Tennessee · Nonprofit
The Financial Planning Association of Greater Memphis
The Financial Planning Association of Greater Memphis (Tennessee) receives grants from 1 organization whose IRS filings report $102,809 to it, the largest being VIOLET HAMPTON TRUST UW #1 ($102,809). 1 of them have funded it in more than one year.
- Revenue FY2023
- $39k
- Funders on record
- 1
- Grants received
- $103k
- Net assets
- $55k
What The Financial Planning Association of Greater Memphis does
Mission
Our mission is to promote financial planning as a profession and its value to the community.
As stated on its FY2023 Form 990-EZ.
Programs
The annual Visions in Planning (VIP) Conference provides members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The VIP Conference provided 6 presentation sessions to approximately 30 attendees.
Monthly luncheon meetings provide members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The association hosted monthly luncheon meetings serving approximately 30 attendees per meeting.
Promote the profession of financial planning at the University of Memphis through the support of a faculty endowment, career & internship fairs, and assisting in the development of a financial planning program for student undergraduates.
The 3 programs described on its FY2023 Form 990-EZ.
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.
Balance sheet
Total assets at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $61k to $87k (+42%).
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.
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 4 of the last 7 reported years ran a deficit.
Leadership and staff
Board chair
Joseph L Wilder
Chairman
As listed on its FY2023 Form 990-EZ.
Who funds it, year by year
2022 → 2023: the base held at 1 funder, grant income fell $29k → $26k.
From the IRS filings of The Financial Planning Association of Greater Memphis’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.
Where its funders are
The Financial Planning Association of Greater Memphis draws 100% of its grant income from funders outside Tennessee, across 1 state 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.
Organizations like The Financial Planning Association of Greater Memphis
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 Tennessee
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Screen this organization
A dated, signed PDF of the compliance screen for The Financial Planning Association of Greater Memphis: 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 The Financial Planning Association of Greater Memphis?
- The Financial Planning Association of Greater Memphis (Tennessee) receives grants from 1 organization whose IRS filings report $102,809 to it, the largest being VIOLET HAMPTON TRUST UW #1 ($102,809). 1 of them have funded it in more than one year.
- How many funders does The Financial Planning Association of Greater Memphis have?
- IRS filings report 1 organization giving $102,809 in grants to The Financial Planning Association of Greater Memphis, 1 of which have funded it in more than one year.
- Who is the largest funder of The Financial Planning Association of Greater Memphis?
- VIOLET HAMPTON TRUST UW #1 is the largest funder on record, with $102,809 in grants. The full list of funders is on this page.
- How can an organization like The Financial Planning Association of Greater Memphis find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Tennessee. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Financial Planning Association of Greater Memphis →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2023 (financials across 2017–2023), and the filings of 1 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