Financial Planning Association
- Assets
- $77.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Chapin, SC
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 56-2168362
Organization Overview
Financial Planning Association is located in Chapin, SC. 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 $79.7k in total revenue. The organization has seen a slow decline revenue. Over the past 4 years, revenues have fallen by an average of (0.4%) each year. All expenses for the organization totaled $92.9k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.5%) per year over the past 4 years. 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 |
|---|---|---|---|
Brandon Davis Treasurer | 5 | $0 | |
Thornton Withers Chair Of The Board | 5 | $0 | |
Michelle Stuts Membership Committee Chair | 5 | $0 | |
Mary Lou Daly Pro Bono Committee Co Chair | 5 | $0 | |
Geoff Owen President | 5 | $0 | |
Jon Shumate President Elect | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $35,066 |
| Membership dues | $44,603 |
| Investment income | $64 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $79,733 |
| 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 | $38,118 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $140 |
| Other expenses | $54,632 |
| Total expenses | $92,890 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $77,152 |
| Other assets | $0 |
| Total assets | $77,152 |
| Total liabilities | $24,893 |
| Net assets or fund balances | $52,259 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Association On Higher Education And Disability Huntersville, NC | $1,601,444 | $4,045,765 |
North Carolina Victim Assistance Network-Nc Van Raleigh, NC | $288,177 | $1,351,119 |
Life Enrichment Center Milledgeville, GA | $874,707 | $1,151,041 |
International Network For Social Network Analysis Association Marietta, GA | $438,158 | $251,892 |
Men Of Intelligence Association Inc Atlanta, GA | $25,877 | $0 |
Financial Planning Association Marietta, GA | $94,247 | $0 |
Reaching And Meeting Needs Worldwide Ministry Inc Lithonia, GA | $205,143 | $0 |
Financial Planning Association Chapin, SC | $77,152 | $0 |
Atlanta Autism Consortium Inc Atlanta, GA | $47,713 | $0 |
Financial Planning Association Raleigh, NC | $41,685 | $0 |
Georgia Association For Marriage & Family Therapy Atlanta, GA | $119,626 | $0 |
Help For Healthcare Professionals Dacula, GA | $63,527 | $0 |
Greensboro Foundation For Financial Service Professionals Jamestown, NC | $10,611 | $0 |
People First Professionals Inc Apex, NC | $0 | $0 |