{"success":true,"data":{"_id":581311878,"filings":[{"Organization":{"value":null,"Person":["JEREMY KOVACEVICH","XAVIER MALDONADO","STEVEN FOX","RICHARD FOGG","ADAM WERNER","JAS ARANDIA","MARK HALBY","ERIC BILLOCK","NICK GARDNER","KRYSTA CORDILL","CATHERINE MAGANA","IAN KUTNER","MAUREEN VERDUYN"],"Title":["Board Chair","Board Chair","Board Chair","Board Member","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","President","President Elect","Secretary","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,2.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2017,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":13,"Number of independent voting members":13,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":76759,"Contributions":{"value":76759,"Other contributions":48974,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":27785},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":65584,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7401,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":6450,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":951},"Other expenses":{"value":58183,"Management services":0,"Legal":0,"Accounting":1983,"Lobbying services":0,"Investment management fees":0,"Other services":1060,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":8830,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":204,"Insurance":1908,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":40485,"MEETINGS":31247,"SOCIAL MIXERS":4522,"CREDIT CARD PROCESSING":3071,"SUPPLIES":1645},"All other expenses":3713},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":44177,"Non-interest bearing cash":43669,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":508,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":44177,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.14558553394390233,"percentile":0.6927312750640504},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.6735941693095877,"percentile":0.31895420187180984},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.10986901073302122,"percentile":0.1336881073706602},"Asset Growth":{"score":-0.007069638746000459,"percentile":0.29111588535132205},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5667507071451173,"percentile":0.5070813575680103}},"source_xml":"201802229349301215_public.xml"},{"Organization":{"value":null,"Person":["JEREMY KOVACEVICH","KRYSTA CORDILL","DAVID BOWMAN","ART DICKER","RICHARD FOGG","CATHERINE MAGANA","ERICK BILLOCK","SCOTT NABB","WILLIAM HOLLIDAY","CIANO VILLAQUIRAN","TRACY BURGETT","KATHLEEN LINDQUIST","DAVID SMITH","SUSAN BRANDEIS","XAVIER MALDONADO","KEM TAYLOR","ADAM WERNER","STEVEN FOX","IAN KUTNER"],"Title":["Board Member","Board Member","BOARD MEMBER","BOARD MEMBER","Board Member","Chairman","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","Director","BOARD MEMBER","BOARD MEMBER","President Elect","President","Secretary"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,10.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2019,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":66126,"Contributions":{"value":66126,"Other contributions":38579,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":27547},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":93525,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6495,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":5838,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":657},"Other expenses":{"value":87030,"Management services":0,"Legal":0,"Accounting":1300,"Lobbying services":0,"Investment management fees":0,"Other services":1075,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":4369,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":204,"Insurance":757,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":73978,"MEETINGS":60054,"CFA/FPA COMMITMENT (2017-2019)":9839,"CREDIT CARD PROCESSING":2585,"CHARITABLE CONTRIBUTION":1500},"All other expenses":5347},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":46958,"Non-interest bearing cash":46858,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":100,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":46958,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.4143453407131839,"percentile":0.08721051448444049},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.5020903501737504,"percentile":0.2519641756828008},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.0762275799979158,"percentile":0.17417859815541017},"Asset Growth":{"score":0.08081381027083792,"percentile":0.6310939667104685},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.46816474439091127,"percentile":0.24850356462694959}},"source_xml":"202023189349312997_public.xml"},{"Organization":{"value":null,"Person":["JEREMY KOVACEVICH","LORNA R HODGE","KEVIN BARRETT","JOHN GOODRICH","JOHN VREEBURG","KRISTA CORDILL","DOUGLAS BUSER","PEGGY MENGEL","RICHARD H FOGG","KARYN DEJONG","MAUREEN VERDUYN","GORDON TUDOR"],"Title":["Board Chair","Board Chair","Board Chairman","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","President Elect","Treasurer","Secretary","President"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0,10.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2014,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":90845,"Contributions":{"value":90845,"Other contributions":65762,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":25083},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":94990,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6520,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":5650,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":870},"Other expenses":{"value":88470,"Management services":0,"Legal":0,"Accounting":2070,"Lobbying services":0,"Investment management fees":0,"Other services":1050,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":667,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":14,"Insurance":544,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":73315,"MEETINGS":39955,"SYMPOSIUM EXP":24498,"CONTRACTORS":6500,"CREDIT CARD PROCESSING":2362},"All other expenses":10810},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":38571,"Non-interest bearing cash":38571,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":38571,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.045627167152842756,"percentile":0.2920775946419156},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.40605326876513315,"percentile":0.2106718746937054},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5391935791603124,"percentile":0.42608736170809314}},"source_xml":"201541279349300544_public.xml"},{"Organization":{"value":null,"Person":["XAVIER MALDONADO","STEVEN FOX","BRAD LINEBERGER","RICHARD FOGG","ADAM WERNER","DENNIS BREWSTER","MARK HALBY","NICK GARDNER","JEREMY KOVACEVICH","KRYSTA CORDILL","CATHERINE MAGANA","MAUREEN VERDUYN"],"Title":["Board Chair","Board Chair","Board Member","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","President","President Elect","Secretary","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,2.