Financial Planning Association
- Assets
- $96.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Waunakee, WI
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 39-1985654
Organization Overview
Financial Planning Association is located in Waunakee, WI. 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 12/2022, Financial Planning Association generated $117.9k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $123.9k during the year ending 12/2022. While expenses have increased by 2.2% 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 |
|---|---|---|---|
Brenda Matthias Executive Director | 15 | $42,750 | |
Shannon Nook Secretary | 2 | $0 | |
Kelly Savatski Treasurer | 2 | $0 | |
Nick Ziarek President | 5 | $0 | |
Luke Craft President Elect | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $46,034 |
| Total Program Service Revenue | $38,465 |
| Membership dues | $32,387 |
| Investment income | $6 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $959 |
| Total Revenue | $117,851 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $42,750 |
| Professional fees and other payments to independent contractors | $12,500 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $20 |
| Other expenses | $67,759 |
| Total expenses | $123,854 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $96,625 |
| Other assets | $0 |
| Total assets | $96,625 |
| Total liabilities | $0 |
| Net assets or fund balances | $96,625 |
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Federation Of Youth Services Detroit, MI | $1,939,980 | $1,018,036 |
Howard County Child Care Association Cresco, IA | $1,246,015 | $1,482,899 |
Foundation For Human Development Chicago, IL | $20,546,173 | $3,212,060 |
Financial Planning Association Columbia Heights, MN | $502,127 | $320,182 |
Financial Planning Association Waunakee, WI | $96,625 | $0 |
Financial Planning Association Oak Forest, IL | $39,417 | $123,156 |
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Financial Planning Association Dearborn, MI | $74,740 | $89,851 |
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