Civic Intelligence

Fpa Norcal Conference

990 • Fiscal year 2016 • EIN 26-1730710

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 12, 2017

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

20th percentile

0.00x

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

20th percentile

0.00x

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Net Margin

45th percentile

2.4%

Higher net margin than 45% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2016 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2016

Asset Growth

49th percentile

3.5%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

67th percentile

8.7%

Faster revenue growth than 67% of similar nonprofits.

2016 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$572,719

Up $19,207 (+3.5%) from 2015

Net Assets

Up

$572,719

Up $19,207 (+3.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin45th percentile

Revenue

Up

$808,186

Up $64,534 (+8.7%) from 2015

Expenses

Up

$788,979

Up $148,994 (+23%) from 2015

Net Income

Down

$19,207

Down $84,460 (-81%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2016

Assets$572,719
Liabilities$0
Net Assets$572,719
Open 2016 Filing

Operations Trend

Revenue Growth67th 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

2016

Revenue$808,186
Expenses$788,979
Net Income$19,207
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$808,186
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$200,690$416,946▲ $216,256
Cash and Non-Interest-Bearing Accounts$352,822$155,773▼ $197,049
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$553,512$572,719▲ $19,207
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$553,512$572,719▲ $19,207
Total Net Assets Fund Balance$553,512$572,719▲ $19,207
Total Liabilities and Net Assets / Fund Balance$553,512$572,719▲ $19,207
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Wade PittsChairman
Janice DunnMarketing Chair
Marinda FreemanConference Director
Frank PareDirector
Jenny HoodDirector
Thomas HowardDirector
Eric FlettKeynote Liaison
Leigh ShimamotoKeynote Liaison
Megan TerzianProgram Co-CHR
Sara EllefsenProgram Co-CHR
Anna SerguninaSpeaker Liaison
Daniel AndersenSpeaker Liaison
Diana FreeburgSpeaker Liaison
Jane YooSpeaker Liaison
Jen HicksSpeaker Liaison
Shawn TydlaskaSpeaker Liaison
Thao HoangSpeaker Liaison
William PitneySpeaker Liaison
Matt BeckSponsor Co-CHR
Michele HansenSponsor Co-CHR
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$806,930
Investment Income
$1,256
Other Revenue
$0
Change in Net Assets
$19,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$788,979
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$265,746--$265,746
Fees for Services Management$101,575$17,925-$119,500
All Other Expenses$50,430$30,786-$81,216
Information Technology-$37,306-$37,306
Other Expenses$26,003--$26,003
Fees for Services Other$20,581$3,632-$24,213
Insurance-$5,677-$5,677
Office Expenses-$2,093-$2,093
Total Functional Expenses$691,560$97,419$0$788,979
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
No
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, 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
Keynote Liaison
Signed
2017-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wade Pitts
Formed
2007
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Regalia & Associates CPAs
Address
103 Town Country Dr Ste K, Danville, CA 94526
Preparer
Douglas W Regalia
Phone
9253140390
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

“Broadcast E-mail: Column (A) - Total = $902; Column (B) - Program Services = $902; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CD-ROM Production: Column (A) - Total = $10800; Column (B) - Program Services = $10800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“CFP Credit Expenses: Column (A) - Total = $7315; Column (B) - Program Services = $7315; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Credit Card Fees: Column (A) - Total = $24475; Column (B) - Program Services = $0; Column (C) - Management & General = $24475; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Design Services: Column (A) - Total = $7975; Column (B) - Program Services = $7975; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Evaluations: Column (A) - Total = $1956; Column (B) - Program Services = $1956; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Giveaways: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Miscellaneous: Column (A) - Total = $133; Column (B) - Program Services = $0; Column (C) - Management & General = $133; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Photographs: Column (A) - Total = $3757; Column (B) - Program Services = $3757; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Portfolio-Notebook: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Postage and Shipping: Column (A) - Total = $170; Column (B) - Program Services = $0; Column (C) - Management & General = $170; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“President's Council: Column (A) - Total = $5564; Column (B) - Program Services = $5564; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Printing and Publications: Column (A) - Total = $4866; Column (B) - Program Services = $0; Column (C) - Management & General = $4866; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Registration expenses: Column (A) - Total = $2055; Column (B) - Program Services = $2055; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Signage: Column (A) - Total = $2681; Column (B) - Program Services = $2681; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Sponsor Expense: Column (A) - Total = $7425; Column (B) - Program Services = $7425; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Storage: Column (A) - Total = $1142; Column (B) - Program Services = $0; Column (C) - Management & General = $1142; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E: Other Expenses

