Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2013 • EIN 13-3201760

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 24, 2014

Organization ProfileWWW.NYFPA.ORG
PO Box 302Fairport, NY 14559

(585) 410-1462

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.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

48th percentile

0.00x

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

53rd percentile

3.4%

Higher net margin than 53% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

73rd percentile

17%

Faster asset growth than 73% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

70th percentile

13%

Faster revenue growth than 70% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$8,861

Up $1,315 (+17%) from 2012

Net Assets

Up

$8,861

Up $1,315 (+17%) from 2012

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin53rd percentile

Revenue

Up

$38,890

Up $4,441 (+13%) from 2012

Expenses

Down

$37,575

Down $2,935 (-7.2%) from 2012

Net Income

Up

$1,315

Up $7,376 (+122%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2013

Assets$8,861
Liabilities$0
Net Assets$8,861
Open 2013 Filing

Operations Trend

Revenue Growth70th percentile

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

2013

Revenue$38,890
Expenses$37,575
Net Income$1,315
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 24, 2014
Return Version
2013v3.1
Gross Receipts
$38,890
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 Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMIE BLOCKTreasurer-$0--
CATHERINE BENJAMINSecretary-$0--
DAVID SHAFFERVice President-$0--
MARGARET MEYERPresident-$0--
Filing and Contact Details

Filer

EIN
13-3201760
Phone
5854101462

Signing Officer

Name
Jamie Block
Title
Treasurer
Signed
2014-04-24
Discuss with paid preparer
Yes

Preparer

Preparer
Jamie F Block CPA
Phone
5854423230
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $100”

Other Expenses.1002

“Office Expenses $374”

Other Expenses.1007

“Conferences, Conventions, and Meetings $902”

Other Expenses.1012

“Insurance $646”

Other Expenses.1

“MEETING COSTS $15787”

Other Expenses.2

“CREDIT CARD FEES $1883”

Other Expenses.3

“WEB HOSTING $1477”

Other Expenses.5

“TELEPHONE & FAX $797”

Other Expenses.7

“STORAGE $96”

Other Assets.1005

“Accounts Receivable - Beginning $1526 Accounts Receivable - Ending $954”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $1000 Prepaid Expenses and Deferred Charges - Ending $1000”

Raw XML Appendix125 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/AddressLine10132 ALLENS CREEK RD SUITE 205
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode014618
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05020
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06907
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01315
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01464
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07546
IRS990EZ/Form990TotalAssetsGrp/EOYAmt08861
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt038890
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013327
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07546
IRS990EZ/NetAssetsOrFundBalancesEOYAmt08861
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07546
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt08861
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMIE BLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CATHERINE BENJAMIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID SHAFFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARGARET MEYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02526
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01954
IRS990EZ/OtherExpensesTotalAmt022062
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FOR FINANCIAL PLANNING PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt01382
IRS990EZ/ProgramServiceRevenueAmt025563
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL MEETINGS AND ANNUAL EDUCATION SEMINAR SERVING INDIVIDUALS INVOLVED IN THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt012667
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt037575
IRS990EZ/TotalRevenueAmt038890
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NYFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $374
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $646
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETING COSTS $15787
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES $1883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6WEB HOSTING $1477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE & FAX $797
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8STORAGE $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $1526 Accounts Receivable - Ending $954
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Prepaid Expenses and Deferred Charges - Beginning $1000 Prepaid Expenses and Deferred Charges - Ending $1000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Assets.1011
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE BLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine20GREATER ROCHESTER NEW YORK INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0133201760
ReturnHeader/Filer/PhoneNum05854101462
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 302
ReturnHeader/Filer/USAddress/City0SPENCERPORT
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014559
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Wealth Design Retirement Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10132 Allens Creek Rd Ste 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014618
ReturnHeader/PreparerPersonGrp/PhoneNum05854423230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie F Block CPA
ReturnHeader/ReturnTs02014-04-24T08:05:27-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,861
Liabilities
$0
Net assets
$8,861
Revenue
$38,890
Expenses
$37,575
Net income
$1,315
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