Financial Planning Association

Organization Overview

Financial Planning Association is located in Westerville, OH. 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 $87.9k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $69.2k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (3.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990EZ Filing

TAX YEAR

2021

Describe the Organization's Program Activity:

Part 3

MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.


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Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$87,875
Membership dues$0
Investment income $0
Gain or Loss$0
Net Income from Gaming & Fundraising$0
Other Revenue$0
Total Revenue$87,875

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