Civic Intelligence

Financial Planning Association

EIN 58-1311878 • 501(c)6 • San Diego, CA

Profile

The Financial Planning Association is a professional organization for financial planners. It provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.

PO Box 880936San Diego, CA 92168

www.fpasandiego.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

81st percentile

20%

Higher net margin than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$74,742

Up $13,011 (+21%) from 2023

Liabilities

Down

$0

Down $4,000 (-100%) from 2023

Net Assets

Up

$74,742

Up $17,011 (+29%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin81st percentile

Revenue

Up

$85,132

Up $10,577 (+14%) from 2023

Expenses

Up

$68,121

Up $4,091 (+6.4%) from 2023

Net Income

Up

$17,011

Up $6,486 (+62%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $8,057Liabilities 2011: $0Net Assets 2011: $8,0572011Assets 2012: $20,041Liabilities 2012: $0Net Assets 2012: $20,0412012Assets 2013: $42,716Liabilities 2013: $0Net Assets 2013: $42,7162013Assets 2014: $38,571Liabilities 2014: $0Net Assets 2014: $38,5712014Assets 2015: $28,743Liabilities 2015: $0Net Assets 2015: $28,7432015Assets 2016: $33,002Liabilities 2016: $0Net Assets 2016: $33,0022016Assets 2017: $44,177Liabilities 2017: $0Net Assets 2017: $44,1772017Assets 2018: $74,357Liabilities 2018: $0Net Assets 2018: $74,3572018Assets 2019: $46,958Liabilities 2019: $0Net Assets 2019: $46,9582019Assets 2020: $69,971Liabilities 2020: $0Net Assets 2020: $69,9712020Assets 2021: $65,489Liabilities 2021: $0Net Assets 2021: $65,4892021Assets 2022: $47,206Liabilities 2022: $0Net Assets 2022: $47,2062022Assets 2023: $61,731Liabilities 2023: $4,000Net Assets 2023: $57,7312023Assets 2024: $74,742Liabilities 2024: $0Net Assets 2024: $74,7422024

Highlighted filing

2024

Assets$74,742
Liabilities$0
Net Assets$74,742
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $100,995Expenses 2011: $129,706Net Income 2011: -$28,7112011Revenue 2012: $108,764Expenses 2012: $96,780Net Income 2012: $11,9842012Revenue 2013: $118,780Expenses 2013: $96,105Net Income 2013: $22,6752013Revenue 2014: $90,845Expenses 2014: $94,990Net Income 2014: -$4,1452014Revenue 2015: $74,899Expenses 2015: $84,727Net Income 2015: -$9,8282015Revenue 2016: $78,295Expenses 2016: $74,036Net Income 2016: $4,2592016Revenue 2017: $76,759Expenses 2017: $65,584Net Income 2017: $11,1752017Revenue 2018: $79,655Expenses 2018: $49,475Net Income 2018: $30,1802018Revenue 2019: $66,126Expenses 2019: $93,525Net Income 2019: -$27,3992019Revenue 2020: $54,787Expenses 2020: $31,774Net Income 2020: $23,0132020Revenue 2021: $37,755Expenses 2021: $42,237Net Income 2021: -$4,4822021Revenue 2022: $50,420Expenses 2022: $68,703Net Income 2022: -$18,2832022Revenue 2023: $74,555Expenses 2023: $64,030Net Income 2023: $10,5252023Revenue 2024: $85,132Expenses 2024: $68,121Net Income 2024: $17,0112024

Highlighted filing

2024

Revenue$85,132
Expenses$68,121
Net Income$17,011
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$74,742
Liabilities
$0
Net assets
$74,742
Revenue
$85,132
Expenses
$68,121
Net income
$17,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.85$0.68$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.04$0.58$0.75$0.64$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.50$0.69$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.38$0.42$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.55$0.32$0.23
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.47$0.00$0.47$0.66$0.94$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.80$0.49$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$0.77$0.66$0.11
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.78$0.74$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.00$0.29$0.75$0.85$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.91$0.95$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$1.19$0.96$0.23
2012Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$1.09$0.97$0.12
2011Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$1.01$1.30$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$85,132
Mission and Program Overview

Mission

The Financial Planning Association is a professional organization for financial planners. It provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$61,731$74,742▲ $13,011
Rtn Earn Endowment Incm Other Fnds$57,731$74,742▲ $17,011
Savings and Temporary Cash Investments-$0-
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$61,731$74,742▲ $13,011
Other Assets Total-$0-
Liabilities
Other Liabilities$4,000--
Total Liabilities$4,000$0▼ $4,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$57,731$74,742▲ $17,011
Total Liabilities and Net Assets / Fund Balance$61,731$74,742▲ $13,011

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,974$2,974
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Aaron WiegmanBoard Chair
Art DickerBoard Chair
Aubrey BrownBoard Chair
Cheryl CousinoBoard Chair
Ciano VillaquiranBoard Chair
William HollidayBoard Chair
Brian TravisPresident
Amanda KeithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$83,241
Program Service Revenue
$0
Investment Income
$1,891
Other Revenue
$0
All Other Contributions
$63,312
Change in Net Assets
$17,011
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,079
Salaries, Compensation, and Employee Benefits$42
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$8,053
Other Expenses---$3,846
Fees for Services Accounting---$2,080
Travel---$1,632
Fees for Services Other---$1,100
Payroll Taxes---$42
Total Functional Expenses$0$0$0$68,121
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
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
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The financial planning association has members who are financial planners.”

