Financial Planning Association
- Assets
- $46.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Santa Clara, CA
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 77-0381724
Organization Overview
Financial Planning Association is located in Santa Clara, CA. 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 $43.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (5.9%) each year. All expenses for the organization totaled $64.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (1.9%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Tonia Forbus Executive Dir. | 20 | $31,396 | |
Kerry Wooden Treasurer | 1 | $0 | |
Rhonda Staelgraeve Director | 1 | $0 | |
Jennipher Lommen Director | 1 | $0 | |
Curt Weil Director | 1 | $0 | |
Chris Acker Chair/past Pres | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $7,499 |
| Membership dues | $18,848 |
| Investment income | $79 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $17,513 |
| Total Revenue | $43,939 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $31,396 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $44 |
| Other expenses | $33,049 |
| Total expenses | $64,489 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $46,723 |
| Other assets | $0 |
| Total assets | $46,723 |
| Total liabilities | $0 |
| Net assets or fund balances | $46,723 |