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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 Northern California
Legal name: Finacial Planning Association
Other names: The Financial Planning Association; The Financial Planning Association Of
EIN 94-3366058 · Snapshot of IRS recognition, filing currency, financial health, and governance.
To provide member education and advance the financial planning process through promotion of the cfp marks as the cornerstone of the financial planning profession.
Total Revenue
$37K
FY2024
Total Expenses
$43K
FY2024
Net Assets
$21K
Program Ratio
89.3%
expenses on programs
Employees
—
Volunteers
—
Board Members
—
Voting
—
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.