Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Financial Planning Association of San Francisco
990EZ • Fiscal year 2020 • EIN 58-1313679
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.06x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
81st percentile
Higher net margin than 81% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
75th percentile
Faster asset growth than 75% of similar nonprofits.
Revenue Growth
36th percentile
Faster revenue growth than 36% of similar nonprofits.
Balance Sheet
Assets
Up$152,307
Up $27,868 (+22%) from 2019
Net Assets
Up$143,839
Up $26,557 (+23%) from 2019
Liabilities
Up$8,468
Up $1,311 (+18%) from 2019
Revenue And Expenses
Revenue
Down$102,387
Down $48,540 (-32%) from 2019
Expenses
Down$75,829
Down $59,631 (-44%) from 2019
Net Income
Up$26,558
Up $11,091 (+72%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 15, 2021
- Return Version
- 2020v4.1
- Gross Receipts
- $102,387
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
| Description | Grants | Expenses |
|---|---|---|
| Held twelve monthly meetings serving its approximately 550 members, integral contributor to regional financial planning conference | $0 | $0 |
| Key organizer of San Francisco Financial Planning Day | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sean Angelis | Director | - | $0 | - | - |
| Dan Tripp CFP | Director | - | $0 | - | - |
| Jesse Pence CFP | Director | - | $0 | - | - |
| Sophie Lee CFP | Director | - | $0 | - | - |
| Brody Luebkeman | Director | - | $0 | - | - |
| Ryan Kelly | Director | - | $0 | - | - |
| Shawn Tydlaska MBA CFP | Director | - | $0 | - | - |
| Lauren Stansell CFP | President-Elect | - | $0 | - | - |
| Homa Rassouli | Director | - | $0 | - | - |
| Jenny Coffey Smith CFP | Director | - | $0 | - | - |
| Joseph Kuo MBA CFP | Director | - | $0 | - | - |
| John Bacigalupi | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Financial Planning Association of San Fr
- EIN
- 58-1313679
- Phone
- 8772603218
- Address
- 9630 Bruceville Road No 106-14, Elk Grove, CA 95757
Signing Officer
- Name
- Paul F Cordero CFP EA
- Title
- Treasurer
- Phone
- 8772603218
- Signed
- 2021-11-15
Preparer
- Firm
- Integrous
- Address
- 704 Las Ovejas Avenue, San Rafael, CA 94903-3108
- Preparer
- Kian S Nobari
- Phone
- 4152000900
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: Interest Income. Amount: 13.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Credit Card Fees. Amount: 1713. Description: Board Expenses. Amount: 6827. Description: Committee Expenses Net of Speaker Compensation (In Prof Services). Amount: 6560. Description: Monthly Meetings Net of Occ & Printing (Listed Separately). Amount: 1601. Description: Newsletter. Amount: 8155. Description: Operations Net of Items Listed Separately. Amount: 1553. Total to Form 990-EZ, line 16: 26409.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Accounts Receivable. Beg. of Year Amount: 24477. End of Year Amount: 3843. Description: Prepaid Expenses. Beg. of Year Amount: 5605. End of Year Amount: 5371. Description: Undeposited Funds. Beg. of Year Amount: 3302. End of Year Amount: 2100. Description: Accrued Revenues. Beg. of Year Amount: 0. End of Year Amount: 9500.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Prepaid Meeting Revenues. Beg. of Year Amount: 1330. End of Year Amount: 4475. Description: Accrued Expenses. Beg. of Year Amount: 5827. End of Year Amount: 3993.”
Raw XML Appendix177 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/BusinessName/BusinessNameLine1Txt | 0 | Integrous |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4152000900 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 704 Las Ovejas Avenue |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | San Rafael |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 949033108 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 91054 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 131493 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 38334 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 26558 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 47647 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 124438 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 152307 |
| IRS990EZ/GrossReceiptsAmt | 0 | 102387 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
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| IRS990EZ/MembershipDuesAmt | 0 | 36365 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 117281 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 143839 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 117281 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 143839 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Sean Angelis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Dan Tripp CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Jesse Pence CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Sophie Lee CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Brody Luebkeman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Ryan Kelly |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Shawn Tydlaska MBA CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Lauren Stansell CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Homa Rassouli |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Jenny Coffey Smith CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Joseph Kuo MBA CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | John Bacigalupi |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President-Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 33384 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 20814 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 26409 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 13 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 531 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 27675 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Held twelve monthly meetings serving its approximately 550 members, integral contributor to regional financial planning conference |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Key organizer of San Francisco Financial Planning Day |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 7157 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 8468 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 75829 |
| IRS990EZ/TotalRevenueAmt | 0 | 102387 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fpasf.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest Income. Amount: 13. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Credit Card Fees. Amount: 1713. Description: Board Expenses. Amount: 6827. Description: Committee Expenses Net of Speaker Compensation (In Prof Services). Amount: 6560. Description: Monthly Meetings Net of Occ & Printing (Listed Separately). Amount: 1601. Description: Newsletter. Amount: 8155. Description: Operations Net of Items Listed Separately. Amount: 1553. Total to Form 990-EZ, line 16: 26409. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Accounts Receivable. Beg. of Year Amount: 24477. End of Year Amount: 3843. Description: Prepaid Expenses. Beg. of Year Amount: 5605. End of Year Amount: 5371. Description: Undeposited Funds. Beg. of Year Amount: 3302. End of Year Amount: 2100. Description: Accrued Revenues. Beg. of Year Amount: 0. End of Year Amount: 9500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Prepaid Meeting Revenues. Beg. of Year Amount: 1330. End of Year Amount: 4475. Description: Accrued Expenses. Beg. of Year Amount: 5827. End of Year Amount: 3993. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Paul F Cordero CFP EA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8772603218 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Financial Planning Association of San Fr |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ancisco |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 581313679 |
| ReturnHeader/Filer/PhoneNum | 0 | 8772603218 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9630 Bruceville Road No 106-14 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Elk Grove |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95757 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 274247106 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | INTEGROUS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 704 Las Ovejas Avenue |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Rafael |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 949033108 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4152000900 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kian S Nobari |
| ReturnHeader/ReturnTs | 0 | 2021-11-15T17:23:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Paul |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Cordero CFP EA |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $152,307
- Liabilities
- $8,468
- Net assets
- $143,839
- Revenue
- $102,387
- Expenses
- $75,829
- Net income
- $26,558