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FINANCIAL PLANNING ASSOCIATION
FINANCIAL PLANNING ASSOCIATION
CO · Community Development · EIN 841521488
29
Executives Disclosed
$7.8M
Annual Revenue
$6.1M
Total Assets
2.2:1
Internal Pay Ratio
FINANCIAL PLANNING ASSOCIATION has 29 executives with disclosed compensation. The highest-paid executive, Patrick D Mahoney (CEO & SECRETARY), received peak total compensation of $452,657. The sector average for Community Development executives is $172K.
Top Executive Compensation Over Time
Executive Compensation
| Name | Title | Peak Comp. | Latest Comp. | Years | vs. Household |
|---|---|---|---|---|---|
| Patrick D Mahoney | CEO & SECRETARY | $453K | $453K | 2021–2024 | 6x |
| Lauren Schadle | Executive Director / CEO (Part Year) | $407K | $392K | 2016–2020 | 5.4x |
| Julie Butcher Part Year | Director of IT | $230K | $230K | 2021–2021 | 3.1x |
| Sandra Garcia | CFO | $215K | $215K | 2020–2023 | 2.9x |
| Patrick Mahoney | Interim CEO | $210K | $210K | 2020–2020 | 2.8x |
| Ben Lewis | CHIEF COMMUNICATIONS OFFICER | $203K | $203K | 2021–2024 | 2.7x |
| Leslie Whittet | CMO (Part Year) | $181K | $181K | 2022–2022 | 2.4x |
| Jorge Valdivia | SENIOR MANAGER OF TECHNOLOGY | $179K | $179K | 2023–2024 | 2.4x |
| Christine Richardson | CHIEF MEMBER EXPERIENCE OFFICER | $166K | $166K | 2023–2024 | 2.2x |
| Christian Mills | Corporate Relations Manager | $156K | $157K | 2016–2017 | 2.1x |
| Amy Woodward Corum | Director Strategic Partnership | $149K | $0 | 2022–2022 | 2x |
| Julie Butcher | Director of IT | $146K | $0 | 2020–2020 | 2x |
| Dan Martin | Director of Marketing | $142K | $0 | 2018–2019 | 1.9x |
| Craig Noll | Director of Finance (Part Year) | $141K | $0 | 2016–2020 | 1.9x |
| Heather Caldwell | Director of Staff Relations | $135K | $0 | 2016–2021 | 1.8x |
| Ken Hurd | Director of Marketing | $132K | $0 | 2016–2016 | 1.8x |
| George Bradley | Director of Education | $132K | $0 | 2016–2017 | 1.8x |
| Kristine Mazzullo | Dir. of OneFPA Network Operations | $131K | $0 | 2017–2019 | 1.7x |
| Leslie Whittet Part Year | CMO | $131K | $0 | 2021–2021 | 1.7x |
| Kimberly Roalson | Director of Technology | $130K | $0 | 2018–2018 | 1.7x |
| Kyle Jordan | Director of Meetings and Learning | $130K | $0 | 2020–2020 | 1.7x |
| Karen Nystrom | Government Relations | $128K | $0 | 2016–2019 | 1.7x |
| Dennis Moore From May 2024 | CHIEF OPERATING OFFICER | $122K | $0 | 2024–2024 | 1.6x |
| Kurtis Kaczor | DIRECTOR, PRO BONO | $121K | $0 | 2024–2024 | 1.6x |
| Amy Woodward | DIRECTOR, STRATEGIC PARTNERSHIP | $118K | $0 | 2023–2023 | 1.6x |
| Kurt Kaczor | DIRECTOR, PRO BONO | $115K | $0 | 2023–2023 | 1.5x |
| Jessica Flynn | Dir. of Strategic Relations | $112K | $0 | 2019–2019 | 1.5x |
| Ron Zwerin | Director of Marketing | $110K | $0 | 2017–2017 | 1.5x |
| Sandra Garcia Thru Mar 2024 | CHIEF FINANCIAL OFFICER | $63K | $0 | 2024–2024 | 0.8x |
Annual Summary
| Year | Executives | Avg. Comp. | Highest Comp. | Total Payroll |
|---|---|---|---|---|
| 2016 | 7 | $240K | $324K | $480K |
| 2017 | 7 | $252K | $348K | $505K |
| 2018 | 7 | $370K | $370K | $370K |
| 2019 | 7 | $407K | $407K | $407K |
| 2020 | 7 | $301K | $392K | $602K |
| 2021 | 6 | $256K | $427K | $1.0M |
| 2022 | 5 | $250K | $416K | $1000K |
| 2023 | 7 | $251K | $434K | $1.0M |
| 2024 | 7 | $250K | $453K | $1.0M |
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