Overview

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Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

The Financial Planning Association (EIN: 56-2168362) is a nonprofit organization dedicated to providing professional education for financial planners. With an operating budget of $87.4K and total revenue of $87.1K for the 2024 filing year, the organization focuses on enhancing the knowledge and skills of financial professionals. More information about its initiatives can be found on its website: https://www.financialplanningassociation.org/chapter/fpa-charlotte.

Mission Statement

Professional Education for Financial Planners
Revenues
$87.1K
Expenses
$87.4K
Net Income:
-$364
Assets
$85.9K
Liabilities
$42.2K
Net Assets:
+$43.8K
Operating Budget
$87.4K
Operating Budget by Year

Due Diligence

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Charity Verification Snapshot
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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N
Nancye Bailey
Board Member
J
Jon Shumate
Board Member
C
Candace Cline
Board Member

Frequently Asked Questions

What is FINANCIAL PLANNING ASSOCIATION’s budget?
In 2024, FINANCIAL PLANNING ASSOCIATION reported an annual operating budget of around $87 thousand. More detailed financial information is available to registered users.
What causes does FINANCIAL PLANNING ASSOCIATION support?
FINANCIAL PLANNING ASSOCIATION supports work in Education.
Where does FINANCIAL PLANNING ASSOCIATION operate?
FINANCIAL PLANNING ASSOCIATION is headquartered in Chapin, SC.