Nonprofit · EIN 58-1313679
FINANCIAL PLANNING ASSOCIATION
Also known as FPA OF SAN FRANSISCO
Tax-exempt · ELK GROVE, CA 95757
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $77,577 | $101,756 | -$24,179 | $107,907 | $12,789 | $95,118 |
| December 31, 2024 | 990-EZ | $81,397 | $87,525 | -$6,128 | $130,233 | $10,936 | $119,297 |
| December 31, 2023 | 990-EZ (amended) | $87,311 | $85,836 | $1,475 | $148,926 | $23,501 | $125,425 |
| December 31, 2022 | 990-EZ (amended) | $69,664 | $86,446 | -$16,782 | $143,324 | $19,374 | $123,950 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $30,055
- Membership dues
- $30,238
- Program service revenue
- $17,275
- Investment income
- $9
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $47,836
- Professional fees and payments to contractors
- $8,451
- Printing, publications and postage
- $488
- Other expenses
- $44,981
Balance sheet and other
- Total assets, start of year
- $130,233
- Total assets, end of year
- $107,907
- Total liabilities, end of year
- $12,789
- Net assets, end of year
- $95,118
- Cash, savings and investments
- $100,723
- Gross receipts
- $77,577
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kate Wilusz | Director | 10 | $0 |
| Jeremy Griffith | Director | 10 | $0 |
| Reed Nothwang | Director | 10 | $0 |
| Homa Rassouli | Director | 10 | $0 |
| Spencer Terris | Director | 10 | $0 |
| Sydney Woodward | President | 10 | $0 |
| Larry Pon | Director | 10 | $0 |
| Oona Rokyta | Director | 10 | $0 |
| Holly Wilkerson | Director | 10 | $0 |
| Kyte Crigger | Director | 10 | $0 |
| Anne Serrano | Director | 10 | $0 |
| Kaden Wootton | Director | 10 | $0 |
| Tim Connolly | Treasurer | 10 | $0 |
990-EZ for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| 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 |
990-EZ for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rita Lee CPA PFS CGMA CDFA | Director | 1 | $0 |
| Margery Neis CFP | Director | 1 | $0 |
| Homa Rassouli | Director | 1 | $0 |
| John Bacigalupi | President | 8 | $0 |
| Jacob Quiroz | Director | 1 | $0 |
| Sydney Woodward CFP | Director | 1 | $0 |
| Adam Battat | Director | 1 | $0 |
| Lauren Wright | Director | 1 | $0 |
| Reed Nothwang | Director | 1 | $0 |
| Alejandro Aceves Madriz | Director | 1 | $0 |
| Jeremy Griffith CFP | Director | 1 | $0 |
| Larry Pon CPAPFS CFP EA USTCP A | Director | 1 | $0 |
| Scott Fong | Director | 1 | $0 |
| Christine Thibodeaux | Director | 1 | $0 |
| Kristie Cahill CFP CEP | Director | 1 | $0 |
| Sheila Rabaut CFP | Chairman | 8 | $0 |
| Paul Cordero CFP EA | Treasurer | 8 | $0 |
990-EZ for the year ended December 31, 2022: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rita Lee CPA PFS CGMA CDFA | Director | 1 | $0 |
| Brody Luebkerman | Director | 1 | $0 |
| Margery Neis CFP | Director | 1 | $0 |
| Homa Rassouli | Director | 1 | $0 |
| John Bacigalupi | Director | 1 | $0 |
| Jacob Quiroz | Director | 1 | $0 |
| Elena Panco | Director | 1 | $0 |
| Sydney Woodward CFP | Director | 1 | $0 |
| Adam Battat | Director | 1 | $0 |
| Lauren Wright | Director | 1 | $0 |
| Lauren Stansell CFP | Chairman | 8 | $0 |
| Sheila Rabaut CFP | President | 8 | $0 |
| Paul Cordero CFP EA | Treasurer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 9630 BRUCEVILLE RD STE 106 # 149, ELK GROVE, CA 95757-5512
- In care of
- % HOLLY WILKERSON
- Signed the 990-EZ
- Tim Connolly, Treasurer
- Phone
- (877) 260-3218
- Website
- www.fpasf.org
- Return prepared by
- Strategic Financial Reporting
California records
California keeps its own records of charities and corporations. Search them by EIN 58-1313679 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 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.
Program accomplishments
- 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.
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 58-1313679
- 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)
- $107,907
- Income (IRS master file)
- $77,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $77,577 | $101,756 | $107,907 | XML |
| 990-EZ | December 2024 | $81,397 | $87,525 | $130,233 | XML |
| 990-EZ | December 2023 | $87,311 | $85,836 | $148,926 | XML |
| 990-EZ | December 2022 | $69,664 | $86,446 | $143,324 | XML |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | 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 58-1313679).
Questions about FINANCIAL PLANNING ASSOCIATION
- What is the EIN of FINANCIAL PLANNING ASSOCIATION?
- The employer identification number (EIN) of FINANCIAL PLANNING ASSOCIATION is 58-1313679.
- 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 2026 (the year ending December 31, 2026) is due May 17, 2027. 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-EZ for the year ended December 2025.
- Who are the officers and directors of FINANCIAL PLANNING ASSOCIATION?
- The 990-EZ for the year ended December 31, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does FINANCIAL PLANNING ASSOCIATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $77,577, expenses of $101,756 and total assets of $107,907 at year end.
Other nonprofits in ELK GROVE
- ELK GROVE BENEFITS EMPLOYEE RETIREMENT TRUST EIN 68-0383938 · last filed 990 for 2025
- CALIFORNIA FARMLAND TRUST EIN 77-0566494 · last filed 990 for 2024
- CONFERENCE OF WESTERN ATTORNEYS GENERAL EIN 68-0250561 · last filed 990 for 2025
- CPM EDUCATIONAL PROGRAM EIN 68-0331449 · last filed 990 for 2024
- ELK GROVE ADULT COMMUNITY TRAINING INC EIN 23-7184153 · last filed 990 for 2025
- VALLEY HI COUNTRY CLUB EIN 94-1508868 · last filed 990 for 2024
- ELK GROVE FOOD BANK SERVICES EIN 38-3664737 · last filed 990 for 2025
- SMALL BUSINESS MAJORITY FOUNDATION INC EIN 03-0576666 · last filed 990 for 2024