THE FINANCIAL PLANNING ASSOCIATION
Data sourced from IRS 990 public filings
THE FINANCIAL PLANNING ASSOCIATION PROVIDE EDUCATION AND INFORMATION FOR FINANCIAL ADVISORS
Local (City/County Level)
Education & Awareness
General Population
Community & Economic Development
Free Market/Pro-Business
Annual Revenue
$239,612
Known Funders
0
Grants Received
0
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $204,674 | $214,767 | $206,576 |
| 2023 | $239,612 | $182,752 | $216,669 |
| 2022 | $183,510 | $187,706 | $159,809 |
| 2021 | $175,080 | $200,564 | $107,617 |
| 2020 | $177,423 | $166,459 | $133,101 |
| 2019 | $222,160 | $217,000 | $122,137 |
| 2018 | $242,506 | $217,775 | $116,977 |
| 2017 | $204,529 | $195,581 | $92,246 |
Top Funders
No funder data available yet for this nonprofit.
Key Personnel
From 2024 IRS 990 filing
K
KRISTIN BEANE
EXECUTIVE DI
M
MARYBETH BREED
PRESIDENT
Officer
E
EMILY DUNFORD
TREASURER/CL
Officer
A
AKEIVA ELLIS
DIRECTOR
S
SAM GOUGH
PRESIDENT-EL
Officer
K
KAYLA HOLLAND
DIRECTOR
R
RENE JARQUIN
DIRECTOR
K
KATHLEEN KENEALY
DIRECTOR
A
ABE RINGER
DIRECTOR
K
KAREN VAN VOORHIS
DIRECTOR
Showing 10 of 11 key personnel.
Frequently Asked Questions
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