Financial Planning Ministry

Mental health & crisis intervention organization based in Irvine, CA. 34 employees. Exempt under §501(c)(3).

MissionFINANCIAL PLANNING MINISTRY, INC. (FPM) IS A NOT-FOR-PROFIT ORGANIZATION DEVOTED TO ASSISTING IN THE PERFORMANCE OF THE FUNCTIONS OF CHRISTIAN CHURCHES BY SERVING THEIR FINANCIAL NEEDS.

EIN
33-0081173
State
CA
Sector
Mental health & crisis intervention
Budget band
$2.5M–$5M
Latest filing
TY 2024
Records
4 officers · 6 years

Financial snapshot · TY 2024

$4.2M
Total revenue
$3.8M
Total expenses
$2.6M
Net assets

Financial health · TY 2024

50
Moderate financial health
Composite score out of 100 based on reserve ratio, program efficiency, and revenue diversification.
Reserve ratio
42
7.5 months of expenses
Program efficiency
59
73.5% spent on programs
Revenue diversity
50
Mix of program fees, grants & contributions

Leadership compensation

$395,365
99th percentile vs. peers
Grace Grubert
CFO/COO/TREASURER
$360,201
100th percentile vs. peers
D Clay Perkins
EXEC VP/SECRETARY
$297,572
94th percentile vs. peers
Dave Hess
VICE PRESIDENT
$137,013
94th percentile vs. peers

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Financial Planning Ministry Executive Compensation | 990 Data | DoubleNine