Financial Planning Association
- Assets
- $41.7k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Raleigh, NC
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 56-2202926
Organization Overview
Financial Planning Association is located in Raleigh, 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.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
MEETINGS AND CONFERENCE ARE HELD TO PROVIDE EDUCATION AND NETWORKING OPPORTUNITIES TO MEMBERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brittany Brinckerhoff President | 2 | $0 | |
Jake Rudy Treasurer | 2 | $0 | |
David Hellinger Director | 1 | $0 | |
Michele Davis Director | 1 | $0 | |
Cher-Rhonda Williams Director | 1 | $0 | |
Tom Schaffer Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $24,821 |
| Membership dues | $26,689 |
| Investment income | $722 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $52,232 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $20,681 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $301 |
| Other expenses | $37,077 |
| Total expenses | $58,059 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $39,929 |
| Other assets | $0 |
| Total assets | $41,685 |
| Total liabilities | $9,150 |
| Net assets or fund balances | $32,535 |