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FINANCIAL PLANNING FORUM INC

CONCORD, California, 94518

EIN: 20-2370670

Community Improvement, Capacity Building

DEMOGRAPHIC

ADDRESS
767 BRANNAN PL
94518
COUNTY
contra costa county, CA
IN CARE OF NAME
KARIN SWANSON

ORGANIZATIONAL OVERVIEW & RANKINGS

FINANCIAL PLANNING FORUM INC is a based in CONCORD, CA, focused on Community Improvement, Capacity Building causes , specifically Promotion of Business. Established in July 2005, it operates as an independent corporation and contributions are not tax-deductible .

With total assets of $3,985.00, this ranks 730,888 among 2,656,690 nonprofits nationally (Top 28%), demonstrating moderate financial capacity relative to its peers. At the state level, it stands at 79,997 out of 275,729 organizations in CA (Top 30%).

In contra costa county, CA, the organization ranks 2,473 out of 8,123 nonprofits by assets (Top 31%), while locally in concord, it stands at 270 among 771 organizations (Top 34%).

The organization reported annual revenue of $28,809.00, ranking 543,606 nationally (Top 21%) and 60,513 in CA (Top 22%).

Within its specific NTEE classification (S41 - S: Community Improvement, Capacity Building), which includes 21,510 similar organizations, FINANCIAL PLANNING FORUM INC ranks 8,861 in assets (Top 42%) and 7,812 in revenue (Top 37%).

The organization files a 990 - Required to file Form 990-N - Income less than $25,000 per year and operates on a May fiscal year.

CLASSIFICATION

ORGANIZATION CODE
1: Corporation
DEDUCTIBILITY CODE
2: Contributions are not deductible
AFFILIATION CODE
3: Independent
SUBSECTION/CLASSIFICATION CODES
ACTIVITY CODES
N/A
NTEE COMMON CODE
S: Community Improvement, Capacity Building
NTEE CODE
S41: Promotion of Business
FOUNDATION CODE
N/A
EXEMPT ORGANIZATION STATUS CODE
N/A

FINANCIALS

TAX PERIOD
06/2016
ACCOUNTING PERIOD
06
INCOME CODE
3: $25,000 to $99,999
INCOME AMOUNT
$28,809.00
FORM 990 REVENUE AMOUNT
$28,809.00
RULING DATE
07/2005
ASSET CODE
1: $1 to $9,999
ASSET AMOUNT
$3,985.00
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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