Financial Planning Association
- Assets
- $68.4k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Tigard, OR
- Founding
- 09/2000
- Data as of
- 12/2023
- EIN
- 93-1284924
Organization Overview
Financial Planning Association is located in Tigard, OR. 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 $86.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (3.4%) each year. All expenses for the organization totaled $111.0k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (0.3%) 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
PROVIDE CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT TO FINANCIAL PLANNING PROFESSIONALS
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 |
|---|---|---|---|
Traci Nelson President | 2 | $0 | |
Ryan Price Past Preside | 1 | $0 | |
Johanna Blackwell Treasurer | 2 | $0 | |
Jessica Porter Secretary | 2 | $0 | |
Brian Adams At-Large Dir | 1 | $0 | |
Marc Kadomatsu At-Large Dir | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $66,330 |
| Membership dues | $18,942 |
| Investment income | $863 |
| Gain or Loss | $0 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $86,135 |
| 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 | $42,590 |
| Occupancy, rent, utilities, and maintenance | $300 |
| Printing, publications, postage, and shipping | $348 |
| Other expenses | $67,751 |
| Total expenses | $110,989 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $65,497 |
| Other assets | $0 |
| Total assets | $68,417 |
| Total liabilities | $1,583 |
| Net assets or fund balances | $66,834 |