Nonprofits›Financial Planning Association
Community Improvement & Capacity Building
Financial Planning Association
WAYNE, PA
Total revenue
$134K
Total expenses
$137K
Net assets
$136K
Grants received
—
EIN
233080361
Tax year
2024
Mission
To provide educational and support services to its members and to promote public awareness of the financial planning profession
Programs
1 program
Provision of member services
Expenses: $2K
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$54K
Investment income$13K
Other revenue$67K
Total revenue$134K
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$137K
Total expenses$137K
Total assets$136K
Net assets$136K
People
9 listed
NameRoleCompensation
DAVID EMERY CFP CDFA MBA
ADVOCACY
Board
—
MICHAEL HARTNETT
EDUCATION/ST
Board
—
HALEY ROSA
MEMBERSHIP
Board
—
TIMOTHY HEWITT
TREASURER
Board
—
SCOTT PULSIFER
PRESIDENT
Board
—
TAYLOR VENANZI
PRESIDENT EL
Board
—
DANIEL B BRADY CFP MBA
CHAIRMAN
Board
—
JAMES CIAMACCO
NEXGEN
Board
—
PETER AYOUB
AT LARGE
Board
—
Details
EIN233080361
NTEE codeS41
Subsection06
Ruling date2000-09
Formed1983
Employees0