Financial Planning Association

Organization Overview

Financial Planning Association is located in Santa Clara, CA. 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 $69.1k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $49.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (6.1%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.

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Financial Statements

Statement of Revenue
Total Revenue from Contributions, Gifts, Grants & Similar$0
Total Program Service Revenue$16,288
Membership dues$22,740
Investment income $7
Gain or Loss$0
Net Income from Gaming & Fundraising$0
Other Revenue$30,020
Total Revenue$69,055

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