Nonprofits›Financial Planning Association
Financial Planning Association
DEARBORN, MI
Total revenue
$149K
Total expenses
$143K
Net assets
$33K
Grants received
—
EIN
581311621
Tax year
2024
Mission
To serve the needs of its members and to establish the value of financial planning and the success of the financial planning profession.
Programs
3 programs
Annual one day educational conference/program available for all members.
Annual two day educational conference/program available for all members.
Educational programs on financial issues for over 600 individuals.
Expenses: $143K
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$149K
Investment income—
Other revenue—
Total revenue$149K
Expenses
Grants paid—
Salaries & benefits$47K
Fundraising—
Other expenses$96K
Total expenses$143K
Total assets$39K
Net assets$33K
People
10 listed
NameRoleCompensation
ANNA-MARIA ASTOR
BOARD OF DIR
Board
—
SARAH CARUANA
CHAPTER EXEC
Board
—
ADAM FINCH
BOARD OF DIR
Board
—
JULIE HALL
CHAIRPERSON
Board
—
SANDRA KERR
BOARD OF DIR
Board
—
COLIN OVERWEG
BOARD OF DIR
Board
—
NATHAN ZOLYNSKY
BOARD OF DIR
Board
—
KELSEY ARVAI
SECRETARY
Board
—
ROBERT INGRAM
PRESIDENT
Board
—
NICK NAUTA
TREASURER
Board
—
Details
EIN581311621
Subsection06
Ruling date1978-03
Formed1982
Employees1