DENVER, CO
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)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.
TO ELEVATE THE PROFESSION THAT TRANSFORMS LIVES THROUGH THE POWER OF FINANCIAL PLANNING.
FPA ANNUAL CONFERENCE IS ONE OF THE LARGEST ANNUAL GATHERINGS OF CFP PROFESSIONALS. THE EVENT SPOTLIGHTS FPA'S CORE COMPETENCIES: PRACTICE SUPPORT, LEARNING, ADVOCACY, AND NETWORKING. THE PROGRAM...
FPA ANNUAL CONFERENCE IS ONE OF THE LARGEST ANNUAL GATHERINGS OF CFP PROFESSIONALS. THE EVENT SPOTLIGHTS FPA'S CORE COMPETENCIES: PRACTICE SUPPORT, LEARNING, ADVOCACY, AND NETWORKING. THE PROGRAM OFFERS MANY EDUCATIONAL SESSIONS, AN EXHIBIT HALL, ROUNDTABLE DISCUSSIONS, AND VARIOUS PRE-CONFERENCES CONDUCTED BY PARTNERS OF FPA. VARIOUS FPA MEMBER COMMUNITIES GATHER TO NETWORK, SHARE BEST PRACTICES, AND CONNECT WITH LIKE-MINDED MEMBERS. THE CONFERENCE IS BUILT AROUND SHARING PRACTICAL KNOWLEDGE AND STRATEGIES FOR ATTENDEES TO TAKE BACK TO THEIR PRACTICES FOR IMPLEMENTATION.
MEMBER RELATIONS: FPA MEMBERSHIP STAFF ASSIST FPA MEMBERS IN JOINING AND RENEWING AS FPA MEMBERS AS WELL AS NAVIGATING THEIR FPA MEMBER BENEFITS TO ENSURE THEY TAKE FULL ADVANTAGE OF THEIR...
MEMBER RELATIONS: FPA MEMBERSHIP STAFF ASSIST FPA MEMBERS IN JOINING AND RENEWING AS FPA MEMBERS AS WELL AS NAVIGATING THEIR FPA MEMBER BENEFITS TO ENSURE THEY TAKE FULL ADVANTAGE OF THEIR MEMBERSHIP. AS A PROFESSIONAL MEMBERSHIP ASSOCIATION, BENEFITS ARE FOCUSED ON SUPPORTING MEMBERS IN ELEVATING THEIR KNOWLEDGE THROUGH PROFESSIONAL DEVELOPMENT, EXPANDING THEIR CONNECTIONS THROUGH COMMUNITY, GROWING THEIR BUSINESSES THROUGH TOOLS AND RESOURCES FOR BUSINESS SUCCESS, AND PROTECTING THEIR PROFESSION THROUGH ADVOCACY.
FPA RETREAT IS A LONG-STANDING, NON-TRADITIONAL GATHERING OF THE FPA COMMUNITY. IT IS AN EVENT THAT ATTRACTS LEADING FINANCIAL PLANNERS DUE TO ITS LEVEL OF INTIMACY, COMMUNITY LEARNING, AND ADVANCED...
FPA RETREAT IS A LONG-STANDING, NON-TRADITIONAL GATHERING OF THE FPA COMMUNITY. IT IS AN EVENT THAT ATTRACTS LEADING FINANCIAL PLANNERS DUE TO ITS LEVEL OF INTIMACY, COMMUNITY LEARNING, AND ADVANCED, CUTTING-EDGE CONTENT. THE EVENT PROVIDES OPPORTUNITIES FOR NETWORKING, ADVANCED EDUCATION, AND EXPOSURE TO NEW THEORIES AND BEST PRACTICES.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| 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 |
| 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 |
Compare FINANCIAL PLANNING ASSOCIATION with other nonprofits in Colorado and across the country.