Financial Planning Association
- Assets
- $170.0k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Aurora, CO
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 84-1077808
Organization Overview
Financial Planning Association is located in Aurora, CO. 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 $138.0k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (0.8%) each year. All expenses for the organization totaled $149.5k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (2.4%) per year over the past 9 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
2023
Describe the Organization's Program Activity:
Part 3
PROVIDED EDUCATION ON FINANCIAL PLANNING TOPICS, INCLUDING ETHICS, THROUGH REGULAR CHAPTER MEETINGS, NETWORKING EVENTS AND AN ANNUAL FORUM, COVERING INDUSTRY CHANGES AND BEST PRACTICES TO APPROXIMATELY 650 ATTENDEES IN 2023.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charlie Pastor Director | 5 | $0 | |
Adam Oliver Director | 5 | $0 | |
Marcie Carvalho Director | 5 | $0 | |
Alec Quaid Director | 5 | $0 | |
Sandra Laskowski Director | 5 | $0 | |
Katie Weber Director | 5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $84,847 |
| Membership dues | $39,663 |
| Investment income | $13,489 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $137,999 |
| 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 | $88,332 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $455 |
| Other expenses | $60,701 |
| Total expenses | $149,488 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $167,325 |
| Other assets | $0 |
| Total assets | $170,018 |
| Total liabilities | $30,090 |
| Net assets or fund balances | $139,928 |