Fpa Of The National Capital Area

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

EIN: 541990544 ✦ Reston, VA ✦ Designated as a 501(c)(6)

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Overview

What is Fpa Of The National Capital Area?

Fpa Of The National Capital Area is a nonprofit organization situated in Reston, Virginia. Its primary mission is to serve the needs of its members and promote the value of financial planning, as well as the success of the financial planning profession. To fulfill this mission, they organize two symposiums annually. These events not only provide continuing education opportunities for members but also offer networking chances for both members and sponsors. Furthermore, they honor the association's sponsors during these events.


Official website here: www.fpanca.org

Is Fpa Of The National Capital Area legitimate?

Fpa Of The National Capital Area is a legitimate nonprofit organization registered as a 501(c)(6) entity. Fpa Of The National Capital Area 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: $8,860

For more financial information, click here


Official website here: www.fpanca.org

What is the mission statement of Fpa Of The National Capital Area?

The Fpa Of The National Capital Area's mission is centered around serving its members and promoting the value of financial planning. This organization aims to elevate the success of the financial planning profession. It provides a platform for education and career development for its members, fostering a sense of community and offering opportunities for networking and recognition. The Fpa Of The National Capital Area achieves this through hosting two symposiums annually, offering continuing education, networking opportunities, and recognition for its sponsors. These events aim to provide valuable resources and support for its members.


Official website here: www.fpanca.org

Who is the CEO of Fpa Of The National Capital Area?

Kirk Taylor is the Chair of Fpa Of The National Capital Area.


Official website here: www.fpanca.org

What is the revenue of Fpa Of The National Capital Area?

Fpa Of The National Capital Area's revenue in 2022 was $254,031.


Official website here: www.fpanca.org

Who are the executives of Fpa Of The National Capital Area and what are their salaries?

There 35 volunteers at Fpa Of The National Capital Area.


Here are 19 key members and their salaries:


Kelly Mcnerney (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kirk Taylor (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Samuel Boyd (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aaron Clark (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jessica Jarosik (Sponsorship)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jonathan Duggan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Candace Lee (Pro Bono)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marcio Silveira (Pro Bono)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jared Jones (Programming)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Wittelsberger (Programming)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carl Holobuwich (Social Events)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Mellone (Golf)
  • Compensation: $0
  • Related: $0
  • Other: $0
Belle Osvath (Pr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Evan Beach (Pr)
  • Compensation: $0
  • Related: $0
  • Other: $0
Alishia Dubois (Nexgen)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Fincher (Nexgen)
  • Compensation: $0
  • Related: $0
  • Other: $0
Catherine Mulcahey (Secretary/Sponsorship)
  • Compensation: $0
  • Related: $0
  • Other: $0
Peggy Nelson (Executive Director (Until Feb. 2022))
  • Compensation: $8,792
  • Related: $0
  • Other: $377
Kristin Beane See Schedule O (Executive Director (From Feb. 2022))
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpanca.org

Where can I find the form 990 for Fpa Of The National Capital Area?

Fpa Of The National Capital Area's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.fpanca.org

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

Mission Statement of Fpa Of The National Capital Area

Fpa of the National Capital Area, as a nonprofit organization, is committed to serving its members and advancing the value of financial planning. Its primary mission is to promote the success of the financial planning profession. To achieve this, the organization provides a platform for education and career development for its members. This is done through two annual symposiums, which serve multiple purposes. These events offer continuing education opportunities for members, providing them with the latest industry insights. Additionally, these symposiums serve as networking events, connecting members with sponsors and other professionals in the field. Lastly, recognition time is allocated for sponsors of the association, recognizing their support and contributions to the organization and its members. In essence, Fpa of the National Capital Area is dedicated to supporting its members and enhancing the reputation and effectiveness of the financial planning profession.

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Impact




October, 2024

FPA of the National Capital Area significantly enhances the professional landscape for financial planners in the region by hosting two symposiums each year. These events provide essential continuing education for members, ensuring they remain up-to-date with industry standards and practices. In addition to educational content, the symposiums create valuable networking opportunities, allowing practitioners to connect with peers and sponsors, fostering collaboration and professional growth.

Moreover, FPA focuses on recognizing and celebrating its sponsors, which serves to strengthen relationships within the financial planning community. By meeting the needs of its members and advocating for the importance of financial planning, the organization helps to elevate the profession's status and success. This commitment to education and career development not only benefits individual members but also contributes to improved financial planning services in the community, ultimately enhancing overall financial literacy and well-being among the public.




This information is meant to be a general summary of Fpa Of The National Capital Area. 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
$254,031 (2022)
Expenses
$287,564 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $16
  • Program Service Revenue: $248,347
  • Gross Receipts: $265,514

Assets and Liabilities:

  • Total Assets: $250,116
  • Total Liabilities: $0
  • Net Assets: $250,116

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Programs

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

SYMPOSIUM INCOME

Revenue

$158,821

MEMBERSHIP DUES

Revenue

$63,765

CAREER DAY

Revenue

$18,262

LUNCHEONS

Revenue

$5,474

NEXR GEN RETREAT

Revenue

$1,675

Organization Details

Founding Year

2000

Principal Officer

Kirk Taylor

Main Address

1478 GREENMONT COURT, RESTON, VA, 20190

NTEE Category

Code: S41 - Community improvement

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