Mission
To promote Financial Planning education to all US residents without regard to any race or religion
Small Public Charity
Academy of Financial Planning
Based in San Leandro, CA, Academy of Financial Planning operates as a Small Public Charity. The organization reported $3K in revenue, $1K in expenses, $14K in total assets for fiscal year 2020. Imperigo tracks 2 reported grant relationships connected to this organization totaling approximately $36K.
EIN: 812305521
San Leandro, CA
Financial Counseling
NTEE: P51
Latest filing: 2020
Total Revenue$3K
Total Expenses$1K
Total Assets$14K
Grant Records2
Funding Total$36K
Filing Years2017–2020
Sample Grants Received
Unrestricted
$20,000
Education
$16,500
Showing up to 5 of 2 total records — full history available with membership.
Officers & Directors
Secretary
Anu Sharma
Treasurer
Khush Bodhan
President
Sumeet Bansal
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2020 | $3K | $1K | $14K |
| 2019 | $3K | $1K | $13K |
| 2018 | $10K | $3K | $11K |
| 2017 | $6K | $13K | $4K |
Between 2017 and 2020, reported annual revenue declined from $6K to $3K (-45%), with total assets most recently reported at $14K.
Interactive year-over-year charts and full filing details available with membership.