NonprofitsFinancial Planning Association

Financial Planning Association

GERMANTOWN, TN

Total revenue

$39K

Total expenses

$53K

Net assets

$55K

Grants received

EIN

581984763

Tax year

2023

Mission

Our mission is to promote financial planning as a profession and its value to the community.

Financials

FY 2023

Revenue

Contributions & grants$21K
Program service revenue
Investment income$521
Other revenue
Total revenue$39K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$35K
Total expenses$53K
Total assets$55K
Net assets$55K

People

8 listed

NameRoleCompensation

Frank S Allen Jr

Director

Board

4 hrs/wk

Joseph L Wilder

Chairman

Board

4 hrs/wk

John Anderson

Director

Board

4 hrs/wk

Teri Hirt

Director

Board

4 hrs/wk

Wes Lacey

Director

Board

4 hrs/wk

Robby Graham

Treasurer

Board

4 hrs/wk

Timothy Ellis

President

Board

4 hrs/wk

Betsy Hutchins

Director

Board

4 hrs/wk

Details

EIN581984763
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo