THE FINANCIAL PLANNING ASSOCIATION
Data sourced from IRS 990 public filings
THE FINANCIAL PLANNING ASSOCIATION TO SERVE THE NEEDS OF ITS MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION.
Local (City/County Level)
Education & Awareness
General Population
Free Market/Pro-Business
Community & Economic Development
Human Services
Annual Revenue
$149,359
Known Funders
2
Grants Received
3
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $149,359 | $143,138 | $38,969 |
| 2023 | $135,993 | $149,493 | $37,665 |
| 2022 | $116,496 | $150,352 | $55,633 |
| 2021 | $89,851 | $90,145 | $74,740 |
| 2020 | $103,380 | $95,630 | $75,048 |
| 2019 | $131,686 | $147,790 | $67,290 |
| 2018 | $148,911 | $147,225 | $83,394 |
| 2017 | $141,435 | $139,942 | $81,710 |
Top Funders
DICK'S SPORTING GOODS FOUNDATION
CORAOPOLIS, PA
$2,500 (2023)
THE JOEL & LINDA GERSHENSON FAMILY
FARMINGTON HILLS, MI
$500 (2022)
THE JOEL & LINDA GERSHENSON FAMILY
FARMINGTON HILLS, MI
$500 (2021)
Key Personnel
From 2024 IRS 990 filing
N
NICK NAUTA
TREASURER
Officer
R
ROBERT INGRAM
PRESIDENT
Officer
K
KELSEY ARVAI
SECRETARY
Officer
N
NATHAN ZOLYNSKY
BOARD OF DIR
C
COLIN OVERWEG
BOARD OF DIR
S
SANDRA KERR
BOARD OF DIR
A
ANNA-MARIA ASTOR
BOARD OF DIR
S
SARAH CARUANA
CHAPTER EXEC
A
ADAM FINCH
BOARD OF DIR
J
JULIE HALL
CHAIRPERSON
Frequently Asked Questions
Other Nonprofits in Michigan
COREWELL HEALTH GROUP RETURN$11,491,275,449
PRIORITY HEALTH$5,934,612,352
HENRY FORD HEALTH SYSTEM$5,284,200,687
Blue Care Network of Michigan$4,804,963,335
UAW RETIREE MEDICAL BENEFITS TRUST$3,497,349,318
Unlock Full Nonprofit Data
Sign up for free to access the complete funder list, financial history, program details, key personnel, and smart matching.