Financial Planning Association
- Assets
- $68.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 86-0453676
Organization Overview
Financial Planning Association is located in Scottsdale, AZ. 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 12/2021, Financial Planning Association generated $50.9k 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 (9.5%) each year. All expenses for the organization totaled $57.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (8.7%) 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
1 SYMPOSIUM-VARIOUS SPEAKERS EDUCATING FINANCIAL ADVISORS APPROX. 70 MEMBERS AND 38 GUESTS SERVED. 2 FPA DAYS-CLASSES AND INDIVIDUAL PRO BONO PLANNING SESSIONS 74 PEOPLE FROM THE COMMUNITY SERVED. CONTINUED ON SCH. O
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 |
|---|---|---|---|
Melissa Kemp Executive Director | 20 | $18,000 | |
Murray Smith Chairman | 4 | $0 | |
Craig Waugh President | 4 | $0 | |
Cj Miller Secretary | 2 | $0 | |
Dale Walters Treasurer | 2 | $0 | |
William Cerynik Vice President | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $21,000 |
| Total Program Service Revenue | $790 |
| Membership dues | $26,696 |
| Investment income | $647 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $50,883 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $18,000 |
| Professional fees and other payments to independent contractors | $28,061 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $11,223 |
| Total expenses | $57,284 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $62,267 |
| Other assets | $0 |
| Total assets | $68,604 |
| Total liabilities | $850 |
| Net assets or fund balances | $67,754 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Association Of Gospel Rescue Missions Colorado Springs, CO | $3,056,699 | $2,698,791 |
California Speech Language Hearing Association Sacramento, CA | $1,028,728 | $1,176,367 |
Clover Avenue Elementary School Booster Club Inc Los Angeles, CA | $279,654 | $248,056 |
Utah Assisted Living Association Inc Draper, UT | $75,309 | $308,154 |
California Federation Of Womens Clubs Dana Point, CA | $1,665,683 | $265,419 |
Patsy Reeve Foundation Inc Phoenix, AZ | $213,901 | $0 |
Marin Museum Of Bicycling Fairfax, CA | $393,046 | $0 |
Financial Planning Association Elk Grove, CA | $143,959 | $0 |
American Board Of Home Care San Clemente, CA | $85,662 | $0 |
Financial Planning Association Scottsdale, AZ | $68,604 | $0 |
Financial Planning Association Santa Clara, CA | $79,884 | $0 |
Financial Planning Association San Diego, CA | $65,489 | $37,755 |