Financial Planning Association
- Assets
- $100.5k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Birmingham, AL
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 63-1243277
Organization Overview
Financial Planning Association is located in Birmingham, AL. The organization was established in 2000. According to its NTEE Classification (S41) the organization is classified as: Chambers of Commerce & Business Leagues, under the broad grouping of Community Improvement & Capacity Building 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 $90.6k in total revenue. This represents relatively stable growth, over the past 9 years the organization has increased revenue by an average of 6.0% each year. All expenses for the organization totaled $66.5k during the year ending 12/2023. While expenses have increased by 2.4% per year over the past 9 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3
MONTHLY MEETINGS AND ANNUAL SYMPOSIUM FOR MEMBERS OF FPA AND NON-MEMBER CFP CERTIFICANTS FOR PURPOSE OF OBTAINING CONTINUING PROFESSIONAL EDUCATION CREDITS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Taylor Brown Secretary-Treasurer | 2 | $0 | |
Ross Kennedy Partnership Director | 2 | $0 | |
Mac Frasier President Elect | 2 | $0 | |
Isabella Blount Membership Recruitment Dir | 2 | $0 | |
Rob Herndon Program Director | 2 | $0 | |
Patricia Morris Chapter Executive | 20 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $77,055 |
| Membership dues | $13,430 |
| Investment income | $122 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $90,607 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $21,200 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $220 |
| Printing, publications, postage, and shipping | $290 |
| Other expenses | $44,834 |
| Total expenses | $66,544 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $100,536 |
| Other assets | $0 |
| Total assets | $100,536 |
| Total liabilities | $0 |
| Net assets or fund balances | $100,536 |