Civic Intelligence

Fpa Norcal Conference

990 • Fiscal year 2018 • EIN 26-1730710

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 01, 2019

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

21st percentile

0.00x

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

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

21st percentile

0.00x

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

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Net Margin

81st percentile

16%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2018

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

0.3%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$799,063

Up $141,536 (+22%) from 2017

Net Assets

Up

$799,063

Up $141,536 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin81st percentile

Revenue

Up

$875,804

Up $3,032 (+0.3%) from 2017

Expenses

Down

$739,219

Down $48,745 (-6.2%) from 2017

Net Income

Up

$136,585

Up $51,777 (+61%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2018

Assets$799,063
Liabilities$0
Net Assets$799,063
Open 2018 Filing

Operations Trend

Revenue Growth41st 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

2018

Revenue$875,804
Expenses$739,219
Net Income$136,585
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 1, 2019
Return Version
2018v3.1
Gross Receipts
$875,804
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
Cash and Non-Interest-Bearing Accounts$319,664$421,507▲ $101,843
Savings and Temporary Cash Investments$337,863$377,556▲ $39,693
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$657,527$799,063▲ $141,536
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$657,527$799,063▲ $141,536
Total Net Assets Fund Balance$657,527$799,063▲ $141,536
Total Liabilities and Net Assets / Fund Balance$657,527$799,063▲ $141,536
Compensation and Service Providers
Top Officer Pay42nd percentile

Board Members and Trustees

NameTitle
Daniel AndersonChairman
Leigh ShimamotoKeynote Liaison
Anna SerguninaMarketing
Cameo RobersonMarketing
William PitneyMarketing
Sara EllefsenProgram Co-CHR
Thomas HowardProgram Co-CHR
Chad PerbeckSpeaker Liaison
Daria VictorovSpeaker Liaison
Denise TuemmlerSpeaker Liaison
Jenny HoodSpeaker Liaison
Laura PantaleoSpeaker Liaison
Leotie FukawaSpeaker Liaison
Mira MaSpeaker Liaison
Paige UherSpeaker Liaison
Pamela SchmitzSpeaker Liaison
Michele HansenSponsor Co-CHR
Wade PittsSponsor Co-CHR
Eric FlettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$872,125
Investment Income
$3,679
Other Revenue
$0
Change in Net Assets
$136,585
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$739,219
Total Fundraising Expense$640
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$299,971--$299,971
Fees for Services Management$103,987$18,351-$122,338
All Other Expenses$47,921$8,855$640$57,416
Information Technology-$35,313-$35,313
Fees for Services Other$25,847$4,561-$30,408
Other Expenses$27,259$48,279-$27,259
Insurance-$5,078-$5,078
Office Expenses-$2,395-$2,395
Fees for Services Accounting-$1,686-$1,686
Total Functional Expenses$614,061$124,518$640$739,219
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
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, 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
Phone
9259621100
Signed
2019-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Anderson
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

Other Changes In Net Assets Or Fund Balances - Other Increases

“Prior year activity = $4951”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt2Program Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt3Keynote Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Sponsor Co-Chr
IRS990/Form990PartVIISectionAGrp/TitleTxt6Sponsor Co-Chr
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Speaker Liaison
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Speaker Liaison
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt15Speaker Liaison
IRS990/Form990PartVIISectionAGrp/TitleTxt16Marketing
IRS990/Form990PartVIISectionAGrp/TitleTxt17Marketing
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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/PrincipalOfficerNm0Daniel Anderson
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IRS990/ProgramServiceRevenueGrp/Desc0DUES AND REGISTRATIONS
IRS990/ProgramServiceRevenueGrp/Desc1EXHIBITOR REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2Newsletter Income
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1364500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt225933
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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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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/ExplanationTxt4Prior year activity = $4951
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Changes In Net Assets Or Fund Balances - Other Increases
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IRS990/TotalAssetsBOYAmt0657527

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$799,063
Liabilities
$0
Net assets
$799,063
Revenue
$875,804
Expenses
$739,219
Net income
$136,585
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