Financial Planning Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 650991548 ✦ Miami, FL ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association?

The Financial Planning Association, specifically the Fpa of Miami, is a nonprofit organization dedicated to promoting financial planning. They achieve this by organizing various community, business, and industry programs, as well as engaging in general outreach initiatives. Their primary goal is to educate individuals, who might not have the financial means, on essential financial planning topics. This nonprofit contributes to bridging the gap in financial literacy, thereby empowering individuals to make informed decisions about their finances.


Official website here: www.fpamiamidade.org

Is Financial Planning Association legitimate?

Financial Planning Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association 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.


Official website here: www.fpamiamidade.org

What is the mission statement of Financial Planning Association?

The Financial Planning Association, or FPA, aims to promote financial planning by organizing community, business, and industry programs, as well as general outreach initiatives. Their main objective is to educate individuals who may not have the financial means to access such services, on various financial planning topics. This is done through their programs and initiatives, ultimately aiming to broaden the understanding and accessibility of financial planning.


Official website here: www.fpamiamidade.org

Who is the CEO of Financial Planning Association?

Angel Torres is the Treasurer of Financial Planning Association.


Official website here: www.fpamiamidade.org

What is the revenue of Financial Planning Association?

Financial Planning Association's revenue in 2022 was $111,694.


Official website here: www.fpamiamidade.org

Who are the executives of Financial Planning Association and what are their salaries?


Here are 2 key members and their salaries:


Beverley Todd (Exec. Dir/Ce)
  • Compensation: $0
  • Related: $0
  • Other: $0
Angel Torres (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpamiamidade.org

Where can I find the form 990EZ for Financial Planning Association?

Financial Planning Association's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.fpamiamidade.org

Learn more at the official website: www.fpamiamidade.org

Mission Statement of Financial Planning Association

The Financial Planning Association, or FPA, is committed to fostering financial planning by organizing various community, business, and industry programs, as well as undertaking general outreach initiatives. Their primary objective is to educate individuals who may not have the financial means to acquire these services. By doing so, the FPA aims to broaden the understanding and implementation of financial planning principles, thereby empowering more people to make informed decisions about their financial future.

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Impact




October, 2024

The Financial Planning Association (FPA) of Miami significantly impacts the community by promoting financial literacy and empowering individuals with the knowledge and resources needed for effective financial planning. Through a variety of community, business, and industry programs, the FPA educates individuals who may lack access to professional financial services. Their outreach initiatives focus on key financial planning topics, ensuring that even those with limited means can gain essential skills for managing their finances. By fostering a more informed community, the FPA helps to improve overall financial well-being and supports a culture of sustainable financial practices in Miami.




This information is meant to be a general summary of Financial Planning Association. 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.

Revenue
$111,694 (2022)
Expenses
$122,378 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $100,612
  • Gross Receipts: $111,694

Assets and Liabilities:

  • Total Assets: $35,900
  • Total Liabilities: $10,970
  • Net Assets: $24,930

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Organization Details

Principal Officer

Angel Torres

Main Address

6815 BISCAYNE BLVD SUITE 103 323, MIAMI, FL, 33138

NTEE Category

Code: S41 - Community improvement

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