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Financial Planning Association

TradeFECIRS 990
DBA: % DENNIS MOORE MBR
Trade Association · DENVER, CO · EIN 84-1521488

About

To elevate the profession that transforms lives through the power of financial planning.

In care of Dennis Moore MBR

Donations are NOT tax-deductible
Category
Trade Association
Employees
38
Volunteers
1,125

Financial Snapshot

FY ending 2022-12-31
Revenue
$9.1M
Expenses
$9.1M
Assets
$6.7M
Liabilities
$4.6M

Financial history

$11.2M$5.6M$0
16171819202122
RevenueExpenses
Latest FY2022: $9.1M · Peak FY2019: $10.4M · Avg: $9.9M
FINANCIAL PLANNING ASSOCIATION
Your actions

Address

1290 N Broadway STE 1625
Denver, CO, 80203-560

Governance

Voting board members14
Independent members14
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes

Compensation practices

Severance paymentsYes
Equity-based compNo
Supplemental retirement planNo
Compensation committeeYes
Used comp surveyYes
Board approved compYes
Public records
ProPublica Nonprofit Explorer ↗
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search ↗
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.