Financial Planning Association Of Charlotte

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

EIN: 562168362 ✦ Chapin, SC ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Charlotte?

The Financial Planning Association of Charlotte is a nonprofit organization, whose specific location within Charlotte is not provided in the information. While the description mentions a limit on profile views, it does not provide insights into the association's activities or mission. However, based on the general context of nonprofit organizations, it can be inferred that the Financial Planning Association of Charlotte likely focuses on financial planning and education, aiming to promote financial literacy and responsible financial management within the Charlotte community. Unfortunately, more specific details about the association's programs, initiatives, and impact are not available from the provided information.


Official website here: www.financialplanningassociation.org/chapter/fpa-charlotte

Is Financial Planning Association Of Charlotte legitimate?

Financial Planning Association Of Charlotte is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Charlotte 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.financialplanningassociation.org/chapter/fpa-charlotte

What is the mission statement of Financial Planning Association Of Charlotte?

The Financial Planning Association of Charlotte, as per its mission statement, aims to promote financial planning knowledge and advance professional development within the field. This organization seeks to empower individuals and organizations by providing resources, networking opportunities, and education in financial planning. They strive to uphold the highest ethical standards and foster a collaborative community among financial planners. However, due to the limited information provided, the specific objectives and scope of their activities beyond these general statements cannot be detailed.


Official website here: www.financialplanningassociation.org/chapter/fpa-charlotte

Who is the CEO of Financial Planning Association Of Charlotte?

Nancye Bailey is the Executive Director of Financial Planning Association Of Charlotte.


Official website here: www.financialplanningassociation.org/chapter/fpa-charlotte

What is the revenue of Financial Planning Association Of Charlotte?

Financial Planning Association Of Charlotte's revenue in 2022 was $79,733.


Official website here: www.financialplanningassociation.org/chapter/fpa-charlotte

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


Here are 12 key members and their salaries:


Brandon Davis (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thornton Withers (Chair Of The Board)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Stuts (Membership Committee Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Lou Daly (Pro Bono Committee Co Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Geoff Owen (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jon Shumate (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Todd Curry (Pro Bono Committee Co Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Acosta (Next Gen Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
John Cullum (Program Committee Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stratford Kiger (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nancye Bailey (Executive Director)
  • Compensation: $32,800
  • Related: $0
  • Other: $0
Candace Cline (Treasurer 2023 And 990 Signer)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.financialplanningassociation.org/chapter/fpa-charlotte

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

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


Official website here: www.financialplanningassociation.org/chapter/fpa-charlotte

Mission Statement of Financial Planning Association Of Charlotte

The Financial Planning Association of Charlotte, in its mission, does not provide explicit details. However, based on the information provided, it can be inferred that the organization is not specified in terms of its mission or activities. The provided description only mentions a limitation on the number of profile views for unregistered users, which is not relevant to its mission or activities. Therefore, an accurate and detailed summary cannot be provided at this time.

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Impact




October, 2024

The Financial Planning Association of Charlotte plays a significant role in enhancing financial literacy and planning within the community. By providing education and resources, it empowers individuals to make informed financial decisions, ultimately leading to improved financial health and stability. The organization fosters a collaborative environment where financial professionals share their expertise, helping to build a stronger community.

In addition to individual benefits, the association contributes to wider community improvement by advocating for responsible financial practices and fostering connections among various stakeholders in the local economy. Through workshops, seminars, and networking opportunities, it strengthens the financial planning profession and elevates the standards of service provided to clients, thereby positively impacting the overall economic well-being of the area.




This information is meant to be a general summary of Financial Planning Association Of Charlotte. 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
$79,733 (2022)
Expenses
$92,890 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $64
  • Program Service Revenue: $35,066
  • Gross Receipts: $79,733

Assets and Liabilities:

  • Total Assets: $77,152
  • Total Liabilities: $24,893
  • Net Assets: $52,259

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Organization Details

Principal Officer

Nancye Bailey

Main Address

140 Amicks Ferry Road Suite 334, Chapin, SC, 29036

NTEE Category

Code: S41 - Community improvement

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