NonprofitsFinancial Planning Association

Financial Planning Association

WAUNAKEE, WI

Total revenue

$127K

Total expenses

$109K

Net assets

$88K

Grants received

EIN

391985654

Tax year

2024

Mission

Promote Financial Planning

Financials

FY 2024

Revenue

Contributions & grants$45K
Program service revenue$43K
Investment income$3K
Other revenue$1K
Total revenue$127K

Expenses

Grants paid$825
Salaries & benefits$44K
Fundraising
Other expenses$54K
Total expenses$109K
Total assets$88K
Net assets$88K

People

5 listed

NameRoleCompensation

{"_":"Brenda Matthias","attributes":{"referenceDocumentName":"CompensationExplanation"}}

Executive Director

Board

$44K

15 hrs/wk

{"_":"Luke Kraft","attributes":{"referenceDocumentName":"CompensationExplanation"}}

President

Board

5 hrs/wk

{"_":"Shannon Nook","attributes":{"referenceDocumentName":"CompensationExplanation"}}

President Elect

Board

5 hrs/wk

{"_":"Gregory Nebel","attributes":{"referenceDocumentName":"CompensationExplanation"}}

Treasurer

Board

5 hrs/wk

{"_":"Josh Strzelecki","attributes":{"referenceDocumentName":"CompensationExplanation"}}

Secretary

Board

2 hrs/wk

Details

EIN391985654
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo