Financial Planning Association Of Central Ohio

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

EIN: 311678285 ✦ Westerville, OH ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Central Ohio?

The Financial Planning Association of Central Ohio is a nonprofit organization dedicated to fostering the financial planning profession. Their primary role involves providing opportunities for financial planners to enhance their skills through educational programs, such as regular meetings. The association's mission is to support the financial planning community, thereby contributing to the overall financial well-being of individuals and families in their region.


Official website here: www.fpacentralohio.org

Is Financial Planning Association Of Central Ohio legitimate?

Financial Planning Association Of Central Ohio is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Central Ohio submitted a form 990EZ, 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.


Official website here: www.fpacentralohio.org

What is the mission statement of Financial Planning Association Of Central Ohio?

The Financial Planning Association of Central Ohio serves to uphold the financial planning profession by virtue of its mission. It accomplishes this by providing educational opportunities for financial planners in the form of regular meetings. By doing so, the association aims to foster professional growth within the financial planning community.


Official website here: www.fpacentralohio.org

Who is the CEO of Financial Planning Association Of Central Ohio?

Christopher Rule is the President of Financial Planning Association Of Central Ohio.


Official website here: www.fpacentralohio.org

What is the revenue of Financial Planning Association Of Central Ohio?

Financial Planning Association Of Central Ohio's revenue in 2022 was $101,890.


Official website here: www.fpacentralohio.org

Who are the executives of Financial Planning Association Of Central Ohio and what are their salaries?


Here are 11 key members and their salaries:


Christopher Rule (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Madeline N Napier (President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Summer Anderson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tj Burkett (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brianne Cronenwett (Programs Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kelly Augspurger (Membership Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Maria Wolters (Nex Gen Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Adam C Osterling (Government Relations)
  • Compensation: $0
  • Related: $0
  • Other: $0
Candace L Deluca (Pro Bono Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mark Beaver (Chair-Immediate Past President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian T Houts (Partnerships Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpacentralohio.org

Where can I find the form 990EZ for Financial Planning Association Of Central Ohio?

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


Official website here: www.fpacentralohio.org

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

Mission Statement of Financial Planning Association Of Central Ohio

The Financial Planning Association of Central Ohio plays a significant role in upholding the financial planning profession. Their mission is centered around providing support to financial planners, enabling them to enhance their skills through educational programs. These programs often take the form of meetings, where professionals can engage in valuable learning experiences. By fostering a conducive environment for professional development, the Financial Planning Association of Central Ohio contributes to the strengthening of the financial planning field.

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Impact




October, 2024

The Financial Planning Association of Central Ohio significantly impacts the financial planning profession by providing essential support and resources to local professionals. Through a variety of programs, which include educational meetings and networking opportunities, it fosters continuous professional development among financial planners. This emphasis on education helps improve the quality of financial advice and services offered to the community, ultimately enhancing clients' financial literacy and well-being.

By bringing together financial planners in Westerville and surrounding areas, the association cultivates a collaborative environment where members can share best practices, address industry challenges, and stay updated on regulatory changes and market trends. This integration not only strengthens the individual skills of financial planners but also elevates the overall standard of financial planning in the region.

In pursuing its mission, the Financial Planning Association of Central Ohio contributes to community improvement by empowering financial planners to better serve clients, thereby increasing the community's financial health and stability. Through its commitment to education and professional development, the association plays a crucial role in advancing the financial planning profession in Central Ohio.




This information is meant to be a general summary of Financial Planning Association Of Central Ohio. 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
$101,890 (2022)
Expenses
$74,265 (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: $78,839
  • Gross Receipts: $101,890

Assets and Liabilities:

  • Total Assets: $122,314
  • Total Liabilities: $4,361
  • Net Assets: $117,953

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Organization Details

Principal Officer

Christopher Rule

Main Address

7385 STATE RTE 3 52, WESTERVILLE, OH, 43082

NTEE Category

Code: S41 - Community improvement

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