Liabilities / Assets
71st percentile
Higher debt load relative to assets than 71% of similar nonprofits.
Financial Planning Association of San Francisco
990EZ • Fiscal year 2024 • EIN 58-1313679
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.08x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
26th percentile
Faster revenue growth than 26% of similar nonprofits.
Balance Sheet
Assets
Down$130,233
Down $18,694 (-13%) from 2023
Net Assets
Down$119,297
Down $6,128 (-4.9%) from 2023
Liabilities
Down$10,936
Down $3,462 (-24%) from 2023
Revenue And Expenses
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
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Dec 5, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $81,397
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 |
|---|---|---|
| During 2024, FPA of San Francisco held eight monthly meetings serving its approximately 400 members. Integral contributor to annual regional financial planning conference. Key organizer of San Francisco Financial Planning Day for pro bono services. | - | $13,798 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| John Bacigalupi | President | - | $0 | - | - |
| Jacob Quiroz | Secretary | - | $0 | - | - |
| Kate Wilusz | Treasurer | - | $0 | - | - |
| Jeremy Griffith | Director | - | $0 | - | - |
| Reed Nothwang | Director | - | $0 | - | - |
| Homa Rassouli | Director | - | $0 | - | - |
| Spencer Terris | Director | - | $0 | - | - |
| Cristi Tanner | Director | - | $0 | - | - |
| Sydney Woodward | Director | - | $0 | - | - |
| Larry Pon | Director | - | $0 | - | - |
| James Palen | Director | - | $0 | - | - |
| Christine Thibodeaux | Director | - | $0 | - | - |
| Scott Fong | Director | - | $0 | - | - |
| Alejandro Aceves Madriz | Director | - | $0 | - | - |
| Oona Rokyta | Director | - | $0 | - | - |
| Holly Wilkerson | Director | - | $0 | - | - |
| Sheila Rabaut | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Financial Planning Association
- EIN
- 58-1313679
- Phone
- 8772603218
- Address
- 9630 Bruceville Rd 106-149, Elk Grove, CA 95757
Signing Officer
- Name
- John Bacigalupi
- Title
- President
- Signed
- 2025-12-05
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Strategic Financial Reporting
- Address
- 330 N Lantana St Ste 28 5136, Camarillo, CA 93010
- Preparer
- Charity Agar
- Phone
- 8053061325
Supplemental Narrative
Additional Explanations
Other Expenses.1002
“Office Expenses $540”
Other Expenses.1
“Meetings $13798”
Other Expenses.2
“Committees $7200”
Other Expenses.3
“Board Expenses $5050”
Other Expenses.4
“Website $3403”
Other Expenses.5
“Newsletter $2394”
Other Expenses.6
“Credit card fees $1680”
Other Expenses.7
“Software $1080”
Other Expenses.8
“ED Discretionary Budget $1068”
Other Expenses.9
“Bank Charges $485”
Other Expenses.10
“Operations $132”
Other Expenses.11
“Communications $119”
Other Expenses.12
“Parking & Tolls $96”
Other Expenses.14
“Licenses & Permits $20”
Other Assets.1005
“Accounts Receivable - Beginning $1841 Accounts Receivable - Ending $3372”
Other Assets.1011
“Prepaid Expenses and Deferred Charges - Beginning $4112 Prepaid Expenses and Deferred Charges - Ending $3982”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $10113 Accounts Payable and Accrued Expenses - Ending $8537”
Total Liabilities.1003
“Deferred Revenue - Beginning $13388 Deferred Revenue - Ending $2399”
Raw XML Appendix200 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | John Bacigalupi |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5402502994 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9630 Bruceville Rd 106-149 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Elk Grove |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95757 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 142973 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 122879 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 28046 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -6128 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 50414 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 148926 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 130233 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 81397 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 32439 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 125425 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 119297 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 125425 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 119297 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 16 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| 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/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 16 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | John Bacigalupi |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Jacob Quiroz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Kate Wilusz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jeremy Griffith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Reed Nothwang |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Homa Rassouli |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Spencer Terris |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Cristi Tanner |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Sydney Woodward |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Larry Pon |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | James Palen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Christine Thibodeaux |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | Scott Fong |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | Alejandro Aceves Madriz |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | Oona Rokyta |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | Holly Wilkerson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 16 | Sheila Rabaut |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 16 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5953 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 7354 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 37065 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| 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 | 46 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 20906 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | During 2024, FPA of San Francisco held eight monthly meetings serving its approximately 400 members. Integral contributor to annual regional financial planning conference. Key organizer of San Francisco Financial Planning Day for pro bono services. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 13798 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 23501 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 10936 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 87525 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 13798 |
| IRS990EZ/TotalRevenueAmt | 0 | 81397 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fpasf.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Office Expenses $540 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Meetings $13798 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Committees $7200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Board Expenses $5050 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Website $3403 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Newsletter $2394 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Credit card fees $1680 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Software $1080 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | ED Discretionary Budget $1068 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Bank Charges $485 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Operations $132 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Communications $119 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Parking & Tolls $96 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Licenses & Permits $20 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 14 | Accounts Receivable - Beginning $1841 Accounts Receivable - Ending $3372 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 15 | Prepaid Expenses and Deferred Charges - Beginning $4112 Prepaid Expenses and Deferred Charges - Ending $3982 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 16 | Accounts Payable and Accrued Expenses - Beginning $10113 Accounts Payable and Accrued Expenses - Ending $8537 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 17 | Deferred Revenue - Beginning $13388 Deferred Revenue - Ending $2399 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Expenses.12 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Other Expenses.14 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 14 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 15 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 16 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 17 | Total Liabilities.1003 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | John Bacigalupi |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-12-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Financial Planning Association |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | of San Francisco |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 581313679 |
| ReturnHeader/Filer/PhoneNum | 0 | 8772603218 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 9630 Bruceville Rd 106-149 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Elk Grove |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95757 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 455634499 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Strategic Financial Reporting |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 330 N Lantana St Ste 28 5136 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Camarillo |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 93010 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8053061325 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Charity Agar |
| ReturnHeader/ReturnTs | 0 | 2025-12-05T10:42:39-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed 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
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