Financial Planning Association
- Assets
- $212.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Newport Beach, CA
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 33-0269165
Organization Overview
Financial Planning Association is located in Newport Beach, CA. The organization was established in 2000. According to its NTEE Classification (S20) the organization is classified as: Community & Neighborhood Development, 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 12/2022, Financial Planning Association generated $186.2k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.6% each year. All expenses for the organization totaled $225.3k during the year ending 12/2022. While expenses have increased by 4.3% per year over the past 7 years. They've been increasing with an increasing level of total revenue. 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
2022
Describe the Organization's Program Activity:
Part 3
DEVELOP AND PRESENT PROGRAMS AND SERVICES WHICH APPEAL TO MEMBERSHIP INCLUDING EDUCATIONAL CLASSES, SEMINARS, AND LOCAL MEETINGS. ALMOST ALL OF THESE ACTIVITIES QUALIFY FOR PROFESSIONAL CONTINUING EDUCATION CREDITS FOR MEMBERSHIP.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jacqueline Zweig Treasurer | 0 | $0 | |
Jim Allen President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $186,152 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $186,152 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $45,500 |
| Professional fees and other payments to independent contractors | $7,315 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $172,460 |
| Total expenses | $225,275 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $205,500 |
| Other assets | $0 |
| Total assets | $212,764 |
| Total liabilities | $33,035 |
| Net assets or fund balances | $179,729 |