NonprofitsFinancial Planning Association

Financial Planning Association

NAPLES, FL

Total revenue

$14K

Total expenses

$16K

Net assets

$11K

Grants received

EIN

592866257

Tax year

2022

Mission

Group of Financial Planning Professionals that share best practices amongst their respective financial planning interactions

Financials

FY 2022

Revenue

Contributions & grants$1K
Program service revenue$5K
Investment income$2
Other revenue
Total revenue$14K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$5K
Total expenses$16K
Total assets$12K
Net assets$11K

People

4 listed

NameRoleCompensation

Braxton Rhone

Chairman

Board

2 hrs/wk

Veronica Jolliff

President

Board

6 hrs/wk

Tom Patricca

Treasurer

Board

2 hrs/wk

Will Palmer

Secretary

Board

1 hrs/wk

Details

EIN592866257
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo