NonprofitsFinancial Planning Association

Community Improvement & Capacity Building

Financial Planning Association

ANKENY, IA

Total revenue

$48K

Total expenses

$39K

Net assets

$42K

Grants received

EIN

421195586

Tax year

2024

Mission

Fpa of iowa is a local community that works together to elevate individual financial planners, regardless of compensation meodel or practice type, and the financial planning profession as a whole. Fpa of iowa believes true financial planners provide an invaluable, critical service to society, and that cfp professionals lead the way in the commitment to raise the bar for the clients they serve, from transaction to transformation.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue
Investment income
Other revenue
Total revenue$48K

Expenses

Grants paid
Salaries & benefits$25K
Fundraising
Other expenses$13K
Total expenses$39K
Total assets$42K
Net assets$42K

People

4 listed

NameRoleCompensation

ERIN RAMSEY

CHAPTER EXECUTIVE

Board

$25K

10 hrs/wk

ABBY BELVIN

PRESIDENT

Board

2 hrs/wk

MARK BRODERICK

TREASURER

Board

2 hrs/wk

TIM CANNEY

SECRETARY

Board

2 hrs/wk

Details

EIN421195586
NTEE codeS41
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo