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Organizations Financial Planning Association

Financial Planning Association

Fiscal year ending 2023. Filed on May 7, 2024.

4201 Mercedes Court
Virginia Beach, Virginia 23455

Financial Planning Association (EIN: 54-1872365) has filed an IRS Form 990 between fiscal years 2016 and 2023. In its fiscal year 2023 IRS Form 990 filing, Financial Planning Association, a 501(c)(6) business league, reported compensation for 15 employees. Among the employees shown here, the average compensation is $30,400. The highest compensated employee at Financial Planning Association is Jan Dungan with fiscal year 2023 compensation of $30,400.

Revenue, expenses, and employee compensation

Revenue

$79,647

Expenses

$81,143

Employee compensation

$30,400
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Jan Dungan
Chapter Executive
$30,400
$30,400 No related compNo other comp
Charlotte Fox
Director
$0
Kristen Barnes Puryear
Director
$0
Brian Welch
Director
$0
Joseph Thompson
Director
$0
Chad Dean
Director
$0
Weslie Green
Director Sponsorship/Forum Chair
$0
Kate Atwood
President
$0
Laura Pittman
Director
$0
Alex Damm
Director Nexgen/Pr
$0
Alexis Grason
Director Women in Finance
$0
Ben Raikes
Chair
$0

Benchmark Employee Compensation

Mission Statement

The primary aim of the Financial Planning Association of Central Virginia is to foster the value of financial planning and advance the financial planning profession. The organization's strategy for accomplishing its objective means welcoming all those who advance the financial planning process and promoting the CFP mark as the cornerstone of the financial planning profession.

Revisions to this organization profile

May 7, 2024:
2023 Financial Planning Association 990 filed
May 12, 2023:
2022 Financial Planning Association 990 filed
May 3, 2022:
2021 Financial Planning Association 990 filed

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