Financial Planning Association

Organization Overview

Financial Planning Association is located in Longwood, FL. 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 $118.6k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.8% each year. All expenses for the organization totaled $79.9k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.

Mission & Program ActivityExcerpts From the 990 Filing

TAX YEAR

2021

Describe the Organization's Mission:

Part 3 - Line 1

PROVIDE LEARNING OPPORTUNITIES IN AREAS OF FINANCIAL EDUCATION TO MEMBERSHIP SO THAT THE MEMBERS MAY PROVIDE GREATER SERVICES TO THEIR CLIENTS, STUDENTS OF FINANCIAL PLANNING AND THE PUBLIC AT LARGE.

Describe the Organization's Program Activity:

Part 3 - Line 4a

EDUCATION SEMINARS AND WORKSHOPS FOR MEMBERS AND STUDENTS.


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Board, Officers & Key Employees

Name (title)Compensation
Sylvia Presley
Treasurer
$0
John West III
Chairman
$0
Mike Salmon
President
$0
Chris Toadvine
Secretary
$0

Financial Statements

Statement of Revenue
Federated campaigns$0
Membership dues$13,479
Fundraising events$0
Related organizations$0
Government grants $9,792
All other contributions, gifts, grants, and similar amounts not included above$0
Noncash contributions included in lines 1a–1f $0
Total Revenue from Contributions, Gifts, Grants & Similar$23,271
Total Program Service Revenue$95,286
Investment income $0
Tax Exempt Bond Proceeds $0
Royalties $0
Net Rental Income $0
Net Gain/Loss on Asset Sales $0
Net Income from Fundraising Events $0
Net Income from Gaming Activities $0
Net Income from Sales of Inventory $0
Miscellaneous Revenue$0
Total Revenue $118,557

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