“Taxes and Fees: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Megan Terzian
IRS990/Form990PartVIISectionAGrp/PersonNm2Sara Ellefsen
IRS990/Form990PartVIISectionAGrp/PersonNm3Leigh Shimamoto
IRS990/Form990PartVIISectionAGrp/PersonNm4Eric Flett
IRS990/Form990PartVIISectionAGrp/PersonNm5Matt Beck
IRS990/Form990PartVIISectionAGrp/PersonNm6Michele Hansen
IRS990/Form990PartVIISectionAGrp/PersonNm7Daniel Andersen
IRS990/Form990PartVIISectionAGrp/PersonNm8Diana Freeburg
IRS990/Form990PartVIISectionAGrp/PersonNm9Jen Hicks
IRS990/Form990PartVIISectionAGrp/PersonNm10Thao Hoang
IRS990/Form990PartVIISectionAGrp/PersonNm11William Pitney
IRS990/Form990PartVIISectionAGrp/PersonNm12Anna Sergunina
IRS990/Form990PartVIISectionAGrp/PersonNm13Shawn Tydlaska
IRS990/Form990PartVIISectionAGrp/PersonNm14Jane Yoo
IRS990/Form990PartVIISectionAGrp/PersonNm15Janice Dunn
IRS990/Form990PartVIISectionAGrp/PersonNm16Frank Pare
IRS990/Form990PartVIISectionAGrp/PersonNm17Thomas Howard
IRS990/Form990PartVIISectionAGrp/PersonNm18Jenny Hood
IRS990/Form990PartVIISectionAGrp/PersonNm19Marinda Freeman
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt1Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt2Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt3Keynote Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt4Keynote Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt6Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt7Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt8Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt9Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt10Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt11Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt12Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt13Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt14Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt15Marketing Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Conference Dir
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0808186
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt037306
IRS990/InformationTechnologyGrp/TotalAmt037306
IRS990/InsuranceGrp/ManagementAndGeneralAmt05677
IRS990/InsuranceGrp/TotalAmt05677
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01256
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01256
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0553512
IRS990/NetAssetsOrFundBalancesEOYAmt0572719
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0265746
IRS990/OccupancyGrp/TotalAmt0265746
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02093
IRS990/OfficeExpensesGrp/TotalAmt02093
IRS990/OfficerMailingAddressInd0true
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Speaker Expense
IRS990/OtherExpensesGrp/Desc1Chapter Proceeds
IRS990/OtherExpensesGrp/Desc2Committee Expenses
IRS990/OtherExpensesGrp/Desc3Newsletter
IRS990/OtherExpensesGrp/ProgramServicesAmt0138859
IRS990/OtherExpensesGrp/ProgramServicesAmt151396
IRS990/OtherExpensesGrp/ProgramServicesAmt236970
IRS990/OtherExpensesGrp/ProgramServicesAmt326003
IRS990/OtherExpensesGrp/TotalAmt0138859
IRS990/OtherExpensesGrp/TotalAmt151396
IRS990/OtherExpensesGrp/TotalAmt236970
IRS990/OtherExpensesGrp/TotalAmt326003
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Wade Pitts
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES AND REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBITOR REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0424762
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1367503
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt214665
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0424762
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1367503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt214665
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.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01301
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0639985
IRS990/PYProgramServiceRevenueAmt0742351
IRS990/PYRevenuesLessExpensesAmt0103667
IRS990/PYTotalExpensesAmt0639985
IRS990/PYTotalRevenueAmt0743652
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019207
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0806930
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0200690
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0416946
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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, 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).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Broadcast E-mail: Column (A) - Total = $902; Column (B) - Program Services = $902; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CD-ROM Production: Column (A) - Total = $10800; Column (B) - Program Services = $10800; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CFP Credit Expenses: Column (A) - Total = $7315; Column (B) - Program Services = $7315; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Credit Card Fees: Column (A) - Total = $24475; Column (B) - Program Services = $0; Column (C) - Management & General = $24475; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Design Services: Column (A) - Total = $7975; Column (B) - Program Services = $7975; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Evaluations: Column (A) - Total = $1956; Column (B) - Program Services = $1956; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Giveaways: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Miscellaneous: Column (A) - Total = $133; Column (B) - Program Services = $0; Column (C) - Management & General = $133; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Photographs: Column (A) - Total = $3757; Column (B) - Program Services = $3757; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Portfolio-Notebook: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Postage and Shipping: Column (A) - Total = $170; Column (B) - Program Services = $0; Column (C) - Management & General = $170; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15President's Council: Column (A) - Total = $5564; Column (B) - Program Services = $5564; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$572,719
Liabilities
$0
Net assets
$572,719
Revenue
$808,186
Expenses
$788,979
Net income
$19,207
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