Financial Planning Association Of Greater Phoenix

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

EIN: 860453676 ✦ Scottsdale, AZ ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Of Greater Phoenix?

The Financial Planning Association of Greater Phoenix is a nonprofit organization dedicated to equipping and empowering financial planners. Throughout the year, they focus on implementing their strategic plan, resulting in the incorporation of a new accountability pillar that links financial management to financial reporting and budgeting decisions. Their commitment to growth is evident in their successful recruitment of new leadership at both the Board of Directors and Tactical General Circle level, ensuring a smooth transition with the seating of a newly elected Board of Directors ahead of schedule.


Official website here: www.fpaofphoenix.org

Is Financial Planning Association Of Greater Phoenix legitimate?

Financial Planning Association Of Greater Phoenix is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Of Greater Phoenix 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.


Heare are some key statistics you may want to consider:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.fpaofphoenix.org

What is the mission statement of Financial Planning Association Of Greater Phoenix?

The Financial Planning Association of Greater Phoenix, as part of its mission, focuses on providing education and training to financial planners. They place significant importance on their strategic plan, regularly paying attention to it and making necessary adjustments. A key addition to their strategy was the inclusion of an accountability pillar, connecting financial management to financial reporting and budgeting decisions. Furthermore, the organization successfully recruited new leadership, both at the Board of Directors and Tactical General Circle level, ensuring a smooth transition with the election and seating of a new Board of Directors before the end of the year.


Official website here: www.fpaofphoenix.org

What is the revenue of Financial Planning Association Of Greater Phoenix?

Financial Planning Association Of Greater Phoenix's revenue in 2023 was $80,582.


Official website here: www.fpaofphoenix.org

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

Here are 14 key members and their salaries:


Dale Walters (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Drake Qualls (President Elect)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Syrmopoulos (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ken Osborn (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
William Cerynik (Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Murray Smith (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Colleen Hallinan (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Howard Hill (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Thomas Rindahl (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carla Boyd (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Miller (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Vandusen (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dawn Noble (Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Kemp (Executive Director)
  • Compensation: $22,000
  • Related: $0
  • Other: $0


Official website here: www.fpaofphoenix.org

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

Financial Planning Association Of Greater Phoenix's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.fpaofphoenix.org

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

Mission Statement of Financial Planning Association Of Greater Phoenix

The Financial Planning Association of Greater Phoenix, as an organization, is dedicated to providing educational and training opportunities for financial planners. They place significant emphasis on their strategic plan, ensuring that financial management is closely connected to financial reporting and budgeting decisions. This focus on accountability is a key aspect of their operations. In addition, the association has successfully attracted new leadership, both at the Board of Directors and Tactical General Circle levels. This includes the election and seating of a new Board of Directors before the end of the year. In essence, the Financial Planning Association of Greater Phoenix is committed to fostering the growth and development of financial planners by providing a strong strategic framework and leadership opportunities.

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Impact




October, 2024

The Financial Planning Association of Greater Phoenix significantly enhances the financial planning landscape through dedicated education and training for financial planners. By focusing on skill development, the organization empowers professionals to better serve their clients and adapt to an evolving marketplace.

In pursuit of its mission, the association has strategically refined its operations, implementing a new accountability pillar that strengthens the connection between financial management and decision-making processes. This approach not only fosters transparency but also encourages sound budgeting practices among its members.

Additionally, the recruitment of fresh leadership within its Board of Directors and Tactical General Circle exemplifies a commitment to governance and forward-thinking strategies, ensuring the organization remains responsive to the needs of its community. This proactive governance positions the Financial Planning Association of Greater Phoenix to effectively contribute to community improvement and the overall growth of the financial planning profession in Scottsdale and beyond.




This information is meant to be a general summary of Financial Planning Association Of Greater Phoenix. 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
$80,582 (2023)
Expenses
$71,596 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $1,061
  • Program Service Revenue: $2,425
  • Gross Receipts: $80,582

Assets and Liabilities:

  • Total Assets: $68,552
  • Total Liabilities: $50
  • Net Assets: $68,502

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Organization Details

Principal Officer

Dale Walters

NTEE Category

Code: S40 - Community improvement

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