Civic Intelligence

Financial Planning Association of LI Inc

990EZ • Fiscal year 2015 • EIN 11-3544100

Jan 01, 2015 to Dec 31, 2015 • Filed on May 23, 2016

Organization ProfileFPALI.ORG
1895 Lincoln AvenueEast Meadow, NY 11554

(516) 542-2004

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.00x

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-10%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-26%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$40,422

Down $13,881 (-26%) from 2014

Net Assets

Down

$40,422

Down $13,881 (-26%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin21st percentile

Revenue

Down

$135,994

Down $19,703 (-13%) from 2014

Expenses

Down

$149,875

Down $3,208 (-2.1%) from 2014

Net Income

Down

-$13,881

Down $16,495 (-631%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2010: $103,030Liabilities 2010: $0Net Assets 2010: $103,0302010Assets 2011: $74,703Liabilities 2011: $0Net Assets 2011: $74,7032011Assets 2012: $57,656Liabilities 2012: $0Net Assets 2012: $57,6562012Assets 2013: $51,689Liabilities 2013: $0Net Assets 2013: $51,6892013Assets 2014: $54,303Liabilities 2014: $0Net Assets 2014: $54,3032014Assets 2015: $40,422Liabilities 2015: $0Net Assets 2015: $40,4222015Assets 2016: $62,188Liabilities 2016: $0Net Assets 2016: $62,1882016Assets 2017: $63,614Liabilities 2017: $0Net Assets 2017: $63,6142017Assets 2018: $79,847Liabilities 2018: $0Net Assets 2018: $79,8472018Assets 2020: $50,584Liabilities 2020: $0Net Assets 2020: $50,5842020Assets 2021: $86,674Liabilities 2021: $0Net Assets 2021: $86,6742021Assets 2022: $74,320Liabilities 2022: $2,000Net Assets 2022: $72,3202022Assets 2023: $64,671Liabilities 2023: $0Net Assets 2023: $64,6712023Assets 2024: $47,871Liabilities 2024: $0Net Assets 2024: $47,8712024

Highlighted filing

2015

Assets$40,422
Liabilities$0
Net Assets$40,422
Open 2015 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $191,187Expenses 2010: $183,173Net Income 2010: $8,0142010Revenue 2011: $170,907Expenses 2011: $199,234Net Income 2011: -$28,3272011Revenue 2012: $156,492Expenses 2012: $173,539Net Income 2012: -$17,0472012Revenue 2013: $145,671Expenses 2013: $151,638Net Income 2013: -$5,9672013Revenue 2014: $155,697Expenses 2014: $153,083Net Income 2014: $2,6142014Revenue 2015: $135,994Expenses 2015: $149,875Net Income 2015: -$13,8812015Revenue 2016: $167,297Expenses 2016: $145,531Net Income 2016: $21,7662016Revenue 2017: $164,003Expenses 2017: $162,577Net Income 2017: $1,4262017Revenue 2018: $142,587Expenses 2018: $126,354Net Income 2018: $16,2332018Revenue 2020: $57,036Expenses 2020: $84,104Net Income 2020: -$27,0682020Revenue 2021: $91,442Expenses 2021: $55,352Net Income 2021: $36,0902021Revenue 2022: $76,176Expenses 2022: $90,530Net Income 2022: -$14,3542022Revenue 2023: $74,123Expenses 2023: $81,784Net Income 2023: -$7,6612023Revenue 2024: $66,476Expenses 2024: $83,276Net Income 2024: -$16,8002024

Highlighted filing

2015

Revenue$135,994
Expenses$149,875
Net Income-$13,881
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 23, 2016
Return Version
2015v2.1
Gross Receipts
$150,398
Mission and Program Overview

Mission

To promote the financial planning industry and to educate its members.

