Civic Intelligence

Financial Planning Association of LI Inc

990EZ • Fiscal year 2017 • EIN 11-3544100

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 28, 2018

Organization ProfileFPALI.ORG
200 Motor Parkway No A-5Hauppauge, NY 11788

(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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

45th percentile

0.9%

Higher net margin than 45% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

2.3%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

43rd percentile

-2.0%

Faster revenue growth than 43% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$63,614

Up $1,426 (+2.3%) from 2016

Net Assets

Up

$63,614

Up $1,426 (+2.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin45th percentile

Revenue

Down

$164,003

Down $3,294 (-2.0%) from 2016

Expenses

Up

$162,577

Up $17,046 (+12%) from 2016

Net Income

Down

$1,426

Down $20,340 (-93%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2017

Assets$63,614
Liabilities$0
Net Assets$63,614
Open 2017 Filing

Operations Trend

Revenue Growth43rd 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

2017

Revenue$164,003
Expenses$162,577
Net Income$1,426
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 28, 2018
Return Version
2017v2.3
Gross Receipts
$176,188
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$55,043
MONTHLY PROGRAM EXPENDITURES TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$24,993
OTHER CONFERENCES AND MEETINGS TO PROMOTE INDUSTRY AND TO EDUCATE MEMBERS$0$11,724
GOLF OUTING EXPENDITURES FOR NETWORKING EVENT FOR MEMBERS TO PROMOTE FINANCIAL PLANNING$0$2,540
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT SANDERSTreasurerPT$0--
CRAIG FERRANTINOPresidentPT$0--
JOHN A BALDIDirectorPT$0--
LAWRENCE SANGIRARDIDirectorPT$0--
PAUL M SCHIFTERChairmanPT$0--
MICHELLE K BLAIRSecretaryPT$0--
DANIEL G MAZZOLADirectorPT$0--
STEPHEN CONROYDirectorPT$0--
MARK BADAMIDirectorPT$0--
BRYAN TRUGMANDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$14,725$14,725$1,752$12,973
Total Events$14,725$14,725$12,185$2,540
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of Li Inc
EIN
11-3544100
Phone
5165422004
Address
200 MOTOR PARKWAY NO A-5, HAUPPAUGE, NY 11788

Signing Officer

Name
Scott Sanders CPA
Title
Treasurer
Phone
5163643390
Signed
2018-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Gettry Marcus CPA Pc
Address
88 FROEHLICH FARM BLVD 3RD FLOOR, WOODBURY, NY 11797
Preparer
Scott Sanderscpa
Phone
5163643390
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 210.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 3,564. Description: other expenses. Amount: 5,708. Total to form 990-ez, line 14: 9,272.”

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

“Description: supplies. Amount: 751. Description: dues & subscriptions. Amount: 295. Description: merchant credit card fees. Amount: 4,326. Description: payroll service fees. Amount: 65. Description: insurance expense. Amount: 698. Description: conferences, conventions & meetings. Amount: 91,760. Description: advertising & marketing. Amount: 643. Description: administrative expenses. Amount: 1,681. Description: charitable donations. Amount: 1,000. Total to form 990-ez, line 16: 101,219.”

Raw XML Appendix184 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/PersonNm0SCOTT SANDERS CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05163643390
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt088 FROEHLICH FARM BLVD STE 300
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WOODBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd011797
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062188
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063614
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01426
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt095
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt063614
IRS990EZ/FundraisingGrossIncomeAmt014725
IRS990EZ/GrossReceiptsAmt0176188
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt028544
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062188
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063614
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062188
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063614
IRS990EZ/OccupancyRentUtltsAndMaintAmt09272
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SCOTT SANDERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CRAIG FERRANTINO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN A BALDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LAWRENCE SANGIRARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL M SCHIFTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE K BLAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DANIEL G MAZZOLA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEPHEN CONROY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARK BADAMI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRYAN TRUGMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0101219
IRS990EZ/OtherRevenueTotalAmt0210
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE THE FINANCIAL PLANNING INDUSTRY AND TO EDUCATE ITS MEMBERS.
IRS990EZ/ProgramServiceRevenueAmt0132709
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/ProgramServiceExpensesAmt055043
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt124993
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22540
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt311724
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt051991
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt012185
IRS990EZ/SpecialEventsNetIncomeLossAmt02540
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0162577
IRS990EZ/TotalProgramServiceExpensesAmt094300
IRS990EZ/TotalRevenueAmt0164003
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0FPALI.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt02390
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt02390
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt08043
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08043
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt014725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt014725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt014725
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt014725
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt02540
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01752
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01752
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 210.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPRECIATION. AMOUNT: 3,564. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,708. TOTAL TO FORM 990-EZ, LINE 14: 9,272.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: SUPPLIES. AMOUNT: 751. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 295. DESCRIPTION: MERCHANT CREDIT CARD FEES. AMOUNT: 4,326. DESCRIPTION: PAYROLL SERVICE FEES. AMOUNT: 65. DESCRIPTION: INSURANCE EXPENSE. AMOUNT: 698. DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 91,760. DESCRIPTION: ADVERTISING & MARKETING. AMOUNT: 643. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 1,681. DESCRIPTION: CHARITABLE DONATIONS. AMOUNT: 1,000. TOTAL TO FORM 990-EZ, LINE 16: 101,219.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT SANDERS CPA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05163643390
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF LI INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0113544100
ReturnHeader/Filer/PhoneNum05165422004
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 MOTOR PARKWAY NO A-5
ReturnHeader/Filer/USAddress/CityNm0HAUPPAUGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011788
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId049040F178B220BC45A6A1537EA4CD64D7B5EAE6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF3765459D3866BEFA1ADFCC6A1A4BEDBAA282DD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02018-06-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:40:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133418879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GETTRY MARCUS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt088 FROEHLICH FARM BLVD 3RD FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011797
ReturnHeader/PreparerPersonGrp/PhoneNum05163643390
ReturnHeader/PreparerPersonGrp/PreparationDt02018-06-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT SANDERSCPA
ReturnHeader/ReturnTs02018-07-17T13:53:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,614
Liabilities
$0
Net assets
$63,614
Revenue
$164,003
Expenses
$162,577
Net income
$1,426
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
2017Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits