NonprofitsFinancial Planning Association

Financial Planning Association

NEWPORT BEACH, CA

Total revenue

$209K

Total expenses

$234K

Net assets

$156K

Grants received

EIN

330269165

Tax year

2023

Mission

Educational activities for membership

Financials

FY 2023

Revenue

Contributions & grants$206K
Program service revenue
Investment income$3K
Other revenue
Total revenue$209K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$234K
Total expenses$234K
Total assets$175K
Net assets$156K

People

2 listed

NameRoleCompensation

JACQUELINE ZWEIG

Treasurer

Board

0

ERIC KIMBRO

President

Board

0

Details

EIN330269165
Subsection06
Ruling date2000-09
Formed2001
Employees0
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo