NonprofitsFinancial Planning Association

Financial Planning Association

WESTLAKE, OH

Total revenue

$82K

Total expenses

$137K

Net assets

$98K

Grants received

EIN

311678285

Tax year

2024

Mission

To support the financial planning profession.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$79K
Investment income$3K
Other revenue
Total revenue$82K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$99K
Total expenses$137K
Total assets$98K
Net assets$98K

People

11 listed

NameRoleCompensation

MADDI KEEGAN

PRESIDENT

Board

1 hrs/wk

BRIAN HOUTS

PRESIDENT-ELECT

Board

1 hrs/wk

SUMMER ANDERSON

TREASURER

Board

1 hrs/wk

TJ BURKETT

SECRETARY

Board

1 hrs/wk

BRIANNE CRONENWETT

PROGRAMS DIRECTOR

Board

1 hrs/wk

KELLY AUGSPURGER

MEMBERSHIP DIRECTOR

Board

1 hrs/wk

JESSE STACY

NEX GEN DIRECTOR

Board

1 hrs/wk

CANDACE DELUCA

PRO BONO DIRECTOR

Board

1 hrs/wk

EMILY COIL

CHAPTER EXECUTIVE DIRECTOR

Board

1 hrs/wk

CHRIS RULE

CHAIR/PAST PRESIDENT

Board

1 hrs/wk

MIKE MCMEANS

SPONSORSHIP DIRECTOR

Board

1 hrs/wk

Details

EIN311678285
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo