Financial Planning Association
- Assets
- $11.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Naples, FL
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 59-2866257
Organization Overview
Financial Planning Association is located in Naples, FL. 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 $14.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (5.3%) each year. All expenses for the organization totaled $15.7k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (1.1%) per year over the past 3 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
FINANCIAL PLANNERS ASSOCIATION OF SOUTHWEST FLORIDA EXISTS TO HELP FINANCIAL PLANNERS IN THE INDUSTRY SHARE BEST PRACTICES AS WELL AS HELP ASPIRING FINANCIAL PLANNERS NETWORK WITH ESTABLISHED FINANCIAL PLANNERS AND GET INTO THE INDUSTRY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Braxton Rhone Chairman | 2 | $0 | |
Veronica Jolliff President | 6 | $0 | |
Tom Patricca Treasurer | 2 | $0 | |
Will Palmer Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,494 |
| Total Program Service Revenue | $5,496 |
| Membership dues | $6,984 |
| Investment income | $2 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $13,976 |
| 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 | $10,200 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $5,457 |
| Total expenses | $15,657 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $11,627 |
| Other assets | $0 |
| Total assets | $11,627 |
| Total liabilities | $559 |
| Net assets or fund balances | $11,068 |