Financial Planning Association
- Assets
- $17.1k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Palm Beach Gardens, FL
- Founding
- 09/2000
- Data as of
- 12/2022
- EIN
- 65-0997135
Organization Overview
Financial Planning Association is located in Palm Beach Gardens, FL. The organization was established in 2000. According to its NTEE Classification (S20) the organization is classified as: Community & Neighborhood Development, 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 12/2022, Financial Planning Association generated $12.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (21.2%) each year. All expenses for the organization totaled $17.0k during the year ending 12/2022. As we would expect to see with falling revenues, expenses have declined by (19.9%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven Trend President | 3 | $0 | |
Jubin Keyvan Treasurer | 2 | $0 | |
Charles Woldenberg Secretary/pa | 1 | $0 | |
Erin Marie Wallace Director | 1 | $0 | |
Johathan Fernandez-Rubio Director | 1 | $0 | |
Theresa Valinotti Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $11,724 |
| Total Program Service Revenue | $789 |
| Membership dues | $0 |
| Investment income | $0 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $12,513 |
| 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 | $8,845 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $527 |
| Other expenses | $7,632 |
| Total expenses | $17,004 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $17,131 |
| Other assets | $0 |
| Total assets | $17,131 |
| Total liabilities | $0 |
| Net assets or fund balances | $17,131 |