Civic Intelligence

Financial Planning Association of San Francisco

990EZ • Fiscal year 2013 • EIN 58-1313679

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 13, 2014

Organization ProfileWWW.FPASF.ORG
9630 Bruceville Rd 106-149Elk Grove, CA 95757

(877) 260-3218

Siviq Scores

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

Liabilities / Assets

77th percentile

0.15x

Higher debt load relative to assets than 77% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

80th percentile

$38,050

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 27.8% of source-year revenue.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

49th percentile

1.3%

Faster revenue growth than 49% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$96,928

Up $9,556 (+11%) from 2012

Net Assets

$82,728

No earlier filing loaded for comparison.

Liabilities

Up

$14,200

Up $12,965 (+1050%) from 2012

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin35th percentile

Revenue

Up

$136,775

Up $1,806 (+1.3%) from 2012

Expenses

Up

$140,184

Up $8,591 (+6.5%) from 2012

Net Income

Down

-$3,409

Down $6,785 (-201%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$200K$150K$100K$50K$0Assets 2011: $83,991Liabilities 2011: $02011Assets 2012: $87,372Liabilities 2012: $1,2352012Assets 2013: $96,928Liabilities 2013: $14,200Net Assets 2013: $82,7282013Assets 2014: $112,311Liabilities 2014: $1,085Net Assets 2014: $111,2262014Assets 2015: $128,173Liabilities 2015: $3,727Net Assets 2015: $124,4462015Assets 2016: $100,315Liabilities 2016: $5,051Net Assets 2016: $95,2642016Assets 2017: $106,051Liabilities 2017: $6,717Net Assets 2017: $99,3342017Assets 2018: $108,195Liabilities 2018: $6,380Net Assets 2018: $101,8152018Assets 2019: $124,439Liabilities 2019: $7,157Net Assets 2019: $117,2822019Assets 2020: $152,307Liabilities 2020: $8,468Net Assets 2020: $143,8392020Assets 2021: $143,959Liabilities 2021: $5,105Net Assets 2021: $138,8542021Assets 2022: $143,324Liabilities 2022: $13,605Net Assets 2022: $123,9502022Assets 2023: $148,927Liabilities 2023: $14,398Net Assets 2023: $125,4252023Assets 2024: $130,233Liabilities 2024: $10,936Net Assets 2024: $119,2972024

Highlighted filing

2013

Assets$96,928
Liabilities$14,200
Net Assets$82,728
Open 2013 Filing

Operations Trend

Revenue Growth49th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $141,365Expenses 2011: $132,583Net Income 2011: $8,7822011Revenue 2012: $134,969Expenses 2012: $131,593Net Income 2012: $3,3762012Revenue 2013: $136,775Expenses 2013: $140,184Net Income 2013: -$3,4092013Revenue 2014: $175,285Expenses 2014: $146,470Net Income 2014: $28,8152014Revenue 2015: $175,067Expenses 2015: $161,847Net Income 2015: $13,2202015Revenue 2016: $172,201Expenses 2016: $201,383Net Income 2016: -$29,1822016Revenue 2017: $176,644Expenses 2017: $171,519Net Income 2017: $5,1252017Revenue 2018: $167,650Expenses 2018: $165,169Net Income 2018: $2,4812018Revenue 2019: $150,927Expenses 2019: $135,460Net Income 2019: $15,4672019Revenue 2020: $102,387Expenses 2020: $75,829Net Income 2020: $26,5582020Revenue 2021: $62,603Expenses 2021: $67,588Net Income 2021: -$4,9852021Revenue 2022: $77,311Expenses 2022: $86,446Net Income 2022: -$9,1352022Revenue 2023: $90,646Expenses 2023: $85,836Net Income 2023: $4,8102023Revenue 2024: $81,397Expenses 2024: $87,525Net Income 2024: -$6,1282024

Highlighted filing

2013

Revenue$136,775
Expenses$140,184
Net Income-$3,409
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 13, 2014
Return Version
2013v3.1
Gross Receipts
$136,775
Mission and Program Overview

Mission

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.

To represent, provide fellowship, and educational opportunities for members in the financial services professions. To provide pro bono educational opportunities for the public.

Program Services

DescriptionGrantsExpenses
REGULAR MEMBERSHIP EDUCATIONAL MEETINGS. ANNUAL REGIONAL MEETING. APPROXIMATELY 500 MEMBERS.$67,488-
PRO BONO SERVICES FOR & WITH LOCAL COMMUNITY ORGANIZATIONS - S F FOUNDATION, EARN, JR ACHIEVEMENT, S F GOVERNMENT - PROVIDING EDUCATIONAL TOPICS FOR LOW AND MIDDLE INCOME MEMBERS OF THE PUBLIC, 500+ ATTENDEES.$10,096-
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOLLY WILKERSONExecutive DirectorFT$38,050-$38,050
VINCENT J CRIVELLOPresident-$0--
CYNTHIA FLANNIGANPresident Elect-$0--
TANYA STEINHOFERChairman-$0--
KIAN NOBARISecretary-$0--
Filing and Contact Details

