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Financial Planning Association

Fpa Of San Fransisco
  • Elk Grove, CA
  • Tax-exempt since March 1978
  • EIN: 58-1313679

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
$90.6k (2023)

Expenses
$85.8k (2023)

Total Assets
$149k (2023)

Total Liabilities
$14.4k (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$90,646
Expenses
$85,836
Net Income
$4,810
Net Assets
$134,529
Notable Sources of Revenue Percent of Total Revenue
Contributions $42,000
46.3%
Program Services $16,122
17.8%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $117
0.1%
Assets/Debt
Total Assets $148,927
Total Liabilities $14,398
Net Assets $134,529
Compensation
Key Employees and Officers Compensation Other
Rita Lee Cpa Pfs Cgma Cdfa (Director) $0 $0
Reed Nothwang (Director) $0 $0
Margery Neis Cfp (Director) $0 $0
Homa Rassouli (Director) $0 $0
John Bacigalupi (President) $0 $0
Jacob Quiroz (Director) $0 $0
Alejandro Aceves Madriz (Director) $0 $0
Sydney Woodward Cfp (Director) $0 $0
Adam Battat (Director) $0 $0
Lauren Wright (Director) $0 $0
Jeremy Griffith Cfp (Director) $0 $0
Larry Pon Cpapfs Cfp Ea Ustcp (Director) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 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
$77,311
Expenses
$86,446
Net Income
-$9,135
Net Assets
$129,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $32,000
41.4%
Program Services $13,691
17.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14
0.0%
Assets/Debt
Total Assets $143,324
Total Liabilities $13,605
Net Assets $129,719
Compensation
Key Employees and Officers Compensation Other
Rita Lee Cpa Pfs Cgma Cdfa (Director) $0 $0
Brody Luebkerman (Director) $0 $0
Margery Neis Cfp (Director) $0 $0
Homa Rassouli (Director) $0 $0
John Bacigalupi (Director, President Elect) $0 $0
Jacob Quiroz (Director) $0 $0
Elena Panco (Director) $0 $0
Sydney Woodward Cfp (Director) $0 $0
Adam Battat (Director) $0 $0
Lauren Wright (Director) $0 $0
Lauren Stansell Cfp (Chair, Past President) $0 $0
Sheila Rabaut Cfp (President) $0 $0
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Document Links

990-EZ
Filed on Nov. 17, 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
$62,603
Expenses
$67,588
Net Income
-$4,985
Net Assets
$138,854
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,200
24.3%
Program Services $13,552
21.6%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5
0.0%
Assets/Debt
Total Assets $143,959
Total Liabilities $5,105
Net Assets $138,854
Compensation
Key Employees and Officers Compensation Other
Rita Lee Cpa Pfs Cgma Cdfa (Director) $0 $0
Sean Angelis (Director) $0 $0
Dan Tripp Cfp (Director) $0 $0
Jesse Pence Cfp (Director) $0 $0
Sophie Lee Cfp (Director) $0 $0
Brody Luebkerman (Director) $0 $0
Ryan Kelly (Director) $0 $0
Margery Neis Cfp (Director) $0 $0
Homa Rassouli (Director) $0 $0
Carmetta Joyner (Director) $0 $0
Hetal Saki Cfp (Secretary) $0 $0
John Bacigalupi (Director) $0 $0
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990-EZ
Filed on Nov. 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$102,387
Expenses
$75,829
Net Income
$26,558
Net Assets
$143,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $38,334
37.4%
Program Services $27,675
27.0%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13
0.0%
Assets/Debt
Total Assets $152,307
Total Liabilities $8,468
Net Assets $143,839
Compensation
Key Employees and Officers Compensation Other
Sean Angelis (Director) $0 $0
Dan Tripp Cfp (Director) $0 $0
Jesse Pence Cfp (Director) $0 $0
Sophie Lee Cfp (Director) $0 $0
Brody Luebkeman (Director) $0 $0
Ryan Kelly (Director) $0 $0
Shawn Tydlaska Mba Cfp (Director) $0 $0
Lauren Stansell Cfp (President Elect) $0 $0
Homa Rassouli (Director) $0 $0
Jenny Coffey Smith Cfp (Director) $0 $0
Joseph Kuo Mba Cfp (Director) $0 $0
John Bacigalupi (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$150,927
Expenses
$135,460
Net Income
$15,467
Net Assets
$117,282
Notable Sources of Revenue Percent of Total Revenue
Contributions $39,117
25.9%
Program Services $68,567
45.4%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $33
0.0%
Assets/Debt
Total Assets $124,439
Total Liabilities $7,157
Net Assets $117,282
Compensation
Key Employees and Officers Compensation Other
Chris Lakumb Cfa (Director) $0 $0
Dan Tripp Cfp (Director) $0 $0
Jesse Pence Cfp (Director) $0 $0
Sophie Lee Cfp (Director) $0 $0
Daniel Lee Cfa Cfp (Director) $0 $0
Annette Brinton Cpa Cfp (Director) $0 $0
Mary Alice Cardenas (Director) $0 $0
Matthias Giezendanner (Director) $0 $0
Lauren Stansell Cfp (Director) $0 $0
Homa Rassouli (Director) $0 $0
Jenny Coffey Smith Cfp (Director) $0 $0
Joseph Kuo Mba Cfp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 16, 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
$167,650
Expenses
$165,169
Net Income
$2,481
Net Assets
$101,815
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,600
26.0%
Program Services $79,989
47.7%
Investment Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $39
0.0%
Assets/Debt
Total Assets $108,195
Total Liabilities $6,380
Net Assets $101,815
Compensation
Key Employees and Officers Compensation Other
Kate Wilusz Crpc Cfp (President Elect) $0 $0
Joseph Kuo Mba Cfp (Director) $0 $0
S Nasira Iqbal Cfp (Director) $0 $0
Jenny Coffey Smith Cfp (Director) $0 $0
Homa Rassouli (Director) $0 $0
Chris Remedios Cfp (Director) $0 $0
Lauren Stansell Cfp (Director) $0 $0
Chris Lakumb Cfa (Director) $0 $0
Mary Alice Cardenas (Director) $0 $0
Annette Brinton Cpa Cfp (Director) $0 $0
Daniel Lee Cfa Cfp (Director) $0 $0
Sophie Lee Cfp (Director) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 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
$176,644
Expenses
$171,519
Net Income
$5,125
Net Assets
$99,334
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,535
24.6%
Program Services $89,613
50.7%
Investment Income $25
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $106,051
Total Liabilities $6,717
Net Assets $99,334
Compensation
Key Employees and Officers Compensation Other
Tom Zachystal (President) $0 $0
Michael Ma (Chairman) $0 $0
Kian S Nobari (President Elect) $0 $0
Holly Galbrecht (Secretary) $0 $0
Kian S Nobari (Treasurer) $0 $0
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Document Links

