The Fpa Of Greater Indiana

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

EIN: 352098083 ✦ Indianapolis, IN ✦ Designated as a 501(c)(6)

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Overview

What is The Fpa Of Greater Indiana?

The FPA of Greater Indiana is a nonprofit organization situated in Indianapolis, Indiana. Their primary mission is to elevate the significance of financial planning within the professional sphere. They achieve this by hosting educational seminars regularly, offering valuable insights and opportunities for continuing professional education. These events cater to both FPA members and their guests, ensuring they meet the continuing education requirements mandated by national licensing programs. The organization also extends membership benefits to professionals holding CPA and CFP designations for their educational needs.

Is The Fpa Of Greater Indiana legitimate?

The Fpa Of Greater Indiana is a legitimate nonprofit organization registered as a 501(c)(6) entity. The Fpa Of Greater Indiana 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.


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

What is the mission statement of The Fpa Of Greater Indiana?

The FPA of Greater Indiana's mission is centered around establishing the significance of financial planning in enhancing the success of the financial planning profession. They accomplish this through the organization of educational seminars throughout the year, which are beneficial for both members and their guests. These seminars provide opportunities for earning continuing professional education credits required by national licensing programs. The organization also offers memberships, particularly for individuals holding CPA and CFP designations, to facilitate their continued education.

What is the revenue of The Fpa Of Greater Indiana?

The Fpa Of Greater Indiana's revenue in 2024 was $84,221.

Who are the executives of The Fpa Of Greater Indiana and what are their salaries?

Here are 16 key members and their salaries:


Mychal Eagleson (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Adam Cmejla (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brad Yu (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Shaun Irwin (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Sigler (Membership Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ed Wildermuth (Nexgen Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Austin Angel (Nexgen Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeff Hess (Program Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Klaus (Program Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jesse Vasquez (Pro Bono Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chad Reed (Pro Bono Co-Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Benjamen Banks (Partnership Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brian Wright (Past Presidents Club)
  • Compensation: $0
  • Related: $0
  • Other: $0
Margaret Gooley (Director At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Gianoli (Director At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Roxanne Mcgettigan (Chapter Executive)
  • Compensation: $36,683
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for The Fpa Of Greater Indiana?

The Fpa Of Greater Indiana's most recent form 990EZ was submitted in 2024 and can be accessed here.

Mission Statement of The Fpa Of Greater Indiana

The FPA of Greater Indiana is committed to advocating for the significance of financial planning in enhancing the success of the financial planning profession. This nonprofit organization accomplishes this mission by conducting educational seminars throughout the year. These events cater to both members and their guests, offering them valuable learning opportunities that contribute to their continuing professional education requirements, as mandated by national licensing programs. The organization supports individuals holding CPA and CFP designations, offering them essential educational benefits. By doing so, The FPA of Greater Indiana plays a crucial role in fostering the growth and development of financial planning professionals.

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Impact




October, 2024

The FPA of Greater Indiana significantly enhances the financial planning profession by promoting the value of financial planning and providing vital educational opportunities. Through a series of well-organized seminars held throughout the year, it offers members and their guests access to continuing education benefits, which are essential for maintaining credentials like CPA and CFP. This commitment to education helps ensure that financial planning professionals in the region are knowledgeable, competent, and up-to-date with industry standards and practices.

By fostering a community of engaged financial planners, The FPA of Greater Indiana not only nurtures individual professional growth but also strengthens the overall profession. The continuous learning environment promotes best practices and innovative strategies, ultimately contributing to better financial outcomes for clients. The organization plays a crucial role in community improvement by enhancing the skills and capabilities of financial planners in Indianapolis and beyond.




This information is meant to be a general summary of The Fpa Of Greater Indiana. 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
$84,221 (2024)
Expenses
$66,279 (2024)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2024.

  • Investment Income: $885
  • Gross Receipts: $84,221

Assets and Liabilities:

  • Total Assets: $53,301
  • Total Liabilities: $0
  • Net Assets: $53,301

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Organization Details

Principal Officer

Adam Cmejla

NTEE Category

Code: S40 - Community improvement

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