2024-11-15T17:47:35-06:00 2023-12-31 274247106 INTEGROUS 704 Las Ovejas Avenue San Rafael CA 949033108 990EZ 2023-01-01 581313679 Financial Planning Association of San Fr ancisco FINA 8772603218 9630 Bruceville Road 106-14 Elk Grove CA 95757 John Bacigalupi President 8772603218 2024-11-15 1 0 Kian S Nobari P01702699 4152000900 2024-11-14 2023 2024-10-15 13:58:12Z X X www.fpasf.org X X 90646 X 42000 16122 32407 117 90646 52873 4550 1143 27270 85836 4810 129719 0 134529 X 137003 142974 6321 5953 143324 148927 13605 14398 129719 134529 X 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. Held ten monthly meetings serving its approximately 400 members, integral contributor to regional financial planning conference 0 0 Key organizer of San Francisco Financial Planning Day 0 0 X Rita Lee CPA PFS CGMA CDFA Director 1.00 0 0 0 Reed Nothwang Director 1.00 0 0 0 Margery Neis CFP Director 1.00 0 0 0 Homa Rassouli Director 1.00 0 0 0 John Bacigalupi President 8.00 0 0 0 Jacob Quiroz Director 1.00 0 0 0 Alejandro Aceves Madriz Director 1.00 0 0 0 Sydney Woodward CFP Director 1.00 0 0 0 Adam Battat Director 1.00 0 0 0 Lauren Wright Director 1.00 0 0 0 Jeremy Griffith CFP Director 1.00 0 0 0 Larry Pon CPAPFS CFP EA USTCP Director 1.00 0 0 0 X 0 0 0 0 0 0 0 0 CA Integrous 704 Las Ovejas Avenue San Rafael CA 949033108 4152000900 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 8 - Other Revenue Description: Interest Income. Amount: 78. Description: Misc Income. Amount: 39. Total to Form 990-EZ, line 8: 117. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Credit Card Fees. Amount: 2345. Description: Board Expenses. Amount: 4759. Description: Committee Expenses Net of Speaker Compensation (In Prof Services). Amount: 318. Description: Monthly Meetings Net of Speaker Comp & Room Rental (in Prof Services). Amount: 7188. Description: Newsletter. Amount: 10233. Description: Operations Net of Items Listed Separately. Amount: 2427. Total to Form 990-EZ, line 16: 27270. Form 990-EZ, Part II, Line 24 - Other Assets Description: Accounts Receivable. Beg. of Year Amount: 2935. End of Year Amount: 1841. Description: Prepaid Expenses. Beg. of Year Amount: 3386. End of Year Amount: 4112. Form 990-EZ, Part II, Line 26 - Other Liabilities Description: Prepaid Meeting Revenues. Beg. of Year Amount: 4195. End of Year Amount: 4285. Description: Accrued Expenses. Beg. of Year Amount: 9410. End of Year Amount: 10113. The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.