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EIN 94-3366058

The Financial Planning Association of Northern California

IRS 501(c) type
501(c)(6)
Num. employees
Unknown
City
Elk Grove
State
California
Year formed
Most recent tax filings
2023-12-01
NTEE code, primary
S41: Promotion of Business
Description
The Financial Planning Association of Northern California advances the financial planning process by promoting the CFP marks as the cornerstone of the profession. It provides member education, continuing education and guidance to Certified Financial Planner Practitioners on current issues relevant to the industry.
Related structure
The Financial Planning Association of Northern California is child organization, under the parent exemption from The Financial Planning Association.
Also known as...
Finacial Planning Association; FPA of Northern California
Total revenues
$44,254
2023
Total expenses
$61,301
2023
Total assets
$34,307
2023
Num. employees
n/a

Personnel at The Financial Planning Association of Northern California

NameTitleCompensation
Karen MillerTreasurer$0
David GhiorsoPast Treasurer$0
Daniel AndersonPast President$0

Financials for The Financial Planning Association of Northern California

RevenuesFYE 12/2023
Total grants, contributions, etc.$43,852
Program services$0
Membership dues$0
Investment income and dividends$402
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$0
Total revenues$44,254

Form 990s for The Financial Planning Association of Northern California

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-19990EZView PDF
2022-122023-11-03990EZView PDF
2021-122022-11-14990EZView PDF
2020-122021-11-15990EZView PDF
2019-122021-04-20990EZView PDF
...and 10 more Form 990s
Data update history
May 18, 2024
Used new vendors
Identified 1 new vendor, including
January 23, 2024
Posted financials
Added Form 990EZ for fiscal year 2022
January 23, 2024
Updated personnel
Identified 1 new personnel
July 15, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 5, 2023
Updated personnel
Identified 2 new personnel
Nonprofit Types
Professional associationsBusiness and community development organizationsChapter / child organizations
Issues
Business and industry
Characteristics
Partially liquidatedState / local levelNo full-time employees
General information
Address
6024 Snow Leopard Cir
Elk Grove, CA 95757
Metro area
Sacramento-Roseville-Folsom, CA
County
Sacramento County, CA
Website URL
financialplanningassociation.org/chapter/fpa-northern-california 
Phone
(916) 985-2594
IRS details
EIN
94-3366058
Fiscal year end
December
Taxreturn type
Form 990-EZ
Year formed
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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