Civic Intelligence

Advanced Planners Study Group

EIN 06-1747028 • 501(c)6 • Austin, TX

Profile

To provide a means for certified financial planners to gather and obtain current information from industry experts.

623 West 38th Street Suite 110Austin, TX 78705

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2025

Net Margin

95th percentile

50%

Higher net margin than 95% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2025

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.

501(c)6 • <$500k nonprofits • Source year 2025

Asset Growth

99th percentile

595%

Faster asset growth than 99% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

49%

Faster revenue growth than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$32,849

Down $63,080 (-66%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$32,849

Down $63,080 (-66%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin95th percentile

Revenue

Up

$264,124

Up $24,344 (+10%) from 2023

Expenses

Up

$327,204

Up $73,748 (+29%) from 2023

Net Income

Down

-$63,080

Down $49,404 (-361%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

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

$150K$100K$50K$0Assets 2010: $32,928Liabilities 2010: $0Net Assets 2010: $32,9282010Assets 2011: $32,930Liabilities 2011: $02011Assets 2012: $14,590Liabilities 2012: $02012Assets 2013: $43,829Liabilities 2013: $02013Assets 2014: $52,575Liabilities 2014: $0Net Assets 2014: $52,5752014Assets 2015: $90,483Liabilities 2015: $0Net Assets 2015: $90,4832015Assets 2016: $22,141Liabilities 2016: $0Net Assets 2016: $22,1412016Assets 2018: $145,411Liabilities 2018: $0Net Assets 2018: $145,4112018Assets 2019: $136,901Liabilities 2019: $0Net Assets 2019: $136,9012019Assets 2020: $125,639Liabilities 2020: $6,000Net Assets 2020: $119,6392020Assets 2021: $136,108Liabilities 2021: $0Net Assets 2021: $136,1082021Assets 2022: $109,605Liabilities 2022: $0Net Assets 2022: $109,6052022Assets 2023: $95,929Liabilities 2023: $0Net Assets 2023: $95,9292023Assets 2024: $32,849Liabilities 2024: $0Net Assets 2024: $32,8492024

Highlighted filing

2024

Assets$32,849
Liabilities$0
Net Assets$32,849
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $70,044Expenses 2010: $64,639Net Income 2010: $5,4052010Revenue 2011: $60,000Expenses 2011: $59,998Net Income 2011: $22011Revenue 2012: $70,000Expenses 2012: $88,340Net Income 2012: -$18,3402012Revenue 2013: $91,000Expenses 2013: $61,761Net Income 2013: $29,2392013Revenue 2014: $84,000Expenses 2014: $75,254Net Income 2014: $8,7462014Revenue 2015: $140,150Expenses 2015: $102,242Net Income 2015: $37,9082015Revenue 2016: $150,000Expenses 2016: $218,342Net Income 2016: -$68,3422016Revenue 2018: $195,000Expenses 2018: $99,835Net Income 2018: $95,1652018Revenue 2019: $224,000Expenses 2019: $232,510Net Income 2019: -$8,5102019Revenue 2020: $15,169Expenses 2020: $26,431Net Income 2020: -$11,2622020Revenue 2021: $182,000Expenses 2021: $171,531Net Income 2021: $10,4692021Revenue 2022: $282,496Expenses 2022: $308,999Net Income 2022: -$26,5032022Revenue 2023: $239,780Expenses 2023: $253,456Net Income 2023: -$13,6762023Revenue 2024: $264,124Expenses 2024: $327,204Net Income 2024: -$63,0802024

Highlighted filing

2024

Revenue$264,124
Expenses$327,204
Net Income-$63,080
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,849
Liabilities
$0
Net assets
$32,849
Revenue
$264,124
Expenses
$327,204
Net income
-$63,080
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$2.64$3.27$0.63
2023Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.40$2.53$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.82$3.09$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$1.82$1.72$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.06$1.20$0.15$0.26$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$2.24$2.33$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$1.95$1.00$0.95
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.00$0.22$1.50$2.18$0.68
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.40$1.02$0.38
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.53$0.00$0.53$0.84$0.75$0.09
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.91$0.62$0.29
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.70$0.88$0.18
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.60$0.60$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.70$0.65$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$264,124
Mission and Program Overview

Mission

To provide a means for certified planners to gather and obtain current information from industry experts

To provide a means for certified planners to gather current information from industry experts.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$95,929$32,849▼ $63,080
Total Assets$95,929$32,849▼ $63,080
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$95,929$32,849▼ $63,080
Total Net Assets Fund Balance$95,929$32,849▼ $63,080
Total Liabilities and Net Assets / Fund Balance$95,929$32,849▼ $63,080
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Carl W StuartChairman
Amanda PiperVice-chairman
Phillip RademacherVice-chairman
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$261,213
Investment Income
$2,911
Other Revenue
$0
Change in Net Assets
$-63,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$327,204
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$326,379--$326,379
Fees for Services Accounting-$825-$825
Total Functional Expenses$326,379$825$0$327,204
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The governing body reviews the filing before authorizing its filing.”

Form 990, Part VI, Section C, Line 19

“Tax filings and financial documentation available for disclosure upon request to the chairman of the associtaion.”

Filing and Contact Details

Filer

Filer Name
Advanced Planners Study Group
EIN
06-1747028
Phone
5124782275
Address
623 WEST 38TH STREET SUITE 110, AUSTIN, TX 78705

Signing Officer

Name
Carl W Stuart
Title
Chairman
Phone
5124782275
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl W Stuart
Formed
2004
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Schriber & Associates Pllc
Address
4315 GUADALUPE STREET SUITE 200, AUSTIN, TX 78751-3644
Preparer
Sam J Cockburn CPA
Phone
5124748900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Bank service charges: program service expenses 40. Management and general expenses 0. Fundraising expenses 0. Total expenses 40. Meeting expenses: program service expenses 326,339. Management and general expenses 0. Fundraising expenses 0. Total expenses 326,339.”

Raw XML Appendix244 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.

Path#Value
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IRS990/BooksInCareOfDetail/PhoneNum05124782275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0623 WEST 38TH STREET SUITE 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
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IRS990/Form990PartVIISectionAGrp/PersonNm1AMANDA PIPER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE-CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0264124
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt02911
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02911
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
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IRS990/NetAssetsOrFundBalancesBOYAmt095929
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IRS990/NondeductibleContributionsInd00
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYTotalRevenueAmt0239780
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IRS990/RelatedEntityInd00
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IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0264124
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GOVERNING BODY REVIEWS THE FILING BEFORE AUTHORIZING ITS FILING.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-30
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ReturnHeader/ReturnTs02025-05-05T10:27:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits