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EIN 65-0997135

The Financial Planning Association of South Florida

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Palm Beach Gardens
State
Florida
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Education Annual day of learning to provide members with the ability to expand their knowledge and stay up to date in their professions. Periodic social events: To provide members with the ability to meet other professionals and expand their network. To improve The quality of Financial services given by professionals and provided to The public. Education: annual conference; continuing education.
Related structure
The Financial Planning Association of South Florida is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Financial Planning Association of Greater Fort Lauderdale; Financial Planning Association of Broward; FPA of South Florida
Total revenues
$15,135
2023
Total expenses
$19,171
2023
Total assets
$13,095
2023
Num. employees
n/a

Personnel at The Financial Planning Association of South Florida

NameTitleCompensation
Jubin KeyvanTreasurer$0
Joshua DavisPast Treasurer$0

Financials for The Financial Planning Association of South Florida

RevenuesFYE 12/2023
Total grants, contributions, etc.$12,202
Program services$2,933
Membership dues$0
Investment income and dividends$0
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$15,135

Form 990s for The Financial Planning Association of South Florida

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-07990EZView PDF
2022-122023-02-10990EZView PDF
2021-122022-05-13990EZView PDF
2020-122021-09-10990EOView PDF
2019-122021-04-15990EZView PDF
...and 11 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
June 19, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 17, 2023
Updated personnel
Identified 2 new personnel
May 20, 2023
Updated personnel
Identified 4 new personnel
May 12, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
State / local levelNo full-time employees
General information
Address
PO Box 31591
Palm Beach Gardens, FL 33420
Metro area
Miami-Fort Lauderdale-Pompano Beach, FL
County
Palm Beach County, FL
Website URL
southfloridafpa.org/ 
Phone
(561) 372-1378
IRS details
EIN
65-0997135
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
2000
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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