Program Services

DescriptionGrantsExpenses
SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$44,339
MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$19,364
GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING$0$14,404
OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$4,649
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH W FLEISCHMANChairpersonPT$0--
SCOTT SANDERSTreasurerPT$0--
CRAIG FERRANTINODirectorPT$0--
JOHN A BALDIDirector-$0--
LAWRENCE SANGIRARDIDirectorPT$0--
PAUL M SCHIFTERPresidentPT$0--
MICHELLE K BLAIRSecretaryPT$0--
SHAMIR HIRSCHDirector-$0--
CHRISTOPHER DANZERDirector-$0--
MICHAEL CUNEODirectorPT$0--
DANIEL G MAZZOLADirector-$0--
DIANE WILKIEDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$16,325$16,325$2,536$13,789
Total Events$16,325$16,325$14,404$1,921
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of Li Inc
EIN
11-3544100
Phone
5165422004
Address
1895 LINCOLN AVENUE, EAST MEADOW, NY 11554

Signing Officer

Name
Scott Sanders CPA
Title
Treasurer
Phone
5169385219
Signed
2016-05-23
Discuss with paid preparer
Yes

Preparer

Firm
Sanders Thaler Viola & Katz Llp
Address
350 JERICHO TURNPIKE SUITE 1, JERICHO, NY 11753
Preparer
Scott Sanders Cpapfscgmacfpcfs
Phone
5169385219
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 176.”

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

“Description: computer expense. Amount: 1,500. Description: supplies. Amount: 847. Description: dues & subscriptions. Amount: 45. Description: bank charges. Amount: 152. Description: merchant credit card fees. Amount: 3,650. Description: payroll service fees. Amount: 65. Description: insurance expense. Amount: 750. Description: conferences, conventions & meetings. Amount: 68,352. Description: interest expense. Amount: 20. Description: advertising & marketing. Amount: 3,397. Total to form 990-ez, line 16: 78,778.”

Raw XML Appendix189 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOSEPH W FLEISCHMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SCOTT SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CRAIG FERRANTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN A BALDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LAWRENCE SANGIRARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL M SCHIFTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHELLE K BLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SHAMIR HIRSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8CHRISTOPHER DANZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9MICHAEL CUNEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10DANIEL G MAZZOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DIANE WILKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRPERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt078778
IRS990EZ/OtherRevenueTotalAmt0176
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE FINANCIAL PLANNING INDUSTRY AND TO EDUCATE ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0110329
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SYMPOSIUM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt044339
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119364
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt214404
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt34649
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt062922
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt014404
IRS990EZ/SpecialEventsNetIncomeLossAmt01921
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0149875
IRS990EZ/TotalProgramServiceExpensesAmt082756
IRS990EZ/TotalRevenueAmt0135994
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FPALI.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01440
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01440
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt014404
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt05293
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05293
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt016325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016325
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt016325
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01921
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02536
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02536
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05135
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt05135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 176.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 1,500. DESCRIPTION: SUPPLIES. AMOUNT: 847. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 45. DESCRIPTION: BANK CHARGES. AMOUNT: 152. DESCRIPTION: MERCHANT CREDIT CARD FEES. AMOUNT: 3,650. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 65. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 750. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 68,352. DESCRIPTION: INTEREST EXPENSE. AMOUNT: 20. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 3,397. TOTAL TO FORM 990-EZ, LINE 16: 78,778.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SANDERS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05169385219
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF LI INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0113544100
ReturnHeader/Filer/PhoneNum05165422004
ReturnHeader/Filer/USAddress/AddressLine1Txt01895 LINCOLN AVENUE
ReturnHeader/Filer/USAddress/CityNm0EAST MEADOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011554
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271329764
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SANDERS THALER VIOLA & KATZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 JERICHO TURNPIKE SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JERICHO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011753
ReturnHeader/PreparerPersonGrp/PhoneNum05169385219
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT SANDERS CPAPFSCGMACFPCFS
ReturnHeader/ReturnTs02016-06-09T15:49:48-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,422
Liabilities
$0
Net assets
$40,422
Revenue
$135,994
Expenses
$149,875
Net income
-$13,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.48$0.00$0.48$0.66$0.83$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.74$0.82$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.02$0.72$0.76$0.91$0.14
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.91$0.55$0.36
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.57$0.84$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$1.43$1.26$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.64$0.00$0.64$1.64$1.63$0.01
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.62$0.00$0.62$1.67$1.46$0.22
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$1.36$1.50$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$1.56$1.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.46$1.52$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.00$0.58$1.56$1.74$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$1.71$1.99$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$1.91$1.83$0.08