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Financial Planning Association Of New En

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 042892459 ✦ Westborough, MA ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of New En?

The Financial Planning Association of New England, located in Westborough, Massachusetts, serves as a vital resource for financial advisors. This nonprofit organization's primary mission is to educate and inform these professionals, thereby enhancing their expertise and ability to assist clients in achieving their financial goals. Acting as a business league, the Financial Planning Association of New England strives to promote the success of financial advisors, thereby benefiting their clients.


Official website here: www.fpanewengland.org

Is Financial Planning Association Of New En legitimate?

Financial Planning Association Of New En is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of New En submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.fpanewengland.org

What is the mission statement of Financial Planning Association Of New En?

The Financial Planning Association of New England, as an educational organization, aims to enhance the professionalism and success of financial advisors. By providing them with essential knowledge and information, the association empowers these advisors to effectively assist their clients in achieving their financial objectives. The association operates as a business league, fostering a supportive environment for financial advisors to thrive in their respective fields.


Official website here: www.fpanewengland.org

What is the revenue of Financial Planning Association Of New En?

Financial Planning Association Of New En's revenue in 2022 was $183,510.


Official website here: www.fpanewengland.org

Who are the executives of Financial Planning Association Of New En and what are their salaries?

There 100 volunteers at Financial Planning Association Of New En.

Here are 12 key members and their salaries:


Inna Rivilis (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shaun Erickson (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Williams (President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sam Gough (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marybeth Breed (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Karen Van Voorhis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brendan Maloy (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Cipro (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kayla Holland (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Abe Ringer (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Van Liao (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ben Flood (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpanewengland.org

Where can I find the form 990 for Financial Planning Association Of New En?

Financial Planning Association Of New En's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.fpanewengland.org

Learn more at the official website: www.fpanewengland.org

Mission Statement of Financial Planning Association Of New En

The Financial Planning Association of New England, as a nonprofit organization, is dedicated to enriching the knowledge and skills of financial advisors. Their mission is to elevate the professionalism of these advisors, enabling them to effectively assist their clients in achieving their financial goals. By operating as a business league, the Financial Planning Association of New England provides educational resources and information to its members, thereby enhancing their success in their respective practices.

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Impact




October, 2024

The Financial Planning Association of New England significantly impacts the financial advisory landscape by providing essential education and resources tailored for financial advisors. By enhancing the professionalism of its members, the organization empowers advisors to better assist their clients in reaching their financial goals. Based in Westborough, MA, the association functions as a business league dedicated to fostering a knowledgeable community of financial professionals. This commitment not only benefits individual advisors but also contributes to the overall improvement of the financial services industry in the region, leading to more informed and equipped advisors ready to tackle client needs.




This information is meant to be a general summary of Financial Planning Association Of New En. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$183,510 (2022)
Expenses
$187,706 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $183,251
  • Gross Receipts: $183,510

Assets and Liabilities:

  • Total Assets: $159,809
  • Total Liabilities: $0
  • Net Assets: $159,809

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP DUES

Revenue

$112,167

SEMINARS PARTNERSHIPS

Revenue

$58,649

SEMINARS REGISTRATION

Revenue

$12,435

Organization Details

Founding Year

1985

Principal Officer

Sam Gough

NTEE Category

Code: S41 - Community improvement

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