Civic Intelligence

Financial Planning Society of Ma

EIN 04-3025064 • 501(c)3 • Westborough, MA

Profile

To educate the public about financial planning

PO Box 76Westborough, MA 01581

www.fpama.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2013

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

62nd percentile

9.1%

Higher net margin than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2012 to 2013

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Flat

$0

Flat from 2012

Liabilities

Down

$0

Down $8,228 (-100%) from 2012

Net Assets

Up

$0

Up $8,228 (+100%) from 2012

Revenue

$90,511

No earlier filing loaded for comparison.

Expenses

Down

$82,283

Down $73,760 (-47%) from 2012

Net Income

$8,228

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20K$10K$0-$10KAssets 2011: $18,029Liabilities 2011: $0Net Assets 2011: $18,0292011Assets 2012: $0Liabilities 2012: $8,228Net Assets 2012: -$8,2282012Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $124,664Expenses 2011: $134,381Net Income 2011: -$9,7172011Expenses 2012: $156,0432012Revenue 2013: $90,511Expenses 2013: $82,283Net Income 2013: $8,2282013

Highlighted filing

2013

Revenue$90,511
Expenses$82,283
Net Income$8,228

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits