NonprofitsFinancial Planning Association

Financial Planning Association

SCOTTSDALE, AZ

Total revenue

$85K

Total expenses

$76K

Net assets

$88K

Grants received

EIN

860453676

Tax year

2024

Mission

Education training to financial planners

Financials

FY 2024

Revenue

Contributions & grants$15K
Program service revenue$40K
Investment income$1K
Other revenue
Total revenue$85K

Expenses

Grants paid
Salaries & benefits$29K
Fundraising
Other expenses$21K
Total expenses$76K
Total assets$98K
Net assets$88K

People

11 listed

NameRoleCompensation

DRAKE QUALLS

PRESIDENT

Board

4 hrs/wk

STEVE SYRMOPOULOS

SECRETARY

Board

4 hrs/wk

KEN OSBORN

MEMBER

Board

4 hrs/wk

DALE WALTERS

CHAIRMAN

Board

4 hrs/wk

MARY ZIMMERMAN

MEMBER

Board

4 hrs/wk

TIM DAUGHENBAUGH

MEMBER

Board

4 hrs/wk

THOMAS RINDAHL

MEMBER

Board

4 hrs/wk

DONNA WOODRUFF

MEMBER

Board

4 hrs/wk

MARK DRAGOSLOVICH

MEMBER

Board

4 hrs/wk

DANIEL VANDUSEN

VP/PRESIDENT ELECT

Board

4 hrs/wk

DAWN NOBLE

TREASURER

Board

4 hrs/wk

Details

EIN860453676
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo