Academy Of Financial Planning
- Assets
- $14.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- San Leandro, CA
- Founding
- 05/2016
- Data as of
- 12/2020
- EIN
- 81-2305521
Organization Overview
Academy Of Financial Planning is located in San Leandro, CA. The organization was established in 2016. According to its NTEE Classification (P51) the organization is classified as: Financial Counseling, under the broad grouping of Human Services and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Academy Of Financial Planning is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Academy Of Financial Planning generated $3.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (38.1%) each year. All expenses for the organization totaled $1.3k during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (42.6%) per year over the past 5 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
2020
Describe the Organization's Program Activity:
Part 3
TO PROMOTE FINANCIAL PLANNING EDUCATION TO ALL US RESIDENTS WITHOUT REGARD TO RACE, RELIGION OR SEXUAL ORIENTATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Khush Bodhan Treasurer | 0 | $0 | |
Sumeet Bansal President | 0 | $0 | |
Anu Sharma Secretary | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,005 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $3,005 |
| 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 | $300 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $1,041 |
| Total expenses | $1,341 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $14,398 |
| Other assets | $0 |
| Total assets | $14,398 |
| Total liabilities | $0 |
| Net assets or fund balances | $14,398 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Academy Of Financial Planning has recieved totaling $12.
| Awarding Organization | Amount |
|---|---|
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $12 |
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|---|---|---|
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Christian Credit Counselors Inc Carlsbad, CA | $6,458,952 | $2,790,959 |
Abacus Credit Counseling Encino, CA | $7,151,653 | $2,039,579 |
Cricket Debt Counseling Portland, OR | $3,870,920 | $1,652,866 |
National Budget Planners Of South Florida Inc Livermore, CA | $1,611,064 | $2,018,775 |
Helping Feet Reno, NV | $1,178,095 | $32,218 |
Global Equity Organization Orange, CA | $1,952,148 | $1,558,530 |