2025-12-05T10:42:39-08:00 2024-12-31 455634499 Strategic Financial Reporting 330 N Lantana St Ste 28 5136 Camarillo CA 93010 990EZ 2024-01-01 581313679 Financial Planning Association of San Francisco FINA 8772603218 9630 Bruceville Rd 106-149 Elk Grove CA 95757 John Bacigalupi President 2025-12-05 true true Charity Agar P01501955 8053061325 2024 2025-03-06 01:10:19Z X X www.fpasf.org X X 81397 X 28046 20906 32439 6 0 0 0 0 81397 50414 46 37065 87525 -6128 125425 119297 X 142973 122879 5953 7354 148926 130233 23501 10936 125425 119297 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. During 2024, FPA of San Francisco held eight monthly meetings serving its approximately 400 members. Integral contributor to annual regional financial planning conference. Key organizer of San Francisco Financial Planning Day for pro bono services. 13798 13798 X John Bacigalupi President 0 0 Jacob Quiroz Secretary 0 0 Kate Wilusz Treasurer 0 0 Jeremy Griffith Director 0 0 Reed Nothwang Director 0 0 Homa Rassouli Director 0 0 Spencer Terris Director 0 0 Cristi Tanner Director 0 0 Sydney Woodward Director 0 0 Larry Pon Director 0 0 James Palen Director 0 0 Christine Thibodeaux Director 0 0 Scott Fong Director 0 0 Alejandro Aceves Madriz Director 0 0 Oona Rokyta Director 0 0 Holly Wilkerson Director 0 0 Sheila Rabaut Director 0 0 false false false false false false false 0 0 0 0 0 false John Bacigalupi 9630 Bruceville Rd 106-149 Elk Grove CA 95757 5402502994 false false false false false false false false NONE NONE Other Expenses.1002 Office Expenses $540 Other Expenses.1 Meetings $13798 Other Expenses.2 Committees $7200 Other Expenses.3 Board Expenses $5050 Other Expenses.4 Website $3403 Other Expenses.5 Newsletter $2394 Other Expenses.6 Credit card fees $1680 Other Expenses.7 Software $1080 Other Expenses.8 ED Discretionary Budget $1068 Other Expenses.9 Bank Charges $485 Other Expenses.10 Operations $132 Other Expenses.11 Communications $119 Other Expenses.12 Parking & Tolls $96 Other Expenses.14 Licenses & Permits $20 Other Assets.1005 Accounts Receivable - Beginning $1841 Accounts Receivable - Ending $3372 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $4112 Prepaid Expenses and Deferred Charges - Ending $3982 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $10113 Accounts Payable and Accrued Expenses - Ending $8537 Total Liabilities.1003 Deferred Revenue - Beginning $13388 Deferred Revenue - Ending $2399