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EIN 95-4104209

Consultants and Financial Planners Professional Association

IRS 501(c) type
501(c)(9)
Num. employees
0
City
West Hills
State
California
Year formed
1988
Most recent tax filings
2022-12-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Consultants and Financial Planners Professional Association provides insurance benefit plans for small businesses and employers. It operates as fraternal beneficiary societies and voluntary employees associations. The organization is situated in Tarzana, CA.
Also known as...
Southern California Consultants and Financial Planners Prof Association Veba; Benefits Coord; Saakvitne Law
Total revenues
$161,668
2022
Total expenses
$167,231
2022
Total assets
$8,356,438
2022
Num. employees
0
2022

Program areas at Consultants and Financial Planners Professional Association

Providing insurance benefit plans for small businesses and employers

Personnel at Consultants and Financial Planners Professional Association

NameTitle
Steve RosebaughTrustee

Financials for Consultants and Financial Planners Professional Association

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Program services$0
Investment income and dividends$2,015
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$159,653
Total revenues$161,668

Form 990s for Consultants and Financial Planners Professional Association

Fiscal year endingDate received by IRSFormPDF link
2021-122022-11-14990View PDF
2020-122021-11-11990View PDF
2018-122020-01-03990View PDF
2017-122019-02-21990View PDF
2016-122018-01-18990View PDF
...and 9 more Form 990s
Data update history
July 9, 2023
Used new vendors
Identified 3 new vendors, including , , and
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
April 30, 2021
Posted financials
Added Form 990 for fiscal year 2018
October 2, 2020
Posted financials
Added Form 990 for fiscal year 2017
February 26, 2019
Updated personnel
Identified 1 new personnel
Nonprofit Types
Fraternal societiesMutual assistance organizationsProfessional associationsBusiness and community development organizations
Issues
Community improvementBusiness and industry
Characteristics
State / local levelNo full-time employees
General information
Address
8493 Farralone Ave 101
West Hills, CA 91304
Metro area
Los Angeles-Long Beach-Anaheim, CA
Phone
(818) 631-7028
IRS details
EIN
95-4104209
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1988
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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