Financial Planning Association Los Angeles Chapter

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

EIN: 954834545 ✦ Scottsdale, AZ ✦ Designated as a 501(c)(6)

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Overview

What is Financial Planning Association Los Angeles Chapter?

The Financial Planning Association Los Angeles Chapter is a nonprofit organization dedicated to elevating the significance of financial planning, fostering the development of its members, and acting as a catalyst for financial literacy within its community. By organizing regular educational and networking events, the association serves approximately 400 financial planners in the Los Angeles area. Their mission is multifaceted, encompassing the promotion of financial planning as a profession, the empowerment of members through personal and professional growth, and the active engagement in community betterment by advocating for financial literacy.


Official website here: www.fpala.org

Is Financial Planning Association Los Angeles Chapter legitimate?

Financial Planning Association Los Angeles Chapter is a legitimate nonprofit organization registered as a 501(c)(6) entity. Financial Planning Association Los Angeles Chapter 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.fpala.org

What is the mission statement of Financial Planning Association Los Angeles Chapter?

The Financial Planning Association Los Angeles Chapter is committed to enhancing the value of the financial planning profession. They actively support the personal and professional development of their members, numbering around 400 in the Los Angeles area. Additionally, the organization serves as a positive influence in its community by advocating for financial literacy. Monthly education and networking events are held to facilitate knowledge sharing and professional connections.


Official website here: www.fpala.org

Who is the CEO of Financial Planning Association Los Angeles Chapter?

Jamie Rugg is the President of Financial Planning Association Los Angeles Chapter.


Official website here: www.fpala.org

What is the revenue of Financial Planning Association Los Angeles Chapter?

Financial Planning Association Los Angeles Chapter's revenue in 2022 was $58,524.


Official website here: www.fpala.org

Who are the executives of Financial Planning Association Los Angeles Chapter and what are their salaries?


Here are 8 key members and their salaries:


Warren Friedland (Chairman)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jamie Rugg (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jon Bacon (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tracy Cavanaugh (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Tassone (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
La Tanya Harris (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katrina Soelter (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
David Westerhout (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.fpala.org

Where can I find the form 990EZ for Financial Planning Association Los Angeles Chapter?

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


Official website here: www.fpala.org

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

Mission Statement of Financial Planning Association Los Angeles Chapter

The Financial Planning Association Los Angeles Chapter, in its mission, strives to elevate the value of financial planning as a profession. It supports the personal and professional development of its members, which number around 400 in the Los Angeles area. Furthermore, the organization seeks to positively influence its community by advocating for financial literacy. To achieve these objectives, the Financial Planning Association Los Angeles Chapter organizes monthly educational and networking events.

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Impact




October, 2024

The Financial Planning Association Los Angeles Chapter significantly enhances the financial planning profession by promoting its value and advocating for financial literacy within the community. With a focus on both personal and professional growth, the chapter provides a platform for around 400 financial planners in the Los Angeles area through monthly education and networking events. This not only cultivates professional development among its members but also enriches the community by equipping individuals with essential financial knowledge and skills. By fostering these connections and educational opportunities, the chapter actively contributes to community improvement and empowers individuals to make informed financial decisions.




This information is meant to be a general summary of Financial Planning Association Los Angeles Chapter. 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
$58,524 (2022)
Expenses
$37,026 (2022)
Efficiency

Other financial information:

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

  • Program Service Revenue: $58,524
  • Gross Receipts: $58,524

Assets and Liabilities:

  • Total Assets: $42,355
  • Total Liabilities: $0
  • Net Assets: $42,355

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Organization Details

Principal Officer

Jamie Rugg

Main Address

PO BOX 4130, SCOTTSDALE, AZ, 85261

NTEE Category

Code: S41 - Community improvement

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