Civic Intelligence

The Financial Planning Association of No

990EZ • Fiscal year 2020 • EIN 14-1826848

Jan 01, 2020 to Dec 31, 2020

Organization ProfileWWW.FPA.NENY.ORG
Loudonville, NY
Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

43rd percentile

0.00x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

31%

Higher net margin than 85% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

88th percentile

51%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-33%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$38,802

Up $13,043 (+51%) from 2019

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin85th percentile

Revenue

Down

$42,011

Down $20,432 (-33%) from 2019

Expenses

Down

$28,968

Down $41,273 (-59%) from 2019

Net Income

Up

$13,043

Up $20,841 (+267%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2010: $62,889Net Assets 2010: $62,8892010Assets 2011: $59,526Liabilities 2011: $02011Assets 2012: $58,956Liabilities 2012: $02012Assets 2013: $54,580Liabilities 2013: $02013Assets 2014: $47,646Liabilities 2014: $02014Assets 2015: $42,355Liabilities 2015: $02015Assets 2016: $44,102Liabilities 2016: $02016Assets 2017: $37,219Liabilities 2017: $02017Assets 2018: $33,557Liabilities 2018: $0Net Assets 2018: $33,5572018Assets 2019: $25,759Liabilities 2019: $0Net Assets 2019: $25,7592019Assets 2020: $38,802Liabilities 2020: $02020Assets 2021: $51,987Liabilities 2021: $0Net Assets 2021: $51,9872021Assets 2022: $48,719Liabilities 2022: $0Net Assets 2022: $48,7192022Assets 2023: $47,479Liabilities 2023: $02023Assets 2024: $35,689Liabilities 2024: $0Net Assets 2024: $35,6892024

Highlighted filing

2020

Assets$38,802
Liabilities$0
Net Assets-
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $54,810Expenses 2010: $60,830Net Income 2010: -$6,0202010Revenue 2011: $62,309Expenses 2011: $65,672Net Income 2011: -$3,3632011Revenue 2012: $56,053Expenses 2012: $56,623Net Income 2012: -$5702012Revenue 2013: $58,682Expenses 2013: $63,058Net Income 2013: -$4,3762013Revenue 2014: $62,999Expenses 2014: $69,933Net Income 2014: -$6,9342014Revenue 2015: $70,996Expenses 2015: $76,287Net Income 2015: -$5,2912015Revenue 2016: $78,502Expenses 2016: $76,755Net Income 2016: $1,7472016Revenue 2017: $71,231Expenses 2017: $78,114Net Income 2017: -$6,8832017Revenue 2018: $67,486Expenses 2018: $71,148Net Income 2018: -$3,6622018Revenue 2019: $62,443Expenses 2019: $70,241Net Income 2019: -$7,7982019Revenue 2020: $42,011Expenses 2020: $28,968Net Income 2020: $13,0432020Revenue 2021: $47,160Expenses 2021: $33,975Net Income 2021: $13,1852021Revenue 2022: $48,538Expenses 2022: $51,806Net Income 2022: -$3,2682022Revenue 2023: $55,767Expenses 2023: $57,007Net Income 2023: -$1,2402023Revenue 2024: $54,356Expenses 2024: $66,146Net Income 2024: -$11,7902024

Highlighted filing

2020

Revenue$42,011
Expenses$28,968
Net Income$13,043
Open 2020 Filing
Filing Detail Status

This 2020 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Mission and Program Overview

Mission

To serve the educational needs of it's members and to establish the value of financial planning for the public.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$38,802
Liabilities
$0
Net assets
-
Revenue
$42,011
Expenses
$28,968
Net income
$13,043
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$54.4$66.1$11.8
2023Summary only. Only limited summary data is available for this year.$47.5$0.00$55.8$57.0$1.24
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.7$0.00$48.7$48.5$51.8$3.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.0$0.00$52.0$47.2$34.0$13.2
2020Summary only. Only limited summary data is available for this year.$38.8$0.00$42.0$29.0$13.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.8$0.00$25.8$62.4$70.2$7.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.6$0.00$33.6$67.5$71.1$3.66
2017Summary only. Only limited summary data is available for this year.$37.2$0.00$71.2$78.1$6.88
2016Summary only. Only limited summary data is available for this year.$44.1$0.00$78.5$76.8$1.75
2015Summary only. Only limited summary data is available for this year.$42.4$0.00$71.0$76.3$5.29
2014Summary only. Only limited summary data is available for this year.$47.6$0.00$63.0$69.9$6.93
2013Summary only. Only limited summary data is available for this year.$54.6$0.00$58.7$63.1$4.38
2012Summary only. Only limited summary data is available for this year.$59.0$0.00$56.1$56.6$0.57
2011Summary only. Only limited summary data is available for this year.$59.5$0.00$62.3$65.7$3.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.9$62.9$54.8$60.8$6.02