Silicon Valley Chapter of the Financial Planning Association
Nonprofit profile at a glance
- EIN
- 770381724
- IRS 990-EZ coverage
- 2011–2025
- Forms available
- Form 990-EZ 2025
- Location
- Santa Clara, CA, USA
- Phone
- 8778082699
- Rating confidence
- Limited
Reported finances
- Revenue
- $34,677
- Expenses
- $48,578
- Assets
- $10,535
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
8 people listed
Executive titles in this filing
- Kerry Wooden (President)
- Kate Davalos (President-Elect)
People named in this filing
- Tonia Forbus (Executive Dir.)
- Kerry Wooden (President)
- Rhonda Staelgraeve (Director)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To enhance public awareness of the value of the financial planning process and to promote professional growth through education, networking and mentoring.
What it reported doing in 2025
The organization continues to assist new planners in the business with opportunities for networking and mentoring through its career development programs.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 12
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -40.1%; rating input score 14; 14th percentile among comparable filings
- Total-asset coverage ratio: 0.22; rating input score 19; 19th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 64.8%; rating input score 2; 2nd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: -4% per year; rating input score 0; 36th percentile among comparable filings
- Asset growth: -3.7% per year; rating input score 0; 27th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments
- Leadership: top reported pay $0 · 8 people listed
- Consistency: 5 of 5 current checks pass
- Schedules: 1 filed schedules
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 14/100.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 19/100.
- High — Sustainability: Officer compensation ratio scored 2/100.