Financial Planning Association
- Assets
- $94.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Marietta, GA
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 58-2550170
Organization Overview
Financial Planning Association is located in Marietta, GA. 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 $108.7k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $108.4k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (2.5%) per year over the past 8 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
2022
Describe the Organization's Program Activity:
Part 3
DURING 2021, CHAPTER MEETINGS WERE HELD FOR THE MEMBERSHIP WITH FEATURED SPEAKERS ON TOPICS RELEVANT TO THE FINANCIAL PLANNING PROFESSION. IN ADDITION, A REGIONAL CONFERENCE WAS HELD WITH APPROXIMATELY 175 ATTENDING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Latoya Maddox Director | 1 | $0 | |
Kevin Allman Director | 1 | $0 | |
Andrew Windham Director | 1 | $0 | |
Keith Kim Director | 1 | $0 | |
James Loftin President Elect | 1 | $0 | |
Sarah Howard Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $66,834 |
| Membership dues | $41,831 |
| Investment income | $28 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $108,693 |
| 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 | $49,905 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $58,459 |
| Total expenses | $108,364 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $94,247 |
| Other assets | $0 |
| Total assets | $94,247 |
| Total liabilities | $0 |
| Net assets or fund balances | $94,247 |