Finacial Planning Association
- Assets
- $70.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Elk Grove, CA
- Founding
- 00/0000
- Data as of
- 12/2021
- EIN
- 94-3366058
Organization Overview
Finacial Planning Association is located in Elk Grove, CA. The organization was established in 0000. According to its NTEE Classification (S03) the organization is classified as: Professional Societies & Associations, 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. Finacial 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, Finacial Planning Association generated $35.2k 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 (4.9%) each year. All expenses for the organization totaled $38.7k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (2.0%) 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
THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dusty Hoetger President | 5 | $0 | |
Pamela Rodriquez Treasurer | 3 | $0 | |
Claudia Kane Director | 1 | $0 | |
Taylor Rios Secretary | 1 | $0 | |
Daryl Wong Director | 1 | $0 | |
Drew Shade Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $16,782 |
| Membership dues | $18,412 |
| Investment income | $3 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $35,197 |
| 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 | $29,621 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $240 |
| Other expenses | $8,808 |
| Total expenses | $38,669 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $68,420 |
| Other assets | $0 |
| Total assets | $70,420 |
| Total liabilities | $7,163 |
| Net assets or fund balances | $63,257 |
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