Liabilities / Assets
76th percentile
Higher debt load relative to assets than 76% of similar nonprofits.
Financial Planning Association of San Francisco
EIN 58-1313679 • 501(c)6 • Elk Grove, CA
Profile
The Mission of the Financial Planning Association of San Francisco is to advance the financial planning profession in accordance with the highest ethical and professional standards by providing education, community, networking and leadership for our Bay Area members and through them the public they serve.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.12x
Liabilities / Revenue
82nd percentile
Higher debt load relative to revenue than 82% of similar nonprofits.
Net Margin
16th percentile
Higher net margin than 16% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
29th percentile
Faster asset growth than 29% of similar nonprofits.
Revenue Growth
43rd percentile
Faster revenue growth than 43% of similar nonprofits.
Balance Sheet
Assets
Down$130,233
Down $18,694 (-13%) from 2023
Liabilities
Down$10,936
Down $3,462 (-24%) from 2023
Net Assets
Down$119,297
Down $6,128 (-4.9%) from 2023
Revenue
Down$81,397
Down $9,249 (-10%) from 2023
Expenses
Up$87,525
Up $1,689 (+2.0%) from 2023
Net Income
Down-$6,128
Down $10,938 (-227%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $130,233
- Liabilities
- $10,936
- Net assets
- $119,297
- Revenue
- $81,397
- Expenses
- $87,525
- Net income
- -$6,128