Financial Planning Association
- Assets
- $78.9k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Bay Village, OH
- Founding
- 09/2000
- EIN
- 34-1961216
Organization Overview
Financial Planning Association is located in Bay Village, OH. 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 undefined, Financial Planning Association generated $86.4k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 7.1% each year. All expenses for the organization totaled $86.6k during the year ending undefined. While expenses have increased by 5.9% per year over the past 5 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
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
Describe the Organization's Program Activity:
Part 3
TO DEVELOP PROGRAMS AND SERVICES TO ESTABLISH THE VALUE AND SUCCESS OF THE FINANCIAL PLANNING PROFESSION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Mike Mc Reynolds Secretary | 5 | $0 | |
Jenna Keesey Vice President | 5 | $0 | |
Randy Ellis President | 5 | $0 | |
Robert Smee Treasurer | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $63,325 |
| Membership dues | $22,708 |
| Investment income | $349 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $86,382 |
| Statement of Expenses | |
|---|---|
| Total expenses | $86,616 |
| Balance Sheet | |
|---|---|
| Total assets | $78,915 |
| Total liabilities | $0 |
| Net assets or fund balances | $78,915 |
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