Nonprofits›Financial Planning Association

Financial Planning Association

ORLAND PARK, IL

Website

Total revenue

$136K

Total expenses

$120K

Net assets

$47K

Grants received

—

EIN

364412075

Tax year

2024

Mission

Service to the needs of the organizations members and the programs and services to members including but not limited to educational classes & seminars, regular membership meetings, local & state governmental affairs, public relations and public affairs

Programs

1 program

The Conference for Advanced Planning was held on September 13, 2024. There was 140 attendees at the conference hosted at Morningstar HQ. There were several other in person networking events throughout the year.

Expenses: $60K

Financials

FY 2024

Revenue

Contributions & grants$56K
Program service revenue$80K
Investment income$2
Other revenue$305
Total revenue$136K

Expenses

Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$120K
Total expenses$120K
Total assets$56K
Net assets$47K

People

11 listed

NameRoleCompensation

Donovan Sanchez

Chairman

Board

—

5 hrs/wk

Ted J Yeo

President

Board

—

5 hrs/wk

Lizabeth Menjavar

President-Elect

Board

—

5 hrs/wk

Eric Billimoria

SecretaryTreasurer

Board

—

5 hrs/wk

Olivia Holt

Director of Education- Events

Board

—

5 hrs/wk

Baili Roy

Director of Education- Events

Board

—

5 hrs/wk

Lance Eaton

Director of Advocacy

Board

—

5 hrs/wk

Leslie Girote

Director of Pro-Bono

Board

—

5 hrs/wk

Stephanie Laude

Director of Education-Events

Board

—

5 hrs/wk

Siree Sandberg Bakakos

Director

Board

—

5 hrs/wk

Scot Dobbs

Director

Board

—

5 hrs/wk

Details

EIN364412075
Subsection06
Ruling date2000-09
Formed2001
Employees0
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo