Nonprofits›Financial Planning Association
Community Improvement & Capacity Building
Financial Planning Association
WESTBOROUGH, MA
Total revenue
$205K
Total expenses
$215K
Net assets
$207K
Grants received
—
EIN
042892459
Tax year
2024
Mission
Provide education and information for financial advisors
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$198K
Investment income$7K
Other revenue—
Total revenue$205K
Expenses
Grants paid$7K
Salaries & benefits—
Fundraising—
Other expenses$208K
Total expenses$215K
Total assets$207K
Net assets$207K
People
11 listed
NameRoleCompensation
KRISTIN BEANE
EXECUTIVE DI
Board
—
5 hrs/wk
MARYBETH BREED
PRESIDENT
Board
—
5 hrs/wk
EMILY DUNFORD
TREASURER/CL
Board
—
5 hrs/wk
AKEIVA ELLIS
DIRECTOR
Board
—
5 hrs/wk
SAM GOUGH
PRESIDENT-EL
Board
—
5 hrs/wk
KAYLA HOLLAND
DIRECTOR
Board
—
5 hrs/wk
RENE JARQUIN
DIRECTOR
Board
—
5 hrs/wk
KATHLEEN KENEALY
DIRECTOR
Board
—
5 hrs/wk
ABE RINGER
DIRECTOR
Board
—
5 hrs/wk
KAREN VAN VOORHIS
DIRECTOR
Board
—
5 hrs/wk
KEVIN WILLIAMS
CHAIR
Board
—
5 hrs/wk
Independent contractors
ENDEAVOR CONSULTING LLC
MANAGEMENT SVCE
Details
EIN042892459
NTEE codeS41
Subsection06
Ruling date2000-09
Formed1985
Employees0
Volunteers100