Financial Planning Association

Unknown organization based in Minneapolis, MN.0 Exempt under §501(c)(6).

MissionProvide membership education, meetings & annual conference covering informational topics for members to keep current on & that are used to provide financial services to the public. Members earn educational credits as required by the CFP Board, State of Minnesota, State of

EIN
41-1957604
State
MN
Sector
Unknown
Budget band
$250K–$500K
Latest filing
TY 2020
Records
1 officers · 2 years

Financial snapshot · TY 2020

$471K
Total revenue
$484K
Total expenses
$481K
Net assets

Financial health · TY 2023

14
Financial health needs attention
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
34
6 months of expenses
Program efficiency
0
Program expenses as % of total
Revenue diversity
4
Mix of program fees, grants & contributions

Leadership compensation

Jessica Hawthorne
Executive Director
$95,880

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Financial Planning Association Executive Compensation | 990 Data | DoubleNine