Financial Planning Association
- Assets
- $89.2k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Austin, TX
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 74-2993593
Organization Overview
Financial Planning Association is located in Austin, TX. 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 $82.4k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 0.6% each year. All expenses for the organization totaled $65.6k during the year ending 12/2022. 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
THE ORGANIZATION OFFERS A WEBSITE, EDUCATIONAL PROGRAMS, AND CONFERENCES THAT PROVIDE THE FINANCIAL PLANNING COMMUNITY AN OPPORTUNITY TO NETWORK, LEARN, SHARE, AND BUILD THEIR KNOWLEDGE IN THE FINANCIAL PLANNING PROCESS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ann Connolly CFP Treasurer | 2.5 | $0 | |
Margaret Casey CFP Chairman | 1 | $0 | |
Hannah Simpson CFP Secretary | 1 | $0 | |
Donald Beattie CFP Membership Director | 1 | $0 | |
Ross Patterson CFP Pro Bono Director | 2.5 | $0 | |
Sarah Frankenfeld Chapter Executive | 25 | $26,400 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $41,530 |
| Total Program Service Revenue | $6,805 |
| Membership dues | $33,993 |
| Investment income | $58 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $82,386 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $26,400 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $107 |
| Printing, publications, postage, and shipping | $368 |
| Other expenses | $38,712 |
| Total expenses | $65,587 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $89,227 |
| Other assets | $0 |
| Total assets | $89,227 |
| Total liabilities | $0 |
| Net assets or fund balances | $89,227 |