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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 26-1730710 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Thomas Howard
Total Revenue
$922K
FY2024
Total Expenses
$790K
FY2024
Net Assets
$529K
Program Ratio
93.8%
expenses on programs
Employees
0
Volunteers
16
Board Members
16
Voting
16
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.