Form 990, Part VI, Section A, Line 7A

“Board members nominate members to be officers who are then voted on by all members.”

Form 990, Part VI, Section A, Line 7B

“Any changes to the bylaws have to be voted by all members.”

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
58-1311878
Phone
6195040142
Address
PO BOX 880936, SAN DIEGO, CA 92168

Signing Officer

Name
Amanda Keith
Title
Treasurer
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Shapiro & Co An Accountancy Corporation
Address
5080 Shoreham Place Ste 202, San Diego, CA 92122
Preparer
Tam Dang CPA
Phone
8584559555
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“BANK FEES: Column (A) - Total = $30; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“LICENSES & PERMITS: Column (A) - Total = $25; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“MEETINGS: Column (A) - Total = $3597; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“P.O. BOX: Column (A) - Total = $200; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“PAYROLL SERVICE FEE: Column (A) - Total = $680; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SOFTWARE EXPENSE: Column (A) - Total = $1285; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“SUPPLIES: Column (A) - Total = $64; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“TELEPHONE: Column (A) - Total = $700; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“WEB FEES: Column (A) - Total = $252; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Form 990, Part IX, Line 24E

“WEBSITE MAINTENANCE: Column (A) - Total = $1220; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum04157475668
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IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt083241
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01891
IRS990/CYOtherExpensesAmt068079
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt017011
IRS990/CYSalariesCompEmpBnftPaidAmt042
IRS990/CYTotalExpensesAmt068121
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt085132
IRS990/DecisionsSubjectToApprovaInd0true
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IRS990/DeductibleNonCashContriInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt02080
IRS990/FeesForServicesLegalGrp/TotalAmt00
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IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01100
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD CHAIR
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0SYMPOSIUM
IRS990/OtherExpensesGrp/Desc1OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc2SOCIAL MIXERS EXPENSES
IRS990/OtherExpensesGrp/Desc3CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/TotalAmt022868
IRS990/OtherExpensesGrp/TotalAmt115300
IRS990/OtherExpensesGrp/TotalAmt213200
IRS990/OtherExpensesGrp/TotalAmt33846
IRS990/OtherLiabilitiesGrp/BOYAmt04000
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt042
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt074313
IRS990/PYInvestmentIncomeAmt0242
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt052121
IRS990/PYRevenuesLessExpensesAmt010525
IRS990/PYSalariesCompEmpBnftPaidAmt011909
IRS990/PYTotalExpensesAmt064030
IRS990/PYTotalRevenueAmt074555
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017011
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt019929
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt057731
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt074742
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02974
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02974
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL PLANNING ASSOCIATION HAS MEMBERS WHO ARE FINANCIAL PLANNERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS NOMINATE MEMBERS TO BE OFFICERS WHO ARE THEN VOTED ON BY ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGES TO THE BYLAWS HAVE TO BE VOTED BY ALL MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO REVIEW WAS OR WILL BE CONDUCTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK FEES: Column (A) - Total = $30; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSES & PERMITS: Column (A) - Total = $25; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEETINGS: Column (A) - Total = $3597; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8P.O. BOX: Column (A) - Total = $200; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PAYROLL SERVICE FEE: Column (A) - Total = $680; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SOFTWARE EXPENSE: Column (A) - Total = $1285; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SUPPLIES: Column (A) - Total = $64; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE: Column (A) - Total = $700; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEB FEES: Column (A) - Total = $252; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14WEBSITE MAINTENANCE: Column (A) - Total = $1220; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt061731
IRS990/TotalAssetsEOYAmt074742
IRS990/TotalAssetsGrp/BOYAmt061731
IRS990/TotalAssetsGrp/EOYAmt074742
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt083241
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt068121
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt057731
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt074742
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01891
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt085132
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt061731
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074742
IRS990/TravelGrp/TotalAmt01632
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 880936
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092168
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.FPASANDIEGO.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA KEITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF SAN DIEGO
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0581311878
ReturnHeader/Filer/PhoneNum06195040142
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 880936
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092168
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330550014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Shapiro & Co An Accountancy Corporation
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05080 Shoreham Place Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Diego
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092122
ReturnHeader/PreparerPersonGrp/PhoneNum08584559555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAM DANG CPA
ReturnHeader/ReturnTs02025-11-14T10:52:10-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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