Nonprofits›Financial Planning Association
Financial Planning Association
SANTA CLARA, CA
Total revenue
$35K
Total expenses
$58K
Net assets
$24K
Grants received
—
EIN
770381724
Tax year
2024
Mission
To enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring.
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$5K
Investment income$4
Other revenue$13K
Total revenue$35K
Expenses
Grants paid—
Salaries & benefits$32K
Fundraising—
Other expenses$26K
Total expenses$58K
Total assets$24K
Net assets$24K
People
8 listed
NameRoleCompensation
Tonia Forbus
Executive Dir.
Board
$32K
20 hrs/wk
Kerry Wooden
President
Board
—
1 hrs/wk
Rhonda Staelgraeve
Director
Board
—
1 hrs/wk
Kate Davalos
President-Elect
Board
—
1 hrs/wk
Fred Harper
Treas/Secty
Board
—
1 hrs/wk
Jennipher Lommen
Director
Board
—
1 hrs/wk
Curt Weil
Director
Board
—
1 hrs/wk
John Nejedly
Chair/Past Pres
Board
—
1 hrs/wk
Details
EIN770381724
Subsection06
Ruling date2000-09