Financial Planning Association Of Greater Kansas City

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

EIN: 431886604 ✦ Topeka, KS ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Greater Kansas City?

The Financial Planning Association of Greater Kansas City is a nonprofit organization dedicated to advancing the profession of Financial Planning. They offer a variety of educational classes and seminars to their members, aiming to improve the field and raise public awareness about its significance. Their primary mission is to educate and equip Financial Planning professionals, providing them with the necessary knowledge and skills to serve their clients effectively.


Official website here: www.fpakc.org

Is Financial Planning Association Of Greater Kansas City legitimate?

Financial Planning Association Of Greater Kansas City is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Greater Kansas City 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.fpakc.org

What is the mission statement of Financial Planning Association Of Greater Kansas City?

The Financial Planning Association of Greater Kansas City is dedicated to enhancing and promoting the Financial Planning profession. They accomplish this by offering educational classes and seminars to their members, aiming to improve the standing of the profession and increase public understanding of its importance. Their primary objective is to provide educational resources for financial planning professionals, with a focus on their continuous growth and development in the field.


Official website here: www.fpakc.org

Who is the CEO of Financial Planning Association Of Greater Kansas City?

Carrie Ohm is the President of Financial Planning Association Of Greater Kansas City.


Official website here: www.fpakc.org

What is the revenue of Financial Planning Association Of Greater Kansas City?

Financial Planning Association Of Greater Kansas City's revenue in 2022 was $122,450.


Official website here: www.fpakc.org

Who are the executives of Financial Planning Association Of Greater Kansas City and what are their salaries?


Here are 18 key members and their salaries:


Mary Dorn (Board Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carrie Ohm (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Malone (Dir At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jack Giardino (Dir Of Publi)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jacob Watts (Dir Of Partn)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ben Skilling (President El)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandy Johnson (Cae)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Newcomer (Dir Of Membe)
  • Compensation: $0
  • Related: $0
  • Other: $0
Todd C Ericson (Secretary/Tr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Lilley (Dir Of Comm)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nolan Keim (Dir Of Publi)
  • Compensation: $0
  • Related: $0
  • Other: $0
Derek R Lawson Phd (Dir Student)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Kaminski (Dir At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Landon Warmund (Dir Of Nexge)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Bohne (Dir Of Progr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Calvi (Dir At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tyler Landes (Past Preside)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eric Martinez (Dir At Large)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpakc.org

Where can I find the form 990EZ for Financial Planning Association Of Greater Kansas City?

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


Official website here: www.fpakc.org

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

Mission Statement of Financial Planning Association Of Greater Kansas City

The Financial Planning Association of Greater Kansas City is dedicated to advancing the knowledge and skills of financial planning professionals. Their primary mission is to promote and enhance the status of financial planning as a profession, as well as to raise public awareness about its importance. To accomplish this, they offer a variety of educational classes and seminars to their members. The association's goal is to equip financial planners with the necessary tools and resources to excel in their field, thereby benefiting their clients and the community at large. By providing continuous education, the Financial Planning Association of Greater Kansas City aims to maintain high professional standards and foster a sense of camaraderie among its members.

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Impact




October, 2024

The Financial Planning Association of Greater Kansas City plays a vital role in enhancing the financial planning profession and raising social awareness about its importance. By offering educational classes and seminars, the organization equips its members with essential skills and knowledge, thereby promoting professional development in financial planning. This commitment to education not only benefits individuals within the profession but also contributes to overall community improvement by ensuring that financial planners are well-prepared to assist clients effectively.

Through its initiatives, the association fosters a deeper understanding of financial planning, encouraging professionals to adopt best practices and ethical standards. This, in turn, enhances the credibility of the profession and helps build public trust, making financial planning more accessible and effective for individuals and families in the region. By advancing the knowledge of financial planners, the association ultimately supports healthier financial decision-making within the community.




This information is meant to be a general summary of Financial Planning Association Of Greater Kansas City. 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
$122,450 (2022)
Expenses
$114,721 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $139
  • Program Service Revenue: $93,546
  • Gross Receipts: $122,450

Assets and Liabilities:

  • Total Assets: $78,280
  • Total Liabilities: $0
  • Net Assets: $78,280

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Organization Details

Principal Officer

Carrie Ohm

Main Address

PO BOX 4303, TOPEKA, KS, 66604

NTEE Category

Code: S41 - Community improvement

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