Nonprofits›Financial Planning Association

Financial Planning Association

ELK GROVE, CA

Website

Total revenue

$81K

Total expenses

$88K

Net assets

$119K

Grants received

—

EIN

581313679

Tax year

2024

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.

Financials

FY 2024

Revenue

Contributions & grants$28K
Program service revenue$21K
Investment income$6
Other revenue—
Total revenue$81K

Expenses

Grants paid—
Salaries & benefits—
Fundraising—
Other expenses$37K
Total expenses$88K
Total assets$130K
Net assets$119K

People

17 listed

NameRoleCompensation

John Bacigalupi

President

Board

—

0

Jacob Quiroz

Secretary

Board

—

0

Kate Wilusz

Treasurer

Board

—

0

Jeremy Griffith

Director

Board

—

0

Reed Nothwang

Director

Board

—

0

Homa Rassouli

Director

Board

—

0

Spencer Terris

Director

Board

—

0

Cristi Tanner

Director

Board

—

0

Sydney Woodward

Director

Board

—

0

Larry Pon

Director

Board

—

0

James Palen

Director

Board

—

0

Christine Thibodeaux

Director

Board

—

0

Scott Fong

Director

Board

—

0

Alejandro Aceves Madriz

Director

Board

—

0

Oona Rokyta

Director

Board

—

0

Holly Wilkerson

Director

Board

—

0

Sheila Rabaut

Director

Board

—

0

Details

EIN581313679
Subsection06
Ruling date1978-03
FINANCIAL PLANNING ASSOCIATION — Mission, Financials & Grants Received | Grantivo