Civic Intelligence

Financial Planning Association of San Francisco

990EZ • Fiscal year 2016 • EIN 58-1313679

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

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

67th percentile

0.05x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.03x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-17%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

15th percentile

-22%

Faster asset growth than 15% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

43rd percentile

-1.6%

Faster revenue growth than 43% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$100,315

Down $27,858 (-22%) from 2015

Net Assets

Down

$95,264

Down $29,182 (-23%) from 2015

Liabilities

Up

$5,051

Up $1,324 (+36%) from 2015

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin15th percentile

Revenue

Down

$172,201

Down $2,866 (-1.6%) from 2015

Expenses

Up

$201,383

Up $39,536 (+24%) from 2015

Net Income

Down

-$29,182

Down $42,402 (-321%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2016

Assets$100,315
Liabilities$5,051
Net Assets$95,264
Open 2016 Filing

Operations Trend

Revenue Growth43rd 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

2016

Revenue$172,201
Expenses$201,383
Net Income-$29,182
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$172,201
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.

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,

Program Services

DescriptionGrantsExpenses
Held eleven monthly meetings serving its approx. 500 members, integral contributor to regional financial planning conference-$116,069
KEY ORGANIZER OF SF & MARIN FINANCIAL PLANNING DAYS-$10,601
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL MAPresidentPT$0--
CYNTHIA FLANNIGANChairman-$0--
TOM ZACHYSTALPresident 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
Tom Zachystal
Title
President
Phone
8772603218
Signed
2017-05-10
Discuss with paid preparer
Yes

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; michael remedios: 600 california street, 11th flr, san francisco, ca, 9410”

Form 990EZ, Part I, Line 16

“Monthly Meetings - Net of Copies 99455.”

Form 990EZ, Part I, Line 16

“Financial Planning Day - Net of IC's 4415.”

Form 990EZ, Part I, Line 16

“Committees- Net of Scholarship Grants 23109.”

Form 990EZ, Part I, Line 16

“Board 12203.”

Form 990EZ, Part I, Line 16

“Operations - Net of IC's & Postage 1870.”

Form 990EZ, Part I, Line 16

“Website & Misc 2777.”

Form 990EZ, Part II, Line 24

“Accounts Receivable 10037. 0.”

Form 990EZ, Part II, Line 24

“Acrued Revenues 2412. 4020.”

Form 990EZ, Part II, Line 24

“Prepaid Expenses 3326. 3583.”

Form 990EZ, Part II, Line 24

“Deposits With Others 0. 7053.”

Form 990EZ, Part II, Line 26

“Prepaid Meeting Revenues 1575. 3320.”

Form 990EZ, Part II, Line 26

“Accrued Expenses 2152. 1731.”

Raw XML Appendix146 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0San Rafael
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KIAN S NOBARI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0116069
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
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IRS990EZ/WebsiteAddressTxt0www.fpasf.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIP; SCHOLARSHIP; MICHAEL REMEDIOS: 600 CALIFORNIA STREET, 11TH FLR, SAN FRANCISCO, CA, 9410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monthly Meetings - Net of Copies 99455.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Committees- Net of Scholarship Grants 23109.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Receivable 10037. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Acrued Revenues 2412. 4020.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Prepaid Expenses 3326. 3583.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Deposits With Others 0. 7053.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Prepaid Meeting Revenues 1575. 3320.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accrued Expenses 2152. 1731.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part II, Line 26
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ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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ReturnHeader/Filer/EIN0581313679
ReturnHeader/Filer/PhoneNum08772603218
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ReturnHeader/Filer/USAddress/CityNm0Elk Grove
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAFAEL
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ReturnHeader/PreparerPersonGrp/PhoneNum04152000900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIAN S NOBARI
ReturnHeader/ReturnTs02017-11-14T22:25:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$100,315
Liabilities
$5,051
Net assets
$95,264
Revenue
$172,201
Expenses
$201,383
Net income
-$29,182
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