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Financial Planning Association Of Colorado

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

EIN: 841077808 ✦ Aurora, CO ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Colorado?

The Financial Planning Association of Colorado is a notable nonprofit organization dedicated to enhancing the field of financial planning. Their primary aim is to enrich the profession by improving lives through its transformative power. They achieve this by offering educational resources on financial planning topics, such as ethics, to their network of approximately 650 professionals annually. This is done through regular meetings, networking events, and an annual forum. By fostering knowledge and collaboration, the Financial Planning Association of Colorado contributes significantly to the financial planning community in Colorado.


Official website here: www.cofpa.org

Is Financial Planning Association Of Colorado legitimate?

Financial Planning Association Of Colorado is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Colorado 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.cofpa.org

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

The Financial Planning Association of Colorado's mission is centered around elevating the financial planning profession. By offering educational resources and opportunities, such as regular chapter meetings, networking events, and an annual forum, they aim to transform lives through this critical skill set. Their focus extends to ethical practices within financial planning, ensuring that their members are well-equipped to provide sound advice to their clients. In 2022, their annual forum attracted around 650 attendees, demonstrating their commitment to this cause.


Official website here: www.cofpa.org

Who is the CEO of Financial Planning Association Of Colorado?

Unavailable


Official website here: www.cofpa.org

What is the revenue of Financial Planning Association Of Colorado?

Financial Planning Association Of Colorado's revenue in 2022 was $136,593.


Official website here: www.cofpa.org

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


Here are 10 key members and their salaries:


Charles Pastor (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Adam Oliver (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Marcie Carvalho (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matt Lengel (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tami Carroll (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Sandra Laskowski (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katie Weber (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lori Miller (President/Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Cory Underwood (Pres-Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jason Alderson (Chair (Past President))
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cofpa.org

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

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


Official website here: www.cofpa.org

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

Mission Statement of Financial Planning Association Of Colorado

The Financial Planning Association of Colorado, in its mission, aims to uplift the financial planning profession, which significantly impacts people's lives. The organization achieves this by offering educational resources on various financial planning topics, including ethics. This is done through regular chapter meetings, networking events, and an annual forum, attracting around 650 attendees annually. The association's initiatives are instrumental in fostering a strong and ethical financial planning community.

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Impact




October, 2024

The Financial Planning Association of Colorado significantly impacts the community by elevating the profession of financial planning and transforming lives through education and networking. Through its regular chapter meetings and events, the association provides vital resources on various financial planning topics, including ethics, directly benefitting its members and the broader community. In 2022 alone, it engaged approximately 650 attendees at its annual forum, fostering a collaborative environment for financial professionals to share knowledge and best practices. This commitment not only enhances professional standards but also empowers individuals to make informed financial decisions, ultimately contributing to overall community improvement.




This information is meant to be a general summary of Financial Planning Association Of Colorado. 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
$136,593 (2022)
Expenses
$127,575 (2022)
Efficiency

Other financial information:

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

  • Investment Income: $357
  • Program Service Revenue: $82,899
  • Gross Receipts: $136,593

Assets and Liabilities:

  • Total Assets: $171,036
  • Total Liabilities: $19,619
  • Net Assets: $151,417

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Organization Details

Main Address

PO BOX 460445, AURORA, CO, 800460445

NTEE Category

Code: S41 - Community improvement

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