Form 990-EZ for tax year 2022
Filed by FINANCIAL PLANNING ASSOCIATION.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 31 October 2025. 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
- $77,311
- Total expenses
- $86,446
- Contributions and grants received
- $32,000
- Grants paid
- not reported
- Program service revenue
- $13,691
- Membership dues (line 3)
- $31,606
- Investment income (line 4)
- not reported
- 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)
- $14
- Total assets, end of year
- $143,324
- Total liabilities, end of year
- $13,605
- Net assets or fund balances, end of year
- $129,719
- 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. The filer continues this part on Schedule O, which is not shown here.
Listed in Part IV
-
Rita Lee CPA PFS CGMA CDFA
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brody Luebkerman
Director
- Total calculated
- $0
- Hours/week
- 1
-
Margery Neis CFP
Director
- Total calculated
- $0
- Hours/week
- 1
-
Homa Rassouli
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Bacigalupi
Director, President-Elect
- Total calculated
- $0
- Hours/week
- 1
-
Jacob Quiroz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Elena Panco
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sydney Woodward CFP
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adam Battat
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Wright
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Stansell CFP
Chair, Past President
- Total calculated
- $0
- Hours/week
- 8
-
Sheila Rabaut CFP
President
- Total calculated
- $0
- 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
- 17 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323219349200637
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