NonprofitsFinancial Planning Association

Community Improvement & Capacity Building

Financial Planning Association

LOUDONVILLE, NY

Total revenue

$54K

Total expenses

$66K

Net assets

$36K

Grants received

EIN

141826848

Tax year

2024

Mission

To serve the educational needs of it's members and to establish the value of financial planning for the public.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$45K
Investment income$25
Other revenue
Total revenue$54K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$66K
Total expenses$66K
Total assets$36K
Net assets$36K

People

9 listed

NameRoleCompensation

MICHAEL J BRUNELL

TREASURER

Board

2 hrs/wk

THOMAS MCGRATH

PAST PRESIDENT

Board

2 hrs/wk

HOWARD KIBRICK

PRESIDENT AS OF 1/1/2024

Board

2 hrs/wk

STEPHANIE COGAN

EXECUTIVE DIRECTOR

Board

2 hrs/wk

MARIA NATARELLI

DIRECTOR

Board

2 hrs/wk

DEREK GRAY

DIRECTOR

Board

2 hrs/wk

BECKY SCIORTINO

DIRECTOR

Board

2 hrs/wk

JIM DAVOS

DIRECTOR

Board

2 hrs/wk

SUSAN SCHELL

DIRECTOR

Board

2 hrs/wk

Details

EIN141826848
NTEE codeS41
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo