Financial Planning Association
- Assets
- $144.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Elk Grove, CA
- Founding
- 03/1978
- Data as of
- 12/2021
- EIN
- 58-1313679
Organization Overview
Financial Planning Association is located in Elk Grove, 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 12/2021, Financial Planning Association generated $62.6k 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 (13.7%) each year. All expenses for the organization totaled $67.6k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (11.7%) 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 |
|---|---|---|---|
Rita Lee CPA PFS Cgma Cdfa Director | 1 | $0 | |
Sean Angelis Director | 1 | $0 | |
Dan Tripp CFP Director | 1 | $0 | |
Jesse Pence CFP Director | 1 | $0 | |
Sophie Lee CFP Director | 1 | $0 | |
Brody Luebkerman Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $15,200 |
| Total Program Service Revenue | $13,552 |
| Membership dues | $33,846 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $5 |
| Total Revenue | $62,603 |
| 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 | $48,915 |
| Occupancy, rent, utilities, and maintenance | $119 |
| Printing, publications, postage, and shipping | $275 |
| Other expenses | $18,279 |
| Total expenses | $67,588 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $137,487 |
| Other assets | $0 |
| Total assets | $143,959 |
| Total liabilities | $5,105 |
| Net assets or fund balances | $138,854 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Speech Language Hearing Association Sacramento, CA | $1,028,728 | $1,176,367 |
Clover Avenue Elementary School Booster Club Inc Los Angeles, CA | $279,654 | $248,056 |
Oregon Infant Mental Health Association Salem, OR | $91,016 | $0 |
California Federation Of Womens Clubs Dana Point, CA | $1,665,683 | $265,419 |
Patsy Reeve Foundation Inc Phoenix, AZ | $213,901 | $0 |
Marin Museum Of Bicycling Fairfax, CA | $393,046 | $0 |
Wilsonville Touchdown Club Wilsonville, OR | $54,402 | $0 |
Financial Planning Association Elk Grove, CA | $143,959 | $0 |
Financial Planning Association Tigard, OR | $99,077 | $0 |
American Board Of Home Care San Clemente, CA | $85,662 | $0 |
Financial Planning Association Scottsdale, AZ | $68,604 | $0 |
Financial Planning Association Santa Clara, CA | $79,884 | $0 |