Financial Planning Association
- Assets
- $61.7k
- Revenue
- $74.6k
- Investments
- $0.0
- Employees
- 1
- Location
- San Diego, CA
- Founding
- 03/1978
- Data as of
- 12/2023
- EIN
- 58-1311878
Organization Overview
Financial Planning Association is located in San Diego, CA. The organization was established in 1978. 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 12/2023, Financial Planning Association generated $74.6k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (0.6%) each year. All expenses for the organization totaled $64.0k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.8%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
THE FINANCIAL PLANNING ASSOCIATION IS A PROFESSIONAL ORGANIZATION FOR FINANCIAL PLANNERS. IT PROVIDES EDUCATIONAL MEETINGS TO THE SAN DIEGO MEMBERS. IN ADDITION, MEMBERS PROVIDE MANY SERVICES TO THE PUBLIC INCLUDING PSA RADIO ANNOUNCEMENTS, PRO-BONO PLANNING SERVICES, SUBSIDIZED MEETING COSTS TO COLLEGE STUDENTS, AND OTHERS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
FINANCIAL PLANNING ASSOCIATION PROVIDES EDUCATIONAL MEETINGS TO THE SAN DIEGO MEMBERS. IN ADDITION, MEMBERS PROVIDE MANY SERVICES TO THE PUBLIC INCLUDING PSA RADIO ANNOUNCEMENTS, PRO-BONO PLANNING SERVICES, SUBSIDIZED MEETING COSTS TO COLLEGE STUDENTS, AND OTHERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
William Holliday Board Chair | Trustee | 1 | $0 |
Art Dicker Board Chair | Trustee | 1 | $0 |
Aaron Wiegman Board Chair | Trustee | 1 | $0 |
Ciano Villaquiran Board Chair | Trustee | 1 | $0 |
Aubrey Brown Board Chair | Trustee | 1 | $0 |
Cheryl Cousino Board Chair | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $21,165 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $53,148 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $74,313 |
| Total Program Service Revenue | $0 |
| Investment income | $242 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $74,555 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $10,900 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $1,009 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $841 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $1,100 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $507 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $612 |
| All other expenses | $9,579 |
| Total functional expenses | $64,030 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $61,731 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $61,731 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $4,000 |
| Total liabilities | $4,000 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $57,731 |
| Total liabilities and net assets/fund balances | $61,731 |