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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2022

Filed by FINANCIAL PLANNING ASSOCIATION.

What the amendment changed

Compared with the return it replaced , filed 17 November 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$77,311 changed to $69,664
Contributions and grants received
$32,000 changed to $24,353
Total liabilities, end of year
$13,605 changed to $19,374
Net assets or fund balances, end of year
$129,719 changed to $123,950
Investment income (990-EZ line 4)
not reported changed to $14
Other revenue (990-EZ line 8)
$14 changed to not reported

Listed only on the later return

  • Paul Cordero CFP EA

Listed under a different title

  • John Bacigalupi: Director, President-Elect then Director
  • Lauren Stansell CFP: Chair, Past President then Chairman

Totals

Total revenue
$69,664
Total expenses
$86,446
Contributions and grants received
$24,353
Grants paid
not reported
Program service revenue
$13,691
Membership dues (line 3)
$31,606
Investment income (line 4)
$14
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
$143,324
Total liabilities, end of year
$19,374
Net assets or fund balances, end of year
$123,950
Program service expenses (Part III)
not reported

Mission and programs · 2022

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.

  • Held ten monthly meetings serving its approximately 400 members, integral contributor to regional financial planning conference

  • Key organizer of San Francisco Financial Planning Day

As filed on the 2022 return.

Listed in Part IV

  • Rita Lee CPA PFS CGMA CDFA

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Brody Luebkerman

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Margery Neis CFP

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Homa Rassouli

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • John Bacigalupi

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Jacob Quiroz

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Elena Panco

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Sydney Woodward CFP

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Adam Battat

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Lauren Wright

    Director

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    1

  • Lauren Stansell CFP

    Chairman

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    8

  • Sheila Rabaut CFP

    President

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    8

  • Paul Cordero CFP EA

    Treasurer

    Total calculated
    $0
    Compensation
    $0
    Benefit plans
    not reported
    Expense account
    not reported
    Hours/week
    8

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
2022
Filed
31 October 2025
IRS schema version
2022v5.0
Source object
202533049349201643

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