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EIN 58-1313679

Financial Planning Association of San Fr Francisco

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Elk Grove
State
California
Year formed
1978
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
Financial Planning Association of San Francisco promotes financial planning excellence, offering education, networking, and leadership opportunities to Bay Area professionals and the public.
Related structure
Financial Planning Association of San Fr Francisco is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Fpa of San Fransisco
Total revenues
$90,646
2023
20192020202120222023$0$0.1m$0.2m
Total expenses
$85,836
2023
20192020202120222023$0$0.1m$0.2m
Total assets
$148,927
2023
20192020202120222023$0$0.1m$0.2m
Num. employees
n/a

Personnel at Financial Planning Association of San Fr Francisco

NameTitleCompensation
Holly WilkersonExecutive Director$38,050
Cristi TannerDirector of Marketing Communications
Alejandro Aceves MadrizDirector of Technology
Homa RassouliDirector of Membership$0
Larry PonDirector of Advocacy
...and 8 more key personnel

Financials for Financial Planning Association of San Fr Francisco

RevenuesFYE 12/2023
Total grants, contributions, etc.$74,407
Program services$16,122
Membership dues$32,407
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$117
Total revenues$90,646

Form 990s for Financial Planning Association of San Fr Francisco

Fiscal year endingDate received by IRSFormPDF link
2023-122024-11-15990EZView PDF
2022-122023-11-17990EZView PDF
2021-122022-11-14990EZView PDF
2020-122021-11-15990EZView PDF
2019-122021-04-21990EZView PDF
...and 9 more Form 990s
Data update history
November 15, 2024
Updated personnel
Identified 10 new personnel
January 19, 2024
Posted financials
Added Form 990EZ for fiscal year 2022
January 12, 2024
Updated personnel
Identified 6 new personnel
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 8, 2023
Updated personnel
Identified 5 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
MembershipsPartially liquidatedState / local levelNo full-time employees
General information
Address
9630 Bruceville Rd 106-14
Elk Grove, CA 95757
Metro area
Sacramento-Roseville-Folsom, CA
County
Sacramento County, CA
Website URL
fpasf.org/ 
Phone
(877) 260-3218
IRS details
EIN
58-1313679
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
1978
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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