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.
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
Other Nonprofits in Florida
Adventist Health SystemSunbelt Inc$8,312,865,593
University of Miami$6,488,140,479
Orlando Health Inc$4,827,234,371
Adventist Health System Sunbelt$3,188,539,500
FLORIDA HEALTH SCIENCES CENTER INC$3,155,899,362
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