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FINANCIAL PLANNING ASSOCIATION

EIN: 84-1521488Denver, COZIP: 80203
S41 - Community Improvement & Capacity Building501(c)(6)

Mission

TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.

Financials

YearRevenueExpensesAssets
2023$8M$0$5.8M

Compensation

PATRICK D MAHONEY
CEO & Secretary
chief executive officer
$406,534
$0
$0
$434,080
SANDRA GARCIA
CFO
chief financial officer
$189,917
$1,000
$0
$215,378
BEN LEWIS
Cco
highest compensated employee
$180,911
$1,500
$0
$188,133
JORGE VALDIVIA
Senior Manager, Technology
highest compensated employee
$143,638
$1,000
$0
$168,164
CHRISTINE RICHARDSON
Managing Director, Member Experience & Mission Sup
highest compensated employee
$0
$0
$0
$126,595
AMY WOODWARD
Director, Strategic Partnership
highest compensated employee
$0
$0
$0
$118,096
KURT KACZOR
Director, Pro Bono
highest compensated employee
$0
$0
$0
$114,832
CRYSTAL ALFORD-COOPER
Board Member
board member
$0
$0
$0
$0
CARL CHRISTIE
Board Member
board member
$0
$0
$0
$0
DANIEL GALLI
Treasurer
officer (unspecified)
$0
$0
$0
$0
DENNIS MOORE
Past President
chief executive officer
$0
$0
$0
$0
JAMES LEE
President
chief executive officer
$0
$0
$0
$0
GEORGE FERNANDEZ
Board Member
board member
$0
$0
$0
$0
BYRKE SESTOK
Board Member
board member
$0
$0
$0
$0
LISA KIRSHENBAUER
Board Member
board member
$0
$0
$0
$0
RUSSELL CLIFFORD
Board Member
board member
$0
$0
$0
$0
CLAUDIA KANE
President Elect
chief executive officer
$0
$0
$0
$0
ROBERT VAN BEEK
Board Member
board member
$0
$0
$0
$0
PAUL BRAHIM
Board Member
board member
$0
$0
$0
$0

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Data from IRS Form 990 filings (2023).