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EIN 77-0381724

Silicon Valley Chapter of the Financial Planning Association

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Santa Clara
State
California
Year formed
2000
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The Silicon Valley Chapter of the Financial Planning Association seeks to enhance public awareness of the value of the financial planning process and promote professional growth through education, networking and mentoring. It helps new planners in the business by providing career development programs that offer opportunities for networking and mentorship. Additionally, it extends its reach to the community to promote the benefits of financial planning and collaboration with a financial planner. The organization is located in Santa Clara, CA.
Related structure
Silicon Valley Chapter of the Financial Planning Association is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Financial Planning Association; Fpa of Silicon Valley
Total revenues
$43,939
2023
Total expenses
$64,489
2023
Total assets
$46,723
2023
Num. employees
n/a

Personnel at Silicon Valley Chapter of the Financial Planning Association

NameTitleCompensation
Tonia ForbusExecutive Director$0
Trinh KabbabeTreasurer$0
Tony BlagrovePast Treasurer$0

Financials for Silicon Valley Chapter of the Financial Planning Association

RevenuesFYE 12/2023
Total grants, contributions, etc.$18,848
Program services$7,499
Membership dues$18,848
Investment income and dividends$79
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$17,513
Total revenues$43,939

Form 990s for Silicon Valley Chapter of the Financial Planning Association

Fiscal year endingDate received by IRSFormPDF link
2023-122024-08-29990EZView PDF
2022-122023-11-14990EZView PDF
2021-122022-09-26990EZView PDF
2020-122021-06-10990EZView PDF
2019-122021-04-21990EZView PDF
...and 9 more Form 990s
Data update history
January 22, 2024
Posted financials
Added Form 990EZ for fiscal year 2022
January 22, 2024
Updated personnel
Identified 2 new personnel
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
May 18, 2023
Updated personnel
Identified 4 new personnel
April 14, 2022
Updated personnel
Identified 1 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
Memberships
General information
Address
PO Box 3530
Santa Clara, CA 95055
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Website URL
fpasv.org/ 
Phone
(877) 808-2699
IRS details
EIN
77-0381724
Fiscal year end
December
Taxreturn type
Form 990-EZ
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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