Nonprofits›Financial Planning Association
Financial Planning Association
SCOTTSDALE, AZ
Total revenue
$59K
Total expenses
$59K
Net assets
$62K
Grants received
—
EIN
954834545
Tax year
2024
Mission
Education and knowledge expange of members. The organization promotes the value of the financial planning profession, to support personal and professional growth of our members, and to be a positive influence in our community through promoting financial literacy.
Financials
FY 2024
Revenue
Contributions & grants—
Program service revenue$59K
Investment income—
Other revenue—
Total revenue$59K
Expenses
Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$39K
Total expenses$59K
Total assets$62K
Net assets$62K
People
11 listed
NameRoleCompensation
JAMIE RUGG
Director
Board
—
1 hrs/wk
DAVID TASSONE
Director
Board
—
1 hrs/wk
ELLIOT ROSENBERGER
Treasurer
Board
—
1 hrs/wk
GLORIA CISNEROS
Secretary
Board
—
1 hrs/wk
CARL WALSH
Director
Board
—
1 hrs/wk
MARTIN IRANI
Director
Board
—
1 hrs/wk
KATRINA SOELTER
Director
Board
—
1 hrs/wk
JONATHAN GRUBER
President
Board
—
1 hrs/wk
UZIEL GOMEZ
PRESIDENT ELECT
Board
—
1 hrs/wk
AMY BORN
Director
Board
—
1 hrs/wk
THERESA PABLOS
Director
Board
—
1 hrs/wk
Details
EIN954834545
Subsection06
Ruling date2000-09