Financial Planning Association

Organization Overview

Financial Planning Association is located in Miami, 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 12/2022, Financial Planning Association generated $111.7k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.9% each year. All expenses for the organization totaled $122.4k during the year ending 12/2022. While expenses have increased by 7.4% per year over the past 7 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.

Mission & Program ActivityExcerpts From the 990EZ Filing

TAX YEAR

2022

Describe the Organization's Program Activity:

Part 3

COMMUNITY, BUSINESS AND INDUSTRY PROGRAMS, GENRAL OUTREACH PROGRAMS TO TEACH FINANCIAL PLANNING TOPICS TO THOSE WHO CANNOT AFFORD TO PURCHASE THE SERVICES.


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Board, Officers & Key Employees

Name (title)Compensation
Beverley Todd
Exec. Dir/ce
$0
Angel Torres
Treasurer
$0

Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$1,252
Total Program Service Revenue$100,612
Membership dues$9,830
Investment income $0
Gain or Loss$0
Net Income from Gaming & Fundraising$0
Other Revenue$0
Total Revenue$111,694

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