Financial Planning Association of Austin
Nonprofit profile at a glance
- EIN
- 742993593
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024
- Location
- Austin, TX, USA
- Phone
- 5122614159
- Rating confidence
- Limited
Reported finances
- Revenue
- $98,734
- Expenses
- $80,328
- Assets
- $117,930
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- JEREMY JUNGBAUER (PAST PRESIDENT)
- KATHERINE PHILLIPS (PRESIDENT)
- ADAM FLAGG (PRESIDENT-ELECT)
People named in this filing
- LAUREN KAUFMAN (TREASURER)
- GALEN RASCHE (SECRETARY)
- DONALD BEATTIE CFP (MEMBERSHIP DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To foster the value of the financial planning process and its ethical practice through professional growth, networking, education, and mentoring.
What it reported doing in 2024
The organization offers a website, educational programs, and conferences that provide the financial planning community an opportunity to network, learn, share, and build their knowledge in the financial planning process.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 100
- Sustainability: 59
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 18.6%; rating input score 72; 72nd percentile among comparable filings
- Total-asset coverage ratio: 1.47; rating input score 57; 57th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
- Officer compensation ratio: 47.8%; rating input score 3; 3rd percentile among comparable filings
Growth
- Program expense growth: 6.1% per year; rating input score 100; 65th percentile among comparable filings
- Revenue growth: 2.5% per year; rating input score 100; 62nd percentile among comparable filings
- Asset growth: 10.9% per year; rating input score 100; 74th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Sustainability: Total-asset coverage ratio scored 57/100.
- High — Sustainability: Officer compensation ratio scored 3/100.