Financial Planning Association
- Assets
- $32.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Ankeny, IA
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 42-1195586
Organization Overview
Financial Planning Association is located in Ankeny, IA. The organization was established in 2000. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, 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 12/2023, Financial Planning Association generated $26.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (10.0%) each year. All expenses for the organization totaled $26.8k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (15.0%) per year over the past 5 years. 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
2023
Describe the Organization's Program Activity:
Part 3
TO FOSTER EDUCATION AND PROVIDE TRAINING OPPORTUNITIES FOR THE MEMBERS OF THE ORGANIZATION TO HELP FURTHER THEIR INDIVIDUAL CAREERS AND THE PROFESSION IN GENERAL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Abby Belvin President | 2 | $0 | |
Mark Broderick Treasurer | 2 | $0 | |
Tim Canney Secretary | 2 | $0 | |
Erin Ramsey Chapter Executive | 10 | $23,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $14,770 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $11,367 |
| Other Revenue | $0 |
| Total Revenue | $26,137 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $23,000 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $3,820 |
| Total expenses | $26,820 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $32,853 |
| Other assets | $0 |
| Total assets | $32,853 |
| Total liabilities | $0 |
| Net assets or fund balances | $32,853 |