Filer

EIN
58-1313679
Phone
8772603218

Signing Officer

Name
Vincent J Crivello
Title
President
Signed
2014-08-13
Discuss with paid preparer
Yes

Preparer

Preparer
Claudia Fitch
Phone
4159283499
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $3037”

Other Expenses.1005

“Travel $2980”

Other Expenses.1007

“Conferences, Conventions, and Meetings $73676”

Other Expenses.1012

“Insurance $425”

Other Expenses.2

“Committee activities $5425”

Other Expenses.3

“FP DAY $3834”

Other Expenses.4

“Board expenses:meeting/misc $3399”

Other Expenses.5

“WEB SITE FEES $2234”

Other Expenses.6

“MISC $20”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1235 Accounts Payable and Accrued Expenses - Ending $14200”

Raw XML Appendix138 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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IRS990EZ/BooksInCareOfDetail/PersonNm0HOLLY WILKERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum08772603218
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine109630 BRUCEVILLE RD 106-149
IRS990EZ/BooksInCareOfDetail/USAddress/City0ELK GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt087372
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt096928
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine10HOLLY WINKERSON
IRS990EZ/CompensationOfHghstPdCntrctGrp/CompensationAmt038050
IRS990EZ/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0MANAGEMENT
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine109630 BRUCEVILLE RD 106-149
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/City0ELK GROVE
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/State0CA
IRS990EZ/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCode095757
IRS990EZ/ContributionsGiftsGrantsEtcAmt048181
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3409
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt087372
IRS990EZ/Form990TotalAssetsGrp/EOYAmt096928
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0136775
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt032
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027379
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt086137
IRS990EZ/NetAssetsOrFundBalancesEOYAmt082728
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt086137
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt082728
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt338050
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0VINCENT J CRIVELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA FLANNIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TANYA STEINHOFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY WILKERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIAN NOBARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt095030
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO REPRESENT, PROVIDE FELLOWSHIP, AND EDUCATIONAL OPPORTUNITIES FOR MEMBERS IN THE FINANCIAL SERVICES PROFESSIONS. TO PROVIDE PRO BONO EDUCATIONAL OPPORTUNITIES FOR THE PUBLIC.
IRS990EZ/PrintingPublicationsPostageAmt07104
IRS990EZ/ProgramServiceRevenueAmt061183
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0REGULAR MEMBERSHIP EDUCATIONAL MEETINGS. ANNUAL REGIONAL MEETING. APPROXIMATELY 500 MEMBERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PRO BONO SERVICES FOR & WITH LOCAL COMMUNITY ORGANIZATIONS - S F FOUNDATION, EARN, JR ACHIEVEMENT, S F GOVERNMENT - PROVIDING EDUCATIONAL TOPICS FOR LOW AND MIDDLE INCOME MEMBERS OF THE PUBLIC, 500+ ATTENDEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt067488
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt110096
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt038050
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01235
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt014200
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0140184
IRS990EZ/TotalProgramServiceExpensesAmt077584
IRS990EZ/TotalRevenueAmt0136775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPASF.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $3037
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $2980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $73676
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMMITTEE ACTIVITIES $5425
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FP DAY $3834
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BOARD EXPENSES:MEETING/MISC $3399
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7WEB SITE FEES $2234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISC $20
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $1235 Accounts Payable and Accrued Expenses - Ending $14200
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VINCENT J CRIVELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10FINANCIAL PLANNING ASSN OF SAN FRANCISCO
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0581313679
ReturnHeader/Filer/PhoneNum08772603218
ReturnHeader/Filer/USAddress/AddressLine109630 BRUCEVILLE RD 106-149
ReturnHeader/Filer/USAddress/City0ELK GROVE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Fitch Financial Advisors LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102627 Chestnut St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode094123
ReturnHeader/PreparerPersonGrp/PhoneNum04159283499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAUDIA FITCH
ReturnHeader/ReturnTs02014-08-13T13:52:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$96,928
Liabilities
$14,200
Net assets
$82,728
Revenue
$136,775
Expenses
$140,184
Net income
-$3,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.11$1.19$0.81$0.88$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.49$0.14$1.25$0.91$0.86$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.14$1.24$0.77$0.86$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.05$1.39$0.63$0.68$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.08$1.44$1.02$0.76$0.27
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.07$1.17$1.51$1.35$0.15
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.06$1.02$1.68$1.65$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.07$0.99$1.77$1.72$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.05$0.95$1.72$2.01$0.29
2015Detailed filing. Detailed filing data is available for this year.$1.28$0.04$1.24$1.75$1.62$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.01$1.11$1.75$1.46$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.14$0.83$1.37$1.40$0.03
2012Summary only. Only limited summary data is available for this year.$0.87$0.01$1.35$1.32$0.03
2011Summary only. Only limited summary data is available for this year.$0.84$0.00$1.41$1.33$0.09