NonprofitsFinancial Planning Association

Community Improvement & Capacity Building

Financial Planning Association

EWA BEACH, HI

Total revenue

$67K

Total expenses

$68K

Net assets

$110K

Grants received

EIN

990217418

Tax year

2024

Mission

Fpa of hawaii strengthens our community by building an organization of financial professionals dedicated to helping clients achieve their financial and personal objectives through the financial planning process. We enhance the growth and financial success of our members by providing educational and networking opportunities while upholding the highest standards of ethics and integrity.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$38K
Investment income$7K
Other revenue
Total revenue$67K

Expenses

Grants paid
Salaries & benefits$23K
Fundraising
Other expenses$45K
Total expenses$68K
Total assets$110K
Net assets$110K

People

12 listed

NameRoleCompensation

BERNADETTE WU

EXECUTIVE DIRECTOR

Board

$20K

15 hrs/wk

CYNTHIA TAKENAKA

EXECUTIVE DIRECTOR

Board

$3K

15 hrs/wk

MICHAEL BRUGGEMANN

TREASURER

Board

1 hrs/wk

NICHOLAS ABBOTT

DIRECTOR

Board

1 hrs/wk

PAUL GAUCI

PRESIDENT

Board

1 hrs/wk

TRAVIS TSUKAYAMA

CHAIRPERSON

Board

1 hrs/wk

WAI KEE CHAN

DIRECTOR

Board

1 hrs/wk

ALYSSA MCCANDLESS

DIRECTOR

Board

1 hrs/wk

BRENT CURLOW

VICE PRESIDENT

Board

1 hrs/wk

BERNARDO EQUILA-LIU

DIRECTOR

Board

1 hrs/wk

FRANKLIN PORTILLO

DIRECTOR

Board

1 hrs/wk

KRISTY NISHIDA

SECRETARY

Board

1 hrs/wk

Details

EIN990217418
NTEE codeS41
Subsection06
Ruling date2000-09
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo