Nonprofits›Financial Planning Association
Community Improvement & Capacity Building
Financial Planning Association
AURORA, CO
Total revenue
$156K
Total expenses
$167K
Net assets
$135K
Grants received
—
EIN
841077808
Tax year
2024
Mission
To elevate the profession that transforms lives through the power of financial planning.
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$112K
Investment income$4K
Other revenue—
Total revenue$156K
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$79K
Total expenses$167K
Total assets$172K
Net assets$135K
People
8 listed
NameRoleCompensation
DANNY LEE
DIRECTOR
Board
—
5 hrs/wk
MARK MILLIGAN
DIRECTOR
Board
—
5 hrs/wk
MARCIE CARVALHO
DIRECTOR
Board
—
5 hrs/wk
ALEC QUAID
DIRECTOR
Board
—
5 hrs/wk
SANDRA LASKOWSKI
DIRECTOR
Board
—
5 hrs/wk
MATT LENGEL
PRESIDENT/SECRETARY/TREASURER
Board
—
10 hrs/wk
CORY UNDERWOOD
CHAIR (PAST PRESIDENT)
Board
—
10 hrs/wk
KATIE WEBER
PRESIDENT ELECT
Board
—
5 hrs/wk
Details
EIN841077808
NTEE codeS41
Subsection06
Ruling date2000-09