The Financial Planning Association Of South Florida Inc

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

EIN: 650997135 ✦ Palm beach gardens, FL ✦ Designated as a 501(c)(6)

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Overview

What is The Financial Planning Association Of South Florida Inc?

The Financial Planning Association of South Florida Inc. is a nonprofit organization, although the specific location within South Florida is not provided in the information. Their primary focus is not explicitly stated, but the description suggests they may offer resources and insights related to financial planning. The organization seems to have some limitations for unregistered users, requiring account creation to access more profile details. However, without further information, it's challenging to provide a comprehensive summary of their activities or mission.


Official website here: www.southfloridafpa.org

Is The Financial Planning Association Of South Florida Inc legitimate?

The Financial Planning Association Of South Florida Inc is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Financial Planning Association Of South Florida Inc 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.southfloridafpa.org

What is the mission statement of The Financial Planning Association Of South Florida Inc?

The Financial Planning Association of South Florida Inc does not provide a clear mission statement in the given information. However, their activity or mission description suggests that they may focus on promoting financial planning, possibly through education, resources, and support for individuals. They might aim to enhance financial literacy and empower individuals to make informed financial decisions. However, without a specific mission statement, these are just inferences based on the provided data.


Official website here: www.southfloridafpa.org

Who is the CEO of The Financial Planning Association Of South Florida Inc?

Steven Trend is the President of The Financial Planning Association Of South Florida Inc.


Official website here: www.southfloridafpa.org

What is the revenue of The Financial Planning Association Of South Florida Inc?

The Financial Planning Association Of South Florida Inc's revenue in 2022 was $12,513.


Official website here: www.southfloridafpa.org

Who are the executives of The Financial Planning Association Of South Florida Inc and what are their salaries?


Here are 6 key members and their salaries:


Steven Trend (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jubin Keyvan (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Charles Woldenberg (Secretary/Pa)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erin Marie Wallace (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Johathan Fernandez-Rubio (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Theresa Valinotti (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.southfloridafpa.org

Where can I find the form 990EZ for The Financial Planning Association Of South Florida Inc?

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


Official website here: www.southfloridafpa.org

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

Mission Statement of The Financial Planning Association Of South Florida Inc

The Financial Planning Association of South Florida Inc, in its mission, does not provide specific details. However, based on the information available, it can be inferred that the organization likely focuses on financial planning. The description provided mentions a limit for profile views, suggesting that the organization may offer resources or services related to finance and financial planning. It is not known if the mission of The Financial Planning Association of South Florida Inc is solely focused on financial planning or if it has a broader scope. Without more information, it is challenging to provide a more detailed summary of the organization's mission.

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Impact




October, 2024

The Financial Planning Association of South Florida Inc plays a significant role in enhancing the financial literacy and well-being of the local community. By focusing on community improvement, the organization offers resources and educational programs that empower individuals and families to make informed financial decisions. Through workshops, seminars, and networking opportunities, it fosters collaboration among financial professionals, thereby promoting responsible financial practices and increasing access to financial services. This impact leads to stronger economic stability within the Palm Beach Gardens area and contributes to the overall enhancement of community financial health.




This information is meant to be a general summary of The Financial Planning Association Of South Florida Inc. 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
$12,513 (2022)
Expenses
$17,004 (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: $789
  • Gross Receipts: $12,513

Assets and Liabilities:

  • Total Assets: $17,131
  • Total Liabilities: $0
  • Net Assets: $17,131

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Organization Details

Principal Officer

Steven Trend

Main Address

PO BOX 31591, PALM BEACH GARDENS, FL, 33420

NTEE Category

Code: S41 - Community improvement

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