Nonprofits›Financial Planning Association
Financial Planning Association
CHAPIN, SC
Total revenue
$87K
Total expenses
$87K
Net assets
$44K
Grants received
—
EIN
562168362
Tax year
2024
Mission
Professional Education for Financial Planners
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$39K
Investment income$3K
Other revenue—
Total revenue$87K
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$53K
Total expenses$87K
Total assets$86K
Net assets$44K
People
9 listed
NameRoleCompensation
Nancye Bailey
Executive Director
Board
$31K
20 hrs/wk
Candace Cline
Treasurer
Board
—
5 hrs/wk
Jon Shumate
President
Board
—
5 hrs/wk
Geoff Owen
Chair
Board
—
5 hrs/wk
Paul Brown
Pro Bono Committee Co Chair
Board
—
5 hrs/wk
Michael Acosta
Next Gen Chair
Board
—
5 hrs/wk
Tara Butler
Program Committee Chair
Board
—
5 hrs/wk
Stratford Kiger
Membership Committee Chair
Board
—
5 hrs/wk
Mary Lytch
President - Elect
Board
—
5 hrs/wk
Details
EIN562168362
Subsection06
Ruling date2000-09