Financial Planning Association

Organization Overview

Financial Planning Association is located in Charlotte, NC. 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 12/2021, Financial Planning Association generated $52.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (9.1%) each year. All expenses for the organization totaled $38.4k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (12.2%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

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Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$26,500
Membership dues$26,262
Investment income $63
Gain or Loss$0
Net Income from Gaming & Fundraising$0
Other Revenue$0
Total Revenue$52,825

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