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2015,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":74899,"Contributions":{"value":74899,"Other contributions":50113,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":24786},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":84727,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6871,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":5944,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":927},"Other expenses":{"value":77856,"Management services":0,"Legal":0,"Accounting":1350,"Lobbying services":0,"Investment management fees":0,"Other services":1050,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":2496,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":102,"Insurance":610,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":65935,"MEETINGS":37900,"SYMPOSIUM EXP":20521,"SOCIAL MIXERS":4711,"WEBSITE DEVELOPMENT":2803},"All other expenses":6313},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":28743,"Non-interest bearing cash":27827,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":916,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":28743,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.13121670516295278,"percentile":0.19509285200845622},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.3392425082913357,"percentile":0.1807854035126294},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.2313390083086137,"percentile":0.0644033023773948},"Asset Growth":{"score":-0.19048895755702988,"percentile":0.056892021956769984},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4350064658844681,"percentile":0.182361831083739}},"source_xml":"201601329349303720_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM HOLLIDAY","ART DICKER","AARON WIEGMAN","CIANO VILLAQUIRAN","AUBREY BROWN","CHERYL COUSINO","BRIAN TRAVIS","AMANDA KEITH"],"Title":["BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","President","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,10.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2024,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":85132,"Contributions":{"value":83241,"Other contributions":63312,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":19929},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1891,"Investment income total":1891,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":68121,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":42,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":42},"Other expenses":{"value":68079,"Management services":0,"Legal":0,"Accounting":2080,"Lobbying services":0,"Investment management fees":0,"Other services":1100,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":1632,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":55214,"SYMPOSIUM":22868,"OUTSIDE SERVICES":15300,"SOCIAL MIXERS EXPENSES":13200,"CREDIT CARD PROCESSING":3846},"All other expenses":8053},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":74742,"Non-interest bearing cash":74742,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":74742,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1998191044495607,"percentile":0.7561097842349174},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.097194697670322,"percentile":0.44999685748058055},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.03669543756328921,"percentile":0.24986680575421538},"Asset Growth":{"score":0.05966211645185586,"percentile":0.562533030057247},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6186494568278498,"percentile":0.6589511243438753}},"source_xml":"202543189349308219_public.xml"},{"Organization":{"value":null,"Person":["PHILLIP CHINOTHAI","WILLIAM HOLLIDAY","ART DICKER","SIMON PERNA","CIANO VILLAQUIRAN","MARK HALBY","IAN KUTNER"],"Title":["BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","President","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,10.0,1.0],"Total Compensation":[0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2022,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":50420,"Contributions":{"value":50420,"Other contributions":30010,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":20410},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":68703,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8201,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":7475,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":726},"Other expenses":{"value":60502,"Management services":0,"Legal":0,"Accounting":1288,"Lobbying services":0,"Investment management fees":0,"Other services":1075,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":614,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":51683,"MEETINGS":28588,"SYMPOSIUM":17302,"SOCIAL MIXERS EXPENSES":2996,"CREDIT CARD PROCESSING":2797},"All other expenses":5842},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":47206,"Non-interest bearing cash":47206,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":47206,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.3626140420468068,"percentile":0.09731572006238844},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.6871024554968488,"percentile":0.32383369585140953},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.08023543193600984,"percentile":0.16841715961836035},"Asset Growth":{"score":0.05826413374645583,"percentile":0.5575554968043025},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4694599687467117,"percentile":0.2512609534109687}},"source_xml":"202333149349303243_public.xml"},{"Organization":{"value":null,"Person":["WILLIAM HOLLIDAY","ART DICKER","AARON WIEGMAN","CIANO VILLAQUIRAN","AUBREY BROWN","CHERYL COUSINO","MARK HALBY","BRIAN TRAVIS","AMANDA KEITH"],"Title":["BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","President","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2023,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":9,"Number of independent voting members":9,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":74555,"Contributions":{"value":74313,"Other contributions":53148,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":21165},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":242,"Investment income total":242,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":64030,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":11909,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":10900,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":1009},"Other expenses":{"value":52121,"Management services":0,"Legal":0,"Accounting":841,"Lobbying services":0,"Investment management fees":0,"Other services":1100,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":507,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":612,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":39482,"SYMPOSIUM":21437,"GOLF TOURNAMENT EXPENSES":8384,"MEETINGS":5898,"CREDIT CARD PROCESSING":3763},"All other expenses":9579},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":61731,"Non-interest bearing cash":61731,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4000,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4000},"Fund balance":{"value":57731,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.14117094762256052,"percentile":0.6867826487120923},"Liabilities to Assets Ratio":{"score":0.06479726555539356,"percentile":0.3660454285494229},"Operating Reserve Ratio":{"score":0.9640949554896142,"percentile":0.4132887951095527},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.05687982691620024,"percentile":0.20636583104950346},"Asset Growth":{"score":0.05458577431693683,"percentile":0.5440942327732744},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5543509053174681,"percentile":0.4701595857757296}},"source_xml":"202432059349301463_public.xml"},{"Organization":{"value":null,"Person":["JEREMY KOVACEVICH","KRYSTA CORDILL","DAVID BOWMAN","STEVEN FOX","ART DICKER","RICHARD FOGG","RICHARD VAZZA","CIANO VILLAQUIRAN","WILLIAM HOLLIDAY","AMIE AGAMATA","TRACY BURGETT","DAVID SMITH","SUSAN BRANDEIS","ADAM WERNER","IAN KUTNER","MARK A HALBY"],"Title":["Board Member","Board Member","Director","Chairman","Director","Board Member","Director","Director","Director","Director","Director","Director","Director","President","Secretary","PRESIDENT ELECT"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,1.0,2.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2020,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":54787,"Contributions":{"value":54787,"Other contributions":32935,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":21852},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":31774,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6080,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":5500,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":580},"Other expenses":{"value":25694,"Management services":0,"Legal":0,"Accounting":1089,"Lobbying services":0,"Investment management fees":0,"Other services":1075,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":670,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":100,"Insurance":596,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":19763,"MEETINGS":15011,"CREDIT CARD PROCESSING":2723,"COMPUTER EXPENSE":1015,"PAYROLL SERVICE FEE":1014},"All other expenses":2401},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":69971,"Non-interest bearing cash":69971,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":69971,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.42004490116268456,"percentile":0.8926626339322381},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":2.202146409013659,"percentile":0.6406679601855926},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.08313787940935498,"percentile":0.16439375550659868},"Asset Growth":{"score":0.09580223428755112,"percentile":0.6724525747954695},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6568822779037838,"percentile":0.7583695088956186}},"source_xml":"202133169349313353_public.xml"},{"Organization":{"value":null,"Person":["LESLIE S KLEIN","MAUREEN VERDUYN","LORNA R HODGE","JOHN GOODRICH","ANDERS NORRMAN","MICHAEL KRAN","DOUGLAS BUSER","LYNN BUCHHOLZ","PEGGY MENGEL","TOM FISHER","JUDITH SEID","GIL AMOUR","KEVIN BARRETT","GORDON TUDOR"],"Title":["Chairman","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","Secretary","Treasurer","President","President Elect"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,2.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2013,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":14,"Number of independent voting members":14,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":118780,"Contributions":{"value":118780,"Other contributions":93599,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":25181},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":96105,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":6887,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":5994,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":893},"Other expenses":{"value":89218,"Management services":0,"Legal":0,"Accounting":1410,"Lobbying services":0,"Investment management fees":0,"Other services":1050,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":3372,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":118,"Insurance":416,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":76816,"MEETINGS":44155,"SYMPOSIUM EXP":20955,"FPA EVENTS":6006,"CONTRACTORS":5700},"All other expenses":6036},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":42716,"Non-interest bearing cash":42701,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":15,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":42716,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.190899141269574,"percentile":0.7469712202489709},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.4444721918734717,"percentile":0.22750587630922312},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6506060693568191,"percentile":0.7431350758531896}},"source_xml":"201431269349300978_public.xml"},{"Organization":{"value":null,"Person":["JEREMY KOVACEVICH","XAVIER MALDONADO","KRYSTA CORDILL","RICHARD FOGG","SCOTT NABB","GARRETT CARTER","MARK HALBY","ERIC BILLOCK","MIKE RAMIREZ","NICK GARDNER","GINA PAOLUCCI","DAVID SMITH","CATHERINE MAGANA","STEVEN FOX","IAN KUTNER","MAUREEN VERDUYN"],"Title":["Board Member","Board Chair","Board Chairman","Board Member","Board Co-Chair","Board Co-Chair","Board Chair","Board Chair","Board Co-Chair","Board Co-Chair","Board Chair","Board Chair","President","President Elect","Secretary","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,2.