Financial Planning Forum Inc
501C Nonprofit Organization Information
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- Assets: $1,000 +
- Income: $20,000 +
- Form 990 Revenue: $20,000 +
- Organization Name & Address
Financial Planning Forum Inc
767 Brannan Pl
Concord, CA
94518-2204 - Contact Info Executive Officer Name and Phone Number
Available with membership or
data download - Activity & Mission Description
To Promote Knowledge Of And Interest In Wealth And Estate Planning And Related Subjects; To Provide A Forum Where Members May Exchange Views And Become Better Acquainted With Each Other And Their Work; To Foster Cooperation Among Practitioners In These Fields; To Promote A Better Understanding Of The Proper Relationship Which The Work Of Each Bears To The Others; And Generally To Promote The Best Interests Of Its Members And That Of The General Public Through Helpful Service In Matters Of Wealth And Estate Planning.
- Employer Identification Number (EIN) / Tax ID Nine digit number assigned by the IRS to identify a company
20-2370670
- Form 990 - PDF files What is this? A form 990 is an information return filed with the IRS that shows extensive details on a nonprofit organization's income, assets,
expenses, executives, directors, salaries, compensation, investments, and more
form 990 instructionsAvailable with membership or
data download - Asset Amount
$1,000 + View more asset details with membership or
data download - Income Amount
$20,000 + View more income details with membership or
data download - Form 990 Revenue Amount
$20,000 + View more revenue details with membership or
data download - Expenses
View expense details with membership or
data download - Investment Income
View investment income details with membership or
data download - In Care Of Name The officer, director, etc. to whose attention any correspondence should be directed
Karin Swanson
- Classification(s) Categories under which an organization may be tax exempt
501(C)(6)
- Business League
- Filing Requirement The primary return(s) the organization is required to file
form 990 return form 990 instructionsForm 990 - Not required to file (income less than $25,000) - Taxonomy Classifies an exempt Internal Revenue Code 501 (c)(3) organization
Promotion of Business
- Secondary Name Another name under which this nonprofit organization does business. Also used for trade names, chapter names, or local numbers for subordinate organizations of group rulings
- Affiliation Defines the organizational grouping
This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
- Deductibility Status
Contributions are not deductible
- Principal Activities
-
n/r
- Foundation Type
All organizations except 501(c)(3)
- Tax Period The date of the latest return filed
06/2016
Download all available information for this organization plus form 990 pdf files to your computer, laptop, and phone.
Sample 990 Files (click ot view)
- Phone numbers and other contact information for an organization are typically included in 990 files - click the sample pdf files above to view.