Financial Planning Association
- Assets
- $61.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 95-4834545
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 12/2023, Financial Planning Association generated $79.1k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 9.9% each year. All expenses for the organization totaled $59.9k 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 ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jamie Rugg Chairman | 0 | $0 | |
David Tassone President | 0 | $0 | |
Jon Bacon Treasurer | 0 | $0 | |
Michael Johnston Secretary | 0 | $0 | |
Carl Walsh Director | 0 | $0 | |
La Tanya Harris Director | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $79,135 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $79,135 |
| 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 | $15,600 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $10 |
| Other expenses | $44,265 |
| Total expenses | $59,875 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $61,385 |
| Other assets | $0 |
| Total assets | $61,615 |
| Total liabilities | $0 |
| Net assets or fund balances | $61,615 |