Civic Intelligence

Advanced Planners Study Group

990EZ • Fiscal year 2020 • EIN 06-1747028

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileN/A
623 W 38th Street No 110Austin, TX 78705

(512) 478-2275

Siviq Scores

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

Liabilities / Assets

65th percentile

0.05x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

88th percentile

0.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-74%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-8.2%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-93%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$125,639

Down $11,262 (-8.2%) from 2019

Net Assets

Down

$119,639

Down $17,262 (-13%) from 2019

Liabilities

Up

$6,000

Up $6,000 from 2019

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin8th percentile

Revenue

Down

$15,169

Down $208,831 (-93%) from 2019

Expenses

Down

$26,431

Down $206,079 (-89%) from 2019

Net Income

Down

-$11,262

Down $2,752 (-32%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

2020

Assets$125,639
Liabilities$6,000
Net Assets$119,639
Open 2020 Filing

Operations Trend

Revenue Growth3rd percentile

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

2020

Revenue$15,169
Expenses$26,431
Net Income-$11,262
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$15,169
Mission and Program Overview

Mission

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

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

Program Services

DescriptionGrantsExpenses
ANNUAL INVESTMENT AND FINANCIAL PLANNING CONFERENCE$0$26,431
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL STUARTChairman-$0--
AMANDA PIPERVice-Chairman-$0--
PHILLIP RADEMACHERVice-Chairman-$0--
Filing and Contact Details

Filer

Filer Name
Advanced Planners Study Group
EIN
06-1747028
Phone
5124782275
Address
623 W 38TH STREET NO 110, AUSTIN, TX 78705

Signing Officer

Name
Carl Stuart
Title
President
Phone
5124782275
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Hagy & Associates Pc
Address
3818 SPICEWOOD SPRGS RD 201, AUSTIN, TX 78759-8940
Preparer
Janet C Hagy
Phone
5123463782
Supplemental Narrative

Additional Explanations

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

“Description: meeting expenses. Amount: 26431.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: due to chairman. Amount: -6000.”

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

“Description: due to chairman. Beg. Of year amount: 0. End of year amount: 6000.”

Raw XML Appendix111 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARL STUART
IRS990EZ/BooksInCareOfDetail/PhoneNum05124782275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0623 W 38TH STREET SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0AUSTIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd078705
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0136901
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125639
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11262
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0136901
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125639
IRS990EZ/GrossReceiptsAmt015169
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0136901
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0119639
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0136901
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0119639
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARL STUART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMANDA PIPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PHILLIP RADEMACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE-CHAIRMAN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-6000
IRS990EZ/OtherExpensesTotalAmt026431
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE A MEANS FOR CERTIFIED PLANNERS TO GATHER AND OBTAIN CURRENT INFORMATION FROM INDUSTRY EXPERTS.
IRS990EZ/ProgramServiceRevenueAmt015169
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ANNUAL INVESTMENT AND FINANCIAL PLANNING CONFERENCE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt026431
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06000
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt026431
IRS990EZ/TotalProgramServiceExpensesAmt026431
IRS990EZ/TotalRevenueAmt015169
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: MEETING EXPENSES. AMOUNT: 26431.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUE TO CHAIRMAN. AMOUNT: -6000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO CHAIRMAN. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05124782275
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCED PLANNERS STUDY GROUP
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0061747028
ReturnHeader/Filer/PhoneNum05124782275
ReturnHeader/Filer/USAddress/AddressLine1Txt0623 W 38TH STREET NO 110
ReturnHeader/Filer/USAddress/CityNm0AUSTIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078705
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742984027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAGY & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03818 SPICEWOOD SPRGS RD 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0787598940
ReturnHeader/PreparerPersonGrp/PhoneNum05123463782
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET C HAGY
ReturnHeader/ReturnTs02021-11-10T15:40:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CARL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STUART
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$125,639
Liabilities
$6,000
Net assets
$119,639
Revenue
$15,169
Expenses
$26,431
Net income
-$11,262
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits