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Nonprofiteer
← FINANCIAL PLANNING ASSOCIATION

Form 990 for tax year 2024

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$7,800,803
Total expenses
$7,501,219
Contributions and grants received
$75,000
Grants paid
$0
Program service revenue
$6,955,666
Investment income
$76,953
Other revenue
$693,184
Total assets, end of year
$6,089,546
Total liabilities, end of year
$3,294,757
Net assets or fund balances, end of year
$2,794,789
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • PAUL BRAHIM

    PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • DANIEL GALLI

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    5

  • CLAUDIA CYPHER KANE

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    5

  • RUSSELL CLIFFORD

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • MYCHAL EAGLESON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CARL CHRISTIE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JACK HEINTZELMAN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JUAN HERNANDEZ-ARIANO

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • JASON KLEY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • CELESTE REVELLI

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • TIMOTHY TODD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • D CRYSTAL ALFORD-COOPER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    5

  • PATRICK D MAHONEY

    CEO & SECRETARY

    Total calculated
    $452,657
    From this org
    $424,991
    From related orgs
    $0
    Other
    $27,666
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $424,991
    Bonus
    $0
    Other
    $0
    Deferred
    $12,129
    Nontaxable benefits
    $15,537
    Filer's total
    $452,657

  • SANDRA GARCIA THRU MAR 2024

    CHIEF FINANCIAL OFFICER

    Total calculated
    $63,453
    From this org
    $56,769
    From related orgs
    $0
    Other
    $6,684
    Hours/week
    40 + 3 related

  • KURTIS KACZOR

    DIRECTOR, PRO BONO

    Total calculated
    $121,062
    From this org
    $105,266
    From related orgs
    $0
    Other
    $15,796
    Hours/week
    40

  • BEN LEWIS

    CHIEF COMMUNICATIONS OFFICER

    Total calculated
    $202,572
    From this org
    $196,325
    From related orgs
    $0
    Other
    $6,247
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,325
    Bonus
    $10,000
    Other
    $0
    Deferred
    $5,579
    Nontaxable benefits
    $668
    Filer's total
    $202,572

  • DENNIS MOORE FROM MAY 2024

    CHIEF OPERATING OFFICER

    Total calculated
    $121,963
    From this org
    $107,990
    From related orgs
    $0
    Other
    $13,973
    Hours/week
    40

  • CHRISTINE RICHARDSON

    CHIEF MEMBER EXPERIENCE OFFICER

    Total calculated
    $165,882
    From this org
    $150,622
    From related orgs
    $0
    Other
    $15,260
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,622
    Bonus
    $10,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $15,260
    Filer's total
    $165,882

  • JORGE VALDIVIA

    SENIOR MANAGER OF TECHNOLOGY

    Total calculated
    $179,286
    From this org
    $152,817
    From related orgs
    $0
    Other
    $26,469
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $147,817
    Bonus
    $5,000
    Other
    $0
    Deferred
    $7,110
    Nontaxable benefits
    $19,359
    Filer's total
    $179,286

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • FINANCIAL SERVICES INFORMATION COMPANY

    C · PUBLICATION · GA · 100% owned · share of income $568,760 · share of assets $5,787 · controlled entity

    Directly controlled by THE FINANCIAL PLANNING ASSOCIATION

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202533149349302943

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