Civic Intelligence

Fpa of Connecticut Valley Inc

EIN 20-0995386 • 501(c)6 • East Haven, CT

Profile

As a chapter organization of the financial planning association, fpa of connecticut valley is a membership organization that champions the value of the financial planning process and advances the financial planning profession, with the certified financial planner ("cfp") designation as its cornerstone. The chapter seeks to foster competent, committed and ethical members; provide educational opportunities to assist members; build a growing membership with a shared vision; and help people recognize the value of the financial planning process as a way to achieve their goals and dreams.

175 South End Road Ste Unit A2East Haven, CT 06512

www.fpact.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

56%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$75,102

Up $26,837 (+56%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$75,102

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin77th percentile

Revenue

Up

$153,781

Up $24,098 (+19%) from 2023

Expenses

Down

$127,657

Down $27,147 (-18%) from 2023

Net Income

Up

$26,124

Up $51,245 (+204%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80K$60K$40K$20K$0Assets 2011: $42,503Liabilities 2011: $0Net Assets 2011: $42,5032011Assets 2012: $53,888Liabilities 2012: $0Net Assets 2012: $53,8882012Assets 2013: $53,125Liabilities 2013: $0Net Assets 2013: $53,1252013Assets 2014: $49,502Liabilities 2014: $0Net Assets 2014: $49,5022014Assets 2015: $44,469Liabilities 2015: $0Net Assets 2015: $44,4692015Assets 2016: $53,308Liabilities 2016: $0Net Assets 2016: $53,3082016Assets 2017: $31,483Liabilities 2017: $0Net Assets 2017: $31,4832017Assets 2018: $38,886Net Assets 2018: $38,8862018Assets 2019: $47,120Net Assets 2019: $47,1202019Assets 2020: $34,161Net Assets 2020: $34,1612020Assets 2021: $74,571Net Assets 2021: $74,5712021Assets 2022: $73,289Net Assets 2022: $73,2892022Assets 2023: $48,265Liabilities 2023: $02023Assets 2024: $75,102Net Assets 2024: $75,1022024

Highlighted filing

2024

Assets$75,102
Liabilities-
Net Assets$75,102
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $44,849Expenses 2011: $41,342Net Income 2011: $3,5072011Revenue 2012: $113,931Expenses 2012: $108,445Net Income 2012: $5,4862012Revenue 2013: $115,097Expenses 2013: $115,503Net Income 2013: -$4062013Revenue 2014: $100,233Expenses 2014: $103,574Net Income 2014: -$3,3412014Revenue 2015: $91,380Expenses 2015: $96,238Net Income 2015: -$4,8582015Revenue 2016: $106,048Expenses 2016: $95,199Net Income 2016: $10,8492016Revenue 2017: $112,995Expenses 2017: $112,445Net Income 2017: $5502017Revenue 2018: $119,208Expenses 2018: $111,647Net Income 2018: $7,5612018Revenue 2019: $116,228Expenses 2019: $107,994Net Income 2019: $8,2342019Revenue 2020: $51,323Expenses 2020: $64,282Net Income 2020: -$12,9592020Revenue 2021: $70,938Expenses 2021: $86,949Net Income 2021: -$16,0112021Revenue 2022: $133,990Expenses 2022: $135,272Net Income 2022: -$1,2822022Revenue 2023: $129,683Expenses 2023: $154,804Net Income 2023: -$25,1212023Revenue 2024: $153,781Expenses 2024: $127,657Net Income 2024: $26,1242024

Highlighted filing

2024

Revenue$153,781
Expenses$127,657
Net Income$26,124
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$75,102
Liabilities
-
Net assets
$75,102
Revenue
$153,781
Expenses
$127,657
Net income
$26,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.54$1.28$0.26
2023Summary only. Only limited summary data is available for this year.$0.48$0.00$1.30$1.55$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.73$1.34$1.35$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.75$0.71$0.87$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.34$0.51$0.64$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.47$0.47$1.16$1.08$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.39$1.19$1.12$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.13$1.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.53$0.00$0.53$1.06$0.95$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.91$0.96$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$1.00$1.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$1.15$1.16$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$1.14$1.08$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.45$0.41$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits