Finacial Planning Association
- Assets
- $34.3k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Elk Grove, CA
- Founding
- 00/0000
- Data as of
- 12/2023
- 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 12/2023, Finacial Planning Association generated $44.3k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (1.4%) each year. All expenses for the organization totaled $61.3k during the year ending 12/2023. 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
2023
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 |
|---|---|---|---|
Elaine Webb President | 5 | $0 | |
Ray Harrison Past President | 1 | $0 | |
Karen Miller Treasurer | 3 | $0 | |
Kelley Goodman Secretary | 1 | $0 | |
Emilie Andres Director | 1 | $0 | |
Randy Hendershot Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $43,852 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $402 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $44,254 |
| 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 | $36,497 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $685 |
| Other expenses | $24,119 |
| Total expenses | $61,301 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $32,307 |
| Other assets | $0 |
| Total assets | $34,307 |
| Total liabilities | $7,163 |
| Net assets or fund balances | $27,144 |