NATIONAL ASSOCIATION OF FINANCIAL PLANNING & EDUCATION
SN LUIS OBISP,
California,
93401
EIN: 82-4121889
Human Services - Multipurpose and Other
MISSION
We are a network of educators dedicated to helping pre-retirees and retirees improve their lives through comprehensive personal finance education.
FORM 1023-EZ for NATIONAL ASSOCIATION OF FINANCIAL PLANNING & EDUCATION
DEMOGRAPHIC
ADDRESS
4669 SNAPDRAGON WAY
93401
COUNTY
san luis obispo county, CA
ORGANIZATIONAL OVERVIEW & RANKINGS
NATIONAL ASSOCIATION OF FINANCIAL PLANNING & EDUCATION is a based in SN LUIS OBISP, CA, focused on Human Services - Multipurpose and Other causes , specifically Financial Counseling, Money Management. Established in October 2018, it operates as an independent corporation and contributions to this organization are tax-deductible .
With total assets of $0.00, this ranks 1,721,127 among 2,656,690 nonprofits nationally (Top 65%), demonstrating developing financial capacity relative to its peers. At the state level, it stands at 107,231 out of 275,729 organizations in CA (Top 39%).
In san luis obispo county, CA, the organization ranks 1,850 out of 2,644 nonprofits by assets (Top 70%), while locally in sn luis obisp, it stands at 470 among 595 organizations (Top 79%).
The organization reported no revenue in the most recent filing period, placing it at 884,974 nationally and 151,942 in CA.
Within its specific NTEE classification (P51 - P: Human Services - Multipurpose and Other), which includes 1,518 similar organizations, NATIONAL ASSOCIATION OF FINANCIAL PLANNING & EDUCATION ranks 1,201 in assets (Top 79%) and 1,157 in revenue (Top 76%).
Note: This organization's tax-exempt status was temporarily revoked on May 15, 2022 .
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
Note: A current revocation appears on the IRS revocation list
Revoked: Sunday, May 15, 2022;
IRS STATEMENT:
"Important note: Just because an organization appears on this list, it does not
mean the organization is currently revoked, as they may have been reinstated."
You may confirm an organization's status by calling the IRS (toll-free) at 1-877-829-5500.
TAX PERIOD
12/2018
ACCOUNTING PERIOD
12
INCOME CODE
N/A
INCOME AMOUNT
$0.00
FORM 990 REVENUE AMOUNT
$0.00
RULING DATE
10/2018
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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