NonprofitsFinancial Planning Association

Financial Planning Association

PALM BCH GDNS, FL

Total revenue

$16K

Total expenses

$20K

Net assets

$9K

Grants received

EIN

650997135

Tax year

2024

Mission

To improve the quality of financial services given by professionals to the public.

Financials

FY 2024

Revenue

Contributions & grants$14K
Program service revenue$2K
Investment income
Other revenue
Total revenue$16K

Expenses

Grants paid
Salaries & benefits$12K
Fundraising
Other expenses$7K
Total expenses$20K
Total assets$9K
Net assets$9K

People

8 listed

NameRoleCompensation

THERESA VALINOTTI

PRESIDENT

Board

0

STEVEN TREND

SECRETARY

Board

0

JUBIN KEYVAN

TREASURER

Board

0

STACY MCGINTY

DIRECTOR

Board

0

THOMAS W BALCOM

DIRECTOR

Board

0

STEWART KOESTEN

DIRECTOR

Board

0

LEONEL GALVEZ

DIRECTOR

Board

0

JUSTIN WEIDENFELD

DIRECTOR

Board

0

Details

EIN650997135
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo