Civic Intelligence

Financial Planning Association of San Diego

990 • Fiscal year 2014 • EIN 58-1311878

Jan 01, 2014 to Dec 31, 2014 • Filed on May 07, 2015

Organization ProfileWWW.FPASANDIEGO.ORG
PO Box 880936San Diego, CA 92168

(619) 504-0142

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

30th percentile

-4.6%

Higher net margin than 30% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-9.7%

Faster asset growth than 25% of similar nonprofits.

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

Revenue Growth

13th percentile

-24%

Faster revenue growth than 13% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$38,571

Down $4,145 (-9.7%) from 2013

Net Assets

Down

$38,571

Down $4,145 (-9.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin30th percentile

Revenue

Down

$90,845

Down $27,935 (-24%) from 2013

Expenses

Down

$94,990

Down $1,115 (-1.2%) from 2013

Net Income

Down

-$4,145

Down $26,820 (-118%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$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

2014

Assets$38,571
Liabilities$0
Net Assets$38,571
Open 2014 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$90,845
Expenses$94,990
Net Income-$4,145
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 7, 2015
Return Version
2014v5.0
Gross Receipts
$90,845
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$42,701$38,571▼ $4,130
Rtn Earn Endowment Incm Other Fnds$42,716$38,571▼ $4,145
Land, Buildings, and Equipment, Net$15$0▼ $15
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$42,716$38,571▼ $4,145
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,716$38,571▼ $4,145
Total Liabilities and Net Assets / Fund Balance$42,716$38,571▼ $4,145

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,956$1,956
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Douglas BuserBoard Chair
Jeremy KovacevichBoard Chair
John GoodrichBoard Chair
John VreeburgBoard Chair
Krista CordillBoard Chair
Lorna R HodgeBoard Chair
Peggy MengelBoard Chair
Kevin BarrettBoard Chairman
Gordon TudorPresident
Richard H FoggPresident Elect
Maureen VerduynSecretary
Karyn DejongTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$90,845
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$65,762
Change in Net Assets
$-4,145
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,470
Salaries, Compensation, and Employee Benefits$6,520
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$10,810
Other Salaries and Wages---$5,650
Other Expenses---$2,362
Fees for Services Accounting---$2,070
Fees for Services Other---$1,050
Payroll Taxes---$870
Travel---$667
Insurance---$544
Depreciation Depletion---$14
Total Functional Expenses$0$0$0$94,990
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
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
Annual disclosure for covered persons
No
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

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

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

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

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

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

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

“No review was or will be conducted.”

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

“No 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
Maureen Verduyn
Title
Treasurer
Signed
2015-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
1

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: Other Expenses

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

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

“CHARITABLE CONTRIBUTIONS: Column (A) - Total = $850; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“DUES & SUBSCRIPTIONS: Column (A) - Total = $479; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“FPA EVENTS: Column (A) - Total = $2008; 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 = $12; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“P.O. BOX: Column (A) - Total = $80; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“PAYROLL SERVICE FEE: Column (A) - Total = $1283; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“PLAQUES: Column (A) - Total = $1575; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“POSTAGE: Column (A) - Total = $5; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“SUPPLIES: Column (A) - Total = $512; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“TAX FILING FEES: Column (A) - Total = $10; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“TELEPHONE: Column (A) - Total = $586; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“WEB FEES: Column (A) - Total = $1180; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

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

“WEBSITE DEVELOPMENT: Column (A) - Total = $2200; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0”

Raw XML AppendixShowing 400 of 406 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.

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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01956
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt01956
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt042716
IRS990/NetAssetsOrFundBalancesEOYAmt038571
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MEETINGS
IRS990/OtherExpensesGrp/Desc1SYMPOSIUM EXP
IRS990/OtherExpensesGrp/Desc2CONTRACTORS
IRS990/OtherExpensesGrp/Desc3CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/TotalAmt039955
IRS990/OtherExpensesGrp/TotalAmt124498
IRS990/OtherExpensesGrp/TotalAmt26500
IRS990/OtherExpensesGrp/TotalAmt32362
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt05650
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0870
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0118780
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt089218
IRS990/PYRevenuesLessExpensesAmt022675
IRS990/PYSalariesCompEmpBnftPaidAmt06887
IRS990/PYTotalExpensesAmt096105
IRS990/PYTotalRevenueAmt0118780
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-4145
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt025083
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042716
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt038571
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01956
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01956
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
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 documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BANK CHARGES: Column (A) - Total = $30; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHARITABLE CONTRIBUTIONS: Column (A) - Total = $850; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DUES & SUBSCRIPTIONS: Column (A) - Total = $479; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FPA EVENTS: Column (A) - Total = $2008; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS: Column (A) - Total = $12; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10P.O. BOX: Column (A) - Total = $80; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11PAYROLL SERVICE FEE: Column (A) - Total = $1283; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12PLAQUES: Column (A) - Total = $1575; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13POSTAGE: Column (A) - Total = $5; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14SUPPLIES: Column (A) - Total = $512; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TAX FILING FEES: Column (A) - Total = $10; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16TELEPHONE: Column (A) - Total = $586; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17WEB FEES: Column (A) - Total = $1180; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18WEBSITE DEVELOPMENT: Column (A) - Total = $2200; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e: Other Expenses
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt042716
IRS990/TotalAssetsEOYAmt038571
IRS990/TotalAssetsGrp/BOYAmt042716
IRS990/TotalAssetsGrp/EOYAmt038571
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt090845
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt094990
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042716
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt038571
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090845
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt042716
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038571
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt0667
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.FPASANDIEGO.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAUREEN VERDUYN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-07
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/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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$38,571
Liabilities
$0
Net assets
$38,571
Revenue
$90,845
Expenses
$94,990
Net income
-$4,145
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