Civic Intelligence

Fpa Norcal Conference

990 • Fiscal year 2014 • EIN 26-1730710

Jan 01, 2014 to Dec 31, 2014 • Filed on Sep 16, 2015

Organization Profilewww.fpanorcal.org
251 Lafayette Circle Suite 200Lafayette, CA 94549

(925) 962-1100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Net Margin

53rd percentile

4.2%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2014

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

62nd percentile

7.9%

Faster revenue growth than 62% of similar nonprofits.

2014 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$447,654

Up $28,312 (+6.8%) from 2013

Net Assets

Up

$447,654

Up $28,312 (+6.8%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin53rd percentile

Revenue

Up

$666,759

Up $48,680 (+7.9%) from 2013

Expenses

Up

$638,447

Up $89,257 (+16%) from 2013

Net Income

Down

$28,312

Down $40,577 (-59%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2013: $419,342Liabilities 2013: $0Net Assets 2013: $419,3422013Assets 2014: $447,654Liabilities 2014: $0Net Assets 2014: $447,6542014Assets 2015: $553,512Liabilities 2015: $0Net Assets 2015: $553,5122015Assets 2016: $572,719Liabilities 2016: $0Net Assets 2016: $572,7192016Assets 2017: $657,527Liabilities 2017: $0Net Assets 2017: $657,5272017Assets 2018: $799,063Liabilities 2018: $0Net Assets 2018: $799,0632018Assets 2019: $799,063Liabilities 2019: $0Net Assets 2019: $799,0632019Assets 2020: $314,263Liabilities 2020: $0Net Assets 2020: $314,2632020Assets 2021: $379,509Liabilities 2021: $0Net Assets 2021: $379,5092021Assets 2022: $226,522Liabilities 2022: $0Net Assets 2022: $226,5222022Assets 2023: $396,924Liabilities 2023: $0Net Assets 2023: $396,9242023Assets 2024: $529,199Liabilities 2024: $0Net Assets 2024: $529,1992024

Highlighted filing

2014

Assets$447,654
Liabilities$0
Net Assets$447,654
Open 2014 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $618,079Expenses 2013: $549,190Net Income 2013: $68,8892013Revenue 2014: $666,759Expenses 2014: $638,447Net Income 2014: $28,3122014Revenue 2015: $743,652Expenses 2015: $639,985Net Income 2015: $103,6672015Revenue 2016: $808,186Expenses 2016: $788,979Net Income 2016: $19,2072016Revenue 2017: $872,772Expenses 2017: $787,964Net Income 2017: $84,8082017Revenue 2018: $875,804Expenses 2018: $739,219Net Income 2018: $136,5852018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $230,341Expenses 2020: $688,239Net Income 2020: -$457,8982020Revenue 2021: $560,615Expenses 2021: $495,369Net Income 2021: $65,2462021Revenue 2022: $756,681Expenses 2022: $909,668Net Income 2022: -$152,9872022Revenue 2023: $953,445Expenses 2023: $783,043Net Income 2023: $170,4022023Revenue 2024: $922,242Expenses 2024: $789,967Net Income 2024: $132,2752024

Highlighted filing

2014

Revenue$666,759
Expenses$638,447
Net Income$28,312
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Sep 16, 2015
Return Version
2014v5.0
Gross Receipts
$666,759
Mission and Program Overview

Mission

Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation.

The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$157,268$360,389▲ $203,121
Cash and Non-Interest-Bearing Accounts$262,074$87,265▼ $174,809
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$419,342$447,654▲ $28,312
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$419,342$447,654▲ $28,312
Total Net Assets Fund Balance$419,342$447,654▲ $28,312
Total Liabilities and Net Assets / Fund Balance$419,342$447,654▲ $28,312
Compensation and Service Providers
Top Officer Pay37th percentile

Board Members and Trustees

NameTitle
Jennifer MicieliPR Chair
Marinda FreemanConference Director
Sabrina LowellConference Director
Frank PareDirector
Karla McAvoyDirector
Leigh ShimamotoConference CHR
Ora CitronKeynote Liaison
Laura PajakProgram Co-CHR
Sara EllefsenProgram Co-CHR
Curtis ChenSpeaker Liaison
Janice DunnSpeaker Liaison
Kelli CruzSpeaker Liaison
Megan TerzianSpeaker Liaison
Mike GrazianoSpeaker Liaison
Mike SukleSpeaker Liaison
Sara EllefsenSpeaker Liaison
Matt BeckSponsor Co-CHR
Wade PittsSponsor Co-CHR
Eric M FlettTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Brenda HarringtonConsulting3130 Alpine Road 288-704, Portola Valley, CA 94028-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$665,638
Investment Income
$1,121
Other Revenue
$0
Change in Net Assets
$28,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$628,447
Grants and Similar Amounts Paid$10,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$221,514--$221,514
Fees for Services Management$95,200$16,800-$112,000
All Other Expenses$51,592$1,700-$53,292
Fees for Services Other$17,683$3,121-$20,804
Information Technology-$17,645-$17,645
Other Expenses$27,634$16,544-$16,544
Grants to Domestic Orgs$10,000--$10,000
Insurance-$4,072-$4,072
Office Expenses-$2,080-$2,080
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$575,285$63,162$0$638,447
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Foundation Financial PlanningAtlanta, GA501c3-$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“Membership is comprised of various professionals engaged in providing financial planning services to the general public.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by an outside tax professional. The form is then reviewed bythe organization's management and a member of the board of directors. After a full review (with modifications where necessary), the final version of the tax return is provided to all members of the organization's voting body. A representative of management authorizes the final form 990 which is then e-filed with the internal revenue service.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Members of the board of directors review all potential conflicts of interest at least annually. The executive director and all board members are required to disclose (in writing) potential conflicts and any related party affiliations. Loans between the organization and members of management and the board are strictly prohibited. The organization seeks full transparency on all relationships. Any potential conflicts (in fact or appearance) are discussed openly and resolved in accordance with the organization's policies and procedures.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN Lafayette, CALIFORNIA (FOR A PHYSICAL INSPECTION).”

