Financial Planning Ministry
- Assets
- $1.1m
- Revenue
- $3.0m
- Investments
- $0.0
- Employees
- 17
- Location
- Irvine, CA
- Founding
- 05/1992
- Data as of
- 12/2021
- EIN
- 33-0081173
Organization Overview
Financial Planning Ministry is located in Irvine, CA. The organization was established in 1992. According to its NTEE Classification (F19) the organization is classified as: Support N.E.C., under the broad grouping of Mental Health & Crisis Intervention and related organizations. As of 12/2021, Financial Planning Ministry employed 17 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Financial Planning Ministry is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Financial Planning Ministry generated $3.0m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 10.3% each year . All expenses for the organization totaled $2.9m during the year ending 12/2021. While expenses have increased by 9.2% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE CHRISTIAN STEWARDSHIP AND ESTATE PLANNING.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE STEWARDSHIP EDUCATION ON BIBLICAL ESTATE PLANNING AND ASSIST FAMILIES IN CREATING THEIR ESTATE PLAN.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Grace Grubert Cfo/coo | Officer | 40 | $139,492 |
Michael S Prior President | Officer | 40 | $116,455 |
D Clay Perkins Executive Vice President | Officer | 40 | $104,261 |
Leo Sabo Treasurer Secretary/consultant | OfficerTrustee | 10 | $17,183 |
Alex Calder Director/consultant | Trustee | 4 | $7,995 |
Michael Miller Chairman | OfficerTrustee | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $37,144 |
| All other contributions, gifts, grants, and similar amounts not included above | $393,061 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $430,205 |
| Total Program Service Revenue | $2,596,968 |
| Investment income | $3,145 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,032,774 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $668,901 |
| Compensation of current officers, directors, key employees. | $173,805 |
| Compensation to disqualified persons | $152,745 |
| Other salaries and wages | $706,796 |
| Pension plan accruals and contributions | $28,485 |
| Other employee benefits | $69,363 |
| Payroll taxes | $64,837 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $6,508 |
| Fees for services: Accounting | $27,142 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $386,726 |
| Advertising and promotion | $115,256 |
| Office expenses | $143,360 |
| Information technology | $120,567 |
| Royalties | $0 |
| Occupancy | $164,569 |
| Travel | $71,603 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $60,468 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $43,714 |
| Insurance | $22,184 |
| All other expenses | $65 |
| Total functional expenses | $2,853,289 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $420,953 |
| Savings and temporary cash investments | $285,275 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $12,300 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $30,980 |
| Net Land, buildings, and equipment | $144,742 |
| Investments—publicly traded securities | $212,134 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $1,106,384 |
| Accounts payable and accrued expenses | $183,644 |
| Grants payable | $0 |
| Deferred revenue | $38,550 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $222,194 |
| Net assets without donor restrictions | $884,190 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,106,384 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Financial Planning Ministry has recieved totaling $24,301.
| Awarding Organization | Amount |
|---|---|
Radio Training Network Inc Greenville, SC PURPOSE: CHRISTIAN FINANCIAL PLANNING | $18,000 |
National Christian Charitable Foundation Inc Alpharetta, GA PURPOSE: GROWTH | $6,200 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $101 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arizona Womens Recovery Center Phoenix, AZ | $3,356,047 | $4,539,575 |
Financial Planning Ministry Irvine, CA | $1,106,384 | $3,032,774 |
Full Access High Desert Bend, OR | $2,630,516 | $2,248,631 |
Steinberg Institute Sacramento, CA | $1,539,695 | $584,465 |
Mental Health Association For Chinese Communities Castro Valley, CA | $109,284 | $883,451 |
Neighbors For Kids Depoe Bay, OR | $1,462,742 | $765,361 |
Carepossible Inc Laguna Niguel, CA | $52,287 | $522,482 |
Using My Story Inc Whittier, CA | $9,793 | $392,942 |
Western Psychological Association Inc San Diego, CA | $658,356 | $309,412 |
Southern California Youth Emergency Services Inc Escondido, CA | $52,174 | $241,506 |
Necrotizing Enterocolitis Society Davis, CA | $695,204 | $236,756 |
Los Angeles Institute And Society For Psychoanalytic Studies Los Angeles, CA | $224,664 | $180,125 |