Civic Intelligence

Financial Planning Association of San Francisco

990EZ • Fiscal year 2015 • EIN 58-1313679

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization Profilewww.fpasf.org
9630 Bruceville RoadElk Grove, CA 95757

(877) 260-3218

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.03x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

63rd percentile

0.02x

Higher debt load relative to revenue than 63% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

63rd percentile

7.6%

Higher net margin than 63% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

70th percentile

14%

Faster asset growth than 70% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

-0.1%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$128,173

Up $15,862 (+14%) from 2014

Net Assets

Up

$124,446

Up $13,220 (+12%) from 2014

Liabilities

Up

$3,727

Up $2,642 (+244%) from 2014

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin63rd percentile

Revenue

Down

$175,067

Down $218 (-0.1%) from 2014

Expenses

Up

$161,847

Up $15,377 (+10%) from 2014

Net Income

Down

$13,220

Down $15,595 (-54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2015

Assets$128,173
Liabilities$3,727
Net Assets$124,446
Open 2015 Filing

Operations Trend

Revenue Growth47th 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

2015

Revenue$175,067
Expenses$161,847
Net Income$13,220
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$175,067
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.

Program Services

DescriptionGrantsExpenses
Held eleven monthly meetings serving its approx. 500 members, integral contributor to regional financial planning conference-$71,372
KEY ORGANIZER OF FINANCIAL PLANNING DAY-$10,089
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYNTHIA FLANNIGANPresidentPT$0--
VINCENT J CRIVELLOChairman-$0--
MICHAEL MAPresident Elect-$0--
HOLLY GALBRECHTSecretary-$0--
KIAN S NOBARITreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of San Francisco
EIN
58-1313679
Phone
8772603218
Address
9630 Bruceville Road, Elk Grove, CA 95757

Signing Officer

Name
Michael P Ma
Title
Michael
Phone
8772603218
Signed
2016-11-14

Preparer

Firm
Integrous
Address
704 LAS OVEJAS AVE, SAN RAFAEL, CA 94903
Preparer
Kian S Nobari
Phone
4152000900
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarship; scholarship; joseph kuo: 702 marshallst.suite 411, redwood city, ca, 94063; student, 15”

Form 990EZ, Part I, Line 16

“Monthly Meetings 71372.”

Form 990EZ, Part I, Line 16

“Financial Planning Day - Net of IC's 5839.”

Form 990EZ, Part I, Line 16

“Committees- Net of Scholarship Grants 19995.”

Form 990EZ, Part I, Line 16

“Board 7869.”

Form 990EZ, Part I, Line 16

“Operations - Net of IC's 993.”

Form 990EZ, Part I, Line 16

“Website & Misc 1268.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 0. 10037.”

Form 990EZ, Part II, Line 24

“Acrued Revenues 0. 2412.”

Form 990EZ, Part II, Line 24

“Prepaid Expenses 0. 3326.”

Form 990EZ, Part II, Line 26

“Prepaid Meeting Revenues 1085. 1575.”

Form 990EZ, Part II, Line 26

“Accrued Expenses 0. 2152.”

Raw XML Appendix134 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/AddressLine1Txt09630 Bruceville Road 106-149
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Elk Grove
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0112311
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112398
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IRS990EZ/ExcessOrDeficitForYearAmt013220
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128173
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0175067
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt042422
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111226
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111226
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt08.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CYNTHIA FLANNIGAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VINCENT J CRIVELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HOLLY GALBRECHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIAN S NOBARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015775
IRS990EZ/OtherExpensesTotalAmt0107336
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/PrintingPublicationsPostageAmt08487
IRS990EZ/ProgramServiceRevenueAmt077384
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Held eleven monthly meetings serving its approx. 500 members, integral contributor to regional financial planning conference
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1KEY ORGANIZER OF FINANCIAL PLANNING DAY
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071372
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt110089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01085
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03727
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0161847
IRS990EZ/TotalProgramServiceExpensesAmt081461
IRS990EZ/TotalRevenueAmt0175067
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.fpasf.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP; SCHOLARSHIP; JOSEPH KUO: 702 MARSHALLST.SUITE 411, REDWOOD CITY, CA, 94063; STUDENT, 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monthly Meetings 71372.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Financial Planning Day - Net of IC's 5839.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Committees- Net of Scholarship Grants 19995.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Board 7869.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Operations - Net of IC's 993.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Website & Misc 1268.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable 0. 10037.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Acrued Revenues 0. 2412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses 0. 3326.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Meeting Revenues 1085. 1575.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Accrued Expenses 0. 2152.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part II, Line 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL P MA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MICHAEL
ReturnHeader/BusinessOfficerGrp/PhoneNum08772603218
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Planning Association of San Francisco
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0581313679
ReturnHeader/Filer/PhoneNum08772603218
ReturnHeader/Filer/USAddress/AddressLine1Txt09630 Bruceville Road
ReturnHeader/Filer/USAddress/CityNm0Elk Grove
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrous
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0704 LAS OVEJAS AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094903
ReturnHeader/PreparerPersonGrp/PhoneNum04152000900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIAN S NOBARI
ReturnHeader/ReturnTs02016-11-15T11:33:10-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$128,173
Liabilities
$3,727
Net assets
$124,446
Revenue
$175,067
Expenses
$161,847
Net income
$13,220
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