Colorado · Nonprofit
FINANCIAL PLANNING ASSOCIATION
FINANCIAL PLANNING ASSOCIATION (Colorado) receives grants from 3 organizations whose IRS filings report $665,137 to it, the largest being FOUNDATION FOR FINANCIAL PLANNING INC ($477,500). 2 of them have funded it in more than one year.
- Revenue FY2024
- $7.8M
- Funders on record
- 3
- Grants received
- $665k
- Net assets
- $2.8M
What Financial Planning Association does
Mission
To elevate the profession that transforms lives through the power of financial planning.
As stated on its FY2024 Form 990.
Programs
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 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, cutting-edge content. The event provides opportunities for networking, advanced education, and exposure to new theories and best practices.
The 3 programs described on its FY2024 Form 990, listed largest first by expense.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2017 to 2018, from $8.2M to $6.7M (−18%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2020 0% · 2021 10%. Grants only. Government contracts and fees sit inside program revenue.
1% of FINANCIAL PLANNING ASSOCIATION’s revenue is contributions — about as donation-reliant as the typical peer (61% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Patrick D Mahoney
CEO & secretary
As listed on its FY2024 Form 990.
Who funds it, year by year
2017 → 2023: the base held at 1 funder, grant income rose $25k → $75k.
From the IRS filings of FINANCIAL PLANNING ASSOCIATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
FINANCIAL PLANNING ASSOCIATION leans on a few funders — its largest provides 72% of grant income and the top three 100%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
92% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund FINANCIAL PLANNING ASSOCIATION.
Largest funder’s share by year: 2017 100% · 2018 100% · 2019 80% · 2020 67% · 2021 50% · 2022 100% · 2023 100% — broadly stable.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Where its funders are
FINANCIAL PLANNING ASSOCIATION draws 92% of its grant income from funders outside Colorado, across 2 states in all.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
FINANCIAL PLANNING ASSOCIATION's funding has concentrated — grant income rose while the number of funders held roughly flat.
this organization peer median middle 50% of peers· 4,203 community improvement nonprofits $1M–$10M, FY2024
Organizations like FINANCIAL PLANNING ASSOCIATION
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Colorado
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Governance
Footprint & structure
Files a return copy in 2 states
Part of a family of 2 related entities
- National Financial Planning Support Center · exempt
- Financial Services Information Company · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for FINANCIAL PLANNING ASSOCIATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds FINANCIAL PLANNING ASSOCIATION?
- FINANCIAL PLANNING ASSOCIATION (Colorado) receives grants from 3 organizations whose IRS filings report $665,137 to it, the largest being FOUNDATION FOR FINANCIAL PLANNING INC ($477,500). 2 of them have funded it in more than one year.
- How many funders does FINANCIAL PLANNING ASSOCIATION have?
- IRS filings report 3 organizations giving $665,137 in grants to FINANCIAL PLANNING ASSOCIATION, 2 of which have funded it in more than one year.
- Who is the largest funder of FINANCIAL PLANNING ASSOCIATION?
- FOUNDATION FOR FINANCIAL PLANNING INC is the largest funder on record, with $477,500 in grants. The full list of funders is on this page.
- How can an organization like FINANCIAL PLANNING ASSOCIATION find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Colorado. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 3 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing