Financial Planning Association
- Assets
- $93.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Charlotte, NC
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 56-2168362
Organization Overview
Financial Planning Association is located in Charlotte, NC. 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 $52.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.1%) each year. All expenses for the organization totaled $38.4k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (12.2%) per year over the past 7 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 |
|---|---|---|---|
Nancye Bailey Chapter Executive | 20 | $29,128 | |
Brandon Davis Treasurer | 5 | $0 | |
Thornton Withers Chair Of The Board | 5 | $0 | |
Michelle Stuts Membership Committee Chair | 5 | $0 | |
Bridget Mcdermott Career Development Committee Chair | 5 | $0 | |
Geoff Owen President | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $26,500 |
| Membership dues | $26,262 |
| Investment income | $63 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $52,825 |
| 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 | $32,454 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $1,240 |
| Other expenses | $4,668 |
| Total expenses | $38,362 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $93,916 |
| Other assets | $0 |
| Total assets | $93,916 |
| Total liabilities | $28,500 |
| Net assets or fund balances | $65,416 |
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