NonprofitsFinancial Planning Association

Community Improvement & Capacity Building

Financial Planning Association

BIRMINGHAM, AL

Total revenue

$78K

Total expenses

$76K

Net assets

$102K

Grants received

EIN

631243277

Tax year

2024

Mission

Continuing education and industry information sharing.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$58K
Investment income$3K
Other revenue
Total revenue$78K

Expenses

Grants paid
Salaries & benefits$20K
Fundraising
Other expenses$56K
Total expenses$76K
Total assets$102K
Net assets$102K

People

12 listed

NameRoleCompensation

Taylor Brown

President-Elect

Board

2 hrs/wk

Ross Kennedy

Partnership Director

Board

2 hrs/wk

Ashley Burrell

Chairman

Board

2 hrs/wk

Mac Frasier

President

Board

2 hrs/wk

Isabella Blount

Symposium Director

Board

2 hrs/wk

Counce Drinkard

Secretary-Treasurer

Board

2 hrs/wk

Nikki Snider

Advocacy Director

Board

2 hrs/wk

Peyton Jones

Program Director

Board

2 hrs/wk

Tara Ingram

Career Development

Board

2 hrs/wk

Marly Green

Public Outreach Director

Board

2 hrs/wk

Rebecca Yerby

Public Relations Director

Board

2 hrs/wk

Luke Fargason

Membership Director

Board

2 hrs/wk

Details

EIN631243277
NTEE codeS41
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo