Finacial Planning Association, Fpa Of Northern California in Elk Grove, California (CA)
Table of contents:
Finacial Planning Association, Fpa Of Northern California | |
Employer Identification Number (EIN) | 943366058 |
Name of Organization | Finacial Planning Association |
Secondary Name | Fpa Of Northern California |
In Care of Name | Holly Wilkerson |
Address | 6024 Snow Leopard Cir, Elk Grove, CA 95757-2601 |
Subsection | Business League |
Foundation | All organizations except 501(c)(3) |
Organization | Corporation |
Exempt Organization Status | Unconditional Exemption |
Tax Period | 12/2013 |
Assets | $10,000 to $24,999 |
Income | $25,000 to $99,999 |
Filing Requirement | 990 (all other) or 990EZ return |
Asset Amount | $21,307 |
Amount of Income | $52,634 |
Form 990 Revenue Amount | $40,564 |
Non-representatives - add comments:
Revenue for 2013
Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
2011 | 2012 | 2013 | |
---|---|---|---|
Total revenue | $37,308 | $38,072 | $40,564 |
Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
Program service revenue including government fees and contracts | $20,099 | $20,591 | $23,590 |
Membership dues and assessments | $17,167 | $15,783 | $19,424 |
Investment income | $42 | $13 | $21 |
Gain/Loss from sale of assets other than inventory | $0 | $0 | $0 |
Net income/loss from gaming and fundraising events | $0 | $1,685 | $-2,471 |
Gross income from gaming | $0 | $0 | $0 |
Gross income from fundraising events | $0 | $8,685 | $9,599 |
Less: direct expenses from gaming and fundraising events | $0 | $7,000 | $12,070 |
Gross profit/loss from sales of inventory | $0 | $0 | $0 |
Other revenue | $0 | $0 | $0 |
Total expenses | $39,501 | $43,575 | $44,093 |
Total net assets | $23,226 | $17,723 | $14,194 |
Excess/Deficit for the year | $-2,193 | $-5,503 | $-3,529 |
Net assets or fund balances at beginning of year | $25,419 | $23,226 | $17,723 |
Other changes in net assets or fund balances | $0 | $0 | $0 |
Net assets or fund balances at end of year | $17,723 | $14,194 |
Balance Sheets | |||
2011 | 2012 | 2013 | |
---|---|---|---|
Total assets | $26,157 | $20,859 | $21,307 |
Total liabilities | $2,931 | $3,136 | $7,113 |
Net assets or fund balances | $23,226 | $17,723 | $14,194 |
Other Information | |||
2011 | 2012 | 2013 | |
---|---|---|---|
Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
Were any significant changes made to the organizing or governing documents? | No | No | |
Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
Has the organization filed a Form 990-T for the year? | No | No | |
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
Amount of political expenditures, direct or indirect | $0 | $0 | |
Did the organization file Form 1120-POL for this year? | No | No | |
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
Total amount involved | $0 | $0 | |
Initiation fees and capital contributions | $0 | $0 | $0 |
Gross receipts for public use of club facilities | $0 | $0 | $0 |
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No |
Reason for Public Charity Status (for 2013) | |
The organization is not a private foundation because it is: | Not provided |
Number of organizations supported | 0 |
Sum of amounts of support | $0 |
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Other organizations in California | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Film Arts Foundation | 145 Ninth St 101, San Francisco, CA 94103 | CA | 1977-02 | $529,930 |
2 | Film Clips Spirit Of America | 4903 Island View St, Oxnard, CA 93035-2824 | CA | 2002-12 | $284,582 |
3 | Film Foundation Inc | 7920 W Sunset Blvd Fl 6, Los Angeles, CA 90046-3334 | CA | 1990-02 | $1,999,980 |
4 | Film L A Inc | 6255 W Sunset Blvd Ste 1200, Los Angeles, CA 90028-7468 | CA | 1996-03 | $11,142,292 |
5 | Film Noir Foundation | 1411 Paru St, Alameda, CA 94501-2532 | CA | 2005-06 | $279,630 |
6 | Filmforum Inc | 143 N Commonwealth Ave Apt 3, Los Angeles, CA 90004-3634 | CA | 1986-02 | $211,094 |
7 | Filmmakers Alliance | 12228 Venice Blvd 406, Los Angeles, CA 90066-3814 | CA | 1996-07 | $739,516 |
8 | Filmmakers Collaborative Inc | 145 Ninth St, San Francisco, CA 94103-2636 | CA | 1993-05 | $230,989 |
9 | Filmmakers United | 10061 Riverside Dr Apt 84, Toluca Lake, CA 91602-2560 | CA | 1997-01 | $255,759 |
10 | Filoli Center | 86 Canada Rd, Woodside, CA 94062-4144 | CA | 1976-09 | $6,732,540 |
