Financial Planning Association
TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.1M
+5.1% YoY
Revenue
$7.8M
-2.9% YoY
Net Investment Income
$77K
-8.0% YoY
Expenses
$7.5M
-8.8% YoY
About Financial Planning Association
Based on IRS filings
Financial Planning Association is a nonprofit organization 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
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,089,546 | $5,791,659 | $6,694,548 |
| Revenue | $7,800,803 | $8,036,552 | $9,051,715 |
| Expenses | $7,501,219 | $8,228,550 | $9,111,585 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $76,953 | $83,679 | $60,488 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
1 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PAUL BRAHIM | PRESIDENT | 5 | — |
| DANIEL GALLI | PRESIDENT ELECT | 5 | — |
| CLAUDIA CYPHER KANE | PAST PRESIDENT | 5 | — |
| RUSSELL CLIFFORD | TREASURER | 5 | — |
| MYCHAL EAGLESON | BOARD MEMBER | 5 | — |
| CARL CHRISTIE | BOARD MEMBER | 5 | — |
| JACK HEINTZELMAN | BOARD MEMBER | 5 | — |
| JUAN HERNANDEZ-ARIANO | BOARD MEMBER | 5 | — |
| JASON KLEY | BOARD MEMBER | 5 | — |
| CELESTE REVELLI | BOARD MEMBER | 5 | — |
| TIMOTHY TODD | BOARD MEMBER | 5 | — |
| D CRYSTAL ALFORD-COOPER | BOARD MEMBER | 5 | — |
| PATRICK D MAHONEY | CEO & SECRETARY | 40 | $424,991 |
| SANDRA GARCIA THRU MAR 2024 | CHIEF FINANCIAL OFFICER | 40 | $56,769 |
| KURTIS KACZOR | DIRECTOR, PRO BONO | 40 | $105,266 |
| BEN LEWIS | CHIEF COMMUNICATIONS OFFICER | 40 | $196,325 |
| DENNIS MOORE FROM MAY 2024 | CHIEF OPERATING OFFICER | 40 | $107,990 |
| CHRISTINE RICHARDSON | CHIEF MEMBER EXPERIENCE OFFICER | 40 | $150,622 |
| JORGE VALDIVIA | SENIOR MANAGER OF TECHNOLOGY | 40 | $152,817 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Financial Planning Association?
Financial Planning Association is a nonprofit organization focused on Community Improvement & Capacity Building, based in DENVER, CO. It holds $6.1M in total assets as of 2024.
How large is Financial Planning Association?
As of 2024, Financial Planning Association holds $6.1M in total assets with $7.8M in annual revenue.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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