2026-04-22T19:35:57-07:00 2025-12-31 455634499 Strategic Financial Reporting 330 N Lantana St Ste 28 5136 Camarillo CA 93010 990EZ 2025-01-01 581313679 Financial Planning Association of San Francisco FINA 8772603218 9630 Bruceville Rd 106-149 Elk Grove CA 95757 Tim Connolly Treasurer 2026-04-22 true Charity Agar P01501955 8053061325 2025 2025-03-06 01:10:19Z X X www.fpasf.org X X 77577 X 30055 17275 30238 9 0 0 0 0 77577 47836 8451 488 44981 101756 -24179 119297 95118 X 122879 100723 7354 7184 130233 107907 10936 12789 119297 95118 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 2025, 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. Kate Wilusz Director 10.00 0 Jeremy Griffith Director 10.00 0 Reed Nothwang Director 10.00 0 Homa Rassouli Director 10.00 0 Spencer Terris Director 10.00 0 Sydney Woodward President 10.00 0 Larry Pon Director 10.00 0 Oona Rokyta Director 10.00 0 Holly Wilkerson Director 10.00 0 Kyte Crigger Director 10.00 0 Anne Serrano Director 10.00 0 Kaden Wootton Director 10.00 0 Tim Connolly Treasurer 10.00 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.1002 Office Expenses $77 Other Expenses.1 Meetings $16351 Other Expenses.2 Committees $15072 Other Expenses.3 Board Expenses $4669 Other Expenses.4 Website $4029 Other Expenses.5 Credit card fees $3131 Other Expenses.6 Software $1040 Other Expenses.8 ED Discretionary Budget $251 Other Expenses.9 Bank Charges $126 Other Expenses.10 Communications $119 Other Expenses.11 Parking & Tolls $116 Other Assets.1005 Accounts Receivable - Beginning $3372 Accounts Receivable - Ending $3099 Other Assets.1011 Prepaid Expenses and Deferred Charges - Beginning $3982 Prepaid Expenses and Deferred Charges - Ending $4085 Total Liabilities.1001 Accounts Payable and Accrued Expenses - Beginning $8537 Accounts Payable and Accrued Expenses - Ending $5033 Total Liabilities.1003 Deferred Revenue - Beginning $2399 Deferred Revenue - Ending $7756