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.
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 12 reported grant relationships connected to this organization totaling approximately $180K.
EIN: 330081173
IRVINE, CA
Support N.E.C.
NTEE: F19
Latest filing: 2024
Total Revenue$4.2M
Total Expenses$3.8M
Total Assets$2.6M
Grant Records12
Funding Total$180K
Filing Years2019–2024
Where $100 goes at Financial Planning Ministry
How Financial Planning Ministry divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.
$75
Programs
the work itself
$25
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $75 for programs
$75
Provide stewardship education on biblical estate planning and assist families in creating their estate plan
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Received
GENERAL SUPPORT
$35,200
GENERAL SUPPORT
$39,000
CHRISTIAN FINANCIAL PLANNING
$18,000
GIVING AND GENEROSITY
$5,952
CHRISTIAN FINANCIAL PLANNING
$18,000
Showing up to 5 of 12 total records — full history available with membership.
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
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.