NonprofitsFinancial Planning Association

Financial Planning Association

AUSTIN, TX

Total revenue

$99K

Total expenses

$80K

Net assets

$118K

Grants received

EIN

742993593

Tax year

2024

Mission

To foster the value of the financial planning process and its ethical practice through professional growth, networking, education, and mentoring.

Financials

FY 2024

Revenue

Contributions & grants$56K
Program service revenue$7K
Investment income$7
Other revenue
Total revenue$99K

Expenses

Grants paid
Salaries & benefits$38K
Fundraising
Other expenses$42K
Total expenses$80K
Total assets$118K
Net assets$118K

People

12 listed

NameRoleCompensation

SARAH FRANKENFELD

CHAPTER EXECUTIVE

Board

$38K

25 hrs/wk

GALEN RASCHE

SECRETARY

Board

1 hrs/wk

DONALD BEATTIE CFP

MEMBERSHIP DIRECTOR

Board

1 hrs/wk

SPENCER ENGELKE

PRO BONO DIRECTOR

Board

2.5 hrs/wk

JEREMY JUNGBAUER

PAST PRESIDENT

Board

1 hrs/wk

PHIL SEIBEL

CORPORATE PARTNERS DIRECTOR

Board

1 hrs/wk

ALYSSA CALHOUN

WOMEN'S INITIATIVE DIRECTOR

Board

1 hrs/wk

KATHERINE PHILLIPS

PRESIDENT

Board

1 hrs/wk

ADAM FLAGG

PRESIDENT-ELECT

Board

1 hrs/wk

ANDREW CHAVEZ

PROGRAMS DIRECTOR

Board

1 hrs/wk

LAUREN KAUFMAN

TREASURER

Board

2.5 hrs/wk

ALISON MILLER

NEXGEN DIRECTOR

Board

1 hrs/wk

Details

EIN742993593
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo