Overview

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Est.

1983

Latest Fiscal Year

Not available

Organization Type

Grantseeker

AI Summary

The Financial Planning Association of the Philadelphia Tri-State Area, led by Christine Stewart, is dedicated to providing educational and support services to its members while promoting public awareness of the financial planning profession. With an operating budget of $137,000 and total revenue of $134,100 for the 2024 filing year, the organization focuses on business promotion within the region. For more information, visit www.fpaphilly.org.

Mission Statement

TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO ITS MEMBERS AND TO PROMOTE PUBLIC AWARENESS OF THE FINANCIAL PLANNING PROFESSION
Revenues
$134.1K
Expenses
$137K
Net Income:
-$3K
Assets
$135.7K
Liabilities
$0
Net Assets:
+$135.7K
Operating Budget
$137K
Operating Budget by Year

Due Diligence

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IRS EO Business Master File Status
Listed as tax-exempt
IRS Pub 78 Status
Not in Pub 78 list
IRS Revocation Status
Not in Automatic Revocation of Exemption List
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D
David Emery CFP Cdfa Mba
Board Member
M
Michael Hartnett
Board Member
D
Daniel B Brady CFP Mba
Board Member

Frequently Asked Questions

What is FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA C/OCHRISTINE STEWART’s budget?
In 2024, FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA C/OCHRISTINE STEWART reported an annual operating budget of around $137 thousand. More detailed financial information is available to registered users.
What causes does FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA C/OCHRISTINE STEWART support?
FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA C/OCHRISTINE STEWART supports work in Business promotion.
Where does FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA C/OCHRISTINE STEWART operate?
FINANCIAL PLANNING ASSOC PHILA TRI-STATE AREA C/OCHRISTINE STEWART is headquartered in Morrisville, PA.