Civic Intelligence

Financial Therapy Association

990EZ • Fiscal year 2018 • EIN 01-0936349

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

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

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

19th percentile

-23%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Flat

$10,561

Flat from 2018

Net Assets

Flat

$9,207

Flat from 2018

Liabilities

Flat

$1,354

Flat from 2018

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin50th percentile

Revenue

Flat

$34,214

Flat from 2018

Expenses

Flat

$33,122

Flat from 2018

Net Income

Flat

$1,092

Flat from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th 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 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

2018

Assets$10,561
Liabilities$1,354
Net Assets$9,207
Open 2018 Filing

Operations Trend

Revenue Growth25th 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 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

2018

Revenue$34,214
Expenses$33,122
Net Income$1,092
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Gross Receipts
$34,214
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$0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED COMNBSBoard Member-$0--
JOSH HARRISBoard Member-$0--
SARAH ASEBEDO PHD CFPPresident-$0--
MEGHAAN LURTZPresident Elect-$0--
MEGAN FORDPast President-$0--
BRUCE ROSSTreasurer-$0--
ALLY DEGRAFF PARTIAL YEARSecretary-$0--
MEGAN MCCOY PARTIAL YEARSecretary-$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
Meghaan Lurtz
Title
President Elect
Phone
6097994900
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Whitley Penn Llp
Address
640 TAYLOR STREET SUITE 2200, FT WORTH, TX 76102
Preparer
Curtis Maxfield
Phone
8172599100
Supplemental Narrative

Additional Explanations

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

“Description: business registration fees. Amount: 1,468. Description: information technology. Amount: 6,365. Description: membership and conference fees. Amount: 251. Description: merchant account fees. Amount: 1,944. Description: supplies. Amount: 125. Total to form 990-ez, line 16: 10,153.”

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

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

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

“Description: accounts payable. Beg. Of year amount: 5,583. End of year amount: 156. Description: deferred revenue. Beg. Of year amount: 0. End of year amount: 1,198.”

Raw XML Appendix193 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/TitleTxt4PAST PRESIDENT
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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: BUSINESS REGISTRATION FEES. AMOUNT: 1,468. DESCRIPTION: INFORMATION TECHNOLOGY. AMOUNT: 6,365. DESCRIPTION: MEMBERSHIP AND CONFERENCE FEES. AMOUNT: 251. DESCRIPTION: MERCHANT ACCOUNT FEES. AMOUNT: 1,944. DESCRIPTION: SUPPLIES. AMOUNT: 125. TOTAL TO FORM 990-EZ, LINE 16: 10,153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 9,100. END OF YEAR AMOUNT: 0.
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ReturnHeader/ReturnTs02019-04-26T12:35:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,561
Liabilities
$1,354
Net assets
$9,207
Revenue
$34,214
Expenses
$33,122
Net income
$1,092
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
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.01$0.09$0.34$0.33$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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