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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 Central Virginia
Legal name: Financial Planning Association
EIN 54-1872365 · Snapshot of IRS recognition, filing currency, financial health, and governance.
The primary aim of the Financial Planning Association of Central Virginia is to foster the value of financial planning and advance the financial planning profession. The organization's strategy for accomplishing its objective means welcoming all those who advance the financial planning process and promoting the CFP mark as the cornerstone of the financial planning profession.
Principal Officer
Kristin Lindsay
Total Revenue
$81K
FY2024
Total Expenses
$75K
FY2024
Net Assets
$94K
Program Ratio
55.6%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.