Civic Intelligence

Advanced Planners Study Group

990EZ • Fiscal year 2010 • EIN 06-1747028

Jan 01, 2010 to Dec 31, 2010 • Filed on Sep 08, 2011

1301 S Mopac Expressway Ste 300 No30078746
Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Liabilities / Revenue

41st percentile

0.00x

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

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Net Margin

64th percentile

7.7%

Higher net margin than 64% of similar nonprofits.

2010 filings • 501(c)6 • <$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Assets

$32,928

No earlier filing loaded for comparison.

Net Assets

$32,928

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$70,044

No earlier filing loaded for comparison.

Expenses

$64,639

No earlier filing loaded for comparison.

Net Income

$5,405

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2010

Assets$32,928
Liabilities$0
Net Assets$32,928

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2010

Revenue$70,044
Expenses$64,639
Net Income$5,405
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Sep 8, 2011
Return Version
2010v3.4
Mission and Program Overview

Mission

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

Filing and Contact Details

Filer

EIN
06-1747028
Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRpt00
IRS990EZ/CashSavingsAndInvestments/BOY027523
IRS990EZ/CashSavingsAndInvestments/EOY032928
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear05405
IRS990EZ/FeesAndOthPymtToIndContractors0629
IRS990EZ/ForeignFinancialAccount00
IRS990EZ/ForeignOffice00
IRS990EZ/GrossReceipts070044
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InfoInScheduleOPartV0X
IRS990EZ/InvestmentIncome026
IRS990EZ/MadeChangesToOrgnzngEtcDoc00
IRS990EZ/MadeLoansToFromOfficers00
IRS990EZ/MaintainAnyDonorAdvisedFunds00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY027523
IRS990EZ/NetAssetsOrFundBalancesBOY027523
IRS990EZ/NetAssetsOrFundBalances/EOY032928
IRS990EZ/NetAssetsOrFundBalancesEOY032928
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine101301 S MOPAC EXPRESSWAY 300
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine111301 S MOPAC EXPRESSWAY 300
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1AUSTIN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1TX
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode078746
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode178746
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition00.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0CARL STUART
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1ROBERT BJORK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1SECRETARY
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal064010
IRS990EZ/OtherRevenueTotal018
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE A MEANS FOR CERTIFIED FINANCIAL PLANNERS TO GATHER AND OBTAIN CURRENT INFORMATION FROM INDUSTRY EXPERTS.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0ANNUAL INVESTMENT AND FINANCIAL PLANNING CONFERENCE
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses00
IRS990EZ/ProgramServiceRevenue070000
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0TX
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101301 S MOPAC EXPRESSWAY SUITE 300
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0AUSTIN
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0TX
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode078746
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CARL STUART
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05124782275
IRS990EZ/TotalAssets/BOY027523
IRS990EZ/TotalAssets/EOY032928
IRS990EZ/TotalExpenses064639
IRS990EZ/TotalRevenue070044
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/WebSite0N/A
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST 26..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: REFUNDED BANK CHARGES. AMOUNT: 18.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: MEETING EXPENSES. AMOUNT: 64010.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OTHER REVENUE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE 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.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0061747028
ReturnHeader/Filer/Name/BusinessNameLine10ADVANCED PLANNERS STUDY GROUP
ReturnHeader/Filer/NameControl0ADVA
ReturnHeader/Filer/Phone05124782275
ReturnHeader/Filer/USAddress/AddressLine101301 S MOPAC EXPRESSWAY STE 300 NO
ReturnHeader/Filer/USAddress/AddressLine20300
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078746
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02011-09-08
ReturnHeader/Officer/Name0CARL STUART
ReturnHeader/Officer/Phone05124782275
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HAGY & ASSOCIATES PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103818 SPICEWOOD SPRGS RD 201
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AUSTIN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0787598940
ReturnHeader/Preparer/Name0JANET C HAGY
ReturnHeader/Preparer/Phone05123463782
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-09-14T13:24:34-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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