Nonprofits›Financial 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
—
0STEVEN TREND
SECRETARY
Board
—
0JUBIN KEYVAN
TREASURER
Board
—
0STACY MCGINTY
DIRECTOR
Board
—
0THOMAS W BALCOM
DIRECTOR
Board
—
0STEWART KOESTEN
DIRECTOR
Board
—
0LEONEL GALVEZ
DIRECTOR
Board
—
0JUSTIN WEIDENFELD
DIRECTOR
Board
—
0Details
EIN650997135
Subsection06
Ruling date2000-09