Financial Planning Association
- Assets
- $80.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Scottsdale, AZ
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 86-0453676
Organization Overview
Financial Planning Association is located in Scottsdale, AZ. 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 12/2023, Financial Planning Association generated $80.6k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $71.6k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (4.5%) 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
1 SYMPOSIUM-VARIOUS SPEAKERS EDUCATING FINANCIAL ADVISORS APPROX. 70 MEMBERS AND 38 GUESTS SERVED. 2 FPA DAYS-CLASSES AND INDIVIDUAL PRO BONO PLANNING SESSIONS 74 PEOPLE FROM THE COMMUNITY SERVED. CONTINUED ON SCH. O
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dale Walters President | 4 | $0 | |
Drake Qualls President Elect | 4 | $0 | |
Steve Syrmopoulos Secretary | 2 | $0 | |
Ken Osborn Treasurer | 2 | $0 | |
William Cerynik Chair | 2 | $0 | |
Murray Smith Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $46,397 |
| Total Program Service Revenue | $2,425 |
| Membership dues | $26,269 |
| Investment income | $1,061 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $80,582 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $22,500 |
| Professional fees and other payments to independent contractors | $27,433 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $21,663 |
| Total expenses | $71,596 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $59,468 |
| Other assets | $0 |
| Total assets | $80,438 |
| Total liabilities | $1,941 |
| Net assets or fund balances | $78,497 |