Financial Planning Association
Fiscal year ending 2024. Filed on May 12, 2025.
140 Amicks Ferry Road Suite 334
Chapin, South Carolina 29036
Financial Planning Association (EIN: 56-2168362) has filed an IRS Form 990 since fiscal year 2019. In its fiscal year 2024 IRS Form 990 filing, Financial Planning Association, a 501(c)(6) business league, reported compensation for 9 employees. Among the employees shown here, the average compensation is $30,600. The highest compensated employee at Financial Planning Association is Nancye Bailey with fiscal year 2024 compensation of $30,600.
Revenue, expenses, and employee compensation
Revenue
$87,055
Expenses
$87,419
Employee compensation
$0
Reported Compensated Employees
＋1.3%vs 2023
Nancye Bailey
Executive Director
$30,600
$30,600 from orgNo related compNo other comp
Candace Cline
Treasurer
$0
Mary Lytch
President-Elect
$0
Paul Brown
Pro Bono Committee Co Chair
$0
Geoff Owen
Chair
$0
Jon Shumate
President
$0
Tara Butler
Program Committee Chair
$0
Stratford Kiger
Membership Committee Chair
$0
Michael Acosta
Next Gen Chair
$0
Mission Statement
Professional Education for Financial Planners
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Revisions to this organization profile
May 12, 2025:
2024 Financial Planning Association 990 filed
May 14, 2024:
2023 Financial Planning Association 990 filed
May 3, 2023:
2022 Financial Planning Association 990 filed
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