NonprofitsFinancial Planning Association

Financial Planning Association

INDIANAPOLIS, IN

Total revenue

$84K

Total expenses

$66K

Net assets

$70K

Grants received

EIN

352098083

Tax year

2024

Mission

Establish the value of financial planning to the success of the financial planning profession

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue
Investment income$885
Other revenue$200
Total revenue$84K

Expenses

Grants paid
Salaries & benefits$37K
Fundraising
Other expenses$29K
Total expenses$66K
Total assets$70K
Net assets$70K

People

16 listed

NameRoleCompensation

ROXANNE MCGETTIGAN

CHAPTER EXECUTIVE

Board

$37K

15 hrs/wk

ADAM CMEJLA

PRESIDENT

Board

5 hrs/wk

BRAD YU

TREASURER

Board

5 hrs/wk

SHAUN IRWIN

SECRETARY

Board

5 hrs/wk

MATT SIGLER

MEMBERSHIP DIRECTOR

Board

5 hrs/wk

ED WILDERMUTH

NEXGEN CO-DIRECTOR

Board

5 hrs/wk

AUSTIN ANGEL

NEXGEN CO-DIRECTOR

Board

5 hrs/wk

JEFF HESS

PROGRAM CO-DIRECTOR

Board

5 hrs/wk

MYCHAL EAGLESON

CHAIRMAN

Board

5 hrs/wk

JESSE VASQUEZ

PRO BONO CO-DIRECTOR

Board

5 hrs/wk

CHAD REED

PRO BONO CO-DIRECTOR

Board

5 hrs/wk

BENJAMEN BANKS

PARTNERSHIP DIRECTOR

Board

5 hrs/wk

BRIAN WRIGHT

PAST PRESIDENTS CLUB

Board

5 hrs/wk

MARGARET GOOLEY

DIRECTOR AT LARGE

Board

5 hrs/wk

JOE GIANOLI

DIRECTOR AT LARGE

Board

5 hrs/wk

DAVID KLAUS

PROGRAM CO-DIRECTOR

Board

5 hrs/wk

Details

EIN352098083
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo