Form 990-EZ for tax year 2023
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This return was superseded by a later amendment.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 2023 , 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
- $90,646 changed to $87,311
- Contributions and grants received
- $42,000 changed to $38,666
- Total assets, end of year
- $148,927 changed to $148,926
- Total liabilities, end of year
- $14,398 changed to $23,501
- Net assets or fund balances, end of year
- $134,529 changed to $125,425
- Investment income (990-EZ line 4)
- not reported changed to $116
- Other revenue (990-EZ line 8)
- $117 changed to not reported
Listed only on the earlier return
- Larry Pon CPAPFS CFP EA USTCP
Listed only on the later return
- Christine Thibodeaux
- Kristie Cahill CFP CEP
- Larry Pon CPAPFS CFP EA USTCP A
- Paul Cordero CFP EA
- Scott Fong
- Sheila Rabaut CFP
Totals
- Total revenue
- $90,646
- Total expenses
- $85,836
- Contributions and grants received
- $42,000
- Grants paid
- not reported
- Program service revenue
- $16,122
- Membership dues (line 3)
- $32,407
- 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)
- $117
- Total assets, end of year
- $148,927
- Total liabilities, end of year
- $14,398
- Net assets or fund balances, end of year
- $134,529
- Program service expenses (Part III)
- not reported
Mission and programs · 2023
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 2023 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
-
Reed Nothwang
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
President
- Total calculated
- $0
- Hours/week
- 8
-
Jacob Quiroz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Alejandro Aceves Madriz
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
-
Jeremy Griffith CFP
Director
- Total calculated
- $0
- Hours/week
- 1
-
Larry Pon CPAPFS CFP EA USTCP
Director
- Total calculated
- $0
- Hours/week
- 1
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
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349209794
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.