Academy Of Financial Planning in Pleasanton, California (CA)
| Employer Identification Number (EIN) | 81-2305521 |
| Name of Organization | Academy Of Financial Planning |
| Address | 5700 Stoneridge Mall Rd Ste 360, Pleasanton, CA 94588-2825 |
| Previous Addresses | 15200 Hesperian Blvd Ste 202, San Leandro, CA 94578-3927 (2021 - 2022) 15200 Hesperian Blvd, San Leandro, CA 94578-3971 (2018 - 2020) 5776 Stoneridge Mall Road, Pleasanton, CA 94588-2832 (2017) |
| Subsection(s) / Classification | Charitable Organization Educational Organization Literary Organization |
| Affiliation | Independent |
| Ruling Date | 05/2016 |
| Deductibility | Contributions are deductible |
| Foundation | 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 |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2025 |
| Asset | $0 |
| Income | $0 |
| Filing Requirement | 990 - Required to file Form 990-N - Income less than $25,000 per year |
| Accounting Period | December (12) |
| Asset Amount | $0 |
| Income Amount | $0 |
| Form 990 Revenue Amount | $0 |
| National Taxonomy of Exempt Entities (NTEE) | Human Services - Multipurpose and Other: Financial Counseling, Money Management |
Data from form 990N
| EIN | 81-2305521 |
| Name | Academy Of Financial Planning |
| Tax period | 2025 (01/01/2025 - 12/31/2025) |
| Mailing Address |
5700 Stoneridge Mall Rd Suite 360 Pleasanton, CA 94588 United States |
| Principal Officer's Name and Address | Daven S Sharma 5700 Stoneridge Mall Rd Suite 360 Pleasanton, CA 94588 United States |
| Organization has terminated | No |
Organizations performing similar types of work
| Financial Haven Inc | Franklinton | NC |
| Alpha Representative Payee Services | Raleigh | NC |
| Usa Homeownership Foundation Inc | Corona | CA |
| Resource Oversight & Guidance Services Inc | Laguna Niguel | CA |
| Conifer Alliance Foundation Trust | Los Altos | CA |
| T&b Consultants | Lincoln | CA |
| Sca Foundation | Santa Barbara | CA |
| Mind Treasures | San Diego | CA |
| Crown Ministries Of Bakersfield | Bakersfield | CA |
| Hold Fast To Dreams | Chula Vista | CA |
Organizations performing similar types of work - median values
- Income amount
- Similar organizations: $0
This organization: $0 - Asset amount
- Similar organizations: $0
This organization: $0