Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Financial Planning Forum Inc
990EZ • Fiscal year 2014 • EIN 20-2370670
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
24th percentile
Higher net margin than 24% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
28th percentile
Faster revenue growth than 28% of similar nonprofits.
Balance Sheet
Assets
Down$8,682
Down $2,564 (-23%) from 2013
Net Assets
Down$8,682
Down $2,564 (-23%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$33,290
Down $3,186 (-8.7%) from 2013
Expenses
Down$35,854
Down $3,117 (-8.0%) from 2013
Net Income
Down-$2,564
Down $69 (-2.8%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Oct 6, 2014
- Return Version
- 2013v3.1
- Gross Receipts
- $33,290
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
| Description | Grants | Expenses |
|---|---|---|
| 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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARK JAMISON | Director | - | $0 | - | - |
| CAROL ACKER | Treasurer | - | $0 | - | - |
| MIKE CLARK | Director | - | $0 | - | - |
| CHRIS LIVERMORE | Director | - | $0 | - | - |
| ORI BASH | Director | - | $0 | - | - |
| JAN CUMMINS | Director | - | $0 | - | - |
| STEVE JOHNSON | Director | - | $0 | - | - |
| ANNA PAIVA | President & CEO | - | $0 | - | - |
| DAVID SACARELOS | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 20-2370670
- Phone
- 4087997235
Signing Officer
- Name
- Anna Paiva
- Title
- President & CEO
- Signed
- 2014-10-06
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Michael J Clark
- Phone
- 6503637040
Supplemental Narrative
Additional Explanations
Other Expenses.1
“Administration $6386”
Other Expenses.2
“123 Expenses $1566”
Other Expenses.3
“Gifts $368”
Other Expenses.4
“Website $252”
Other Expenses.5
“Duplication $242”
Other Expenses.7
“Supplies $33”
Other Expenses.8
“FTB Tax $6”
Raw XML Appendix135 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/BenefitsPaidToOrForMembersAmt | 0 | 25488 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Christine Maderos |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9255668590 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 767 Brannan Place |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Concord |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 94518 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 11246 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 8682 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2564 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1323 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 11246 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 8682 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 33290 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 10400 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 11246 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 8682 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 11246 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 8682 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARK JAMISON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | CAROL ACKER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | MIKE CLARK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | CHRIS LIVERMORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ORI BASH |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JAN CUMMINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVE JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ANNA PAIVA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | DAVID SACARELOS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | President & CEO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8853 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 190 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 22885 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PROGRAM PROVIDES AN OPPORTUNITY FOR MEMBERS TO ASK QUESTIONS OF THE SPEAKERS AND OTHER PROFESSIONALS AT THE MEETINGS, THUS ENHANCING THEIR PROFESSIONAL CAPABILITIES. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 35854 |
| IRS990EZ/TotalRevenueAmt | 0 | 33290 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FINANCIALPLANNINGFORUM.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Administration $6386 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 123 Expenses $1566 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Gifts $368 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Website $252 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Duplication $242 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Supplies $33 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | FTB Tax $6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.8 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANNA PAIVA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President & CEO |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-10-06 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | FINANCIAL PLANNING FORUM INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 202370670 |
| ReturnHeader/Filer/PhoneNum | 0 | 4087997235 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 767 Brannan Place |
| ReturnHeader/Filer/USAddress/City | 0 | Concord |
| ReturnHeader/Filer/USAddress/State | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 94518 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | MICHAEL J CLARK CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 611 VETERANS BLVD SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | REDWOOD CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 94063 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6503637040 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michael J Clark |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2014-10-06T16:32:43-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $8,682
- Liabilities
- -
- Net assets
- $8,682
- Revenue
- $33,290
- Expenses
- $35,854
- Net income
- -$2,564