Organizations Filed Purposes:
THE FOUNDATION FOR FINANCIAL PLANNING HELPS PEOPLE TAKE CONTROL OF THEIR FINANCIAL LIVES BY CONNECTING THE FINANCIAL PLANNING COMMUNITY WITH PEOPLE IN NEED. WE ACHIEVE THIS BY SUPPORTING PRO BONO ADVICE AND OUTREACH ACTIVITIES.
SEE PAGE 2, PART III
THE FOUNDATION FOR FINANCIAL PLANNING IS THE ONLY ORGANIZATION THAT IS SOLELY FOCUSED ON ONE OBJECTIVE - SUPPORTING THE DELIVERY OF QUALITY, PRO- BONO FINANCIAL PLANNING BY CONNECTING FINANCIAL PLANNERS DIRECTLY WITH THOSE IN UNDERSERVED COMMUNITIES. WE BELIEVE THAT FINANCIAL PLANNING MATTERS. IT ALLOWS PEOPLE TO MAKE BETTER FINANCIAL DECISIONS. HOWEVER, NOT EVERYONE HAS ACCESS WHEN THEY NEED IT. SINCE 1995, THE FOUNDATION FOR FINANCIAL PLANNING HAS PROVIDED GRANTS TO SUCCESSFULLY CONNECT FINANCIAL PLANNERS WITH MEMBERS OF UNDERSERVED COMMUNITIES TO PROVIDE PRO-BONO FINANCIAL ADVICE. OUR GRANTS ARE AWARDED TO SUPPORT THE UNDERSERVED, WHICH INCLUDES MILITARY MEMBERS, VETERANS, VICTIMS OF DISASTERS, LOW- TO MODERATE-INCOME FAMILIES AND MANY OTHERS.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
Name | Title | Hours Per Week | Total Salary |
Jonathan Dauphine | CEO | 40 | $357,604 |
Anthony Tony Svach | TRUSTEE AT L | 0.5 | $0 |
Kian Rafia | TRUSTEE AT L | 0.5 | $0 |
Kate Healy | VICE CHAIRMA | 1.5 | $0 |
Ben Harrison | TRUSTEE AT L | 0.5 | $0 |
John Fodor | TRUSTEE AT L | 0.5 | $0 |
Terri Fiedler | TRUSTEE AT L | 0.5 | $0 |
Bernard J Clark | TRUSTEE AT L | 0.5 | $0 |
Kenneth Kacy Gott Cfpcpa | IMMED. PAST | 1.5 | $0 |
Scott Kahan Cfp | CHAIRMAN | 1.5 | $0 |
Laura Tarbox Cfp | TRUSTEE AT L | 0.5 | $0 |
Elissa Buie Cfp | TRUSTEE AT L | 0.5 | $0 |
Dan Moisand Cfp | TRUSTEE AT L | 0.5 | $0 |
Dr Dave Yeske Dba Cfp | TRUSTEE AT L | 0.5 | $0 |
Alexandra Armstrong Cfp | TRUSTEE AT L | 0.5 | $0 |
David Canter | TRUSTEE AT L | 0.5 | $0 |
William Bill C Anderson | TRUSTEE AT L | 0.5 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202033189349309473_public.xml