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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: FPA of San Fransisco
Legal name: Financial Planning Association
EIN 58-1313679 · Snapshot of IRS recognition, filing currency, financial health, and governance.
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.
Principal Officer
Tim Connolly
Total Revenue
$78K
FY2025
Total Expenses
$102K
FY2025
Net Assets
$95K
Program Ratio
44.2%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.