NonprofitsFinancial Planning Association

Financial Planning Association

LONGWOOD, FL

Total revenue

$119K

Total expenses

$105K

Net assets

$140K

Grants received

EIN

593629672

Tax year

2024

Mission

Provide learning opportunities in areas of financial education to membership so that the members may provide greater services to their clients, students of financial planning and the public at large.

Financials

FY 2024

Revenue

Contributions & grants$15K
Program service revenue$103K
Investment income$1K
Other revenue
Total revenue$119K

Expenses

Grants paid
Salaries & benefits$44K
Fundraising
Other expenses$56K
Total expenses$105K
Total assets$141K
Net assets$140K

People

5 listed

NameRoleCompensation

SYLVIA PRESLEY

TREASURER

Board

2 hrs/wk

JESSICA HALL

CHAIRMAN

Board

2 hrs/wk

KEVIN SMITH

PRESIDENT

Board

5 hrs/wk

BRAD BRESCIA

PRESIDENT EL

Board

3 hrs/wk

TOMMY LUCAS

SECRETARY

Board

2 hrs/wk

Details

EIN593629672
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo