nonprofit logo

Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer

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

EIN: 233080361 ✦ West conshohocken, PA ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer?

Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer is a nonprofit organization situated at 656 SWEDSFORD RD STE 301, Wayne, PA 19087. Their primary mission is to offer educational and supportive services to its members, while simultaneously raising public awareness about the financial planning profession. They strive to achieve this goal by providing various programs and resources, aiming to enhance the skills and knowledge of their members in the field of financial planning.


Official website here: www.fpaphilly.org

Is Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer legitimate?

Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer 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.fpaphilly.org

What is the mission statement of Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer?

The Financial Planning Association in the Philadelphia Tri-State Area aims to serve its members by offering educational programs and various support services. One of their primary objectives is to promote public understanding of the financial planning profession. They strive to enhance the knowledge and skills of their members, thereby contributing to their professional growth. Additionally, the association works towards raising public awareness about the importance of financial planning.


Official website here: www.fpaphilly.org

What is the revenue of Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer?

Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer's revenue in 2023 was $148,798.


Official website here: www.fpaphilly.org

Who are the executives of Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer and what are their salaries?

Here are 12 key members and their salaries:


Cynthia Rosen Axelrod Cfa (Career Devel)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Emery Cfp Cdfa Mba (Advocacy)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bryan Dalesandro (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandon J Abe Cfp (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Hartnett (Education/St)
  • Compensation: $0
  • Related: $0
  • Other: $0
Haley Rosa (Marketing)
  • Compensation: $0
  • Related: $0
  • Other: $0
Timothy Hewitt (Sponsorship)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Pulsifer (Treasurer/Pr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Taylor Venanzi (Nexgen)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jessica Goedtel (At-Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel B Brady Cfp Mba (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alexis Sonder (Professional)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpaphilly.org

Where can I find the form 990 for Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer?

Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.fpaphilly.org

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

Mission Statement of Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer

The Financial Planning Association of the Philadelphia Tri-State Area, led by Scott Pulsifer, is dedicated to its mission. This mission primarily revolves around providing educational and support services to its members. Beyond this, the association also seeks to foster public awareness about the financial planning profession. By offering educational programs and various other services, the association aims to equip its members with the necessary tools and knowledge to excel in their respective fields. This, in turn, contributes to the broader public understanding of the importance and benefits of financial planning.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

Financial Planning Assoc Phila Tri-State Area, under the guidance of Scott Pulsifer, plays a significant role in enhancing the landscape of financial planning within the region. By providing educational programs and support services, the organization empowers its members, allowing them to stay informed about the latest industry trends, regulatory updates, and best practices.

This commitment to education not only benefits individual members but also fosters a more informed financial planning community. Additionally, the organization's efforts to promote public awareness of the financial planning profession help to elevate the field, ensuring that more individuals and families recognize the importance of sound financial advice. Through these initiatives, the association contributes to improved financial literacy and better financial decision-making in the greater Philadelphia Tri-State area, creating a ripple effect that benefits the entire community.




This information is meant to be a general summary of Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer. 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
$148,798 (2023)
Expenses
$146,878 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $5,447
  • Program Service Revenue: $66,623
  • Gross Receipts: $148,798

Assets and Liabilities:

  • Total Assets: $136,802
  • Total Liabilities: $0
  • Net Assets: $136,802

Want to help this charity, for free? You can click here to learn more about Give Freely

Programs

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

MEMBERSHIP DUES

Revenue

$34,739

PROGRAM SERVICE REVENUE

Revenue

$31,884

Organization Details

Founding Year

1983

Principal Officer

Timothy Hewitt

NTEE Category

Code: S41 - Community improvement

If you are a representative of Financial Planning Assoc Phila Tri-State Area C/O Scott Pulsifer and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.