FINANCIAL PLANNING ASSOCIATION

As filed

Subsection

06

Classification

2000

Street

9630 BRUCEVILLE RD STE 106 # 149

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Group exemption

A subordinate covered by the group exemption of FINANCIAL PLANNING ASSOCIATION (EIN 84-1521488). matched by us

The IRS lists each organization's group exemption number; we match a subordinate to its central organization by that number and the affiliation code the IRS assigns.

Mission and programs · 2025

• 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.

Officers and directors · 2025

As listed in Part VII of the 2025 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, 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. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2025

  Revenue

  $77,577

  Expenses

  $101,756

  Contributions

  $30,055

  Grants paid

  — not reported

• 2024

  Revenue

  $81,397

  Expenses

  $87,525

  Contributions

  $28,046

  Grants paid

  — not reported

• 2023

  Revenue

  $87,311

  Expenses

  $85,836

  Contributions

  $38,666

  Grants paid

  — not reported

• 2023

  Revenue

  $90,646

  Expenses

  $85,836

  Contributions

  $42,000

  Grants paid

  — not reported

• 2022

  Revenue

  $69,664

  Expenses

  $86,446

  Contributions

  $24,353

  Grants paid

  — not reported

• 2022

  Revenue

  $77,311

  Expenses

  $86,446

  Contributions

  $32,000

  Grants paid

  — not reported

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990-EZ

  Revenue

  $62,603

  Expenses

  $67,588

  Assets (EOY)

  $143,959

• 2020 · 990-EZ

  Revenue

  $102,387

  Expenses

  $75,829

  Assets (EOY)

  $152,307

• 2019 · 990-EZ

  Revenue

  $150,927

  Expenses

  $135,460

  Assets (EOY)

  $124,439

• 2018 · 990-EZ

  Revenue

  $167,650

  Expenses

  $165,169

  Assets (EOY)

  $108,195

• 2017 · 990-EZ

  Revenue

  $176,644

  Expenses

  $171,519

  Assets (EOY)

  $106,051

• 2016 · 990-EZ

  Revenue

  $172,201

  Expenses

  $201,383

  Assets (EOY)

  $100,315

• 2015 · 990-EZ

  Revenue

  $175,067

  Expenses

  $161,847

  Assets (EOY)

  $128,173

• 2014 · 990-EZ

  Revenue

  $175,285

  Expenses

  $146,470

  Assets (EOY)

  $112,311

• 2013 · 990-EZ

  Revenue

  $136,775

  Expenses

  $140,184

  Assets (EOY)

  $96,928

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files