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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Employees The Financial Planning Association Heather Caldwell

Heather Caldwell

Highest compensated employee

Director of Staff Relations at The Financial Planning Association

Fiscal year ended December 31, 2021. Published on January 25, 2026.

$130,428
2021

Total compensation

Heather Caldwell has been listed as an employee of The Financial Planning Association in Form 990 filings since at least fiscal year 2016. Total compensation for Heather Caldwell has increased by 13.1% from 2016 to 2021.

Annual compensation details

$130,428
+5.6%
Director of Staff Relations
2021
$118k
40 hrs/wk
$14k
--
$123,508
-8.5%
Director of Staff Relations
2020
$111k
40 hrs/wk
$14k
--
$134,983
+6.1%
Director of Staff Relations
2019
$119k
40 hrs/wk
$17k
--
$127,208
+6.4%
Member Engagement Director
2018
$114k
40 hrs/wk
$14k
--
$119,509
+3.7%
Member Engagement Director
2017
$112k
40 hrs/wk
$9k
--
$115,297
Director of Member Engagem
2016
$109k
40 hrs/wk
$7k
--

Total compensation by year

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Revisions to this profile

January 25, 2026:
2021 The Financial Planning Association 990 published
January 24, 2026:
2020 The Financial Planning Association 990 published
January 24, 2026:
2019 The Financial Planning Association 990 published

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2021

Other employees at The Financial Planning Association

Patrick D Mahoney
Chief Executive Officer and Secretary
$426,717
$407,757 No related comp$18,960
Julie Butcher Part Year
Information Technology Director
$229,582
$216,454 No related comp$13,128
Sandra Garcia
Chief Financial Officer
$188,187
$176,630 No related comp$11,557
Ben Lewis
CCO
$177,700
$177,700 No related compNo other comp
Leslie Whittet Part Year
CMO
$131,188
$123,115 No related comp$8,073

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