Civic Intelligence

The Financial Planning Association of Northern California

EIN 94-3366058 • 501(c)6 • Elk Grove, CA

Profile

To provide member education and advance the financial planning process through promotion of the cfp marks as the cornerstone of the financial planning profession.

6024 Snow Leopard CircleElk Grove, CA 94757

www.fpanc.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.09x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-16%

Higher net margin than 25% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

20th percentile

-32%

Faster asset growth than 20% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

29th percentile

-16%

Faster revenue growth than 29% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$23,275

Down $11,032 (-32%) from 2023

Liabilities

Down

$2,025

Down $5,138 (-72%) from 2023

Net Assets

$21,250

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue72nd percentileNet Margin25th percentile

Revenue

Down

$37,372

Down $6,882 (-16%) from 2023

Expenses

Down

$43,266

Down $18,035 (-29%) from 2023

Net Income

Up

-$5,894

Up $11,153 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2010: $26,693Liabilities 2010: $1,274Net Assets 2010: $25,4192010Assets 2011: $26,157Liabilities 2011: $2,931Net Assets 2011: $23,2262011Assets 2012: $20,859Liabilities 2012: $3,1362012Assets 2013: $21,307Liabilities 2013: $7,113Net Assets 2013: $14,1942013Assets 2014: $24,905Liabilities 2014: $3,355Net Assets 2014: $21,5502014Assets 2015: $34,179Liabilities 2015: $6,9782015Assets 2016: $32,448Liabilities 2016: $4,646Net Assets 2016: $27,8022016Assets 2017: $50,236Liabilities 2017: $3,950Net Assets 2017: $46,2862017Assets 2018: $54,359Liabilities 2018: $6,6052018Assets 2019: $60,640Liabilities 2019: $7,163Net Assets 2019: $53,4772019Assets 2020: $73,892Liabilities 2020: $7,163Net Assets 2020: $66,7292020Assets 2021: $70,420Liabilities 2021: $7,163Net Assets 2021: $63,2572021Assets 2022: $51,354Liabilities 2022: $7,163Net Assets 2022: $44,1912022Assets 2023: $34,307Liabilities 2023: $7,1632023Assets 2024: $23,275Liabilities 2024: $2,025Net Assets 2024: $21,2502024

Highlighted filing

2024

Assets$23,275
Liabilities$2,025
Net Assets$21,250
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $41,719Expenses 2010: $41,146Net Income 2010: $5732010Revenue 2011: $37,308Expenses 2011: $39,501Net Income 2011: -$2,1932011Revenue 2012: $38,072Expenses 2012: $43,575Net Income 2012: -$5,5032012Revenue 2013: $40,564Expenses 2013: $44,093Net Income 2013: -$3,5292013Revenue 2014: $48,903Expenses 2014: $41,547Net Income 2014: $7,3562014Revenue 2015: $50,135Expenses 2015: $44,484Net Income 2015: $5,6512015Revenue 2016: $54,877Expenses 2016: $54,276Net Income 2016: $6012016Revenue 2017: $65,182Expenses 2017: $46,698Net Income 2017: $18,4842017Revenue 2018: $55,561Expenses 2018: $54,093Net Income 2018: $1,4682018Revenue 2019: $58,709Expenses 2019: $52,986Net Income 2019: $5,7232019Revenue 2020: $57,263Expenses 2020: $44,011Net Income 2020: $13,2522020Revenue 2021: $35,197Expenses 2021: $38,669Net Income 2021: -$3,4722021Revenue 2022: $29,010Expenses 2022: $48,076Net Income 2022: -$19,0662022Revenue 2023: $44,254Expenses 2023: $61,301Net Income 2023: -$17,0472023Revenue 2024: $37,372Expenses 2024: $43,266Net Income 2024: -$5,8942024

Highlighted filing

2024

Revenue$37,372
Expenses$43,266
Net Income-$5,894
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,275
Liabilities
$2,025
Net assets
$21,250
Revenue
$37,372
Expenses
$43,266
Net income
-$5,894
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.3$2.03$21.3$37.4$43.3$5.89
2023Summary only. Only limited summary data is available for this year.$34.3$7.16$44.3$61.3$17.0
2022Detailed filing. Detailed filing data is available for this year.$51.4$7.16$44.2$29.0$48.1$19.1
2021Detailed filing. Detailed filing data is available for this year.$70.4$7.16$63.3$35.2$38.7$3.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$73.9$7.16$66.7$57.3$44.0$13.3
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.6$7.16$53.5$58.7$53.0$5.72
2018Summary only. Only limited summary data is available for this year.$54.4$6.61$55.6$54.1$1.47
2017Detailed filing. Detailed filing data is available for this year.$50.2$3.95$46.3$65.2$46.7$18.5
2016Detailed filing. Detailed filing data is available for this year.$32.4$4.65$27.8$54.9$54.3$0.60
2015Summary only. Only limited summary data is available for this year.$34.2$6.98$50.1$44.5$5.65
2014Detailed filing. Detailed filing data is available for this year.$24.9$3.36$21.6$48.9$41.5$7.36
2013Detailed filing. Detailed filing data is available for this year.$21.3$7.11$14.2$40.6$44.1$3.53
2012Summary only. Only limited summary data is available for this year.$20.9$3.14$38.1$43.6$5.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$2.93$23.2$37.3$39.5$2.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.7$1.27$25.4$41.7$41.1$0.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 30, 2025
Return Version
2024v5.1
Gross Receipts
$37,372
Mission and Program Overview

