Financial Planning Association, Fpa Of The East Bay in Walnut Creek, California (CA)

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Financial Planning Association, Fpa Of The East Bay
Employer Identification Number (EIN)581311876
Name of OrganizationFinancial Planning Association
Secondary NameFpa Of The East Bay
In Care of NameKrysta Patterson
Address1931 San Miguel Drive, Walnut Creek, CA 94596-5357
ActivitiesBusiness promotion (chamber of commerce, business league, etc.), Professional association
SubsectionBusiness League
Ruling Date03/1978
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2014
Assets$25,000 to $99,999
Income$25,000 to $99,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$78,657
Amount of Income$84,569
Form 990 Revenue Amount$84,569


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Financial snapshot ($)

Revenue for 2013

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$75,788$85,634$85,795
Contributions, gifts, grants, and similar amounts received$0$0$8,230
Program service revenue including government fees and contracts$75,785$85,628$77,560
Membership dues and assessments$0$0$0
Investment income$3$6$5
Gain/Loss from sale of assets other than inventory$0$0$0
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$71,620$83,702$89,901
Total net assets$80,866$83,809$79,703
Excess/Deficit for the year$4,168$1,932$-4,106
Net assets or fund balances at beginning of year$76,698$81,877$83,809
Other changes in net assets or fund balances$0$0$0
Net assets or fund balances at end of year$82,798$79,703
Balance Sheets
201120122013
Total assets$80,866$83,809$79,703
Total liabilities$0$0$0
Net assets or fund balances$80,866$83,809$79,703
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
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?NoNo
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?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:Not provided
Number of organizations supported0
Sum of amounts of support$0
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IdNameAddressStateEstablishedTotal Income
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2Financial Benefits Credit Union1528 Webster St, Alameda, CA 94501-3340CA1961-06$987,156
3Financial Counselors Of America12501 Chandler Blvd 206, Valley Village, CA 91607-1941CA1993-03$36,840
4Financial Executives International1215 K Street Ste 1400, Sacramento, CA 95814CA1948-10$41,360
5Financial Executives International, Los Angeles Chapter2118 Wilshire Blvd Ste 252, Santa Monica, CA 90403-5704CA1948-10$135,334
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7Financial Executives International, San Diego ChapterPO BOX 13054, La Jolla, CA 92039-3054CA1969-12$137,523
8Financial Executives International, San Francisco Bay Area Chapter118 Bates Ct, Orinda, CA 94563-2902CA1964-05$87,273
9Financial Executives International, Silicon Valley Chapter1583 Sundown Ln, San Jose, CA 95127-4657CA1948-10$311,923
10Financial Lawyers Conference10850 Wilshire Blvd Ste 400, Los Angeles, CA 90024-4316CA1975-05$223,946
11Financial Planning Association, Fpa Of The East Bay1931 San Miguel Drive, Walnut Creek, CA 94596-5357CA1978-03$84,569
12Financial Planning Association, Fpa Of Los Angeles210 N Glenoaks Blvd Ste C, Burbank, CA 91502-1255CA2000-09$68,816
13Financial Planning Association, Fpa Of Silicon Valley809-B Cuesta Dr 2127, Mountain View, CA 94040CA2000-09$65,374
14Financial Planning Association, Fpa Of Orange County2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599CA2000-09$155,886
15Financial Planning Association, Fpa Of San Diego8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673CA1978-03$118,780
