Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2016 • EIN 13-3201760

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 08, 2017

Organization ProfileWWW.NYFPA.ORG
132 Allens Creek Rd Suite 205Rochester, NY 14618

(585) 410-1462

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

84th percentile

19%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

93rd percentile

64%

Faster asset growth than 93% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

93rd percentile

54%

Faster revenue growth than 93% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$21,796

Up $8,490 (+64%) from 2015

Net Assets

Up

$21,728

Up $8,840 (+69%) from 2015

Liabilities

Down

$68

Down $350 (-84%) from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin84th percentile

Revenue

Up

$45,398

Up $15,988 (+54%) from 2015

Expenses

Up

$36,558

Up $8,382 (+30%) from 2015

Net Income

Up

$8,840

Up $7,606 (+616%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2016

Assets$21,796
Liabilities$68
Net Assets$21,728
Open 2016 Filing

Operations Trend

Revenue Growth93rd 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

2016

Revenue$45,398
Expenses$36,558
Net Income$8,840
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 8, 2017
Return Version
2016v3.0
Gross Receipts
$45,398
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 Pay69th percentile

Employees

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

Filer

Filer Name
Financial Planning Association of
EIN
13-3201760
Phone
5854101462
Address
132 Allens Creek Rd Suite 205, Rochester, NY 14618

Signing Officer

Name
Jamie Block
Title
Treasurer
Signed
2017-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Wealth Design Services Inc
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 $172”

Other Expenses.1003

“Information Technology $252”

Other Expenses.1012

“Insurance $394”

Other Expenses.1

“MEETING COSTS $22440”

Other Expenses.2

“TRAINING $1000”

Other Expenses.3

“CREDIT CARD FEES $883”

Other Expenses.4

“TELEPHONE & FAX $277”

Other Expenses.5

“MARKETING $261”

Other Expenses.7

“MISCELLANEOUS $68”

Other Assets.1005

“Accounts Receivable - Beginning $1817 Accounts Receivable - Ending $1749”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $418 Accounts Payable and Accrued Expenses - Ending $68”

Raw XML Appendix127 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/BOYAmt011489
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020047
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08840
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02686
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt013306
IRS990EZ/Form990TotalAssetsGrp/EOYAmt021796
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt045398
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013945
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt012888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021728
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt012888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021728
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/PersonNm3DOREEN HALLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01817
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01749
IRS990EZ/OtherExpensesTotalAmt025747
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FOR FINANCIAL PLANNING PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt0227
IRS990EZ/ProgramServiceRevenueAmt031453
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL MEETINGS AND ANNUAL EDUCATION SEMINAR SERVING INDIVIDUALS INVOLVED IN THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07898
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0418
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt068
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036558
IRS990EZ/TotalRevenueAmt045398
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NYFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $394
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING COSTS $22440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRAINING $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CREDIT CARD FEES $883
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE & FAX $277
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MARKETING $261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MISCELLANEOUS $68
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Accounts Receivable - Beginning $1817 Accounts Receivable - Ending $1749
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $418 Accounts Payable and Accrued Expenses - Ending $68
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 Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1001
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE BLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-08
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/AddressLine1Txt0132 Allens Creek Rd Suite 205
ReturnHeader/Filer/USAddress/CityNm0Rochester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wealth Design Services Inc
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/ReturnTs02017-02-08T09:47:21-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,796
Liabilities
$68
Net assets
$21,728
Revenue
$45,398
Expenses
$36,558
Net income
$8,840
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
2016Detailed filing. Detailed filing data is available for this year.$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