Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2018 • EIN 13-3201760

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 24, 2019

Organization ProfileWWW.NYFPA.ORG
375 Woodcliff DrFairport, NY 14450

(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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

79th percentile

22%

Faster asset growth than 79% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

15th percentile

-22%

Faster revenue growth than 15% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$33,363

Up $5,953 (+22%) from 2017

Net Assets

Up

$33,363

Up $5,953 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin83rd percentile

Revenue

Down

$30,298

Down $8,778 (-22%) from 2017

Expenses

Down

$24,345

Down $9,049 (-27%) from 2017

Net Income

Up

$5,953

Up $271 (+4.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2018

Assets$33,363
Liabilities$0
Net Assets$33,363
Open 2018 Filing

Operations Trend

Revenue Growth15th 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

2018

Revenue$30,298
Expenses$24,345
Net Income$5,953
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 24, 2019
Return Version
2018v3.1
Gross Receipts
$30,298
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 Pay70th 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
375 Woodcliff Dr, Fairport, NY 14450

Signing Officer

Name
Jamie Block
Title
Treasurer
Signed
2019-02-24
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Other Expenses.1002

“Office Expenses $569”

Other Expenses.1003

“Information Technology $1036”

Other Expenses.1005

“Travel $635”

Other Expenses.1

“MEETING COSTS $14080”

Other Expenses.2

“CREDIT CARD FEES $810”

Other Expenses.3

“TELEPHONE & FAX $262”

Other Assets.1005

“Accounts Receivable - Beginning $1795 Accounts Receivable - Ending $979”

Raw XML Appendix117 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/AddressLine1Txt0375 Woodcliff Dr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fairport
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd014450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025615
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032384
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05953
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0605
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt027410
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033363
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt030298
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt011930
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt027410
IRS990EZ/NetAssetsOrFundBalancesEOYAmt033363
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt027410
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt033363
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/BOYAmt01795
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0979
IRS990EZ/OtherExpensesTotalAmt017392
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION FOR FINANCIAL PLANNING PROFESSIONALS
IRS990EZ/PrintingPublicationsPostageAmt0235
IRS990EZ/ProgramServiceRevenueAmt018368
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL MEETINGS AND ANNUAL EDUCATION SEMINAR SERVING INDIVIDUALS INVOLVED IN THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06113
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt024345
IRS990EZ/TotalRevenueAmt030298
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NYFPA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $569
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $1036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $635
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEETING COSTS $14080
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CREDIT CARD FEES $810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE & FAX $262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Accounts Receivable - Beginning $1795 Accounts Receivable - Ending $979
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1005
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMIE BLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-24
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/AddressLine1Txt0375 Woodcliff Dr
ReturnHeader/Filer/USAddress/CityNm0Fairport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014450
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 Block
ReturnHeader/ReturnTs02019-02-24T18:21:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,363
Liabilities
$0
Net assets
$33,363
Revenue
$30,298
Expenses
$24,345
Net income
$5,953
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
2018Detailed filing. Detailed filing data is available for this year.$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