Nonprofit · EIN 26-1730710
FPA NORCAL CONFERENCE
Tax-exempt · LAFAYETTE, CA 94549
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $922,242 | $789,967 | $132,275 | $529,199 | $0 | $529,199 |
| December 31, 2023 | 990 | $953,445 | $783,043 | $170,402 | $396,924 | $0 | $396,924 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $907,726
- Investment income
- $14,516
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,300
- Program services (functional)
- $741,186
- Management and general (functional)
- $48,781
Balance sheet and other
- Total assets, start of year
- $396,924
- Total assets, end of year
- $529,199
- Total liabilities, end of year
- $0
- Net assets, end of year
- $529,199
- Net assets without donor restrictions
- $529,199
- Gross receipts
- $922,242
- Employees
- 0
- Volunteers
- 16
- Year formed
- 2007
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Howard | Chairman Trustee or director, Officer | 4 | $0 |
| Jenny Hood | Program Co-Chr Trustee or director, Officer | 4 | $0 |
| Sara Ellefsen | Program Co-Chr Trustee or director, Officer | 4 | $0 |
| William Pitney | Keynote Liaison Trustee or director, Officer | 4 | $0 |
| Eric Flett | Treasurer Trustee or director, Officer | 4 | $0 |
| Andy Yin | Sponsor Co-Chr Trustee or director | 4 | $0 |
| Shawn Eubanks | Sponsor Co-Chr Trustee or director | 4 | $0 |
| Brandon Ma | Sponsor Co-Chr Trustee or director | 4 | $0 |
| Leotie Fukawa | Speaker Liaison Trustee or director | 4 | $0 |
| Mira Ma | Speaker Liaison Trustee or director | 4 | $0 |
| Laura Pantaleo | Speaker Liaison Trustee or director | 4 | $0 |
| Fred Hymans | Speaker Liaison Trustee or director | 4 | $0 |
| Jaime Alpaugh | Speaker Liaison Trustee or director | 4 | $0 |
| Elizabeth Mintzer | Speaker Liaison Trustee or director | 4 | $0 |
| Denise Tuemmler | Speaker Liaison Trustee or director | 4 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cameo Roberson | Marketing Trustee or director | 4 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Thomas Howard | Chairman Trustee or director, Officer | 4 | $0 |
| Paig Uher | Program Co-Chr Trustee or director, Officer | 4 | $0 |
| Sara Ellefsen | Program Co-Chr Trustee or director, Officer | 4 | $0 |
| Daniel Anderson | Keynote Liaison Trustee or director, Officer | 4 | $0 |
| William Pitney | Keynote Liaison Trustee or director, Officer | 4 | $0 |
| Eric Flett | Treasurer Trustee or director, Officer | 4 | $0 |
| Shawn Eubanks | Sponsor Co-Chr Trustee or director | 4 | $0 |
| Brandon Ma | Sponsor Co-Chr Trustee or director | 4 | $0 |
| Leotie Fukawa | Speaker Liaison Trustee or director | 4 | $0 |
| Mira Ma | Speaker Liaison Trustee or director | 4 | $0 |
| Laura Pantaleo | Speaker Liaison Trustee or director | 4 | $0 |
| Phuong Quach | Speaker Liaison Trustee or director | 4 | $0 |
| Jaime Alpaugh | Speaker Liaison Trustee or director | 4 | $0 |
| Denise Tuemmler | Speaker Liaison Trustee or director | 4 | $0 |
| Cameo Roberson | Marketing Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 251 LAFAYETTE CIR STE 250, LAFAYETTE, CA 94549-4387
- In care of
- % BRENDA HERRINGTON
- Principal officer (990 for 2024)
- Thomas Howard, 251 LAFAYETTE CIRCLE SUITE 250, LAFAYETTE, CA 94549
- Signed the 990
- Eric Flett, Treasurer
- Phone
- (925) 962-1100
- Website
- www.fpanorcal.org
- Return prepared by
- REGALIA BERGER & BERGER CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1730710 or by the name FPA NORCAL CONFERENCE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Starting in 1971 as a joint effort of the eight International Association of Financial Planners (IAFP) Chapters in the greater Norcal Conference KeynoteSan Francisco Bay Area, the NorCal Conference attracts more than 500 financial professionals and affiliated vendors from across the nation.
Program accomplishments
- The Financial Planning Association NorCal Conference is an annual two day gathering of the top financial planning professionals from the San Francisco Bay Area and across the United States. The Conference is organized by over 20 financial planning professionals from the Northern California region who are affiliated with the Financial Planning Association (FPA), supporting sponsors, and other financial planners.The goals of the FPA NorCal Conference are summarized as follows: 1. To help its members improve their awareness of changes in the financial planning industry. 2. To network with other financial planning professionals 3. To provide for its members instructions, educational materials, andExpenses $741,186 · revenue $907,726
- opportunities which will continue to sustain the level of professionalism in the financial planning industry. 4. To provide opportunities, as an association, for members to enhance their service to the community through such forums as charitable events, hands-on projects, and other community efforts. 5. To encourage its members to engage in the highest ethical standards.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-1730710
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S46)
- Assets (IRS master file)
- $529,199
- Income (IRS master file)
- $922,242
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $922,242 | $789,967 | $529,199 | IRS |
| 990 | December 2023 | $953,445 | $783,043 | $396,924 | XML |
| 990 | December 2022 | $756,681 | $909,668 | $226,522 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-1730710).
Questions about FPA NORCAL CONFERENCE
- What is the EIN of FPA NORCAL CONFERENCE?
- The employer identification number (EIN) of FPA NORCAL CONFERENCE is 26-1730710.
- Is FPA NORCAL CONFERENCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 2008.
- Are donations to FPA NORCAL CONFERENCE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FPA NORCAL CONFERENCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FPA NORCAL CONFERENCE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FPA NORCAL CONFERENCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of FPA NORCAL CONFERENCE?
- The 990 for the year ended December 31, 2024 names Thomas Howard.
- Who are the officers and directors of FPA NORCAL CONFERENCE?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does FPA NORCAL CONFERENCE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $922,242, expenses of $789,967 and total assets of $529,199 at year end.
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