Financial Planning Forum Inc
- Assets
- $4.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Concord, CA
- Founding
- Data as of
- 06/2016
- EIN
- 20-2370670
Organization Overview
Financial Planning Forum Inc is located in Concord, CA.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2016
Describe the Organization's Program Activity:
Part 3
THE PROGRAM PROVIDES AN OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS OF THE SPEAKERS AND OTHER PROFESSIONALS AT THE MEETINGS, THUS ENHANCING THEIR PROFESSIONAL CAPABILITIES.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Terri Firestone Director | 2 | $0 | |
John Froman Treasurer | 2 | $0 | |
Michael J Clark President | 2 | $0 | |
Chris Livermore Secretary | 2 | $0 | |
Rebecca Nelson Vice President | 2 | $0 | |
Jan Cummins Director | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $21,405 |
| Membership dues | $7,400 |
| Investment income | $4 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $28,809 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $23,453 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $985 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $19 |
| Other expenses | $8,463 |
| Total expenses | $32,920 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $3,985 |
| Other assets | $0 |
| Total assets | $3,985 |
| Total liabilities | $0 |
| Net assets or fund balances | $3,985 |