Civic Intelligence

Financial Planning Forum Inc

EIN 20-2370670 • 501(c)6 • Concord, CA

Profile

To promote knowledge of and interest in wealth and estate planning and related subjects; to provide a forum where members may exchange views and become better acquainted with each other and their work; to foster cooperation among practitioners in these fields; to promote a better understanding of the proper relationship which the work of each bears to the others; and generally to promote the best interests of its members and that of the general public through helpful service in matters of wealth and estate planning.

767 Brannan PlaceConcord, CA 94518

financialplanningforum.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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

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

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 2016

Asset Growth

14th percentile

-51%

Faster asset growth than 14% of similar nonprofits.

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

Revenue Growth

40th percentile

-6.4%

Faster revenue growth than 40% of similar nonprofits.

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

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$3,985

Down $4,111 (-51%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$3,985

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin27th percentile

Revenue

Down

$28,809

Down $1,956 (-6.4%) from 2015

Expenses

Up

$32,920

Up $1,569 (+5.0%) from 2015

Net Income

Down

-$4,111

Down $3,525 (-602%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$20K$15K$10K$5.0K$0Assets 2011: $19,107Net Assets 2011: $19,1072011Assets 2012: $13,826Net Assets 2012: $13,8262012Assets 2013: $11,246Net Assets 2013: $11,2462013Assets 2014: $8,682Net Assets 2014: $8,6822014Assets 2015: $8,096Liabilities 2015: $02015Assets 2016: $3,985Net Assets 2016: $3,9852016

Highlighted filing

2016

Assets$3,985
Liabilities-
Net Assets$3,985
Open 2016 Filing

Operations Trend

Revenue Growth40th percentile

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

$40K$20K$0-$20KRevenue 2011: $31,316Expenses 2011: $36,397Net Income 2011: -$5,0812011Revenue 2012: $28,416Expenses 2012: $33,698Net Income 2012: -$5,2822012Revenue 2013: $36,476Expenses 2013: $38,971Net Income 2013: -$2,4952013Revenue 2014: $33,290Expenses 2014: $35,854Net Income 2014: -$2,5642014Revenue 2015: $30,765Expenses 2015: $31,351Net Income 2015: -$5862015Revenue 2016: $28,809Expenses 2016: $32,920Net Income 2016: -$4,1112016

Highlighted filing

2016

Revenue$28,809
Expenses$32,920
Net Income-$4,111
Open 2016 Filing

Filings

Most recent year

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

Open filing
Assets
$3,985
Liabilities
-
Net assets
$3,985
Revenue
$28,809
Expenses
$32,920
Net income
-$4,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$3.99$3.99$28.8$32.9$4.11
2015Summary only. Only limited summary data is available for this year.$8.10$0.00$30.8$31.4$0.59
2014Detailed filing. Detailed filing data is available for this year.$8.68$8.68$33.3$35.9$2.56
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$11.2$36.5$39.0$2.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$13.8$28.4$33.7$5.28
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.1$19.1$31.3$36.4$5.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 27, 2016
Return Version
2015v2.0
Gross Receipts
$28,809
Mission and Program Overview

Mission

To promote knowledge of and interest in wealth and estate planning and related subjects; to provide a forum where members may exchange views and become better acquainted with each other and their work; to foster cooperation among practitioners in these fields; to promote a better understanding of the proper relationship which the work of each bears to the others; and generally to promote the best interests of its members and that of the general public through helpful service in matters of wealth and estate planning.

Program Services

DescriptionGrantsExpenses
THE PROGRAM PROVIDES AN OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS OF THE SPEAKERS AND OTHER PROFESSIONALS AT THE MEETINGS, THUS ENHANCING THEIR PROFESSIONAL CAPABILITIES.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terri FirestoneDirector-$0--
John FromanTreasurer-$0--
MICHAEL J CLARKPresident-$0--
CHRIS LIVERMORESecretary-$0--
REBECCA NELSONVice President-$0--
Jan CumminsDirector-$0--
Joanne Wiggins-BarriosDirector-$0--
Dave StormontDirector-$0--
Anna PaivaDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Forum Inc
EIN
20-2370670
Phone
9255668590
Address
767 Brannan Place, Concord, CA 94518

Signing Officer

Name
Mike Clark
Title
Treasurer
Signed
2016-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Michael J Clark CPA
Address
611 VETERANS BLVD SUITE 100, REDWOOD CITY, CA 94063
Preparer
Michael J Clark
Phone
6503637040
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $63”

Other Expenses.1

“Administration $6050”

Other Expenses.2

“123 Registration & Processing $1683”

Other Expenses.3

“Speaker Recognition gifts $496”

Other Expenses.4

“Web Site expenses $170”

Other Expenses.6

“Copying $1”

Raw XML Appendix133 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
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IRS990EZ/BenefitsPaidToOrForMembersAmt023453
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IRS990EZ/BooksInCareOfDetail/PhoneNum09255668590
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0767 Brannan Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Concord
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd094518
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08096
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03985
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-4111
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0985
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08096
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03985
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt028809
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt07400
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08096
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03985
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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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/PersonNm0Terri Firestone
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1John Froman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL J CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRIS LIVERMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4REBECCA NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jan Cummins
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Joanne Wiggins-Barrios
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Dave Stormont
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Anna Paiva
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08463
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE KNOWLEDGE OF AND INTEREST IN WEALTH AND ESTATE PLANNING AND RELATED SUBJECTS; TO PROVIDE A FORUM WHERE MEMBERS MAY EXCHANGE VIEWS AND BECOME BETTER ACQUAINTED WITH EACH OTHER AND THEIR WORK; TO FOSTER COOPERATION AMONG PRACTITIONERS IN THESE FIELDS; TO PROMOTE A BETTER UNDERSTANDING OF THE PROPER RELATIONSHIP WHICH THE WORK OF EACH BEARS TO THE OTHERS; AND GENERALLY TO PROMOTE THE BEST INTERESTS OF ITS MEMBERS AND THAT OF THE GENERAL PUBLIC THROUGH HELPFUL SERVICE IN MATTERS OF WEALTH AND ESTATE PLANNING.
IRS990EZ/PrintingPublicationsPostageAmt019
IRS990EZ/ProgramServiceRevenueAmt021405
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PROGRAM PROVIDES AN OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS OF THE SPEAKERS AND OTHER PROFESSIONALS AT THE MEETINGS, THUS ENHANCING THEIR PROFESSIONAL CAPABILITIES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032920
IRS990EZ/TotalRevenueAmt028809
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0FINANCIALPLANNINGFORUM.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $63
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Administration $6050
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2123 Registration & Processing $1683
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Speaker Recognition gifts $496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Web Site expenses $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Copying $1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Planning Forum Inc
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0202370670
ReturnHeader/Filer/PhoneNum09255668590
ReturnHeader/Filer/USAddress/AddressLine1Txt0767 Brannan Place
ReturnHeader/Filer/USAddress/CityNm0Concord
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MICHAEL J CLARK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0611 VETERANS BLVD SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDWOOD CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094063
ReturnHeader/PreparerPersonGrp/PhoneNum06503637040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael J Clark
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-27T12:54:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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