THE FINANCIAL PLANNING ASSOCIATION
Data sourced from IRS 990 public filings
THE FINANCIAL PLANNING ASSOCIATION TO IMPROVE THE QUALITY OF FINANCIAL SERVICES GIVEN BY PROFESSIONALS TO THE PUBLIC.
THE FINANCIAL PLANNING ASSOCIATION has received 2 grants from 2 known foundation funders. Most recent reported revenue: $15,846.
Annual Revenue
$15,846
Known Funders
2
Grants Received
2
Financial History
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $15,846 | $19,732 | $9,209 |
Top Funders
John L and Eileen K Frerking
North Palm Beach, FL
$3,350 (2024)
PALM BEACH NORTH EDUCATION FOUNDATION INC
PALM BEACH GARDENS, FL
$500 (2023)
Key Personnel
From 2024 IRS 990 filing
T
THOMAS W BALCOM
DIRECTOR
S
STACY MCGINTY
DIRECTOR
J
JUBIN KEYVAN
TREASURER
S
STEVEN TREND
SECRETARY
T
THERESA VALINOTTI
PRESIDENT
J
JUSTIN WEIDENFELD
DIRECTOR
L
LEONEL GALVEZ
DIRECTOR
S
STEWART KOESTEN
DIRECTOR
Frequently Asked Questions
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