2025-10-31T09:58:57-07:00 2022-12-31 455634499 Strategic Financial Reporting 330 N Lantana St Ste 28 5136 Camarillo CA 93010 990EZ 2022-01-01 581313679 Financial Planning Association of San Francisco FINA 8772603218 9630 Bruceville Rd 106-149 Elk Grove CA 95757 Tim Connolly Director 2025-10-31 true true Charity Agar P01501955 8053061325 2022 2025-03-06 01:10:19Z X X X http://www.fpasf.org/ X X 69664 X 24353 13691 31606 14 0 0 0 0 69664 46738 3900 705 35103 86446 -16782 140732 123950 X 137487 137003 6471 6321 143958 143324 3226 19374 140732 123950 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. Held ten monthly meetings serving its approximately 400 members, integral contributor to regional financial planning conference Key organizer of San Francisco Financial Planning Day Rita Lee CPA PFS CGMA CDFA Director 1.00 0 Brody Luebkerman Director 1.00 0 Margery Neis CFP Director 1.00 0 Homa Rassouli Director 1.00 0 John Bacigalupi Director 1.00 0 Jacob Quiroz Director 1.00 0 Elena Panco Director 1.00 0 Sydney Woodward CFP Director 1.00 0 Adam Battat Director 1.00 0 Lauren Wright Director 1.00 0 Lauren Stansell CFP Chairman 8.00 0 Sheila Rabaut CFP President 8.00 0 Paul Cordero CFP EA Treasurer 8.00 0 false false false false false false false 0 0 0 0 0 false Tim Connolly 9630 Bruceville Rd 106-149 Elk Grove CA 95757 5402502994 false false false false false false false false NONE NONE Other Expenses.1 Monthly Meetings $10065 Other Expenses.2 Newsletter $9789 Other Expenses.3 Board Expenses $6489 Other Expenses.4 Committee Expenses $3127 Other Expenses.5 Website $2540 Other Expenses.6 Credit Card Fees $2404 Other Expenses.8 ED Discretionary Budget $364 Other Expenses.9 Communications $179 Other Expenses.10 Bank Charges $126 Other Expenses.11 Licenses $20 Other Assets.1005 Accounts Receivable - Beginning $2178 Accounts Receivable - Ending $2935 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $4293 Prepaid Expenses and Deferred Charges - Ending $3386 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $1000 Accounts Payable and Accrued Expenses - Ending $9410 Total Liabilities.1003 Deferred Revenue - Beginning $2226 Deferred Revenue - Ending $9964