NonprofitsFinancial Planning Association

Financial Planning Association

RESTON, VA

Total revenue

$231K

Total expenses

$276K

Net assets

$108K

Grants received

EIN

541990544

Tax year

2024

Mission

See part iii, line 1.

Programs

2 programs

Monthly membership meetings for the purpose of providing continuing education for the members, networking opportunities for members and sponsors, and recognition time for sponsors of the association.

Specialized meetings throughout the year for the purpose of providing networking events, specialized training for media relations work, membership recruiting and retention activities and committee building activities.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$231K
Investment income$180
Other revenue
Total revenue$231K

Expenses

Grants paid$3K
Salaries & benefits
Fundraising
Other expenses$273K
Total expenses$276K
Total assets$134K
Net assets$108K

People

21 listed

NameRoleCompensation

KELLY MCNERNEY

CHAIR

Board

5 hrs/wk

SAMUEL BOYD

PRESIDENT

Board

5 hrs/wk

AARON CLARK

PRESIDENT-ELECT

Board

5 hrs/wk

CATHERINE MULCAHEY

TREASURER

Board

5 hrs/wk

CARL HOLUBOWICH

SECRETARY

Board

5 hrs/wk

GRACE ROGAN

ALLIED PROFESSIONALS

Board

2 hrs/wk

CHRIS MELLONE

GOLF CHAIR

Board

2 hrs/wk

JARED JONES

MEMBERSHIP CHAIR

Board

2 hrs/wk

JESSICA JAROSIK

SPONSORSHIPS CO-CHAIR

Board

2 hrs/wk

JUSTIN CAUDLE

SPONSORSHIPS CO-CHAIR

Board

2 hrs/wk

JAKE GUROCK

SPONSORSHIPS CO-CHAIR

Board

2 hrs/wk

ALISHIA DUBOIS

PROGRAMS CO-CHAIR

Board

2 hrs/wk

ANDREW FINCHER

PROGRAMS CO-CHAIR

Board

2 hrs/wk

JOHN KWITTELSBERGER

PROGRAMS CO-CHAIR

Board

2 hrs/wk

MARCIO SILVEIRA

PRO BONO CO-CHAIR

Board

2 hrs/wk

ROB REA

PRO BONO CO-CHAIR

Board

2 hrs/wk

PATRICK MARCINKO

NEXGEN CO-CHAIR

Board

2 hrs/wk

MARIANNE ESCHE

NEXGEN CO-CHAIR

Board

2 hrs/wk

BELLE OSVATH

P.R. CO-CHAIR

Board

2 hrs/wk

EVAN T BEACH

P.R. CO-CHAIR

Board

2 hrs/wk

KRISTIN BEANE

EXECUTIVE DIRECTOR (SEE SCH. O)

Board

40 hrs/wk

Independent contractors

ENDEAVOR CONSULTING

ASSOCIATION MANAGEMENT

$145K

Details

EIN541990544
Subsection06
Ruling date2000-09
Formed2000
Employees0
Volunteers18
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo