Financial Planning Association
- Assets
- $16.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Sarasota, FL
- Founding
- 09/2000
- Data as of
- 12/2017
- EIN
- 65-0999767
Organization Overview
Financial Planning Association is located in Sarasota, 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 12/2017, Financial Planning Association generated $9.7k 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 (10.8%) each year. All expenses for the organization totaled $10.6k during the year ending 12/2017. As we would expect to see with falling revenues, expenses have declined by (15.7%) 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
2017
Describe the Organization's Program Activity:
Part 3
CONTINUING EDUCATION IS PROVIDED TO THE ASSOCIATION MEMBERS
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christopher Caswell President | 1 | $0 | |
Phillip Couture Treasurer | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $5,700 |
| Membership dues | $3,966 |
| Investment income | $18 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $9,684 |
| 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 | $529 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $372 |
| Other expenses | $9,725 |
| Total expenses | $10,626 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $15,962 |
| Other assets | $0 |
| Total assets | $15,962 |
| Total liabilities | $0 |
| Net assets or fund balances | $15,962 |