Financial Planning Association
- Assets
- $62.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Indianapolis, IN
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 35-2098083
Organization Overview
Financial Planning Association is located in Indianapolis, IN. 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 $70.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.8% each year. All expenses for the organization totaled $60.4k during the year ending 12/2021. While expenses have increased by 0.4% 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Roxanne Mcgettigan Chapter Executive | 15 | $30,876 | |
Ryan Thomas Chairman | 5 | $0 | |
Mychael Eagleson President | 5 | $0 | |
Adam Cmejla President-Elect | 5 | $0 | |
Matt Sigler Membership Director | 5 | $0 | |
Kate Arndt Director Of Nexgen | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $70,358 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $300 |
| Total Revenue | $70,658 |
| 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 | $30,876 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $443 |
| Other expenses | $29,074 |
| Total expenses | $60,393 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $62,356 |
| Other assets | $0 |
| Total assets | $62,356 |
| Total liabilities | $0 |
| Net assets or fund balances | $62,356 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American Academy Of Hospice & Palliative Medicine Inc Chicago, IL | $11,447,718 | $10,636,377 |
Cleveland Avenue Foundation For Education Chicago, IL | $2,872,362 | $5,741,175 |
Missouri Child Care Resource And Referral Network St Louis, MO | $7,597,183 | $3,094,890 |
Foundation For Human Development Chicago, IL | $20,546,173 | $3,212,060 |
Financial Planning Association Waunakee, WI | $96,625 | $0 |
Financial Planning Association Oak Forest, IL | $39,417 | $123,156 |
Financial Planning Association Indianapolis, IN | $62,356 | $0 |
Board Of Oncology Social Work Cerfification Carmel, IN | $135,104 | $0 |
Fraternal Order Of Police Monmouth, IL | $21,308 | $0 |
Kirkoland Inc De Pere, WI | $22,300 | $0 |