Civic Intelligence

Financial Planning Association of San Diego

990 • Fiscal year 2017 • EIN 58-1311878

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 10, 2018

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

77th percentile

15%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

85th percentile

34%

Faster asset growth than 85% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.0%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$44,177

Up $11,175 (+34%) from 2016

Net Assets

Up

$44,177

Up $11,175 (+34%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin77th percentile

Revenue

Down

$76,759

Down $1,536 (-2.0%) from 2016

Expenses

Down

$65,584

Down $8,452 (-11%) from 2016

Net Income

Up

$11,175

Up $6,916 (+162%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2017

Assets$44,177
Liabilities$0
Net Assets$44,177
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$76,759
Expenses$65,584
Net Income$11,175
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 10, 2018
Return Version
2017v2.2
Gross Receipts
$76,759
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
Rtn Earn Endowment Incm Other Fnds$33,002$44,177▲ $11,175
Cash and Non-Interest-Bearing Accounts$32,290$43,669▲ $11,379
Land, Buildings, and Equipment, Net$712$508▼ $204
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$33,002$44,177▲ $11,175
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,002$44,177▲ $11,175
Total Liabilities and Net Assets / Fund Balance$33,002$44,177▲ $11,175

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$508$2,466$2,974
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Adam WernerBoard Chair
Eric BillockBoard Chair
Jas ArandiaBoard Chair
Jeremy KovacevichBoard Chair
Mark HalbyBoard Chair
Nick GardnerBoard Chair
Steven FoxBoard Chair
Xavier MaldonadoBoard Chair
Krysta CordillPresident
Catherine MaganaPresident Elect
Richard FoggBoard Member
Ian KutnerSecretary
Maureen VerduynTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,759
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$48,974
Change in Net Assets
$11,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,183
Salaries, Compensation, and Employee Benefits$7,401
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$8,830
Other Salaries and Wages---$6,450
All Other Expenses---$3,713
Fees for Services Accounting---$1,983
Insurance---$1,908
Other Expenses---$1,645
Fees for Services Other---$1,060
Payroll Taxes---$951
Depreciation Depletion---$204
Total Functional Expenses$0$0$0$65,584
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
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
Ian Kutner
Title
Treasurer
Signed
2018-08-10
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
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
Raw XML Appendix383 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The 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/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt048974
IRS990/AllOtherExpensesGrp/TotalAmt03713
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0IAN KUTNER
IRS990/BooksInCareOfDetail/PhoneNum07604482882
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06265 GREENWICH DR 100B
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092122
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt032290
IRS990/CashNonInterestBearingGrp/EOYAmt043669
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076759
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt058183
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt011175
IRS990/CYSalariesCompEmpBnftPaidAmt07401
IRS990/CYTotalExpensesAmt065584
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt076759
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0204
IRS990/Desc0Financial Planning Association 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/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01983
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01060
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0JEREMY KOVACEVICH
IRS990/Form990PartVIISectionAGrp/PersonNm1XAVIER MALDONADO
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN FOX
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD FOGG
IRS990/Form990PartVIISectionAGrp/PersonNm4ADAM WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm5JAS ARANDIA
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK HALBY
IRS990/Form990PartVIISectionAGrp/PersonNm7ERIC BILLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm8NICK GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm9KRYSTA CORDILL
IRS990/Form990PartVIISectionAGrp/PersonNm10CATHERINE MAGANA
IRS990/Form990PartVIISectionAGrp/PersonNm11IAN KUTNER
IRS990/Form990PartVIISectionAGrp/PersonNm12MAUREEN VERDUYN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9President
IRS990/Form990PartVIISectionAGrp/TitleTxt10President Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt11Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt12Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt076759
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt01908
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02466
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0712
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0508
IRS990/LandBldgEquipCostOrOtherBssAmt02974
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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/NetAssetsOrFundBalancesBOYAmt033002
IRS990/NetAssetsOrFundBalancesEOYAmt044177
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/Desc1SOCIAL MIXERS
IRS990/OtherExpensesGrp/Desc2CREDIT CARD PROCESSING
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/TotalAmt031247
IRS990/OtherExpensesGrp/TotalAmt14522
IRS990/OtherExpensesGrp/TotalAmt23071
IRS990/OtherExpensesGrp/TotalAmt31645
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt06450
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt0951
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt078295
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt066178
IRS990/PYRevenuesLessExpensesAmt04259
IRS990/PYSalariesCompEmpBnftPaidAmt07858
IRS990/PYTotalExpensesAmt074036
IRS990/PYTotalRevenueAmt078295
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt011175
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt027785
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt033002
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt044177
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0508
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02466
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02974
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0508
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/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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033002
IRS990/TotalAssetsEOYAmt044177
IRS990/TotalAssetsGrp/BOYAmt033002
IRS990/TotalAssetsGrp/EOYAmt044177
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt076759
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt065584
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt044177
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt076759
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033002
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt044177
IRS990/TravelGrp/TotalAmt08830
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.FPASANDIEGO.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IAN KUTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-10
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/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/ReturnTs02018-08-10T11:15:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,177
Liabilities
$0
Net assets
$44,177
Revenue
$76,759
Expenses
$65,584
Net income
$11,175
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
2017Detailed filing. Detailed filing data is available for this year.$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