11 | Finacial Planning Association, Fpa Of Northern California | 6024 Snow Leopard Cir, Elk Grove, CA 95757-2601 | CA | $52,634 | |
12 | Finally Home Foundation | PO BOX 2110, Orange, CA 92859-0110 | CA | 2008-07 | $109,718 |
13 | Financial Benefits Credit Union | 1528 Webster St, Alameda, CA 94501-3340 | CA | 1961-06 | $987,156 |
14 | Financial Counselors Of America | 12501 Chandler Blvd 206, Valley Village, CA 91607-1941 | CA | 1993-03 | $36,840 |
15 | Financial Executives International | 1215 K Street Ste 1400, Sacramento, CA 95814 | CA | 1948-10 | $41,360 |
16 | Financial Executives International, Los Angeles Chapter | 2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704 | CA | 1948-10 | $135,334 |
17 | Financial Executives International, Orange County Chapter | 17224 Eagle Canyon Way, San Diego, CA 92127-8839 | CA | 1948-10 | $196,634 |
18 | Financial Executives International, San Diego Chapter | PO BOX 13054, La Jolla, CA 92039-3054 | CA | 1969-12 | $137,523 |
19 | Financial Executives International, San Francisco Bay Area Chapter | 118 Bates Ct, Orinda, CA 94563-2902 | CA | 1964-05 | $87,273 |
20 | Financial Executives International, Silicon Valley Chapter | 1583 Sundown Ln, San Jose, CA 95127-4657 | CA | 1948-10 | $311,923 |
20 biggest affiliated organizations | |||||
Affiliation | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
Central | Financial Planning Association, Financial Planning Association Of Southern Colorado | 1755 Telstar Drive Suite 501, Colorado Springs, CO 80920 | CO | 2000-09 | $9,329,458 |
Subordinate | Financial Planning Association, Fpa Of Minnesota | 3900 Main St Ne, Columbia Hts, MN 55421-3757 | MN | 2000-09 | $546,175 |
Subordinate | Financial Planning Association, Fpa Of The National Capital Area | 12816 Tewksbury Dr, Herndon, VA 20171-2427 | VA | 2000-09 | $331,273 |
Subordinate | Financial Planning Association, Fpa Of Dallas-Fort Worth | PO BOX 261750, Plano, TX 75026-1750 | TX | 2000-09 | $233,886 |
Subordinate | Financial Planning Association, Fpa Of New Jersey | 551 Valley Road Ste 358, Upper Montclair, NJ 07043-1832 | NJ | 2000-09 | $217,474 |
Subordinate | Financial Planning Association, Fpa Of Illinois | 5250 Grand Ave, Gurnee, IL 60031-1877 | IL | 2000-09 | $205,375 |
Subordinate | Financial Planning Association, Fpa Of New York | 551 Valley Rd Ste 358, Upper Montclair, NJ 07043-1832 | NJ | 2000-09 | $183,626 |
Subordinate | Financial Planning Association, Fpa Of Colorado | PO BOX 21086, Denver, CO 80221-0086 | CO | 2000-09 | $168,169 |
Subordinate | Financial Planning Association, Fpa Of The Philadelphia Tri-State A | PO BOX 38, Fairless Hls, PA 19030-0038 | PA | 2000-09 | $163,651 |
Subordinate | Financial Planning Association, Fpa Of Houston | 15114 Mountain Creek Trl, Frisco, TX 75035-7408 | TX | 2000-09 | $159,741 |
Subordinate | Financial Planning Association, Fpa Of Orange County | 2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599 | CA | 2000-09 | $155,886 |
Subordinate | Financial Planning Association, Fpa Of Oregon & Sw Washington | PO BOX 2126, Salem, OR 97308-2126 | OR | 2000-09 | $155,065 |
Subordinate | Financial Planning Association, Fpa Of Long Island | 1895 Lincoln Ave, East Meadow, NY 11554-2522 | NY | 2000-09 | $145,671 |
Subordinate | Financial Planning Association, Fpa Of Miami | 1821 Hillandale Rd, Durham, NC 27705-2659 | NC | 2000-09 | $143,439 |
Subordinate | Financial Planning Association, Fpa Of Michigan | 20100 Outer Dr, Dearborn, MI 48124-2647 | MI | 1978-03 | $141,082 |
Subordinate | Finacial Planning Association, Fpa Of Greater Kansas City | 825 S Kansas Avenue, Topeka, KS 66612-1233 | KS | 2000-09 | $136,941 |
Subordinate | Financial Planning Association, Fpa Of San Fransisco | 9630 Bruceville Rd 106-149, Elk Grove, CA 95757-5512 | CA | 1978-03 | $136,775 |
Subordinate | Financial Planning Association, Fpa Of Massachusetts | PO BOX 76, Westborough, MA 01581-0076 | MA | 2000-09 | $136,171 |
Subordinate | Financial Planning Association, Fpa Of Georgia | 3227 S Cherokee Ln Ste 1320, Woodstock, GA 30188-7013 | GA | 2000-09 | $124,233 |
Subordinate | Financial Planning Association, Fpa Of San Diego | 8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673 | CA | 1978-03 | $118,780 |
Number of affiliated organizations | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 103 |
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