Civic Intelligence

Financial Planning Association Los Angeles Chapter

EIN 95-4834545 • 501(c)6 • Scottsdale, AZ

Scottsdale, AZ
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

49th percentile

0.1%

Higher net margin than 49% 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

53rd percentile

0.1%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

21st percentile

-26%

Faster revenue growth than 21% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$61,685

Up $70 (+0.1%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$61,685

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Down

$58,668

Down $20,467 (-26%) from 2023

Expenses

Down

$58,598

Down $1,277 (-2.1%) from 2023

Net Income

Down

$70

Down $19,190 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$80K$60K$40K$20K$0Assets 2011: $78,085Liabilities 2011: $02011Assets 2012: $71,928Liabilities 2012: $02012Assets 2013: $54,778Liabilities 2013: $02013Assets 2014: $44,542Liabilities 2014: $02014Assets 2015: $51,375Liabilities 2015: $02015Assets 2016: $76,029Liabilities 2016: $02016Assets 2017: $74,137Liabilities 2017: $02017Assets 2018: $47,639Liabilities 2018: $02018Assets 2019: $34,738Liabilities 2019: $02019Assets 2021: $20,857Net Assets 2021: $20,8572021Assets 2022: $42,355Net Assets 2022: $42,3552022Assets 2023: $61,615Liabilities 2023: $02023Assets 2024: $61,685Net Assets 2024: $61,6852024

Highlighted filing

2024

Assets$61,685
Liabilities-
Net Assets$61,685
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $131,085Expenses 2011: $126,908Net Income 2011: $4,1772011Revenue 2012: $83,042Expenses 2012: $89,199Net Income 2012: -$6,1572012Revenue 2013: $68,086Expenses 2013: $85,236Net Income 2013: -$17,1502013Revenue 2014: $68,816Expenses 2014: $79,052Net Income 2014: -$10,2362014Revenue 2015: $72,152Expenses 2015: $65,319Net Income 2015: $6,8332015Revenue 2016: $92,918Expenses 2016: $68,264Net Income 2016: $24,6542016Revenue 2017: $84,305Expenses 2017: $86,197Net Income 2017: -$1,8922017Revenue 2018: $62,232Expenses 2018: $88,730Net Income 2018: -$26,4982018Revenue 2019: $54,204Expenses 2019: $67,105Net Income 2019: -$12,9012019Revenue 2021: $11,660Expenses 2021: $8,765Net Income 2021: $2,8952021Revenue 2022: $58,524Expenses 2022: $37,026Net Income 2022: $21,4982022Revenue 2023: $79,135Expenses 2023: $59,875Net Income 2023: $19,2602023Revenue 2024: $58,668Expenses 2024: $58,598Net Income 2024: $702024

Highlighted filing

2024

Revenue$58,668
Expenses$58,598
Net Income$70
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$61,685
Liabilities
-
Net assets
$61,685
Revenue
$58,668
Expenses
$58,598
Net income
$70
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.62$0.59$0.59$0.00
2023Summary only. Only limited summary data is available for this year.$0.62$0.00$0.79$0.60$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.42$0.59$0.37$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.21$0.12$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$0.35$0.00$0.54$0.67$0.13
2018Summary only. Only limited summary data is available for this year.$0.48$0.00$0.62$0.89$0.26
2017Summary only. Only limited summary data is available for this year.$0.74$0.00$0.84$0.86$0.02
2016Summary only. Only limited summary data is available for this year.$0.76$0.00$0.93$0.68$0.25
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.72$0.65$0.07
2014Summary only. Only limited summary data is available for this year.$0.45$0.00$0.69$0.79$0.10
2013Summary only. Only limited summary data is available for this year.$0.55$0.00$0.68$0.85$0.17
2012Summary only. Only limited summary data is available for this year.$0.72$0.00$0.83$0.89$0.06
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$1.31$1.27$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 21, 2025
Return Version
2024v5.2
Gross Receipts
$58,668
Mission and Program Overview

Mission

Education and knowledge expange of members. The organization promotes the value of the financial planning profession, to support personal and professional growth of our members, and to be a positive influence in our community through promoting financial literacy.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE RUGGDirector-$0--
DAVID TASSONEDirector-$0--
ELLIOT ROSENBERGERTreasurer-$0--
GLORIA CISNEROSSecretary-$0--
CARL WALSHDirector-$0--
MARTIN IRANIDirector-$0--
KATRINA SOELTERDirector-$0--
JONATHAN GRUBERPresident-$0--
UZIEL GOMEZPresident Elect-$0--
AMY BORNDirector-$0--
THERESA PABLOSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
95-4834545
Phone
3235104870
Address
PO BOX 4130, SCOTTSDALE, AZ 85261

Signing Officer

Name
Elliot Rosenberger
Title
Treasurer
Signed
2025-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Kevin Wong CPA
Address
301 E foothill blvd ste 202, arcadia, CA 91006
Preparer
Kevin Wong
Phone
6262474339
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $68”

Other Expenses.1003

“Information Technology $2126”

Other Expenses.1012

“Insurance $200”

Other Expenses.1

“PROGRAM EXPENSES $29555”

Other Expenses.2

“BOARD EXPENSE $2802”

Other Expenses.3

“TAXES AND LICENSES $2137”

Other Expenses.4

“BANK CHARGES $1804”

Other Expenses.5

“Continuing education $606”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $230 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix150 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PREMIUM ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum03235104870
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4130
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SCOTTSDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd085261
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061385
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061685
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt070
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt019300
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061615
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061685
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt058668
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061615
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061685
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061615
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061685
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
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/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE RUGG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID TASSONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELLIOT ROSENBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GLORIA CISNEROS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CARL WALSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARTIN IRANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KATRINA SOELTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JONATHAN GRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8UZIEL GOMEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9AMY BORN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10THERESA PABLOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0230
IRS990EZ/OtherExpensesTotalAmt039298
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION AND KNOWLEDGE EXPANGE OF MEMBERS. THE ORGANIZATION PROMOTES THE VALUE OF THE FINANCIAL PLANNING PROFESSION, TO SUPPORT PERSONAL AND PROFESSIONAL GROWTH OF OUR MEMBERS, AND TO BE A POSITIVE INFLUENCE IN OUR COMMUNITY THROUGH PROMOTING FINANCIAL LITERACY.
IRS990EZ/ProgramServiceRevenueAmt058668
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES MONTHLY EDUCATION AND NETWORKING EVENTS TO THE MEMBERS, BENEFITING APPROXIMATELY 400 FINANCIAL PLANNERS IN THE LOS ANGELES AREA.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt058598
IRS990EZ/TotalRevenueAmt058668
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPALA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $2126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PROGRAM EXPENSES $29555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD EXPENSE $2802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TAXES AND LICENSES $2137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGES $1804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONTINUING EDUCATION $606
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Prepaid Expenses and Deferred Charges - Beginning $230 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1011
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLIOT ROSENBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOS ANGELES CHAPTER
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0954834545
ReturnHeader/Filer/PhoneNum03235104870
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4130
ReturnHeader/Filer/USAddress/CityNm0SCOTTSDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085261
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473812099
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kevin Wong CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 E foothill blvd ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0arcadia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091006
ReturnHeader/PreparerPersonGrp/PhoneNum06262474339
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin Wong
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-21T11:04:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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