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2018,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":16,"Number of independent voting members":16,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":79655,"Contributions":{"value":79655,"Other contributions":52385,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":27270},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":49475,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5384,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":4688,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":696},"Other expenses":{"value":44091,"Management services":0,"Legal":0,"Accounting":1999,"Lobbying services":0,"Investment management fees":0,"Other services":1060,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":4562,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":204,"Insurance":-9,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":30274,"MEETINGS":18983,"SOUTHWEST CONFERENCE":5500,"SOCIAL MIXERS":3113,"CREDIT CARD PROCESSING":2678},"All other expenses":6001},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":74357,"Non-interest bearing cash":74053,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":304,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":74357,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3788839369782186,"percentile":0.8760825804989485},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.502920667003537,"percentile":0.5388949931683042},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.07741759754979254,"percentile":0.17242600545207512},"Asset Growth":{"score":0.11750019934875765,"percentile":0.7228929241592037},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6510008660344063,"percentile":0.7441004019092138}},"source_xml":"201931349349310398_public.xml"},{"Organization":{"value":null,"Person":["XAVIER MALDONADO","STEVEN FOX","BRAD LINEBERGER","RICHARD FOGG","ADAM WERNER","DENNIS BREWSTER","MARK HALBY","NICK GARDNER","JEREMY KOVACEVICH","KRYSTA CORDILL","CATHERINE MAGANA","MAUREEN VERDUYN"],"Title":["Board Chair","Board Chair","Secretary","Board Chair","Board Chair","Board Chair","Board Chair","Board Chair","President","President Elect","Secretary","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,10.0,2.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2016,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":12,"Number of independent voting members":12,"Number of employees total":1,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":1,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":78295,"Contributions":{"value":78295,"Other contributions":51475,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":26820},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":0,"Investment income total":0,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":74036,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7858,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":6788,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":1070},"Other expenses":{"value":66178,"Management services":0,"Legal":0,"Accounting":2166,"Lobbying services":0,"Investment management fees":0,"Other services":1050,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":2596,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":204,"Insurance":143,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":55321,"MEETINGS":47149,"SOCIAL MIXERS":4790,"CREDIT CARD PROCESSING":2063,"WEBSITE DEVELOPMENT":1319},"All other expenses":4698},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":33002,"Non-interest bearing cash":32290,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":712,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":33002,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.05439683249249633,"percentile":0.5346748788742854},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":0.44575611864498355,"percentile":0.22805071440278288},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.15148159275010406,"percentile":0.10059602150257667},"Asset Growth":{"score":-0.10898260529112366,"percentile":0.09737898698198708},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5126335796920113,"percentile":0.3540256816327869}},"source_xml":"201721309349303877_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["WILLIAM HOLLIDAY","ART DICKER","AARON WIEGMAN","CIANO VILLAQUIRAN","AUBREY BROWN","CHERYL COUSINO","BRIAN TRAVIS","AMANDA KEITH"],"Title":["BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","BOARD CHAIR","President","Treasurer"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,10.0,1.0],"Total Compensation":[0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"The financial planning association is a professional organization for financial planners. it provides educational meetings to the san diego members. in addition, members provide many services to the public including psa radio announcements, pro-bono planning services, subsidized meeting costs to college students, and others.","year":2024,"name":"FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO","phone":6195040142,"website":"WWW.FPASANDIEGO.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":2000,"state_legal_domicile":"CA","total_volunteers":null,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"PO BOX 880936, SAN DIEGO, CA, 92168, USA","city":"SAN DIEGO","state":"CA","country":"USA","zip_code":92168},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":85132,"Contributions":{"value":83241,"Other contributions":63312,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":19929},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1891,"Investment income total":1891,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":68121,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":42,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":42},"Other expenses":{"value":68079,"Management services":0,"Legal":0,"Accounting":2080,"Lobbying services":0,"Investment management fees":0,"Other services":1100,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":1632,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":55214,"SYMPOSIUM":22868,"OUTSIDE SERVICES":15300,"SOCIAL MIXERS EXPENSES":13200,"CREDIT CARD PROCESSING":3846},"All other expenses":8053},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":74742,"Non-interest bearing cash":74742,"Savings and temp cash investments":0,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":0,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":74742,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.1998191044495607,"percentile":0.7561097842349174},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":1.097194697670322,"percentile":0.44999685748058055},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.03669543756328921,"percentile":0.24986680575421538},"Asset Growth":{"score":0.05966211645185586,"percentile":0.562533030057247},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6186494568278498,"percentile":0.6589511243438753}},"source_xml":"202543189349308219_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}