696
Michael MillerChairman$0
D Clay PerkinsExecutive Vice President and Secretary$128,019
...and 6 more key personnel

Financials for Financial Planning Ministry

RevenuesFYE 12/2022
Total grants, contributions, etc.$579,386
Program services$3,036,498
Investment income and dividends$3,995
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$592
Total revenues$3,620,471

Form 990s for Financial Planning Ministry

Fiscal year endingDate received by IRSFormPDF link
2022-122023-10-20990View PDF
2021-122022-10-24990View PDF
2020-122021-11-01990View PDF
2019-122021-02-19990View PDF
2018-122020-02-04990View PDF
...and 9 more Form 990s

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Arnold HallNorth Pembroke, MA$1,945,327
Shellbourne Conference CenterValparaiso, IN$1,692,477
Maria Stein Shrine of the Holy RelicsMaria Stein, OH$1,352,538
Newman ConnectionTeutopolis, IL$1,725,269
The Blue Army of Our Lady of Fatima National OrganizationWashington, NJ$2,727,338
Father FactorWashington, DC$2,161,687
Data update history
November 29, 2023
Posted financials
Added Form 990 for fiscal year 2022
November 29, 2023
Updated personnel
Identified 1 new personnel
November 26, 2023
Used new vendors
Identified 1 new vendor, including
September 24, 2023
Received grants
Identified 2 new grant, including a grant for $18,000 from Radio Training Network
July 14, 2023
Posted financials
Added Form 990 for fiscal year 2021
Nonprofit Types
Charities
Issues
Religion
Characteristics
ReligiousCatholicChristianTax deductible donations
General information
Address
2010 Main St 100
Irvine, CA 92614
Metro area
Los Angeles-Long Beach-Anaheim, CA
County
Orange County, CA
Website URL
fpm.org/ 
Phone
(800) 871-4901
IRS details
EIN
33-0081173
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1990
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
X22: Roman Catholic
NAICS code, primary
813110: Religious Organizations
Parent/child status
Independent
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