Finacial Planning Association
- Assets
- $78.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Topeka, KS
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 43-1886604
Organization Overview
Finacial Planning Association is located in Topeka, KS. The organization was established in 2000. According to its NTEE Classification (W20) the organization is classified as: Government & Public Administration, under the broad grouping of Public & Societal Benefit and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. Finacial 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, Finacial Planning Association generated $122.5k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.1%) each year. All expenses for the organization totaled $114.7k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (2.3%) per year over the past 7 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
2022
Describe the Organization's Program Activity:
Part 3
EDUCATIONAL CLASSES AND SEMINARS ARE PROVIDED TO ALL MEMBERS TO PROMOTE AND IMPROVE FINANCIAL PLANNING AS A PROFESSION AND PROMOTE SOCIAL AWARENESS OF THE PROFESSION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mary Dorn Board Chair | 0 | $0 | |
Carrie Ohm President | 0 | $0 | |
Jennifer Malone Dir At Large | 0 | $0 | |
Jack Giardino Dir Of Publi | 0 | $0 | |
Jacob Watts Dir Of Partn | 0 | $0 | |
Ben Skilling President El | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $93,546 |
| Membership dues | $28,465 |
| Investment income | $139 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $300 |
| Total Revenue | $122,450 |
| 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 | $45,483 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $69,238 |
| Total expenses | $114,721 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $75,678 |
| Other assets | $0 |
| Total assets | $78,280 |
| Total liabilities | $0 |
| Net assets or fund balances | $78,280 |