Civic Intelligence

Financial Planning Forum Inc

990EZ • Fiscal year 2012 • EIN 20-2370670

Jul 01, 2011 to Jun 30, 2012 • Filed on Aug 31, 2012

Organization ProfileFINANCIALPLANNINGFORUM.ORG
1433 Vallejo Drive95130
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

13th percentile

-19%

Higher net margin than 13% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

11th percentile

-28%

Faster asset growth than 11% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

29th percentile

-9.3%

Faster revenue growth than 29% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$13,826

Down $5,281 (-28%) from 2011

Net Assets

Down

$13,826

Down $5,281 (-28%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin13th percentile

Revenue

Down

$28,416

Down $2,900 (-9.3%) from 2011

Expenses

Down

$33,698

Down $2,699 (-7.4%) from 2011

Net Income

Down

-$5,282

Down $201 (-4.0%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$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

2012

Assets$13,826
Liabilities-
Net Assets$13,826
Open 2012 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue$28,416
Expenses$33,698
Net Income-$5,282
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Aug 31, 2012
Return Version
2011v1.2
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.

Filing and Contact Details

Filer

EIN
20-2370670
Raw XML Appendix197 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.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0CA
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode895130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition32.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition72.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition82.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation70
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation80
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0NICK RUGH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1DAVID SACARELOS
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2ANNA PAIVA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3CAROL ACKER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4RICHARD ZIMMERMAN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5FRITZ BRAUNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6JOEL JAKUBSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName7VERONICA DOSTAL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName8KRISTA CONOVER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Secretary
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title7Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title8Director
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0390
IRS990EZ/OtherAssetsTotal/EOY0224
IRS990EZ/OtherChangesInNetAssets01
IRS990EZ/OtherExpensesTotal08992
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IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO 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/PrintingPublicationsPostage087
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0THE PROGRAM PROVIDES AN OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS OF THE SPEAKERS AND OTHER PROFESSIONALS AT THE MEETINGS, THUS ENHANCING THEIR PROFESSIONAL CAPABILITIES.
IRS990EZ/ProgramServiceRevenue019874
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IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine101433 VALLEJO DRIVE
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IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095130
IRS990EZ/TheBooksAreInCareOf/NamePerson0NEAL COOGLER
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber04087991642
IRS990EZ/TotalAssets/BOY019107
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IRS990EZ/TotalExpenses033698
IRS990EZ/TotalRevenue028416
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0FINANCIALPLANNINGFORUM.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0Intangible Assets - Beginning $70 Intangible Assets - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Machinery and Equipment - Beginning $320 Machinery and Equipment - Ending $224
IRS990ScheduleO/GeneralExplanation/Explanation2ROUNDING $1
IRS990ScheduleO/GeneralExplanation/Explanation3FTB Tax $10
IRS990ScheduleO/GeneralExplanation/Explanation4Duplication $106
IRS990ScheduleO/GeneralExplanation/Explanation5Supplies $117
IRS990ScheduleO/GeneralExplanation/Explanation6Website $367
IRS990ScheduleO/GeneralExplanation/Explanation7Gifts $571
IRS990ScheduleO/GeneralExplanation/Explanation8123 Expenses $1633
IRS990ScheduleO/GeneralExplanation/Explanation9Administration $6022
IRS990ScheduleO/GeneralExplanation/Explanation10Amortization $70
IRS990ScheduleO/GeneralExplanation/Explanation11Depreciation $96
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1012
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 20.1
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier10Form 990-EZ, Part I, Line 16.1010
IRS990ScheduleO/GeneralExplanation/Identifier11Form 990-EZ, Part I, Line 16.1009
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IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Changes In Net Assets Or Fund Balances - Other Increases.1
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference10Other Expenses.1010
IRS990ScheduleO/GeneralExplanation/ReturnReference11Other Expenses.1009
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0202370670
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING FORUM INC
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone04087997235
ReturnHeader/Filer/USAddress/AddressLine101433 VALLEJO DRIVE
ReturnHeader/Filer/USAddress/City0SAN JOSE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095130
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02012-08-31
ReturnHeader/Officer/Name0DAVID SACARELOS
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MICHAEL J CLARK CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10611 VETERANS BLVD SUITE 100
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0REDWOOD CITY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode094063
ReturnHeader/Preparer/Name0Michael J Clark
ReturnHeader/Preparer/Phone06503637040
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-31T14:32:08-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$13,826
Liabilities
-
Net assets
$13,826
Revenue
$28,416
Expenses
$33,698
Net income
-$5,282
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)6 • <$500k nonprofits