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Financial Planning Association

Fpa Of The East Bay
  • Clayton, CA
  • Tax-exempt since March 1978
  • EIN: 58-1311876

Organization summary

Type of Nonprofit

Designated as a Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$63.1k (2024)

Expenses
$114k (2024)

Total Assets
$44.4k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$63,067
Expenses
$114,475
Net Income
-$51,408
Net Assets
$44,380
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,141
33.5%
Program Services $16,086
25.5%
Investment Income $3,178
5.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $44,380
Total Liabilities $0
Net Assets $44,380
Compensation
Key Employees and Officers Compensation Other
Michael Oconnor (President) $0 $0
Karen White (Secretarytreasurer) $0 $0
Clay Selland (Treasurer) $0 $0

Document Links

990-EZ
Filed on May 12, 2025

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$83,971
Expenses
$113,561
Net Income
-$29,590
Net Assets
$95,788
Notable Sources of Revenue Percent of Total Revenue
Contributions $40,834
48.6%
Program Services $12,878
15.3%
Investment Income $6,657
7.9%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $95,788
Total Liabilities $0
Net Assets $95,788
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $33,000 $0
Clay Selland (Treasurer) $0 $0
Corey Silva (President) $0 $0

Document Links

990-EZ
Filed on May 10, 2024

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$63,197
Expenses
$84,037
Net Income
-$20,840
Net Assets
$125,378
Notable Sources of Revenue Percent of Total Revenue
Contributions $28,623
45.3%
Program Services $32,540
51.5%
Investment Income $34
0.1%
Net Fundraising $2,000
3.2%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $125,378
Total Liabilities $0
Net Assets $125,378
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $0 $0
Clay Selland (Treasurer) $0 $0
Eric Flett (President) $0 $0

Document Links

990-EZ
Filed on May 11, 2023

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$59,875
Expenses
$50,303
Net Income
$9,572
Net Assets
$149,109
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $59,853
100.0%
Investment Income $22
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $149,109
Total Liabilities $0
Net Assets $149,109
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $0 $0
Amanda Keith (Treasurer) $0 $0
Chad Perbeck (President) $0 $0

Document Links

990-EZ
Filed on April 7, 2022

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,749
Expenses
$71,592
Net Income
$25,157
Net Assets
$146,303
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $96,584
99.8%
Investment Income $165
0.2%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $146,303
Total Liabilities $0
Net Assets $146,303
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $0 $0
Amanda Keith (Treasurer) $0 $0
Alise Kraus (President) $0 $0

Document Links

990-EZ
Filed on May 17, 2021

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$150,639
Expenses
$125,279
Net Income
$25,360
Net Assets
$121,146
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $113,037
75.0%
Investment Income $618
0.4%
Net Fundraising $36,984
24.6%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $121,146
Total Liabilities $0
Net Assets $121,146
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $0 $0
Amanda Keith (Treasurer) $0 $0
Thomas Howard (President) $0 $0

Document Links

990-EZ
Filed on May 29, 2020

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$130,807
Expenses
$137,050
Net Income
-$6,243
Net Assets
$94,374
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,822
67.9%
Investment Income $0
Net Fundraising $41,985
32.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $94,374
Total Liabilities $0
Net Assets $94,374
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $0 $0
Nancy Gire (Treasurer) $0 $0
Thomas Bennett (President) $0 $0

Document Links

990-EZ
Filed on April 15, 2019

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$99,143
Expenses
$76,700
Net Income
$22,443
Net Assets
$100,617
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,558
99.4%
Investment Income $145
0.1%
Net Fundraising $440
0.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $100,617
Total Liabilities $0
Net Assets $100,617
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Exec Director) $0 $0
Nancy Gire (Treasurer) $0 $0
Chuck Bowes (President) $0 $0

Document Links

990-EZ
Filed on May 9, 2018

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$96,279
Expenses
$123,192
Net Income
-$26,913
Net Assets
$78,174
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $90,401
93.9%
Investment Income $3
0.0%
Net Fundraising $5,875
6.1%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,174
Total Liabilities $0
Net Assets $78,174
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Executive Direc) $0 $0
Nancy Gire (Treasurer) $0 $0
Chuck Bowes (President) $0 $0

Document Links

990-EZ
Filed on June 15, 2017

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$93,650
Expenses
$67,220
Net Income
$26,430
Net Assets
$105,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $66,158
70.6%
Investment Income $2
0.0%
Net Fundraising $27,490
29.4%
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $105,087
Total Liabilities $0
Net Assets $105,087
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Executive Direc) $23,900 $0
Nancy Gire (Treasurer) $0 $0
Chuck Bowes (President) $0 $0

Document Links

990-EZ
Filed on April 12, 2016

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$84,569
Expenses
$85,616
Net Income
-$1,047
Net Assets
$78,657
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $84,563
100.0%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $78,657
Total Liabilities $0
Net Assets $78,657
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Executive Direc) $26,400 $0
Greg Warner (Treasurer) $0 $0
Chuck Bowes (President) $0 $0

Document Links

990-EZ
Filed on April 15, 2015

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,795
Expenses
$89,901
Net Income
-$4,106
Net Assets
$79,703
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,230
9.6%
Program Services $77,560
90.4%
Investment Income $5
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $79,703
Total Liabilities $0
Net Assets $79,703
Compensation
Key Employees and Officers Compensation Other
Krysta Patterson (Executive Direc) $26,400 $0
Greg Warner (Treasurer) $0 $0
Chuck Bowes (President) $0 $0

Document Links

990-EZ
Filed on Feb. 20, 2014

Short form tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$85,634
Expenses
$83,702
Net Income
$1,932
Net Assets
$83,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,628
100.0%
Investment Income $6
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,809
Total Liabilities $0
Net Assets $83,809

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$75,788
Expenses
$71,620
Net Income
$4,168
Net Assets
$80,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $75,785
100.0%
Investment Income $3
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $80,866
Total Liabilities $0
Net Assets $80,866

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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