Mailing Address

Financial Planning Forum Incorporated
767 Brannan Place
Concord, CA 94518

In Care of Name

KARIN SWANSON

Financial Planning Forum Incorporated is a tax exempt organization located in Concord, California. Donations to Financial Planning Forum Incorporated are not tax deductible. This organization has been in operation for 18 years, which makes it slightly younger than other nonprofits in the state. Financial Planning Forum Incorporated has larger assets when compared to other nonprofits in California. This organization last reported to the IRS more income than average compared to other nonprofits in California.

Classification and Focus

EIN
20-2370670
Organization Code
Code 1: Corporation
Deductibility Code
Code 2: Contributions are not deductible.
Affiliation Code
Code 3: Independent
Subsection and Classification Codes
  • Code 06-2: Business league - 501(c)(6)
Activity Codes
NTEE Common Code
Code S: Community Improvement, Capacity Building
NTEE Code
Code S41: Promotion of Business
Foundation Code
Code 00: All organizations except 501(c)(3)
Exempt Organization Status Code
Code 01: Unconditional Exemption

Financials

Ruling Date
2005-07-01
Accounting Month
June
2013 Income
$36,476
Total Assets
$11,246
Form 990 Revenue Amount
$36,476
Filing Requirement Code
Code 02: 990 - Required to file Form 990-N - Income less than $25,000 per year
PF Filing Requirement Code
Code 0: No 990-PF return