Civic Intelligence

Financial Therapy Association

990EZ • Fiscal year 2019 • EIN 01-0936349

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 05, 2020

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

96th percentile

297%

Faster asset growth than 96% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

97th percentile

262%

Faster revenue growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$41,882

Up $31,321 (+297%) from 2018

Net Assets

Up

$41,394

Up $32,187 (+350%) from 2018

Liabilities

Down

$488

Down $866 (-64%) from 2018

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin81st percentile

Revenue

Up

$123,714

Up $89,500 (+262%) from 2018

Expenses

Up

$91,527

Up $58,405 (+176%) from 2018

Net Income

Up

$32,187

Up $31,095 (+2848%) from 2018

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

2019

Assets$41,882
Liabilities$488
Net Assets$41,394
Open 2019 Filing

Operations Trend

Revenue Growth97th 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

2019

Revenue$123,714
Expenses$91,527
Net Income$32,187
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 5, 2020
Return Version
2019v5.0
Gross Receipts
$123,714
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 Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ED COAMBSBoard Member-$0--
SARAH SWANTNERBoard Member-$0--
PRESTON CHERRYBoard Member-$0--
ELAINE GROGAN LUTTRULLBoard Member-$0--
NATASHA KNOXBoard Member-$0--
NATHAN ASTLEStudent Board Member-$0--
SARAH ASEBEDO PHD CFPPast PresidentPT$0--
MEGHAAN LURTZPresidentPT$0--
BRUCE ROSSPresident-ElectPT$0--
MEGAN MCCOYSecretaryPT$0--
JOSH HARRISTreasurerPT$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
Donald Bruce Ross
Title
President Elect
Phone
6097994900
Signed
2020-02-05
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: 26. Description: information technology. Amount: 6,743. Description: membership and conference fees. Amount: 39,164. Description: merchant account fees. Amount: 5,034. Description: travel. Amount: 4,471. Description: legal fees. Amount: 6,949. Description: marketing. Amount: 33. Description: insurance. Amount: 3,629. Total to form 990-ez, line 16: 66,049.”

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

“Description: accounts payable. Beg. Of year amount: 156. End of year amount: 488. Description: deferred revenue. Beg. Of year amount: 1,198. End of year amount: 0.”

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/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/ExplanationTxt1DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 156. END OF YEAR AMOUNT: 488. DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 1,198. END OF YEAR AMOUNT: 0.
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ReturnHeader/ReturnTs02020-03-19T11:27:10-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,882
Liabilities
$488
Net assets
$41,394
Revenue
$123,714
Expenses
$91,527
Net income
$32,187
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
2019Detailed filing. Detailed filing data is available for this year.$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
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