Public Charity

FINANCIAL PLANNING MINISTRY

Based in IRVINE, CA, FINANCIAL PLANNING MINISTRY operates as a Public Charity. The organization reported $4.2M in revenue, $3.8M in expenses, $2.6M in total assets for fiscal year 2024. Imperigo tracks 11 reported grant relationships connected to this organization totaling approximately $144K.

EIN: 330081173 IRVINE, CA Latest filing: 2024
Total Revenue$4.2M
Total Expenses$3.8M
Total Assets$2.6M
Grant Records11
Funding Total$144K
Filing Years2019–2024

Mission

FINANCIAL 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.

Officers & Directors

DIRECTOR Aaron Bear
VICE PRESIDENT Dave Hess
EXEC VP/SECRETARY D Clay Perkins
CFO/COO/TREASURER Grace Grubert
CHAIRMAN Jessica Furlong
DIRECTOR Matthew Robinson

Officer compensation and complete director data available with membership.

Top Grant Purposes

CHRISTIAN FINANCIAL PLANNING
$72,000 4 grants
GENERAL SUPPORT
$39,000 1 grant
GROWTH
$12,500 3 grants
For grant recipient's exempt purposes
$8,500 1 grant
SOCIAL SERVICES/SOCIAL BENEFITS
$6,400 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $4.2M $3.8M $2.6M
2023 $4.1M $3.7M $2.1M
2022 $3.6M $3.3M $1.7M
2020 $2.5M $2.2M $939K
2019 $2.4M $2.2M $530K

Between 2019 and 2024, reported annual revenue grew from $2.4M to $4.2M (+76%), with total assets most recently reported at $2.6M.

Interactive year-over-year charts and full filing details available with membership.

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