ACADEMY OF FINANCIAL PLANNING
PLEASANTON,
California,
94588
EIN: 81-2305521
Human Services - Multipurpose and Other
MISSION
DEMOGRAPHIC
ADDRESS
5700 STONERIDGE MALL RD STE 360
94588
COUNTY
alameda county, CA
ORGANIZATIONAL OVERVIEW & RANKINGS
ACADEMY OF FINANCIAL PLANNING is a based in PLEASANTON, CA, focused on Human Services - Multipurpose and Other causes , specifically Financial Counseling, Money Management. Established in May 2016, it operates as an independent corporation and contributions to this organization are tax-deductible .
With total assets of $0.00, this ranks 1,016,620 among 2,656,690 nonprofits nationally (Top 39%), demonstrating moderate financial capacity relative to its peers. At the state level, it stands at 150,257 out of 275,729 organizations in CA (Top 55%).
In alameda county, CA, the organization ranks 6,398 out of 14,193 nonprofits by assets (Top 46%), while locally in pleasanton, it stands at 503 among 771 organizations (Top 63%).
The organization reported no revenue in the most recent filing period, placing it at 1,323,851 nationally and 79,774 in CA.
Within its specific NTEE classification (P51 - P: Human Services - Multipurpose and Other), which includes 1,518 similar organizations, ACADEMY OF FINANCIAL PLANNING ranks 1,033 in assets (Top 68%) and 989 in revenue (Top 65%).
The organization files a 990 - Required to file Form 990-N - Income less than $25,000 per year and operates on a November fiscal year.
CLASSIFICATION
ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
1: Contributions are deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
P: Human Services - Multipurpose and Other
NTEE CODE
P51: Financial Counseling, Money Management
FOUNDATION CODE
16: Organization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes. 509(a)(2)
EXEMPT ORGANIZATION STATUS CODE
N/A
FINANCIALS
TAX PERIOD
12/2023
ACCOUNTING PERIOD
12
INCOME CODE
N/A
INCOME AMOUNT
$0.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
05/2016
ASSET CODE
N/A
ASSET AMOUNT
$0.00
FILING REQUIREMENT CODE
990 - Required to file Form 990-N - Income less than $25,000 per year
PF FILING REQUIREMENT CODE
No 990-PF return
Disclaimer: While we are confident of the accuracy of the information on this page, we encourage you verify the information directly with IRS. The IRS has a toll-free number for this at 1-877-829-5500 or visit www.irs.gov.
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