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EIN 58-1311876

Financial Planning Association of the East Bay

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Clayton
State
California
Year formed
1978
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Association of Financial planners and the education and communication within the industry. Newsletters and meetings by and for the members communicating industry information. Newsletter and meetings by and for members to communicate industry information. Newsletter and meeting by and for members to communicate industry information.
Related structure
Financial Planning Association of the East Bay is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of the East Bay
Total revenues
$83,971
2023
Total expenses
$113,561
2023
Total assets
$95,788
2023
Num. employees
n/a

Personnel at Financial Planning Association of the East Bay

NameTitleCompensation
Krysta PattersonExecutive Director$0
Eric FlettPresident$0

Financials for Financial Planning Association of the East Bay

RevenuesFYE 12/2023
Total grants, contributions, etc.$64,436
Program services$12,878
Membership dues$23,602
Investment income and dividends$6,657
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$83,971

Form 990s for Financial Planning Association of the East Bay

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-10990EZView PDF
2022-122023-05-11990EZView PDF
2021-122022-04-07990EZView PDF
2020-122021-05-28990EZView PDF
2019-122021-04-15990EZView PDF
...and 9 more Form 990s
Data update history
July 6, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 30, 2023
Updated personnel
Identified 2 new personnel
June 26, 2023
Used new vendors
Identified 1 new vendor, including
June 13, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
May 23, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsFundraising races, competitions, and tournaments
General information
Address
PO Box 948
Clayton, CA 94517
Metro area
San Francisco-Oakland-Berkeley, CA
County
Contra Costa County, CA
Phone
(925) 935-9691
IRS details
EIN
58-1311876
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1978
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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