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Fpa Of North Alabama

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

EIN: 631243277 ✦ Birmingham, AL ✦ Designated as a 501(c)(6)

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Overview

What is Fpa Of North Alabama?

Fpa Of North Alabama is a nonprofit organization primarily focused on providing continuing professional education opportunities for financial planning professionals. They conduct monthly meetings and an annual symposium, welcoming both members of the Financial Planning Association (FPA) and non-member Certified Financial Planner (CFP) certificants. These events serve as platforms for industry information sharing, enabling professionals to earn necessary continuing education credits. The organization's mission is to foster learning and collaboration within the financial planning community in North Alabama.


Official website here: www.fpana.org

Is Fpa Of North Alabama legitimate?

Fpa Of North Alabama is a legitimate nonprofit organization registered as a 501(c)(6) entity. Fpa Of North Alabama 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.fpana.org

What is the mission statement of Fpa Of North Alabama?

The FPA of North Alabama, primarily catering to Financial Planning Association members and CFP certificants, has a mission centered around continuous professional development. Their primary activities include holding monthly meetings and an annual symposium, the purpose of which is to provide opportunities for members and non-members alike to acquire continuing education credits. Additionally, the organization serves as a platform for sharing industry-related information, fostering a collaborative environment for its members.


Official website here: www.fpana.org

Who is the CEO of Fpa Of North Alabama?

David Lecompte is the President of Fpa Of North Alabama.


Official website here: www.fpana.org

What is the revenue of Fpa Of North Alabama?

Fpa Of North Alabama's revenue in 2022 was $69,825.


Official website here: www.fpana.org

Who are the executives of Fpa Of North Alabama and what are their salaries?


Here are 12 key members and their salaries:


Patricia Morris (Chapter Executive)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mac Frasier (Partnership Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Taylor Brown (Symposium Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ross Kennedy (Program Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lauren Pearson (Public Relations Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rob Herndon (Membership Recruitment Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Counce Drinkard (Career Development Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Susan Copeland (Public Outreach Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Isabella Blount (Next Gen Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nikki Snider (Advocacy Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Lecompte (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Stephens (Secretary-Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpana.org

Where can I find the form 990EZ for Fpa Of North Alabama?

Fpa Of North Alabama's most recent form 990EZ was submitted in 2022 and can be accessed here.


Official website here: www.fpana.org

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

Mission Statement of Fpa Of North Alabama

FPA of North Alabama, as a nonprofit organization, holds monthly meetings and an annual symposium with a primary focus on continuing professional education for its members and non-member CFP certificants. The primary objective of these gatherings is to provide a platform for knowledge sharing and acquiring continuing education credits within the financial planning industry. FPA of North Alabama serves as a hub for professionals in this field, fostering an environment conducive to learning and staying updated with the latest industry trends and developments. The organization's activities not only benefit its members but also extend to non-members seeking to enhance their credentials in the field of financial planning.

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Impact




October, 2024

FPA of North Alabama significantly enhances the professional development of financial planners in the region by facilitating monthly meetings and an annual symposium. These events provide essential continuing education credits for both members and non-member CFP certificants, ensuring that financial professionals stay updated with the latest industry trends and practices. This focus on continual learning fosters a culture of knowledge-sharing and collaboration among financial planners, ultimately improving the quality of financial advice available to the community. By prioritizing professional education and networking opportunities, FPA of North Alabama contributes to the overall improvement of the financial planning profession, benefiting both practitioners and their clients.




This information is meant to be a general summary of Fpa Of North Alabama. 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
$69,825 (2022)
Expenses
$83,176 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $10
  • Program Service Revenue: $60,465
  • Gross Receipts: $69,825

Assets and Liabilities:

  • Total Assets: $76,473
  • Total Liabilities: $0
  • Net Assets: $76,473

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Organization Details

Principal Officer

David Lecompte

Main Address

PO Box 26607, Birmingham, AL, 352600607

NTEE Category

Code: S41 - Community improvement

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