Financial Planning Association
- Assets
- $27.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Pleasantville, NY
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 13-3527414
Organization Overview
Financial Planning Association is located in Pleasantville, NY. The organization was established in 2000. According to its NTEE Classification (P03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Human Services and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Financial Planning Association is a 501(c)(6) and as such, is described as a "Business League, Chambers of Commerce, or Real Estate Board" by the IRS.
For the year ending 12/2021, Financial Planning Association generated $21.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.8%) each year. All expenses for the organization totaled $17.6k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (8.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Byrke Sestok Past Preside | 1 | $0 | |
Thomas W Ausfahl Secretary | 1 | $0 | |
Alfie Schloss Dir. Pro Bon | 1 | $0 | |
Laura Medigovich Director Adv | 1 | $0 | |
Andrew Horowitz Treasurer | 2 | $0 | |
David Lasco Dir Nexgen | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $457 |
| Membership dues | $17,794 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $2,735 |
| Total Revenue | $20,986 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $450 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $17,143 |
| Total expenses | $17,593 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $27,536 |
| Other assets | $0 |
| Total assets | $27,536 |
| Total liabilities | $0 |
| Net assets or fund balances | $27,536 |
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