NonprofitsFinancial Planning Association

Financial Planning Association

MARIETTA, GA

Total revenue

$132K

Total expenses

$116K

Net assets

$121K

Grants received

EIN

582550170

Tax year

2024

Mission

Professional organization for those involved in the financial planning industry.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$90K
Investment income$3K
Other revenue
Total revenue$132K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$56K
Total expenses$116K
Total assets$121K
Net assets$121K

People

12 listed

NameRoleCompensation

LaToya Maddox

Director

Board

0.5 hrs/wk

Wayne Conway Ewan

Director

Board

0.5 hrs/wk

James George Malatos

Director

Board

0.5 hrs/wk

Todd Sheppard

Director

Board

0.5 hrs/wk

Zach Morris

Director

Board

0.5 hrs/wk

Allison Doty

Director

Board

0.5 hrs/wk

Ben Loughery

Director

Board

0.5 hrs/wk

Kiersten Peshek

Director

Board

0.5 hrs/wk

Patrick Moore

Director

Board

0.5 hrs/wk

Jack Metzger

Secretary

Board

0.5 hrs/wk

James D Loftin

Chairman

Board

0.5 hrs/wk

Lizeth Damaso Kishel

President

Board

0.5 hrs/wk

Details

EIN582550170
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo