Civic Intelligence

The Financial Planning Association of No

990EZ • Fiscal year 2020 • EIN 14-1826848

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 07, 2021

PO Box 11565Loudonville, NY 12211

(518) 458-7774

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.00x

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

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Net Margin

79th percentile

31%

Higher net margin than 79% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2020 filings • NTEE S41 • <$500k nonprofits • Source year 2020

Asset Growth

85th percentile

51%

Faster asset growth than 85% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

39th percentile

-33%

Faster revenue growth than 39% of similar nonprofits.

2020 filings • NTEE S41 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Flat

$38,802

Flat from 2020

Net Assets

$38,802

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue

Flat

$42,011

Flat from 2020

Expenses

Flat

$28,968

Flat from 2020

Net Income

Flat

$13,043

Flat from 2020

Historical Trend

Balance Sheet Trend

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: $0Net Assets 2020: $38,8022020Assets 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$38,802

Operations Trend

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 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
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 7, 2021
Return Version
2020v4.0
Gross Receipts
$42,011
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.

Program Services

DescriptionGrantsExpenses
PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ADAM D MCNEILLPresident-$0--
MICHAEL J BRUNELLTreasurer-$0--
THOMAS MCGRATHSecretary-$0--
DEREK GRAYDirector-$0--
RENE FARRINGTONDirector-$0--
SASA MIRKOVICDirector-$0--
ROSS FABREGASDirector-$0--
HOWARD KIBRICKDirector-$0--
MARIA NATARELLIDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Financial Planning Association
EIN
14-1826848
Phone
5184587774
Address
PO BOX 11565, LOUDONVILLE, NY 12211

Signing Officer

Name
Adam Mcneill
Title
President
Phone
5184587774
Signed
2021-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Marvin and Company Pc
Address
11 BRITISH AMERICAN BLVD, LATHAM, NY 12110-1405
Preparer
Michael J Brunell CPA
Phone
5187850134
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 3.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 133. Description: copies. Amount: 15. Description: mileage reimbursement. Amount: 20. Description: office expense. Amount: 638. Description: outside services. Amount: 13,000. Description: p.o. Box annual rental. Amount: 118. Description: paypal charges. Amount: 680. Description: program expenses. Amount: 8,091. Description: telephone. Amount: 133. Description: travel. Amount: 10. Description: website. Amount: 3,075. Description: ethics seminar. Amount: 2,500. Total to form 990-ez, line 16: 28,413.

Form 990-ez, Part II, Line 24 - Other Assets

Description: deposit on symposium. Beg. Of year amount: 500. End of year amount: 500.

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL J BRUNELL CPA
IRS990EZ/BooksInCareOfDetail/PhoneNum05187850134
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt011 BRITISH AMERICAN BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LATHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd012110
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025259
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
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IRS990EZ/GrossReceiptsAmt042011
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IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MembershipDuesAmt08763
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt038802
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt025759
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038802
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ADAM D MCNEILL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL J BRUNELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS MCGRATH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEREK GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RENE FARRINGTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SASA MIRKOVIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROSS FABREGAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7HOWARD KIBRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARIA NATARELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0500
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0500
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt028413
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SERVE THE EDUCATIONAL NEEDS OF IT'S MEMBERS AND TO ESTABLISH THE VALUE OF FINANCIAL PLANNING FOR THE PUBLIC.
IRS990EZ/PrintingPublicationsPostageAmt055
IRS990EZ/ProgramServiceRevenueAmt033245
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED EDUCATIONAL SEMINARS FOR MEMBERSHIP AND INFORMATION TO THE PUBLIC REGARDING FINANCIAL PLANNING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt028968
IRS990EZ/TotalRevenueAmt042011
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPA.NENY.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 133. DESCRIPTION: COPIES. AMOUNT: 15. DESCRIPTION: MILEAGE REIMBURSEMENT. AMOUNT: 20. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 638. DESCRIPTION: OUTSIDE SERVICES. AMOUNT: 13,000. DESCRIPTION: P.O. BOX ANNUAL RENTAL. AMOUNT: 118. DESCRIPTION: PAYPAL CHARGES. AMOUNT: 680. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 8,091. DESCRIPTION: TELEPHONE. AMOUNT: 133. DESCRIPTION: TRAVEL. AMOUNT: 10. DESCRIPTION: WEBSITE. AMOUNT: 3,075. DESCRIPTION: ETHICS SEMINAR. AMOUNT: 2,500. TOTAL TO FORM 990-EZ, LINE 16: 28,413.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPOSIT ON SYMPOSIUM. BEG. OF YEAR AMOUNT: 500. END OF YEAR AMOUNT: 500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BusinessOfficerGrp/PhoneNum05184587774
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF NORTHEASTERN NEW YORK INC
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0141826848
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ReturnHeader/Filer/USAddress/ZIPCd012211
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ReturnHeader/PreparerPersonGrp/PhoneNum05187850134
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J BRUNELL CPA
ReturnHeader/ReturnTs02021-03-17T10:51:55-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ADAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCNEILL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$42.0$29.0$13.0
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