Overview
What is Financial Planning Assoc Of The East Bay?
The Financial Planning Assoc of the East Bay is a nonprofit organization, primarily focused on fostering a community of financial planners. They achieve this through regular newsletters and meetings, serving as platforms for members to exchange and disseminate industry-related information. By organizing these events, the association aims to stimulate education and communication within the financial planning sector.
Is Financial Planning Assoc Of The East Bay legitimate?
Financial Planning Assoc Of The East Bay is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Assoc Of The East Bay submitted a form 990EZ, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
Heare are some key statistics you may want to consider:
Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0
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What is the mission statement of Financial Planning Assoc Of The East Bay?
The Financial Planning Assoc of the East Bay's mission revolves around fostering a community of financial planners and promoting education and communication within the industry. They accomplish this through the distribution of newsletters and organizing meetings, providing a platform for members to share and disseminate industry information. These meetings and newsletters serve as valuable resources, enabling members to stay informed and engaged with the latest developments in their field.
What is the revenue of Financial Planning Assoc Of The East Bay?
Financial Planning Assoc Of The East Bay's revenue in 2024 was $63,067.
Who are the executives of Financial Planning Assoc Of The East Bay and what are their salaries?
Here are 3 key members and their salaries:
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- Other: $0
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- Other: $0
- Compensation: $0
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- Other: $0
Where can I find the form 990EZ for Financial Planning Assoc Of The East Bay?
Financial Planning Assoc Of The East Bay's most recent form 990EZ was submitted in 2024 and can be accessed here.
Mission Statement of Financial Planning Assoc Of The East Bay
The Financial Planning Association of the East Bay is an organization dedicated to the association of financial planners and the promotion of education and communication within the industry. This association facilitates the exchange of industry information among its members through regular newsletters and meetings. These gatherings serve as platforms for members to share and discuss industry-related developments, thereby fostering a sense of community and knowledge sharing within the financial planning sector.
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Impact
October, 2024
The Financial Planning Association of the East Bay enhances the professional development and competencies of financial planners in the region. By facilitating education and communication within the industry, it fosters a collaborative environment that empowers financial professionals to share knowledge and best practices. The association’s newsletters and meetings serve as vital platforms for members to stay informed about industry trends, regulatory changes, and innovative strategies, ultimately leading to improved services for clients. This collective effort not only elevates the standards of financial planning but also contributes to the overall financial well-being of the community it serves in Clayton, CA, and beyond.
This information is meant to be a general summary of Financial Planning Assoc Of The East Bay. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2024.
- Investment Income: $3,178
- Program Service Revenue: $16,086
- Gross Receipts: $63,067
Assets and Liabilities:
- Total Assets: $125,378
- Total Liabilities: $0
- Net Assets: $125,378
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Organization Details
Principal Officer
Michael Oconnor
NTEE Category
Code: S41 - Community improvement
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