Financial Planning Association
- Assets
- $72.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Austin, TX
- Founding
- 09/2000
- Data as of
- 12/2021
- EIN
- 74-2993593
Organization Overview
Financial Planning Association is located in Austin, TX. 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 $66.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.4%) each year. All expenses for the organization totaled $50.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (5.9%) per year over the past 7 years. 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
2021
Describe the Organization's Program Activity:
Part 3
THE ORGANIZATION OFFERS A WEBSITE, EDUCATIONAL PROGRAMS, AND CONFERENCES THAT PROVIDE THE FINANCIAL PLANNING COMMUNITY AN OPPORTUNITY TO NETWORK, LEARN, SHARE, AND BUILD THEIR KNOWLEDGE IN THE FINANCIAL PLANNING PROCESS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sarah Frankenfeld Chapter Executive | 25 | $25,000 | |
Ann Connolly CFP Treasurer | 2.5 | $0 | |
Margaret Casey CFP Chairman | 1 | $0 | |
Hannah Simpson CFP Secretary | 1 | $0 | |
Ross Patterson CFP Pro Bono Director | 2.5 | $0 | |
Donald Beattie CFP Membership Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $27,020 |
| Total Program Service Revenue | $6,695 |
| Membership dues | $32,343 |
| Investment income | $2 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $66,060 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $25,000 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $107 |
| Printing, publications, postage, and shipping | $250 |
| Other expenses | $24,689 |
| Total expenses | $50,046 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $72,428 |
| Other assets | $0 |
| Total assets | $72,428 |
| Total liabilities | $0 |
| Net assets or fund balances | $72,428 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Self-Governance Communication And Educational Tribal Consortium Tulsa, OK | $3,897,898 | $1,160,215 |
Foster Angels Of Central Texas Foundation Austin, TX | $674,040 | $1,338,240 |
Aeronautical Center Employees Child Care Center Inc Oklahoma City, OK | $45,495 | $721,170 |
The Nonprofit Council Inc San Antonio, TX | $316,868 | $370,197 |
Texas Assoc For Marriage & Family Therapy Inc Austin, TX | $75,541 | $251,388 |
Louisiana Assisted Living Association Youngsville, LA | $182,228 | $155,847 |
Financial Planning Association Plano, TX | $351,180 | $200,903 |
Wichita County Medical Alliance Wichita Falls, TX | $126,161 | $67,934 |
Leadingage Gulf States Marrero, LA | $227,138 | $0 |
National Association Of Community And Restorative Justice San Antonio, TX | $233,010 | $179,784 |
Financial Planning Association Frisco, TX | $172,330 | $0 |
National Business Travel Association Inc San Antonio, TX | $79,376 | $0 |