Mission

To provide member education and advance the financial planning process through promotion of the cfp marks as the cornerstone of the financial planning profession.

Program Services

DescriptionGrantsExpenses
THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.-$38,640
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELAINE WEBBPast President-$0--
KAYLA PHILLIPSDirector-$0--
KAREN MILLERTreasurer-$0--
KELLEY GOODMANSecretary-$0--
PAOLA QUINTERODirector-$0--
RANDY HENDERSHOTDirector-$0--
TYLER GREENDirector-$0--
RASHIDA LILANIPresidentPT$0--
LANDON TYMOCHKODirector-$0--
DARYL WONGDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Financial Planning Association
EIN
94-3366058
Phone
9169852594
Address
6024 SNOW LEOPARD CIRCLE, ELK GROVE, CA 94757

Signing Officer

Name
Karen Miller
Title
Treasurer
Signed
2025-05-30
Discuss with paid preparer
Yes

Preparer

Firm
Mckays Tax Service
Address
11423 SUNRISE GOLD CIR STE 16, RANCHO CORDOVA, CA 95742
Preparer
David Mckay Ea
Phone
9162081084
Supplemental Narrative

Additional Explanations

Other Expenses.1

“ADMIN EXPENSES $4626”

Other Expenses.2

“SPEAKER FEES $2000”

Other Expenses.3

“MONTHLY PRGRAM $1985”

Other Expenses.4

“MEETING FOOD $1913”

Other Expenses.5

“Board related expenses $1750”

Other Expenses.6

“NEWS LETTER $1100”

Other Expenses.7

“CE FILING FEES $564”

Other Expenses.8

“PROGRAM EXPENSE $532”

Other Expenses.9

“SPECIAL EVENTS $136”

Other Assets.1

“OTHER ASSETS - Beginning $2000 OTHER ASSETS - Ending $0”

Total Liabilities.1

“OTHER LIABILITY - Beginning $7163 OTHER LIABILITY - Ending $2025”

Raw XML Appendix154 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/PhoneNum09164434237
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELK GROVE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094757
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt032307
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt023275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt037370
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5894
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt028660
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt023275
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt037372
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027144
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021250
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027144
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELAINE WEBB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAYLA PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KAREN MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KELLEY GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAOLA QUINTERO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RANDY HENDERSHOT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TYLER GREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7RASHIDA LILANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8LANDON TYMOCHKO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DARYL WONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02000
IRS990EZ/OtherExpensesTotalAmt014606
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE MEMBER EDUCATION AND ADVANCE THE FINANCIAL PLANNING PROCESS THROUGH PROMOTION OF THE CFP MARKS AS THE CORNERSTONE OF THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ASSOCIATION PROVIDED CERTIFIED FINANCIAL PLANNER PRACTITIONERS WITH CONTINUING EDUCATION AND GUIDANCE ON CURRENT ISSUES RELEVANT TO THE FINANCIAL PLANNING INDUSTRY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt038640
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07163
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02025
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043266
IRS990EZ/TotalProgramServiceExpensesAmt038640
IRS990EZ/TotalRevenueAmt037372
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.fpanc.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMIN EXPENSES $4626
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SPEAKER FEES $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MONTHLY PRGRAM $1985
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING FOOD $1913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD RELATED EXPENSES $1750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEWS LETTER $1100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CE FILING FEES $564
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PROGRAM EXPENSE $532
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SPECIAL EVENTS $136
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER ASSETS - Beginning $2000 OTHER ASSETS - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10OTHER LIABILITY - Beginning $7163 OTHER LIABILITY - Ending $2025
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF NORTHERN CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0943366058
ReturnHeader/Filer/PhoneNum09169852594
ReturnHeader/Filer/USAddress/AddressLine1Txt06024 SNOW LEOPARD CIRCLE
ReturnHeader/Filer/USAddress/CityNm0ELK GROVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094757
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261919709
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RANCHO CORDOVA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095742
ReturnHeader/PreparerPersonGrp/PhoneNum09162081084
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID MCKAY EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-30T10:42:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits