Financial Planning Association

Organization Overview

Financial Planning Association is located in Woodstock, GA. 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 $85.0k 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 (6.3%) each year. All expenses for the organization totaled $70.2k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (8.7%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990EZ Filing

TAX YEAR

2021

Describe the Organization's Program Activity:

Part 3

DURING 2021, CHAPTER MEETINGS WERE HELD FOR THE MEMBERSHIP WITH FEATURED SPEAKERS ON TOPICS RELEVANT TO THE FINANCIAL PLANNING PROFESSION. IN ADDITION, A REGIONAL CONFERENCE WAS HELD WITH APPROXIMATELY 175 ATTENDING.


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Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$43,550
Membership dues$41,490
Investment income $4
Gain or Loss$0
Net Income from Gaming & Fundraising$0
Other Revenue$0
Total Revenue$85,044

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