Financial Planning Association
- Assets
- $182.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Aurora, CO
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 84-1077808
Organization Overview
Financial Planning Association is located in Aurora, CO. The organization was established in 2000. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building 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 12/2021, Financial Planning Association generated $108.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.4%) each year. All expenses for the organization totaled $95.8k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (9.1%) per year over the past 7 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
2021
Describe the Organization's Program Activity:
Part 3
PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 650 ATTENDEES IN 2021.
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 |
|---|---|---|---|
Matt Lengel Director | 5 | $0 | |
Adam Oliver Director | 5 | $0 | |
Jan Jordan Director | 5 | $0 | |
Charles Pastor Director | 5 | $0 | |
Tami Carroll Director | 5 | $0 | |
Sandra Laskowski Director | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $69,636 |
| Membership dues | $38,500 |
| Investment income | $17 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $108,153 |
| 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 | $66,099 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $29,680 |
| Total expenses | $95,779 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $179,390 |
| Other assets | $0 |
| Total assets | $182,839 |
| Total liabilities | $40,440 |
| Net assets or fund balances | $142,399 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Scottsdale Convention And Vistors Bureau Inc Scottsdale, AZ | $8,006,659 | $12,242,411 |
Nutech Ventures Lincoln, NE | $5,844,401 | $7,636,320 |
Financial Planning Association Denver, CO | $6,740,399 | $8,225,248 |
Supima Tempe, AZ | $14,183,773 | $7,283,999 |
The Greater Colorado Springs Chamber And Edc Colorado Springs, CO | $2,246,029 | $6,426,509 |
Wyoming Chambers Health Benefit Association Gillette, WY | $3,153,493 | $5,111,173 |
Growth Organization Of Topeka- Shawnee County Inc Topeka, KS | $18,345,904 | $5,398,082 |
Greater Topeka Partnership Inc Topeka, KS | $3,857,457 | $5,043,792 |
Oklahoma One-Call System Inc Oklahoma City, OK | $12,064,277 | $6,779,424 |
Professional Beauty Association Scottsdale, AZ | $10,884,014 | $4,839,864 |
New Better Business Bureau Inc Omaha, NE | $8,883,722 | $5,104,852 |
Salt Lake Board Of Realtors Sandy, UT | $21,819,428 | $6,834,992 |