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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: FPA of Connecticut
Legal name: Financial Planning Association
EIN 20-0995386 · Snapshot of IRS recognition, filing currency, financial health, and governance.
As a chapter organization of the financial planning association, financial planning assn of ct is a membership organization that champions the value of the financial planning process and advances the financial planning profession, with the certified financial planner ("cfp") designation as its cornerstone. The chapter seeks to foster competent, committed and ethical members; provide educational opportunities to assist members; build a growing membership with a shared vision; and help people recognize the value of the financial planning process as a way to achieve their goals and dreams.
Principal Officer
Laura Sundquist
Total Revenue
$154K
FY2024
Total Expenses
$128K
FY2024
Net Assets
$75K
Program Ratio
58.4%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.