SAN DIEGO, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
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.
Financial Planning Association provides educational meetings to the San Diego members. In addition, members provide many services to the public including PSA radio announcements, pro-bono planning...
Financial Planning Association 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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO with other nonprofits in California and across the country.