Civic Intelligence

Financial Planning Association of Hampton Roads

EIN 54-1987350 • 501(c)6 • Virginia Beach, VA

Profile

Promote FInancial Planning

PO Box 68031Virginia Beach, VA 23471

www.fpahamptonroads.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

70th percentile

12%

Higher net margin than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

87th percentile

32%

Faster asset growth than 87% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$32,667

Up $7,894 (+32%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$32,667

Up $7,894 (+32%) from 2024

Operations
Liabilities / Revenue51st percentileNet Margin70th percentile

Revenue

Up

$67,157

Up $15,244 (+29%) from 2024

Expenses

Up

$59,263

Up $6,906 (+13%) from 2024

Net Income

Up

$7,894

Up $8,338 (+1878%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2010: $24,770Liabilities 2010: $0Net Assets 2010: $24,7702010Assets 2011: $22,347Liabilities 2011: $0Net Assets 2011: $22,3472011Assets 2024: $24,773Liabilities 2024: $0Net Assets 2024: $24,7732024Assets 2025: $32,667Liabilities 2025: $0Net Assets 2025: $32,6672025

Highlighted filing

2025

Assets$32,667
Liabilities$0
Net Assets$32,667
Open 2025 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KExpenses 2010: $31,0322010Revenue 2011: $27,209Expenses 2011: $29,632Net Income 2011: -$2,4232011Revenue 2024: $51,913Expenses 2024: $52,357Net Income 2024: -$4442024Revenue 2025: $67,157Expenses 2025: $59,263Net Income 2025: $7,8942025

Highlighted filing

2025

Revenue$67,157
Expenses$59,263
Net Income$7,894
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,667
Liabilities
$0
Net assets
$32,667
Revenue
$67,157
Expenses
$59,263
Net income
$7,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$32.7$0.00$32.7$67.2$59.3$7.89
2024Detailed filing. Detailed filing data is available for this year.$24.8$0.00$24.8$51.9$52.4$0.44
2011Summary only. Only limited summary data is available for this year.$22.3$0.00$22.3$27.2$29.6$2.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$0.00$24.8$31.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 12, 2026
Return Version
2025v4.0
Gross Receipts
$67,157
Mission and Program Overview

Mission

Promote FInancial Planning

Program Services

DescriptionGrantsExpenses
To serve the needs of its members and to establish the value of financial planning and the success of the financial planning profession.-$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Angelica OlivierChairman-$0--
John BurtonTreasurer-$0--
Jennifer RossettiniSecretary-$0--
Elizabeth DeludeDirector-$0--
Cody HawkinsDirector-$0--
Brendan BlachuraDirector-$0--
Bruce RubinDirector-$0--
Bob WestDirector-$0--
Leland GrossPresident-$0--
Janet DunganAdministrator-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of Hampton Roads
EIN
54-1987350
In Care Of
% Leland Gross
Address
PO Box 68031, Virginia Beach, VA 23471

Signing Officer

Name
Leland Gross
Title
President
Phone
7572746212
Signed
2026-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Commonwealth Tax
Address
3092 Brickhouse Ct, Virginia Beach, VA 23452
Preparer
Bernadette Vaughan Ea
Phone
7572001040
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Charges 903Insuarance 405Office Expenses 297Meeting/Symposium Expenses 25,697Website Fees 461”

Raw XML Appendix144 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum07572746212
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Virginia Beach
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023471
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt024773
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032667
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/MembershipDuesAmt09300
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Angelica Olivier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Burton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jennifer Rossettini
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Elizabeth Delude
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cody Hawkins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Brendan Blachura
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Bruce Rubin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Bob West
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Leland Gross
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Administrator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt027763
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote FInancial Planning
IRS990EZ/ProgramServiceRevenueAmt033356
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt059263
IRS990EZ/TotalRevenueAmt067157
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fpahamptonroads.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Charges 903Insuarance 405Office Expenses 297Meeting/Symposium Expenses 25,697Website Fees 461
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LELAND GROSS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07572746212
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-12
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ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0541987350
ReturnHeader/Filer/InCareOfNm0% Leland Gross
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 68031
ReturnHeader/Filer/USAddress/CityNm0Virginia Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03092 Brickhouse Ct
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Virginia Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerPersonGrp/PhoneNum07572001040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNADETTE VAUGHAN EA
ReturnHeader/ReturnTs02026-02-12T17:40:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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