Overview

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Est.

1999

Fiscal Year Start

Jan 1

Organization Type

Grantseeker

990s

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2024
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2023
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2022
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AI Summary

The Financial Planning Association (EIN: 84-1521488) is a nonprofit organization dedicated to promoting the value of financial planning and advancing the financial planning profession. With an operating budget of $7.5 million and total revenue of $7.8 million in 2024, the organization relies on diverse funding sources, with no single funder contributing 50% or more of its revenue. More information can be found on their website at www.financialplanningassociation.org.

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Mission Statement

FPA fosters the value of financial planning and advances the financial planning profession.

Cause Areas

1
Business promotion
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Financials

2024
Revenues
$7.8M
Expenses
$7.5M
Net Income:
+$299.6K
Assets
$6.1M
Liabilities
$3.3M
Net Assets:
+$2.8M

Financial Trends

2024
Operating Budget
$7.5M
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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Top Funders

Funder
Total Funding
Funding Share
FOUNDATION FOR FINANCIAL PLANNING INC
Washington, DC, US
$2.5M
19%
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS INC
Washington, DC, US
$292.6K
90%
National Financial Planning Support Center
Denver, CO, US
$170K
100%

Grants Received

2024
Total No. of Grants
1
Median grant size
$75K
Largest grant received
$75K

Board & Team

C
Carl Christie
Board Member
P
Paul Brahim
Board Member
M
Mychal Eagleson
Board Member

Frequently Asked Questions

What is The Financial Planning Association’s budget?
In 2024, The Financial Planning Association reported an annual operating budget of around $7.5 million. More detailed financial information is available to registered users.
What causes does The Financial Planning Association support?
The Financial Planning Association supports work in Business promotion.
Where does The Financial Planning Association operate?
The Financial Planning Association is headquartered in Denver, CO.
Who funded The Financial Planning Association recently?
In 2024, The Financial Planning Association received grants from FOUNDATION FOR FINANCIAL PLANNING INC, FOUNDATION FOR FINANCIAL PLANNING INC, and FOUNDATION FOR FINANCIAL PLANNING INC. More information on this organization’s funders is available to registered users.
What is the largest grant The Financial Planning Association received in 2024?
The largest grant to The Financial Planning Association in 2024 exceeds $75 thousand.