EIN 84-1521488

Financial Planning Association

IRS 501(c) type
501(c)(6)
Num. employees
30
City
Year formed
1999
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Financial Planning Association (FPA) is the community that fosters the value of financial planning and advances the financial planning profession.
Related structure
Financial Planning Association is a parent organization to a group of 85 other organizations.
Total revenues
$8,036,552
2023
20192020202120222023$7m$9m$11m
Total expenses
$8,228,550
2023
20192020202120222023$7m$9m$11m
Total assets
$5,791,659
2023
20192020202120222023$5m$6m$7m
Num. employees
30
2023
20192020202120222023040

Program areas at Financial Planning Association

Fpa annual conference is one of the largest annual gatherings of cfp professionals. The event spotlights fpa's core competencies: practice support, learning, advocacy, and networking. The program offers many educational sessions, an exhibit hall, roundtable discussions, and various pre-conferences conducted by partners of fpa. Various fpa member communities gather to network, share best practices, and connect with like-minded members. The conference is built around sharing practical knowledge and strategies for attendees to take back to their practices for implementation.
Fpa retreat is a long-standing, non-traditional gathering of the fpa community. It is an event that attracts leading Financial planners due to its level of intimacy, community learning, and advanced, cutting-edge content. The event provides opportunities for networking, advanced education, and exposure to new theories and best practices.
Member relations: fpa membership staff assist fpa members in joining and renewing as fpa members as well as navigating their fpa member benefits to ensure they take full advantage of their membership. As a professional membership Association, benefits are focused on supporting members in elevating their knowledge through professional development, expanding their connections through community, growing their businesses through tools and resources for business success, and protecting their profession through advocacy.

Who funds Financial Planning Association

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Foundation for Financial PlanningOutreach$75,000
Certified Financial Planner Board of Standards (CFP)To Partially Fund the Financial Planning Challenge at the Annual Fpa Conference.$25,000

Personnel at Financial Planning Association

NameTitleCompensation
Patrick MahoneyChief Executive Officer and Secretary$406,534
Sandra GarciaChief Financial Officer$190,917
Leslie WhittetChief Marketing Officer$162,561
Ben LewisChief Commercial Officer$182,411
Christine RichardsonChief Member Experience Officer$113,681
...and 2 more key personnel

Financials for Financial Planning Association

RevenuesFYE 12/2023
Total grants, contributions, etc.$75,000
Program services$7,154,331
Investment income and dividends$83,679
Tax-exempt bond proceeds$0
Royalty revenue$115,233
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$78,983
Miscellaneous revenues$529,326
Total revenues$8,036,552

Form 990s for Financial Planning Association

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-29990View PDF
2022-122023-11-09990View PDF
2021-122022-11-09990View PDF
2020-122021-11-15990View PDF
2019-122021-06-08990View PDF
...and 11 more Form 990s
Data update history
February 20, 2025
Posted financials
Added Form 990 for fiscal year 2023
February 16, 2025
Updated personnel
Identified 1 new personnel
January 6, 2025
Used new vendors
Identified 2 new vendors, including , and
January 4, 2025
Received grants
Identified 1 new grant, including a grant for $75,000 from Foundation for Financial Planning
October 3, 2024
Updated personnel
Identified 5 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsHeadquarter / parent organizations
Issues
Business and industry
Characteristics
MembershipsPolitical advocacyCommunity engagement / volunteering
General information
Address
1290 Broadway 1625
Denver, CO 80203
Metro area
Denver-Aurora-Lakewood, CO
County
Denver County, CO
Website URL
financialplanningassociation.org/ 
Phone
(303) 759-4900
Facebook page
FinancialPlanningAssociation 
Twitter profile
@fpassociation 
IRS details
EIN
84-1521488
Fiscal year end
December
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Parent of group exemption
Central organization
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