Civic Intelligence

Financial Therapy Association

990EZ • Fiscal year 2017 • EIN 01-0936349

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

Organization ProfileWWW.FINANCIALTHERAPYASSOCIATION.ORG
191 Clarksville RoadPrinceton Junction, NJ 08550

(609) 799-4900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

88th percentile

0.41x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

62nd percentile

9.6%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

96th percentile

233%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

17th percentile

-29%

Faster revenue growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$13,698

Up $9,583 (+233%) from 2016

Net Assets

$8,115

No earlier filing loaded for comparison.

Liabilities

Up

$5,583

Up $5,583 from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin62nd percentile

Revenue

Down

$41,825

Down $17,134 (-29%) from 2016

Expenses

Down

$37,825

Down $22,099 (-37%) from 2016

Net Income

Up

$4,000

Up $4,965 (+515%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0-$100KAssets 2016: $4,115Liabilities 2016: $02016Assets 2017: $13,698Liabilities 2017: $5,583Net Assets 2017: $8,1152017Assets 2018: $10,561Liabilities 2018: $1,354Net Assets 2018: $9,2072018Assets 2019: $41,882Liabilities 2019: $488Net Assets 2019: $41,3942019Assets 2020: $103,013Liabilities 2020: $8,576Net Assets 2020: $94,4372020Assets 2021: $155,778Liabilities 2021: $14,100Net Assets 2021: $141,6782021Assets 2022: $156,489Liabilities 2022: -$4,000Net Assets 2022: $160,4892022Assets 2023: $234,745Liabilities 2023: $25,228Net Assets 2023: $209,5172023Assets 2024: $283,110Liabilities 2024: $250Net Assets 2024: $282,8602024

Highlighted filing

2017

Assets$13,698
Liabilities$5,583
Net Assets$8,115
Open 2017 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $58,959Expenses 2016: $59,924Net Income 2016: -$9652016Revenue 2017: $41,825Expenses 2017: $37,825Net Income 2017: $4,0002017Revenue 2018: $34,214Expenses 2018: $33,122Net Income 2018: $1,0922018Revenue 2019: $123,714Expenses 2019: $91,527Net Income 2019: $32,1872019Revenue 2020: $115,700Expenses 2020: $62,657Net Income 2020: $53,0432020Revenue 2021: $140,942Expenses 2021: $93,701Net Income 2021: $47,2412021Revenue 2022: $209,950Expenses 2022: $191,139Net Income 2022: $18,8112022Revenue 2023: $229,139Expenses 2023: $180,111Net Income 2023: $49,0282023Revenue 2024: $267,466Expenses 2024: $192,923Net Income 2024: $74,5432024

Highlighted filing

2017

Revenue$41,825
Expenses$37,825
Net Income$4,000
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.2
Gross Receipts
$41,825
Mission and Program Overview

Mission

The financial therapy association (fta) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well being the fta exists to unite professionals from multiple disciplinary backgrounds to foster the financial therapy profession, disseminate cutting edge research, best practices, and training that enhance client quality of life, and shape public policy and practice management standards within financial therapy

The financial therapy association (fta) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being. The fta exists to unite professionals from multiple disciplinary backgrounds to foster the financial therapy profession, disseminate cutting edge research, best practices, and training that enhance client quality of life, and shape public policy and practice management standards within financial therapy.

Program Services

DescriptionGrantsExpenses
UNIFICATION OF PROFESSIONALS FROM MULTIPLE DISCIPLINARY BACKGROUNDS TO FOSTER THE FINANCIAL THERAPY PROFESSION, DISSEMINATE CUTTING EDGE RESEARCH, BEST PRACTICES, AND TRAINING THAT ENHANCE CLIENT QUALITY OF LIFE, AND SHAPE PUBLIC POLICY AND PRACTICE MANAGEMENT STANDARDS WITHIN FINANCIAL THERAPY.$0$35,310
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN GRABLEAcademic, Financial-$0--
RICK KAHLERPractitioner, Financial-$0--
ED COAMBSPractitioner, Financial-$0--
ED KIZERPractitioner, Mental Health-$0--
MAGGIE BAKER PARTIAL YEARPractitioner, Mental Health-$0--
MEGHAAN LURTZPractitioner, Financial-$0--
MEGAN FORDPresident-$0--
SARAH ASEBEDO PHD CFPPresident Elect-$0--
KRISTY ARCHULETAPast President-$0--
DEREK LAWSONTreasurer-$0--
ALLY DEGRAFFSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Financial Therapy Association
EIN
01-0936349
Phone
6097994900
Address
191 CLARKSVILLE ROAD, PRINCETON JUNCTION, NJ 08550

