Nonprofit · EIN 58-1311878
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF SAN DIEGO
Tax-exempt · SAN DIEGO, CA 92168
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $85,132 | $68,121 | $17,011 | $74,742 | $0 | $74,742 |
| December 31, 2023 | 990 | $74,555 | $64,030 | $10,525 | $61,731 | $4,000 | $57,731 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $83,241
- Program service revenue
- $0
- Investment income
- $1,891
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $42
- Professional fundraising fees
- $0
- Accounting fees
- $2,080
- Travel
- $1,632
Balance sheet and other
- Total assets, start of year
- $61,731
- Total assets, end of year
- $74,742
- Total liabilities, end of year
- $0
- Net assets, end of year
- $74,742
- Gross receipts
- $85,132
- Employees
- 0
- Year formed
- 2000
- 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 |
|---|---|---|---|
| WILLIAM HOLLIDAY | BOARD CHAIR Trustee or director | 1 | $0 |
| ART DICKER | BOARD CHAIR Trustee or director | 1 | $0 |
| AARON WIEGMAN | BOARD CHAIR Trustee or director | 1 | $0 |
| CIANO VILLAQUIRAN | BOARD CHAIR Trustee or director | 1 | $0 |
| AUBREY BROWN | BOARD CHAIR Trustee or director | 1 | $0 |
| CHERYL COUSINO | BOARD CHAIR Trustee or director | 1 | $0 |
| BRIAN TRAVIS | President Officer | 10 | $0 |
| AMANDA KEITH | Treasurer Officer | 1 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM HOLLIDAY | BOARD CHAIR Trustee or director | 1 | $0 |
| ART DICKER | BOARD CHAIR Trustee or director | 1 | $0 |
| AARON WIEGMAN | BOARD CHAIR Trustee or director | 1 | $0 |
| CIANO VILLAQUIRAN | BOARD CHAIR Trustee or director | 1 | $0 |
| AUBREY BROWN | BOARD CHAIR Trustee or director | 1 | $0 |
| CHERYL COUSINO | BOARD CHAIR Trustee or director | 1 | $0 |
| MARK HALBY | BOARD CHAIR Trustee or director | 1 | $0 |
| BRIAN TRAVIS | President Officer | 10 | $0 |
| AMANDA KEITH | Treasurer Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 880936, SAN DIEGO, CA 92168-0936
- In care of
- % LINNA MORGAN
- Signed the 990
- AMANDA KEITH, Treasurer
- Phone
- (619) 504-0142
- Website
- WWW.FPASANDIEGO.ORG
- Return prepared by
- Shapiro & Co An Accountancy Corporation
California records
California keeps its own records of charities and corporations. Search them by EIN 58-1311878 or by the name FINANCIAL PLANNING ASSOCIATION.
- 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
The Financial Planning Association is a professional organization for financial planners. It provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.
Program accomplishments
- Financial Planning Association provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.
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
- 58-1311878
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Group exemption
- 3687: FINANCIAL PLANNING ASSOCIATION
- Assets (IRS master file)
- $74,742
- Income (IRS master file)
- $85,132
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $85,132 | $68,121 | $74,742 | IRS |
| 990 | December 2023 | $74,555 | $64,030 | $61,731 | XML |
| 990 | December 2022 | $50,420 | $68,703 | $47,206 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 58-1311878).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 58-1311878.
- Is FINANCIAL PLANNING ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1978.
- Are donations to FINANCIAL PLANNING ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does FINANCIAL PLANNING ASSOCIATION 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 FINANCIAL PLANNING ASSOCIATION 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 FINANCIAL PLANNING ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $85,132, expenses of $68,121 and total assets of $74,742 at year end.
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