16Financial Planning Association, Fpa Of San Fransisco9630 Bruceville Rd 106-149, Elk Grove, CA 95757-5512CA1978-03$136,775
17Financial Planning Forum Inc767 Brannan Pl, Concord, CA 94518-2204CA2005-07$33,290
18Financial Planning Ministry2010 Main St Ste 100, Irvine, CA 92614-7265CA1992-05$1,308,962
19Financial Women International, Ca-Orange County3300 Irvine Ave Ste 270, Newport Beach, CA 92660-3111CA1982-04$40,547
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20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralFinancial Planning Association, Financial Planning Association Of Southern Colorado1755 Telstar Drive Suite 501, Colorado Springs, CO 80920CO2000-09$9,329,458
SubordinateFinancial Planning Association, Fpa Of Minnesota3900 Main St Ne, Columbia Hts, MN 55421-3757MN2000-09$546,175
SubordinateFinancial Planning Association, Fpa Of The National Capital Area12816 Tewksbury Dr, Herndon, VA 20171-2427VA2000-09$331,273
SubordinateFinancial Planning Association, Fpa Of Dallas-Fort WorthPO BOX 261750, Plano, TX 75026-1750TX2000-09$233,886
SubordinateFinancial Planning Association, Fpa Of New Jersey551 Valley Road Ste 358, Upper Montclair, NJ 07043-1832NJ2000-09$217,474
SubordinateFinancial Planning Association, Fpa Of Illinois5250 Grand Ave, Gurnee, IL 60031-1877IL2000-09$205,375
SubordinateFinancial Planning Association, Fpa Of New York551 Valley Rd Ste 358, Upper Montclair, NJ 07043-1832NJ2000-09$183,626
SubordinateFinancial Planning Association, Fpa Of ColoradoPO BOX 21086, Denver, CO 80221-0086CO2000-09$168,169
SubordinateFinancial Planning Association, Fpa Of The Philadelphia Tri-State APO BOX 38, Fairless Hls, PA 19030-0038PA2000-09$163,651
SubordinateFinancial Planning Association, Fpa Of Houston15114 Mountain Creek Trl, Frisco, TX 75035-7408TX2000-09$159,741
SubordinateFinancial Planning Association, Fpa Of Orange County2549 Eastbluff Dr Ste B, Newport Beach, CA 92660-3599CA2000-09$155,886
SubordinateFinancial Planning Association, Fpa Of Oregon & Sw WashingtonPO BOX 2126, Salem, OR 97308-2126OR2000-09$155,065
SubordinateFinancial Planning Association, Fpa Of Long Island1895 Lincoln Ave, East Meadow, NY 11554-2522NY2000-09$145,671
SubordinateFinancial Planning Association, Fpa Of Miami1821 Hillandale Rd, Durham, NC 27705-2659NC2000-09$143,439
SubordinateFinancial Planning Association, Fpa Of Michigan20100 Outer Dr, Dearborn, MI 48124-2647MI1978-03$141,082
SubordinateFinacial Planning Association, Fpa Of Greater Kansas City825 S Kansas Avenue, Topeka, KS 66612-1233KS2000-09$136,941
SubordinateFinancial Planning Association, Fpa Of San Fransisco9630 Bruceville Rd 106-149, Elk Grove, CA 95757-5512CA1978-03$136,775
SubordinateFinancial Planning Association, Fpa Of MassachusettsPO BOX 76, Westborough, MA 01581-0076MA2000-09$136,171
SubordinateFinancial Planning Association, Fpa Of Georgia3227 S Cherokee Ln Ste 1320, Woodstock, GA 30188-7013GA2000-09$124,233
SubordinateFinancial Planning Association, Fpa Of San Diego8889 Rio San Diego Dr Ste 202, San Diego, CA 92108-1673CA1978-03$118,780
Number of affiliated organizations
Alabama1
Arkansas1
Arizona2
California14
Colorado3
Connecticut4
Florida9
Georgia1
Hawaii2
Iowa3
Illinois1
Indiana2
Kansas2
Kentucky1
Louisiana3
Massachusetts1
Maryland1
Michigan1
Minnesota1
Missouri1
Mississippi1
North Carolina4
Nebraska1
New Hampshire1
New Jersey2
New Mexico1
Nevada2
New York8
Ohio5
Oklahoma2
Oregon2
Pennsylvania3
Rhode Island1
South Carolina1
Tennessee3
Texas4
Utah1
Virginia3
Washington2
Wisconsin2
Total103

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