Financial Planning Association
- Assets
- $95.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Honolulu, HI
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 99-0217418
Organization Overview
Financial Planning Association is located in Honolulu, HI. 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 12/2022, Financial Planning Association generated $43.8k in total revenue. The organization has seen a slow decline revenue. Over the past 8 years, revenues have fallen by an average of (3.0%) each year. All expenses for the organization totaled $43.0k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (4.9%) per year over the past 8 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
2022
Describe the Organization's Program Activity:
Part 3
MONTHLY MEMBERSHIP MEETINGS, WITH INVITED SPEAKERS COVERING VARIOUS FINANCIAL TOPICS; FINANCIAL PLANNING EDUCATIONAL SYMPOSIUM; NEW PLANNERS PROGRAM. APPROXIMATELY 100 MEMBERS SERVED.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bradley Itagaki Chairperson Of The Board | 1 | $0 | |
Cynthia Takenaka Executive Director | 15 | $18,700 | |
Guy Fujishige Secretary | 1 | $0 | |
Kristy Nishida Director | 1 | $0 | |
Michael Bruggemann President/treasurer | 1 | $0 | |
Travis Tsukayama Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $21,578 |
| Membership dues | $20,227 |
| Investment income | $2,030 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $43,835 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $18,700 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $24,341 |
| Total expenses | $43,041 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $95,841 |
| Other assets | $0 |
| Total assets | $95,841 |
| Total liabilities | $55 |
| Net assets or fund balances | $95,786 |