FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO (EIN 581311878) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2000

Legal Domicile

Phone

6195040142

Tax Period

2023-01-01 to 2023-12-31

FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO, founded in 2000, is a micro nonprofit that reported $75K in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $64K left a modest 14% surplus.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $74,313

Program Service Revenue $0

Investment Income $242

Other Revenue $0

TOTAL REVENUE $74,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,909

Fundraising Expenses $0

Other Expenses $52,121

TOTAL EXPENSES $64,030

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,555	$50,420	+0.5%
Expenses	$64,030	$68,703	-0.1%
Net Income	$10,525	$-18,283	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM HOLLIDAY	BOARD CHAIR	1.00	Director	$0	$0	$0
ART DICKER	BOARD CHAIR	1.00	Director	$0	$0	$0
AARON WIEGMAN	BOARD CHAIR	1.00	Director	$0	$0	$0
CIANO VILLAQUIRAN	BOARD CHAIR	1.00	Director	$0	$0	$0
AUBREY BROWN	BOARD CHAIR	1.00	Director	$0	$0	$0
CHERYL COUSINO	BOARD CHAIR	1.00	Director	$0	$0	$0
MARK HALBY	BOARD CHAIR	1.00	Director	$0	$0	$0
BRIAN TRAVIS	President	10.00	Officer	$0	$0	$0
AMANDA KEITH	Treasurer	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$74,555	$64,030	$61,731	$10,525
2022	$50,420	$68,703	$47,206	$-18,283
2021	$37,755	$42,237	$65,489	$-4,482
2020	$54,787	$31,774	$69,971	$23,013
2019	$66,126	$93,525	$46,958	$-27,399
2018	$79,655	$49,475	$74,357	$30,180

FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO