Civic Intelligence

Financial Planning Forum Inc

990EZ • Fiscal year 2013 • EIN 20-2370670

Jul 01, 2012 to Jun 30, 2013 • Filed on Nov 13, 2013

Organization ProfileFINANCIALPLANNINGFORUM.ORG
767 Brannan Place94518
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

26th percentile

-6.8%

Higher net margin than 26% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

84th percentile

28%

Faster revenue growth than 84% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$11,246

Down $2,580 (-19%) from 2012

Net Assets

Down

$11,246

Down $2,580 (-19%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin26th percentile

Revenue

Up

$36,476

Up $8,060 (+28%) from 2012

Expenses

Up

$38,971

Up $5,273 (+16%) from 2012

Net Income

Up

-$2,495

Up $2,787 (+53%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2013

Assets$11,246
Liabilities-
Net Assets$11,246
Open 2013 Filing

Operations Trend

Revenue Growth84th 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

2013

Revenue$36,476
Expenses$38,971
Net Income-$2,495
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Nov 13, 2013
Return Version
2012v2.0
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 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.

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IRS990EZ/CashSavingsAndInvestments/BOY013517
IRS990EZ/CashSavingsAndInvestments/EOY011246
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear0-2495
IRS990EZ/FeesAndOthPymtToIndContractors0965
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
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IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GrossReceipts036476
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IRS990EZ/MembershipDues09900
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IRS990EZ/NetAssetsOrFundBalances/BOY013741
IRS990EZ/NetAssetsOrFundBalancesBOY013741
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IRS990EZ/NetAssetsOrFundBalancesEOY011246
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition02.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition12.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21.00
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition41.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition51.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition61.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition72.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition82.00
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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/BOY0224
IRS990EZ/OtherExpensesTotal011821
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
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/PrintingPublicationsPostage076
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/ProgramServiceRevenue026568
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10767 Brannan Place
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Concord
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode094518
IRS990EZ/TheBooksAreInCareOf/NamePerson0Christine Maderos
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber09255668590
IRS990EZ/TotalAssets/BOY013741
IRS990EZ/TotalAssets/EOY011246
IRS990EZ/TotalExpenses038971
IRS990EZ/TotalRevenue036476
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0FINANCIALPLANNINGFORUM.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0Machinery and Equipment - Beginning $224 Machinery and Equipment - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Bank Charges $20
IRS990ScheduleO/GeneralExplanation/Explanation2FTB Tax $30
IRS990ScheduleO/GeneralExplanation/Explanation3Supplies $105
IRS990ScheduleO/GeneralExplanation/Explanation4Website $108
IRS990ScheduleO/GeneralExplanation/Explanation5Duplication $143
IRS990ScheduleO/GeneralExplanation/Explanation6Gifts $342
IRS990ScheduleO/GeneralExplanation/Explanation7123 Expenses $1699
IRS990ScheduleO/GeneralExplanation/Explanation8Administration $9150
IRS990ScheduleO/GeneralExplanation/Explanation9Depreciation $224
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1003
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.6
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier8Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier9Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1003
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.6
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference8Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference9Other Expenses.1009
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0202370670
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING FORUM INC
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone04087997235
ReturnHeader/Filer/USAddress/AddressLine10767 Brannan Place
ReturnHeader/Filer/USAddress/City0Concord
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094518
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-11-13
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/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-12-05T13:03:30-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,246
Liabilities
-
Net assets
$11,246
Revenue
$36,476
Expenses
$38,971
Net income
-$2,495
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