NonprofitsFinancial Planning Association

Community Improvement & Capacity Building

Financial Planning Association

EAST HAVEN, CT

Total revenue

$154K

Total expenses

$128K

Net assets

$75K

Grants received

EIN

200995386

Tax year

2024

Mission

As a chapter organization of the financial planning association, financial planning assn of ct is a membership organization that champions the value of the financial planning process and advances the financial planning profession, with the certified financial planner ("cfp") designation as its cornerstone. The chapter seeks to foster competent, committed and ethical members; provide educational opportunities to assist members; build a growing membership with a shared vision; and help people recognize the value of the financial planning process as a way to achieve their goals and dreams.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$131K
Investment income$2K
Other revenue
Total revenue$154K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$75K
Total expenses$128K
Total assets$75K
Net assets$75K

People

3 listed

NameRoleCompensation

SALIM PIERRE BOUTAGY CFP CPWA

PRESIDENT

Board

0

LAURA SUNDQUIST

TREASURER

Board

0

PAUL MORRONE

SECRETARY

Board

0

Details

EIN200995386
NTEE codeS41
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo