Financial Planning Association
- Assets
- $127.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 1
- Location
- Longwood, FL
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 59-3629672
Organization Overview
Financial Planning Association is located in Longwood, 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 12/2023, Financial Planning Association generated $120.7k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.7% each year. All expenses for the organization totaled $88.7k during the year ending 12/2023. 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
2023
Describe the Organization's Program Activity:
Part 3
EDUCATION SEMINARS AND WORKSHOPS FOR MEMBERS AND STUDENTS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sylvia Presley Treasurer | 0 | $0 | |
Mike Salmon Chairman | 0 | $0 | |
Dennis Nolte President | 0 | $0 | |
Jessica Hall Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $15,916 |
| Total Program Service Revenue | $103,602 |
| Membership dues | $0 |
| Investment income | $1,189 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $120,707 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $44,078 |
| Professional fees and other payments to independent contractors | $3,471 |
| Occupancy, rent, utilities, and maintenance | $2,413 |
| Printing, publications, postage, and shipping | $1,036 |
| Other expenses | $37,695 |
| Total expenses | $88,693 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $126,498 |
| Other assets | $0 |
| Total assets | $127,400 |
| Total liabilities | $982 |
| Net assets or fund balances | $126,418 |