FINANCIAL PLANNING ASSOCIATION (EIN 841521488) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

PATRICK MAHONEY

Phone

3037594900

Tax Period

2023-01-01 to 2023-12-31

FINANCIAL PLANNING ASSOCIATION, founded in 1999, is a community nonprofit in the Community Improvement sector that reported $8.0M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year.

Mission

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

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $75,000

Program Service Revenue $7,154,331

Investment Income $83,679

Other Revenue $723,542

TOTAL REVENUE $8,036,552

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,104,862

Fundraising Expenses $0

Other Expenses $5,123,688

TOTAL EXPENSES $8,228,550

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,036,552	$9,051,715	-0.1%
Expenses	$8,228,550	$9,111,585	-0.1%
Net Income	$-191,998	$-59,870	+2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

1050

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$649,458

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES LEE	PRESIDENT	5.00	Officer Director	$0	$0	$0
CLAUDIA KANE	PRESIDENT ELECT	5.00	Officer Director	$0	$0	$0
DENNIS MOORE	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
CRYSTAL ALFORD-COOPER	BOARD MEMBER	5.00	Director	$0	$0	$0
PAUL BRAHIM	BOARD MEMBER	5.00	Director	$0	$0	$0
CARL CHRISTIE	BOARD MEMBER	5.00	Director	$0	$0	$0
RUSSELL CLIFFORD	BOARD MEMBER	5.00	Director	$0	$0	$0
GEORGE FERNANDEZ	BOARD MEMBER	5.00	Director	$0	$0	$0
DANIEL GALLI	TREASURER	5.00	Officer Director	$0	$0	$0
LISA KIRSHENBAUER	BOARD MEMBER	5.00	Director	$0	$0	$0
BYRKE SESTOK	BOARD MEMBER	5.00	Director	$0	$0	$0
ROBERT VAN BEEK	BOARD MEMBER	5.00	Director	$0	$0	$0
PATRICK D MAHONEY	CEO & SECRETARY	40.00	Officer	$406,534	$27,546	$434,080
SANDRA GARCIA	CFO	40.00	Officer	$190,917	$24,461	$215,378
AMY WOODWARD	DIRECTOR, STRATEGIC PARTNERSHIP	40.00	Highest	$102,016	$16,080	$118,096
KURT KACZOR	DIRECTOR, PRO BONO	40.00	Highest	$100,673	$14,159	$114,832
BEN LEWIS	CCO	40.00	Highest	$182,411	$5,722	$188,133
CHRISTINE RICHARDSON	MANAGING DIRECTOR, MEMBER EXPERIENCE & MISSION SUP	40.00	Highest	$113,681	$12,914	$126,595
JORGE VALDIVIA	SENIOR MANAGER, TECHNOLOGY	40.00	Highest	$144,638	$23,526	$168,164

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$8,036,552	$8,228,550	$5,791,659	$-191,998
2022	$9,051,715	$9,111,585	$6,694,548	$-59,870
2021	$8,225,248	$7,100,920	$6,740,399	$1,124,328
2020	$7,414,359	$8,149,467	$5,433,399	$-735,108
2019	$10,353,525	$11,221,347	$5,941,900	$-867,822
2018	$10,344,627	$10,175,713	$6,682,553	$168,914

FINANCIAL PLANNING ASSOCIATION