Nonprofits›Financial Planning Association
Financial Planning Association
SAN DIEGO, CA
Total revenue
$85K
Total expenses
$68K
Net assets
$75K
Grants received
—
EIN
581311878
Tax year
2024
Mission
The Financial Planning Association is a professional organization for financial planners. It provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.
Financials
FY 2024
Revenue
Contributions & grants$83K
Program service revenue—
Investment income$2K
Other revenue—
Total revenue$85K
Expenses
Grants paid—
Salaries & benefits$42
Fundraising—
Other expenses$68K
Total expenses$68K
Total assets$75K
Net assets$75K
People
8 listed
NameRoleCompensation
WILLIAM HOLLIDAY
BOARD CHAIR
Board
—
1 hrs/wk
ART DICKER
BOARD CHAIR
Board
—
1 hrs/wk
AARON WIEGMAN
BOARD CHAIR
Board
—
1 hrs/wk
CIANO VILLAQUIRAN
BOARD CHAIR
Board
—
1 hrs/wk
AUBREY BROWN
BOARD CHAIR
Board
—
1 hrs/wk
CHERYL COUSINO
BOARD CHAIR
Board
—
1 hrs/wk
BRIAN TRAVIS
President
Board
—
10 hrs/wk
AMANDA KEITH
Treasurer
Board
—
1 hrs/wk
Details
EIN581311878
Subsection06
Ruling date1978-03
Formed2000
Employees0