990-EZ
Filed on Nov. 15, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from 990-EZ
Revenue
$172,201
Expenses
$201,383
Net Income
-$29,182
Net Assets
$95,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,600
25.3%
Program Services $85,407
49.6%
Investment Income $29
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $100,315
Total Liabilities $5,051
Net Assets $95,264
Compensation
Key Employees and Officers Compensation Other
Michael Ma (President) $0 $0
Cynthia Flannigan (Chairman) $0 $0
Tom Zachystal (President Elect) $0 $0
Holly Galbrecht (Secretary) $0 $0
Kian S Nobari (Treasurer) $0 $0
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990-EZ
Filed on Nov. 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
$175,067
Expenses
$161,847
Net Income
$13,220
Net Assets
$124,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $55,242
31.6%
Program Services $77,384
44.2%
Investment Income $19
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $128,173
Total Liabilities $3,727
Net Assets $124,446
Compensation
Key Employees and Officers Compensation Other
Cynthia Flannigan (President) $0 $0
Vincent J Crivello (Chairman) $0 $0
Michael Ma (President Elect) $0 $0
Holly Galbrecht (Secretary) $0 $0
Kian S Nobari (Treasurer) $0 $0
+ View more people

Document Links

990-EZ
Filed on Nov. 15, 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
$175,285
Expenses
$146,470
Net Income
$28,815
Net Assets
$111,226
Notable Sources of Revenue Percent of Total Revenue
Contributions $72,045
41.1%
Program Services $69,696
39.8%
Investment Income $26
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $112,311
Total Liabilities $1,085
Net Assets $111,226
Compensation
Key Employees and Officers Compensation Other
Vincent J Crivello (President) $0 $0
Cynthia Flannigan (President Elect) $0 $0
Tanya Steinhofer (Chairman) $0 $0
Karen Leech (Treasurer) $0 $0
Kian Nobari (Secretary) $0 $0
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990-EZ
Filed on Nov. 13, 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
$136,775
Expenses
$140,184
Net Income
-$3,409
Net Assets
$82,728
Notable Sources of Revenue Percent of Total Revenue
Contributions $48,181
35.2%
Program Services $61,183
44.7%
Investment Income $32
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $96,928
Total Liabilities $14,200
Net Assets $82,728
Compensation
Key Employees and Officers Compensation Other
Holly Wilkerson (Executive Dir.) $38,050 $0
Vincent J Crivello (President) $0 $0
Cynthia Flannigan (President Elect) $0 $0
Tanya Steinhofer (Chairman) $0 $0
Kian Nobari (Secretary) $0 $0
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990-EZ
Filed on Aug. 13, 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
$134,969
Expenses
$131,593
Net Income
$3,376
Net Assets
$86,137
Notable Sources of Revenue Percent of Total Revenue
Contributions $49,123
36.4%
Program Services $57,858
42.9%
Investment Income $57
0.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $87,372
Total Liabilities $1,235
Net Assets $86,137

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
$141,365
Expenses
$132,583
Net Income
$8,782
Net Assets
$83,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $62,556
44.3%
Program Services $49,570
35.1%
Investment Income $79
0.1%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Assets/Debt
Total Assets $83,991
Total Liabilities $0
Net Assets $83,991

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.
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

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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