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EIN 58-1311878

Financial Planning Association of San Diego

IRS 501(c) type
501(c)(6)
Num. employees
1
City
San Diego
State
California
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The Financial Planning Association is a professional organization for financial planners. It provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.
Related structure
Financial Planning Association of San Diego is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
FPA of San Diego
Total revenues
$74,555
2023
Total expenses
$64,030
2023
Total assets
$61,731
2023
Num. employees
1
2023

Program areas at Financial Planning Association of San Diego

Financial Planning Association provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.

Personnel at Financial Planning Association of San Diego

NameTitleCompensation
Amanda KeithTreasurer
Mark HalbyPresident$0
Maureen VerduynTreasurer / Secretary / Board Chair$0
Karyn DejongPast Treasurer$0
Gordon TudorPresident$0
...and 3 more key personnel

Financials for Financial Planning Association of San Diego

RevenuesFYE 12/2023
Total grants, contributions, etc.$74,313
Program services$0
Investment income and dividends$242
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$74,555

Form 990s for Financial Planning Association of San Diego

Fiscal year endingDate received by IRSFormPDF link
2023-122024-07-23990View PDF
2022-122023-11-10990View PDF
2021-122022-11-11990View PDF
2020-122021-11-12990View PDF
2019-122021-06-25990View PDF
...and 10 more Form 990s
Data update history
December 24, 2023
Posted financials
Added Form 990 for fiscal year 2022
December 23, 2023
Updated personnel
Identified 3 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 21, 2023
Posted financials
Added Form 990 for fiscal year 2020
June 18, 2023
Updated personnel
Identified 3 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
State / local levelNo full-time employees
General information
Address
PO Box 880936
San Diego, CA 92168
Metro area
San Diego-Chula Vista-Carlsbad, CA
County
San Diego County, CA
Website URL
financialplanningassociation.org/chapter/fpa-san-diego 
Phone
(619) 504-0142
IRS details
EIN
58-1311878
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2000
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Child within group exemption
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