Financial Planning Association
- Assets
- $69.6k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Waunakee, WI
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 39-1985654
Organization Overview
Financial Planning Association is located in Waunakee, WI. 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 $110.5k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.3%) each year. All expenses for the organization totaled $137.5k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Luke Kraft President | 5 | $0 | |
Shannon Nook President Elect | 5 | $0 | |
Brenda Matthias Executive Director | 15 | $43,200 | |
Gregory Nebel Treasurer | 5 | $0 | |
Josh Strzelecki Secretary | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $23,048 |
| Total Program Service Revenue | $50,357 |
| Membership dues | $34,732 |
| Investment income | $1,272 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $1,103 |
| Total Revenue | $110,512 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $43,320 |
| Professional fees and other payments to independent contractors | $16,250 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $29 |
| Other expenses | $77,100 |
| Total expenses | $137,524 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $69,613 |
| Other assets | $0 |
| Total assets | $69,613 |
| Total liabilities | $0 |
| Net assets or fund balances | $69,613 |
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