Financial Planning Association
- Assets
- $52.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Loudonville, NY
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 14-1826848
Organization Overview
Financial Planning Association is located in Loudonville, NY. The organization was established in 2000. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building 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 $47.2k 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 (5.7%) each year. All expenses for the organization totaled $34.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (10.9%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3
PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Adam D Mcneill Past President | 2 | $0 | |
Thomas Mcgrath President | 2 | $0 | |
Michael J Brunell Treasurer | 2 | $0 | |
Derek Gray Director | 2 | $0 | |
Rene Farrington Director | 2 | $0 | |
Ross Fabregas Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $46,570 |
| Membership dues | $588 |
| Investment income | $2 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $47,160 |
| 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 | $500 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $59 |
| Other expenses | $33,416 |
| Total expenses | $33,975 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $51,341 |
| Other assets | $0 |
| Total assets | $51,987 |
| Total liabilities | $0 |
| Net assets or fund balances | $51,987 |
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