NonprofitsFinancial Planning Ministry

Mental Health & Crisis Intervention

Financial Planning Ministry

IRVINE, CA

Total revenue

$4.2M

Total expenses

$3.8M

Net assets

$2.4M

Grants received

$138K

10 grants

EIN

330081173

Tax year

2024

Mission

To promote christian stewardship and estate planning.

Financials

FY 2024

Revenue

Contributions & grants$595K
Program service revenue$3.5M
Investment income$13K
Other revenue
Total revenue$4.2M

Expenses

Grants paid
Salaries & benefits$2.6M
Fundraising
Other expenses$1.2M
Total expenses$3.8M
Total assets$2.6M
Net assets$2.4M

People

9 listed

NameRoleCompensation

GRACE GRUBERT

CFO/COO/TREASURER

Board

$292K

40 hrs/wk

MICHAEL S PRIOR

PRESIDENT

Board

$237K

40 hrs/wk

D CLAY PERKINS

EXEC VP/SECRETARY

Board

$189K

40 hrs/wk

RICK MARSH

DIRECTOR

Board

1 hrs/wk

MATTHEW ROBINSON

DIRECTOR

Board

1 hrs/wk

JESSICA FURLONG

CHAIRMAN

Board

1 hrs/wk

AARON BEAR

DIRECTOR

Board

1 hrs/wk

NINA GRAVES

DIRECTOR

Board

1 hrs/wk

DAVE HESS

VICE PRESIDENT

Staff

$105K

40 hrs/wk

Independent contractors

BAYTECH CONSULTING LLC

SOFTWARE PROGRAMMING

$119K

Grants received

Showing 10 of 10

FromAmountPurposeYear
$39K
GENERAL SUPPORT
2024
$18K
CHRISTIAN FINANCIAL PLANNING
2024
$6K
GIVING AND GENEROSITY
2024
$1K
PROVIDE CHRISTIAN ESTATE PLANNING
2024
$18K
CHRISTIAN FINANCIAL PLANNING
2023
$9K
For grant recipient's exempt purposes
2023
$18K
CHRISTIAN FINANCIAL PLANNING
2022
$18K
CHRISTIAN FINANCIAL PLANNING
2021
$6K
SOCIAL SERVICES/SOCIAL BENEFITS
2017

Funded by

$138K from 6 funders · 10 grants · 2017–2024

Radio Training Network Inc

$72K · 4 grants · 2021–2024

Orchard Ministry Development

$39K · 1 grant · 2024

Natl Christian Charitable Fdn Inc

$11K · 2 grants · 2023–2024

Flores Foundation Inc

$1K · 1 grant · 2024

Details

EIN330081173
NTEE codeF192
Subsection03
Ruling date1992-05
Formed1990
Employees34
Volunteers5
FINANCIAL PLANNING MINISTRY — Mission, Financials & Grants Received | Grantivo