Financial Planning Association Of Austin

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

EIN: 742993593 ✦ Austin, TX ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Austin?

The Financial Planning Association of Austin is a nonprofit organization dedicated to promoting and upholding the importance of the financial planning process. Through their platform, they prioritize professional development, networking, and education, as well as offering mentorship opportunities. They achieve this by hosting a website, organizing educational programs, and arranging conferences. These events enable the financial planning community to connect, expand their knowledge, and collaborate, ultimately strengthening their proficiency in financial planning.


Official website here: www.chapters.onefpa.org/austin

Is Financial Planning Association Of Austin legitimate?

Financial Planning Association Of Austin is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Austin 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.chapters.onefpa.org/austin

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

The Financial Planning Association of Austin promotes the significance of the financial planning process and its ethical execution. They achieve this by encouraging professional development, networking, education, and mentoring within the financial planning community. The organization provides a platform through their website, educational programs, and conferences, enabling financial planners to connect, learn, share, and enhance their knowledge in the financial planning process.


Official website here: www.chapters.onefpa.org/austin

Who is the CEO of Financial Planning Association Of Austin?

David Hampton is the President of Financial Planning Association Of Austin.


Official website here: www.chapters.onefpa.org/austin

What is the revenue of Financial Planning Association Of Austin?

Financial Planning Association Of Austin's revenue in 2022 was $82,386.


Official website here: www.chapters.onefpa.org/austin

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


Here are 12 key members and their salaries:


Ann Connolly Cfp (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Margaret Casey Cfp (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hannah Simpson Cfp (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Donald Beattie Cfp (Membership Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ross Patterson Cfp (Pro Bono Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sarah Frankenfeld (Chapter Executive)
  • Compensation: $26,400
  • Related: $0
  • Other: $0
David Hampton (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jeremy Jungbauer (President-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Chavez (Programs Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hailey Swain (Nexgen Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katherine Phillips (Women'S Initiative Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ada Flagg (Government Relations/Advocacy)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.chapters.onefpa.org/austin

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

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


Official website here: www.chapters.onefpa.org/austin

Learn more at the official website: www.chapters.onefpa.org/austin

Mission Statement of Financial Planning Association Of Austin

The Financial Planning Association of Austin, in essence, champions the significance of the financial planning process and promotes its ethical execution. The organization achieves this goal through various means, including fostering professional growth, facilitating networking opportunities, offering educational programs, and providing a platform for mentoring within the financial planning community. By organizing a website, educational events, and conferences, Financial Planning Association of Austin offers a dynamic environment where financial planning professionals can connect, learn, exchange ideas, and expand their expertise in the financial planning process.

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Impact




October, 2024

The Financial Planning Association of Austin significantly enhances the financial planning landscape in the region by promoting the ethical practices and professional growth of financial planners. Through a variety of educational programs and conferences, the organization creates a vital platform for financial professionals to network, exchange ideas, and elevate their expertise in the financial planning process.

By fostering a collaborative environment, the Association not only helps individual planners advance their careers but also contributes to the overall integrity and effectiveness of the financial planning industry. Its commitment to education and mentorship equips financial planners with the necessary tools to better serve their clients and the community at large, ultimately leading to improved financial literacy and empowerment among residents of Austin. The Association's efforts encourage continuous learning and ethical practice, further solidifying the importance of financial planning in fostering community improvement.




This information is meant to be a general summary of Financial Planning Association Of Austin. 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
$82,386 (2022)
Expenses
$65,587 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $58
  • Program Service Revenue: $6,805
  • Gross Receipts: $82,386

Assets and Liabilities:

  • Total Assets: $89,227
  • Total Liabilities: $0
  • Net Assets: $89,227

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Organization Details

Principal Officer

David Hampton

Main Address

PO BOX 28268, AUSTIN, TX, 78755

NTEE Category

Code: S41 - Community improvement

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