2025-06-10T13:21:53-07:00 2024-12-31 812485871 SK MORTON FINANCIAL GROUP INC 5150 Graves Avenue SUITE 8A SAN JOSE CA 95129 990EZ 2024-01-01 770381724 SILICON VALLEY CHAPTER OF THE FINANCIAL PLANNING ASSOCIATION SILI 8778082699 PO BOX 3530 SANTA CLARA CA 95055 Fred Harper Treasurer 2025-06-10 true true Kent E Noard EA CFP P00031347 4088656691 X 2024 2025-03-06 01:10:19Z X X www.fpasv.org X 35428 X 4713 17871 4 0 0 0 0 12840 35428 31500 222 25993 57715 -22287 46723 24436 46723 24436 46723 24436 46723 24436 To enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring. The organization continues to promote professional growth through education, networking and mentoring. The organization continues to assist new planners in the business with opportunities for networking and mentoring through its career development programs. The organization continues to reach out to the community to promote the benefits of financial planning and working with a financial planner. Tonia Forbus Executive Dir. 20.00 31500 Kerry Wooden President 1.00 0 Rhonda Staelgraeve Director 1.00 0 Kate Davalos President-Elect 1.00 0 Fred Harper Treas/Secty 1.00 0 Jennipher Lommen Director 1.00 0 Curt Weil Director 1.00 0 John Nejedly Chair/Past Pres 1.00 0 false false false false false false false 0 0 0 0 0 false TONIA FORBUS PO BOX 3530 SANTA CLARA CA 95055 8778082699 false false false false false false false false NONE NONE Other Revenue.1 Sponsor Fees $10400 Other Revenue.2 Reimbursements $1530 Other Revenue.3 Networking Events $910 Other Expenses.1002 Office Expenses $1365 Other Expenses.1012 Insurance $550 Other Expenses.1 Meeting Expenses $18590 Other Expenses.2 Communications $3702 Other Expenses.3 Board Expenses $1312 Other Expenses.4 Administration Expenses $369 Other Expenses.6 Mileage Reimbursement $105