Form 990-EZ for tax year 2025
Filed by FINANCIAL PLANNING ASSOCIATION.
Totals
- Total revenue
- $77,577
- Total expenses
- $101,756
- Contributions and grants received
- $30,055
- Grants paid
- not reported
- Program service revenue
- $17,275
- Membership dues (line 3)
- $30,238
- Investment income (line 4)
- $9
- Gain or loss on sale of assets (line 5c)
- not reported
- Gaming and fundraising events, net (line 6d)
- not reported
- Gross profit on inventory sales (line 7c)
- not reported
- Other revenue (line 8)
- not reported
- Total assets, end of year
- $107,907
- Total liabilities, end of year
- $12,789
- Net assets or fund balances, end of year
- $95,118
- Program service expenses (Part III)
- not reported
Mission and programs · 2025
Primary exempt purpose
The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
-
During 2025, FPA of San Francisco held eight monthly meetings serving its approximately 400 members. Integral contributor to annual regional financial planning conference. Key organizer of San Francisco Financial Planning Day for pro bono services.
As filed on the 2025 return.
Listed in Part IV
-
Kate Wilusz
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Jeremy Griffith
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Reed Nothwang
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Homa Rassouli
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Spencer Terris
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Sydney Woodward
President
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Larry Pon
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Oona Rokyta
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Holly Wilkerson
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Kyte Crigger
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Anne Serrano
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Kaden Wootton
Director
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
-
Tim Connolly
Treasurer
- Total calculated
- $0
- Compensation
- $0
- Benefit plans
- not reported
- Expense account
- not reported
- Hours/week
- 10
Compensation is as filed in Part IV of the Form 990-EZ: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990_ez
- Tax year
- 2025
- Filed
- 22 April 2026
- IRS schema version
- 2025v4.1
- Source object
- 202641129349200839
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