Overview

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Fiscal Year Start

Jan 1

Organization Type

Grantseeker

AI Summary

The Financial Planning Association of Greater Memphis, with EIN 58-1984763, is dedicated to promoting financial planning as a profession and highlighting its value to the community. Operating with a budget of $52.5K and generating total revenue of $38.6K in 2023, the organization plays a vital role in enhancing financial literacy in the Greater Memphis area. It does not rely on a single funder for 50% or more of its revenue. More information can be found on their website, FPAOFGREATERMEMPHIS.COM.

Mission Statement

Our mission is to promote financial planning as a profession and its value to the community.
Revenues
$38.6K
Expenses
$52.5K
Net Income:
-$14K
Assets
$54.6K
Liabilities
N/A
Net Assets:
N/A
Operating Budget
$52.5K
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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J
John Anderson
Board Member
W
Wes Lacey
Board Member
T
Teri Hirt
Board Member

Frequently Asked Questions

What is The Financial Planning Association of Greater Memphis’s budget?
In 2023, The Financial Planning Association of Greater Memphis reported an annual operating budget of around $53 thousand. More detailed financial information is available to registered users.
Where does The Financial Planning Association of Greater Memphis operate?
The Financial Planning Association of Greater Memphis is headquartered in GERMANTOWN, TN.