Financial Planning Association
- Assets
- $149.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Clayton, CA
- Founding
- 03/1978
- Data as of
- 12/2021
- EIN
- 58-1311876
Organization Overview
Financial Planning Association is located in Clayton, CA. The organization was established in 1978. According to its NTEE Classification (C03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Environment 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 $59.9k 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 (6.2%) each year. All expenses for the organization totaled $50.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (4.1%) 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
2021
Describe the Organization's Program Activity:
Part 3
NEWSLETTER AND MEETINGS BY AND FOR MEMBERS TO COMMUNICATE INDUSTRY INFORMATION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Chad Perbeck President | 0 | $0 | |
Krysta Patterson Exec Director | 20 | $0 | |
Amanda Keith Treasurer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $59,853 |
| Membership dues | $0 |
| Investment income | $22 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $59,875 |
| 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 | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $50,303 |
| Total expenses | $50,303 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $149,109 |
| Other assets | $0 |
| Total assets | $149,109 |
| Total liabilities | $0 |
| Net assets or fund balances | $149,109 |
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