Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Financial Planning Forum Inc
990EZ • Fiscal year 2015 • 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
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
30th percentile
Faster asset growth than 30% of similar nonprofits.
Revenue Growth
31st percentile
Faster revenue growth than 31% of similar nonprofits.
Balance Sheet
Assets
Flat$8,096
Flat from 2015
Net Assets
$8,096
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Flat$30,765
Flat from 2015
Expenses
Flat$31,351
Flat from 2015
Net Income
Flat-$586
Flat from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Jun 30, 2015
- Signed
- Aug 12, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $30,765
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 | Secretary | - | $0 | - | - |
| CHRIS LIVERMORE | Director | - | $0 | - | - |
| REBECCA NELSON | Director | - | $0 | - | - |
| JAN CUMMINS | Director | - | $0 | - | - |
| STEVE JOHNSON | Director | - | $0 | - | - |
| ANNA PAIVA | President & CEO | - | $0 | - | - |
| Richard Gross | Director | - | $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
- Anna Paiva
- Title
- President & CEO
- Signed
- 2015-08-12
- 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.1
“Administration $5750”
Other Expenses.2
“123 Registration & Processing $1599”
Other Expenses.3
“Speaker Recognition gifts $460”
Other Expenses.4
“AV EQUIPMENT $39”
Other Expenses.5
“FTB Tax $20”
Raw XML Appendix131 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 22594 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Christine Maderos |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9255668590 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 767 Brannan Place |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Concord |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94518 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8682 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 8096 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -586 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 875 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form720FiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 8682 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 8096 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 30765 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 8400 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 8682 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 8096 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 8682 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 8096 |
| 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 | REBECCA NELSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | JAN CUMMINS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | STEVE JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | ANNA PAIVA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Richard Gross |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| 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 | 7868 |
| 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 | 14 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 22360 |
| 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 | 31351 |
| IRS990EZ/TotalRevenueAmt | 0 | 30765 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | FINANCIALPLANNINGFORUM.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Administration $5750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 123 Registration & Processing $1599 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Speaker Recognition gifts $460 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | AV EQUIPMENT $39 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | FTB Tax $20 |
| 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 |
| ReturnHeader/BuildTS | 0 | 2016-04-25 22:37:26Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANNA PAIVA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President & CEO |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-08-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Financial Planning Forum Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 202370670 |
| ReturnHeader/Filer/PhoneNum | 0 | 9255668590 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 767 Brannan Place |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Concord |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94518 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MICHAEL J CLARK CPA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 611 VETERANS BLVD SUITE 100 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | REDWOOD CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94063 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6503637040 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michael J Clark |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2015-08-12T08:57:35-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2015-06-30 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $8,096
- Liabilities
- -
- Net assets
- $8,096
- Revenue
- $30,765
- Expenses
- $31,351
- Net income
- -$586