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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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Organizations Community Improvement & Capacity Building Financial Planning Association

Financial Planning Association

Fiscal year ending 2024. Filed on November 10, 2025.

1290 Broadway 1625
Denver, Colorado 80203

Financial Planning Association (EIN: 84-1521488) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2024 IRS Form 990 filing, Financial Planning Association, a 501(c)(6) business league, reported compensation for 7 out of 24 total employees. Among the employees shown here, the average compensation is $186,696. The highest compensated employee at Financial Planning Association is Patrick D Mahoney with fiscal year 2024 compensation of $452,657.

Revenue, expenses, and employee compensation

Revenue

$7,800,803

Expenses

$7,501,219

Employee compensation

$2,818,248
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Patrick D Mahoney
Chief Executive Officer and Secretary
$452,657
$424,991 No related comp$27,666
Ben Lewis
Chief Communications Officer
$202,572
$196,325 No related comp$6,247
Jorge Valdivia
Senior Manager of Technology
$179,286
$152,817 No related comp$26,469
Christine Richardson
Chief Member Experience Officer
$165,882
$150,622 No related comp$15,260
Dennis Moore From May 2024
Chief Operating Officer
$121,963
$107,990 No related comp$13,973
Kurtis Kaczor
Director, PRO BONO
$121,062
$105,266 No related comp$15,796
Sandra Garcia Thru Mar 2024
Chief Financial Officer
$63,453
$56,769 No related comp$6,684

Benchmark Employee Compensation

Non-Employee Board Members

Carl Christie
Board Member
Celeste Revelli
Board Member
Claudia Cypher Kane
Former President
D Crystal Alford-Cooper
Board Member
Daniel Galli
President-Elect
Jack Heintzelman
Board Member
Jason Kley
Board Member
Juan Hernandez-Ariano
Board Member
Mychal Eagleson
Board Member
Paul Brahim
President
Russell Clifford
Treasurer
Timothy Todd
Board Member

Contractors

Lauren Loney Consuling LLC
Advocacy Consultant
$131,531

Mission Statement

FPA FOSTERS THE VALUE OF FINANCIAL PLANNING AND ADVANCES THE FINANCIAL PLANNING PROFESSION.

Other organizations also named Financial Planning Association

Financial Planning Association
Waunakee, Wisconsin
Financial Planning Association
Topeka, Kansas
Financial Planning Association
Miami, Florida
Financial Planning Association
Chapin, South Carolina
Financial Planning Association
Virginia Beach, Virginia
Financial Planning Association
Ankeny, Iowa

Revisions to this organization profile

November 10, 2025:
2024 Financial Planning Association 990 filed
October 29, 2024:
2023 Financial Planning Association 990 filed
November 9, 2023:
2022 Financial Planning Association 990 filed

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