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← FINANCIAL PLANNING ASSOCIATION

Form 990-EZ for tax year 2024

Filed by FINANCIAL PLANNING ASSOCIATION.

Totals

Total revenue
$81,397
Total expenses
$87,525
Contributions and grants received
$28,046
Grants paid
not reported
Program service revenue
$20,906
Membership dues (line 3)
$32,439
Investment income (line 4)
$6
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
$130,233
Total liabilities, end of year
$10,936
Net assets or fund balances, end of year
$119,297
Program service expenses (Part III)
$13,798

Program services were 15.8% of total expenses calculated — Part III's total program service expenses over total expenses, both as filed.

Mission and programs · 2024

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 2024, 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.

    Expenses $13,798

As filed on the 2024 return.

Listed in Part IV

  • John Bacigalupi

    President

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

  • Jacob Quiroz

    Secretary

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

  • Kate Wilusz

    Treasurer

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

  • Jeremy Griffith

    Director

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

  • Reed Nothwang

    Director

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

  • Homa Rassouli

    Director

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

  • Spencer Terris

    Director

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

  • Cristi Tanner

    Director

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

  • Sydney Woodward

    Director

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

  • Larry Pon

    Director

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

  • James Palen

    Director

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

  • Christine Thibodeaux

    Director

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

  • Scott Fong

    Director

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

  • Alejandro Aceves Madriz

    Director

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

  • Oona Rokyta

    Director

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

  • Holly Wilkerson

    Director

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

  • Sheila Rabaut

    Director

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

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
2024
Filed
5 December 2025
IRS schema version
2024v5.2
Source object
202543399349200714

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