Signing Officer

Name
Sarah Asebedo Phd Cfp
Title
President Elect
Phone
6097994900
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
1400 WEST 7TH STREET STE 400, FT WORTH, TX 76102
Preparer
Curtis Maxfield
Phone
8172599100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: books, subscriptions, reference. Amount: 125. Description: business registration fees. Amount: 149. Description: information technology. Amount: 5,173. Description: insurance. Amount: 423. Description: membership and conference fees. Amount: 1,769. Description: merchant account fees. Amount: 1,943. Description: supplies. Amount: 160. Description: travel. Amount: 2,325. Total to form 990-ez, line 16: 12,067.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 9,100.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: accounts payable. Beg. Of year amount: 0. End of year amount: 5,583.”

Raw XML Appendix207 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRACTITIONER, FINANCIAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRACTITIONER, FINANCIAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRACTITIONER, MENTAL HEALTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRACTITIONER, MENTAL HEALTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRACTITIONER, FINANCIAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PRESIDENT ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
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IRS990EZ/PrimaryExemptPurposeTxt0THE FINANCIAL THERAPY ASSOCIATION (FTA) IS AN ORGANIZATION COMPRISED OF PROFESSIONALS DEDICATED TO THE INTEGRATION OF COGNITIVE, EMOTIONAL, BEHAVIORAL, RELATIONAL, AND FINANCIAL ASPECTS OF WELL-BEING. THE FTA EXISTS TO UNITE PROFESSIONALS FROM MULTIPLE DISCIPLINARY BACKGROUNDS TO FOSTER THE FINANCIAL THERAPY PROFESSION, DISSEMINATE CUTTING EDGE RESEARCH, BEST PRACTICES, AND TRAINING THAT ENHANCE CLIENT QUALITY OF LIFE, AND SHAPE PUBLIC POLICY AND PRACTICE MANAGEMENT STANDARDS WITHIN FINANCIAL THERAPY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BOOKS, SUBSCRIPTIONS, REFERENCE. AMOUNT: 125. DESCRIPTION: BUSINESS REGISTRATION FEES. AMOUNT: 149. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 5,173. DESCRIPTION: INSURANCE. AMOUNT: 423. DESCRIPTION: MEMBERSHIP AND CONFERENCE FEES. AMOUNT: 1,769. DESCRIPTION: MERCHANT ACCOUNT FEES. AMOUNT: 1,943. DESCRIPTION: SUPPLIES. AMOUNT: 160. DESCRIPTION: TRAVEL. AMOUNT: 2,325. TOTAL TO FORM 990-EZ, LINE 16: 12,067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 9,100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,583.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/Filer/PhoneNum06097994900
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FT WORTH
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ReturnHeader/PreparerPersonGrp/PhoneNum08172599100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CURTIS MAXFIELD
ReturnHeader/ReturnTs02018-05-14T16:51:28-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,698
Liabilities
$5,583
Net assets
$8,115
Revenue
$41,825
Expenses
$37,825
Net income
$4,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$2.67$1.93$0.75
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.25$2.10$2.29$1.80$0.49
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.04$1.60$2.10$1.91$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.14$1.42$1.41$0.94$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.09$0.94$1.16$0.63$0.53
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.42$0.00$0.41$1.24$0.92$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.09$0.34$0.33$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.06$0.08$0.42$0.38$0.04
2016Summary only. Only limited summary data is available for this year.$0.04$0.00$0.59$0.60$0.01