Civic Intelligence

Financial Planning Association Of

EIN 13-3201760 • 501(c)6 • Spencerport, NY

Profile

Education for financial planning professionals

PO Box 302Spencerport, NY 14559

www.nyfpa.org

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.02x

Higher debt load relative to assets than 62% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

67th percentile

0.03x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2019

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 2019

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-4.1%

Faster revenue growth than 44% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$37,322

Up $3,959 (+12%) from 2018

Liabilities

Up

$802

Up $802 from 2018

Net Assets

Up

$36,520

Up $3,157 (+9.5%) from 2018

Operations
Liabilities / Revenue67th percentileNet Margin69th percentile

Revenue

Down

$29,048

Down $1,250 (-4.1%) from 2018

Expenses

Up

$25,891

Up $1,546 (+6.4%) from 2018

Net Income

Down

$3,157

Down $2,796 (-47%) from 2018

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

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

$40K$30K$20K$10K$0Assets 2011: $15,642Liabilities 2011: $2,0352011Assets 2012: $7,546Net Assets 2012: $7,5462012Assets 2013: $8,861Liabilities 2013: $0Net Assets 2013: $8,8612013Assets 2014: $11,654Liabilities 2014: $0Net Assets 2014: $11,6542014Assets 2015: $13,306Liabilities 2015: $418Net Assets 2015: $12,8882015Assets 2016: $21,796Liabilities 2016: $68Net Assets 2016: $21,7282016Assets 2017: $27,410Liabilities 2017: $0Net Assets 2017: $27,4102017Assets 2018: $33,363Liabilities 2018: $0Net Assets 2018: $33,3632018Assets 2019: $37,322Liabilities 2019: $802Net Assets 2019: $36,5202019

Highlighted filing

2019

Assets$37,322
Liabilities$802
Net Assets$36,520
Open 2019 Filing

Operations Trend

Revenue Growth44th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $51,256Expenses 2011: $46,876Net Income 2011: $4,3802011Revenue 2012: $34,449Expenses 2012: $40,510Net Income 2012: -$6,0612012Revenue 2013: $38,890Expenses 2013: $37,575Net Income 2013: $1,3152013Revenue 2014: $35,817Expenses 2014: $33,024Net Income 2014: $2,7932014Revenue 2015: $29,410Expenses 2015: $28,176Net Income 2015: $1,2342015Revenue 2016: $45,398Expenses 2016: $36,558Net Income 2016: $8,8402016Revenue 2017: $39,076Expenses 2017: $33,394Net Income 2017: $5,6822017Revenue 2018: $30,298Expenses 2018: $24,345Net Income 2018: $5,9532018Revenue 2019: $29,048Expenses 2019: $25,891Net Income 2019: $3,1572019

Highlighted filing

2019

Revenue$29,048
Expenses$25,891
Net Income$3,157
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$37,322
Liabilities
$802
Net assets
$36,520
Revenue
$29,048
Expenses
$25,891
Net income
$3,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$0.80$36.5$29.0$25.9$3.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.00$33.4$30.3$24.3$5.95
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$39.1$33.4$5.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.07$21.7$45.4$36.6$8.84
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.42$12.9$29.4$28.2$1.23
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$35.8$33.0$2.79
2013Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$38.9$37.6$1.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$7.55$34.4$40.5$6.06
2011Summary only. Only limited summary data is available for this year.$15.6$2.04$51.3$46.9$4.38
Latest Detailed Filing

The latest 2019 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 1, 2016
Return Version
2015v2.0
Gross Receipts
$29,410
Mission and Program Overview

Mission

Education for financial planning professionals

Program Services

DescriptionGrantsExpenses
EDUCATIONAL MEETINGS AND ANNUAL EDUCATION SEMINAR SERVING INDIVIDUALS INVOLVED IN THE FINANCIAL PLANNING PROFESSION.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE BLOCKTreasurer-$0--
CATHERINE BENJAMINSecretary-$0--
DAVID SHAFFERPresident-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of
EIN
13-3201760
Phone
5854101462
Address
PO BOX 302, SPENCERPORT, NY 14559

Signing Officer

Name
Jamie Block
Title
Treasurer
Signed
2016-02-01
Discuss with paid preparer
Yes

Preparer

Firm
Wealth Design Retirement Services
Address
132 Allens Creek Rd Ste 205, Rochester, NY 14618
Preparer
Jamie F Block CPA
Phone
5854423230
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $382”

Other Expenses.1003

“Information Technology $696”

Other Expenses.1012

“Insurance $633”

Other Expenses.1

“MEETING COSTS $13925”

Other Expenses.2

“TRAINING $750”

Other Expenses.3

“CREDIT CARD FEES $659”

Other Expenses.4

“STORAGE $377”

Other Expenses.5

“TELEPHONE & FAX $324”

Other Assets.1005

“Accounts Receivable - Beginning $1303 Accounts Receivable - Ending $1817”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $418”

Raw XML Appendix120 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMIE BLOCK
IRS990EZ/BooksInCareOfDetail/PhoneNum05854423230
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0132 ALLENS CREEK RD SUITE 205
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010351
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011489
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01234
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02391
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt011654
IRS990EZ/Form990TotalAssetsGrp/EOYAmt013306
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt029410
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt012079
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt011654
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012888
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt011654
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012888
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE BLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE BENJAMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01303
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01817
IRS990EZ/OtherExpensesTotalAmt017746
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FOR FINANCIAL PLANNING PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt0289
IRS990EZ/ProgramServiceRevenueAmt017331
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL MEETINGS AND ANNUAL EDUCATION SEMINAR SERVING INDIVIDUALS INVOLVED IN THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07750
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0418
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028176
IRS990EZ/TotalRevenueAmt029410
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NYFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $382
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $696
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $633
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING COSTS $13925
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAINING $750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES $659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6STORAGE $377
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE & FAX $324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Receivable - Beginning $1303 Accounts Receivable - Ending $1817
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $418
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1001
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE BLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GREATER ROCHESTER NEW YORK INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0133201760
ReturnHeader/Filer/PhoneNum05854101462
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 302
ReturnHeader/Filer/USAddress/CityNm0SPENCERPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealth Design Retirement Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 Allens Creek Rd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014618
ReturnHeader/PreparerPersonGrp/PhoneNum05854423230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie F Block CPA
ReturnHeader/ReturnTs02016-02-01T07:19:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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