Mission
TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.
Public Charity
FINANCIAL PLANNING ASSOCIATION
FINANCIAL PLANNING ASSOCIATION is a nonprofit organization categorized as Public Charity based in DENVER, CO. Its most recent IRS filing (2024) reports revenue of $7.8M, expenses of $7.5M, total assets of $6.1M. Imperigo tracks 10 reported grant relationships connected to this organization totaling approximately $540K.
EIN: 841521488
DENVER, CO
Latest filing: 2024
Total Revenue$7.8M
Total Expenses$7.5M
Total Assets$6.1M
Grant Records10
Funding Total$540K
Filing Years2019–2024
Sample Grants Received
$75,000
$75,000
$77,500
$75,000
TO PARTIALLY FUND THE FINANCIAL PLANNING CHALLENGE AT THE ANNUAL FPA CONFERENCE.
$37,637
Showing up to 5 of 10 total records — full history available with membership.
Officers & Directors
CHIEF COMMUNICATIONS OFFICER
Ben Lewis
BOARD MEMBER
Carl Christie
BOARD MEMBER
Celeste Revelli
CHIEF MEMBER EXPERIENCE OFFICER
Christine Richardson
PAST PRESIDENT
Claudia Cypher Kane
PRESIDENT ELECT
Daniel Galli
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $7.8M | $7.5M | $6.1M |
| 2023 | $8.0M | $8.2M | $5.8M |
| 2022 | $9.1M | $9.1M | $6.7M |
| 2020 | $7.4M | $8.1M | $5.4M |
| 2019 | $10.4M | $11.2M | $5.9M |
Between 2019 and 2024, reported annual revenue declined from $10.4M to $7.8M (-25%), with total assets most recently reported at $6.1M.
Interactive year-over-year charts and full filing details available with membership.