Financial Planning Association
To elevate the profession that transforms lives through the power of financial planning.
Financial Planning Association at a glance
- Total assets
- $6,089,546
- +5.1% vs 2023
- Revenue (2024)
- $7,800,803
- -2.9% vs 2023
- Net investment income (2024)
- $76,953
- -8.0% vs 2023
- Expenses (2024)
- $7,501,219
- -8.8% vs 2023
- Latest 990 filing
- Form 990, 2024 View filing
Data from IRS Form 990, 2024; updated September 2026.
Who Financial Planning Association funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2022 it made 1 grant totaling $123K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FPA Metro New York Astoria, NY | Deconsolidation grant | $122,616 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2024 | $6,089,546 | $7,800,803 | $7,501,219 | — | — | $76,953 |
| 2023 | $5,791,659 | $8,036,552 | $8,228,550 | — | — | $83,679 |
| 2022 | $6,694,548 | $9,051,715 | $9,111,585 | $122,616 | 1 | $60,488 |
| 2021 | $6,740,399 | $8,225,248 | $7,100,920 | — | — | $152,493 |
| 2020 | $5,433,399 | $7,414,359 | $8,149,467 | — | — | $-258,773 |
About Financial Planning Association
Based on IRS filings
Financial Planning Association is a public charity focused on Community Improvement & Capacity Building, based in Denver, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.1M in total assets. Net investment income was $77K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Financial Planning Association is led by Patrick D. Mahoney, CEO & Secretary since 2021 (on filings since 2020); 6 of 18 officers listed in 2024 are compensated.
Officers on the 2024 filing
Patrick D. Mahoney
CEO & Secretary
Interim CEO → CEO & Secretary, 2021
On filings since 2020
40 hrs/week
$210K (2020) → $425K (2024)
Paul Brahim
President
Board Member → President, 2024
On filings since 2021
5 hrs/week
No compensation reported
Kurtis Kaczor
Director & Pro Bono
New on the 2024 filing
40 hrs/week
$105K (2024)
Dennis Moore
Chief Operating Officer
President → Past President, 2023
Past President → Chief Operating Officer, 2024
On filings since 2020
40 hrs/week
$108K (2024)
Ben Lewis
Chief Communications Officer
CCO → Chief Communications Officer, 2024
On filings since 2021
40 hrs/week
$178K (2021) → $196K (2024)
Christine Richardson
Chief Member Experience Officer
Managing Director, Member Experience & Mission Sup → Chief Member Experience Officer, 2024
On filings since 2023
40 hrs/week
$114K (2023) → $151K (2024)
Jorge Valdivia
Senior Manager of Technology
Senior Manager & Technology → Senior Manager of Technology, 2024
On filings since 2023
40 hrs/week
$145K (2023) → $153K (2024)
Claudia Cypher Kane
Past President
Treasurer → President Elect, 2023
President Elect → Past President, 2024
On filings since 2020
5 hrs/week
No compensation reported
Daniel Galli
President Elect
Board Member → Treasurer, 2023
Treasurer → President Elect, 2024
On filings since 2022
5 hrs/week
No compensation reported
Carl Christie
Board Member
On filings since 2023
5 hrs/week
No compensation reported
Russell Clifford
Treasurer
Board Member → Treasurer, 2024
On filings since 2023
5 hrs/week
No compensation reported
Celeste Revelli
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
D. Crystal Alford-Cooper
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Jack Heintzelman
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Jason Kley
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Juan Hernandez-Ariano
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Mychal Eagleson
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Timothy Todd
Board Member
New on the 2024 filing
5 hrs/week
No compensation reported
Former officers (27)
- Former: Sandra Garcia (2020–2024) — Chief Financial Officer · Filing note: Thru mar 2024
- Former: James Lee (2020–2023) — President
- Former: Robert Van Beek (2020–2023) — Board Member
- Former: George Fernandez (2021–2023) — Board Member
- Former: Lisa Kirshenbauer (2021–2023) — Board Member
- Former: Byrke Sestok (2022–2023) — Board Member
- Former: Crystal Alford-Cooper (2022–2023) — Board Member
- Former: Amy Woodward (2023) — Director & Strategic Partnership
- Former: Kurt Kaczor (2023) — Director & Pro Bono
- Former: Carl Wayne (2020–2022) — Board Member
- Former: Karen McDade (2020–2022) — Board Member
- Former: Skip Schweiss (2020–2022) — Past President
- Former: Susan Danzig (2020–2022) — Board Member
- Former: Amy Woodward Corum (2022) — Director Strategic Partnership
- Former: Leslie Whittet (2022) — CMO
- Former: Heather Caldwell (2020–2021) — Director of Staff Relations
- Former: Jason Plank (2020–2021) — Treasurer
- Former: Martin Seay (2020–2021) — Past President
- Former: Julie Butcher part year (2021) — Director of It
- Former: Leslie Whittet part year (2021) — CMO
- Former: Chris Draughon (2020) — Treasurer
- Former: Craig Noll (2020) — Director of Finance
- Former: Evelyn Zohlen (2020) — Chair
- Former: Julie Butcher (2020) — Director of It
- Former: Kimberly Bridges (2020) — Board Member
- Former: Kyle Jordan (2020) — Director of Meetings & Learning
- Former: Lauren Schadle (2020) — Executive Director & CEO
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $425K, to Patrick D Mahoney (CEO & Secretary). 7 officers or directors reported compensation on that filing.
Frequently asked questions about Financial Planning Association
How large is Financial Planning Association?
Financial Planning Association reported $6.1M in total assets on its 2024 IRS Form 990. Its revenue that year was $7.8M.
What is Financial Planning Association?
Financial Planning Association is a public charity focused on Community Improvement & Capacity Building, based in Denver, CO. It holds $6.1M in total assets as of 2024.
Where does Financial Planning Association operate?
Financial Planning Association has awarded grants in New York.
What is Financial Planning Association's EIN?
Financial Planning Association's EIN (Employer Identification Number) is 84-1521488. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2023)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Financial Planning Association funds
Community Improvement & Capacity Building Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Financial Planning Association's focus areas in our free grants database
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Financial Planning Association's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Financial Planning Association down — hundreds of funders to go?