Filing and Contact Details

Filer

Filer Name
FPA NorCal Conference
EIN
26-1730710
Phone
9259621100
Address
251 LAFAYETTE CIRCLE SUITE 200, LAFAYETTE, CA 94549

Signing Officer

Name
Eric Flett
Title
Treasurer
Signed
2015-09-16
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt3Keynote Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt4Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt6Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt7Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt8Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt9Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt10Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt11PR Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt12Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt13Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Conference Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Conference Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt18Treasurer
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IRS990/MissionDesc0Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation.
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IRS990/OtherExpensesGrp/Desc2Committee Expenses
IRS990/OtherExpensesGrp/Desc3Credit Card Fees
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IRS990/PartialLiquidationInd0false
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/ProgramServiceRevenueGrp/Desc0DUES AND REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBITOR REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter Income
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1113500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt258517
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0493621
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1113500
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IRS990/ProgSrvcAccomActy2Grp/Desc0opportunities which will continue to sustain the level of professionalism in the financial planning industry. 4. To provide opportunities, as an association, for members to enhance their service to the community through such forums as charitable events, hands-on projects, and other community efforts. 5. To encourage its members to engage in the highest ethical standards.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Foundation Financial Planning
IRS990ScheduleI/RecipientTable/RecipientEIN0581446336
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01401 Peachtree Street NE 500
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Atlanta
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0GA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd030309
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Membership is comprised of various professionals engaged in providing financial planning services to the general public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY AN OUTSIDE TAX PROFESSIONAL. THE FORM IS THEN REVIEWED BYTHE ORGANIZATION'S MANAGEMENT AND A MEMBER OF THE BOARD OF DIRECTORS. AFTER A FULL REVIEW (WITH MODIFICATIONS WHERE NECESSARY), THE FINAL VERSION OF THE TAX RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S VOTING BODY. A REPRESENTATIVE OF MANAGEMENT AUTHORIZES THE FINAL FORM 990 WHICH IS THEN E-FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE BOARD OF DIRECTORS REVIEW ALL POTENTIAL CONFLICTS OF INTEREST AT LEAST ANNUALLY. THE EXECUTIVE DIRECTOR AND ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE (IN WRITING) POTENTIAL CONFLICTS AND ANY RELATED PARTY AFFILIATIONS. LOANS BETWEEN THE ORGANIZATION AND MEMBERS OF MANAGEMENT AND THE BOARD ARE STRICTLY PROHIBITED. THE ORGANIZATION SEEKS FULL TRANSPARENCY ON ALL RELATIONSHIPS. ANY POTENTIAL CONFLICTS (IN FACT OR APPEARANCE) ARE DISCUSSED OPENLY AND RESOLVED IN ACCORDANCE WITH THE ORGANIZATION'S POLICIES AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER LEGALFILINGS ARE MAINTAINED IN A SECURE ENVIRONMENT AND HELD AVAILABLE FOR INSPECTION BYTAX AUTHORITIES AND THE GENERAL PUBLIC. TAX RETURNS ARE POSTED ANNUALLY TOWWW.GUIDESTAR.ORG (WHERE THEY ARE AVAILABLE FOR VIEWING AS ELECTRONIC COPIES) AND ARE ALSO AVAILABLE AT THE ORGANIZATION'S OFFICE IN Lafayette, CALIFORNIA (FOR A PHYSICAL INSPECTION).

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$447,654
Liabilities
$0
Net assets
$447,654
Revenue
$666,759
Expenses
$638,447
Net income
$28,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.00$5.29$9.22$7.90$1.32
2023Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$9.53$7.83$1.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.00$2.27$7.57$9.10$1.53
2021Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$5.61$4.95$0.65
2020Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.30$6.88$4.58
2019Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$0.00$0.00$0.00
2018Detailed filing. Detailed filing data is available for this year.$7.99$0.00$7.99$8.76$7.39$1.37
2017Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$8.73$7.88$0.85
2016Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$8.08$7.89$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$7.44$6.40$1.04
2014Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$6.67$6.38$0.28
2013Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$6.18$5.49$0.69