Community Improvement & Capacity Building
Financial Planning Association
FRISCO, TX
Total revenue
$117K
Total expenses
$119K
Net assets
$71K
Grants received
—
EIN
912027726
Tax year
2024
Mission
The Financial Planning Association of Puget Sound is one of the nations largest and most preeminent organizations for financial planning professionals.
Financials
FY 2024
Revenue
Expenses
People
10 listed
{"_":"Brian Burgess","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Chairman
—
3 hrs/wk
{"_":"Courtney Hastings","attributes":{"referenceDocumentName":"CompensationExplanation"}}
President
—
5 hrs/wk
{"_":"Brandon Steele","attributes":{"referenceDocumentName":"CompensationExplanation"}}
President Elect
—
1 hrs/wk
{"_":"Mairin Murphy","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Treasurer
—
2 hrs/wk
{"_":"Michelle Lach","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Education Director
—
3 hrs/wk
{"_":"Benjamin Andrew","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Symposium Director
—
4 hrs/wk
{"_":"Carrie Beede","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Secretary
—
2 hrs/wk
{"_":"Kaleb Strawn","attributes":{"referenceDocumentName":"CompensationExplanation"}}
NexGen Director
—
2 hrs/wk
{"_":"Dave Mantell","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Public Relations Dir
—
2 hrs/wk
{"_":"Aaron Nichols","attributes":{"referenceDocumentName":"CompensationExplanation"}}
Public Relations
—
1 hrs/wk