Civic Intelligence

Financial Planning Association of Wny

EIN 20-4770477

P O Box 190514225
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 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

34th percentile

-8.6%

Higher net margin than 34% of similar nonprofits.

<$500k nonprofits • Source year 2010

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Assets

$10,186

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$10,186

No earlier filing loaded for comparison.

Revenue

$23,548

No earlier filing loaded for comparison.

Expenses

$25,574

No earlier filing loaded for comparison.

Net Income

-$2,026

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2010: $10,186Net Assets 2010: $10,1862010

Highlighted filing

2010

Assets$10,186
Liabilities-
Net Assets$10,186

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2010: $23,548Expenses 2010: $25,574Net Income 2010: -$2,0262010

Highlighted filing

2010

Revenue$23,548
Expenses$25,574
Net Income-$2,026

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 3, 2011
Return Version
2010v3.2
Filing and Contact Details

Filer

EIN
20-4770477
Raw XML Appendix109 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/DoesOrgHaveHospital0false
IRS990EZ/ExcessOrDeficitForYear0-2026
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1AMY JO LAUBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2CANDACE KELLEY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0President
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Treasurer
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IRS990EZ/OtherExpensesTotal025574
IRS990EZ/OtherRevenueTotal0100
IRS990EZ/PrimaryExemptPurpose0Promote the profession of Financial Planning
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PROFESSIONAL EDUCATION SEMINARS AND SYMPOSIUM APPROXIMATELY 500 INDIVIDUALS ATTENDED THE PROGRAMS
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses08509
IRS990EZ/ProgramServiceRevenue09771
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10P O BOX 1905
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0BUFFALO
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NY
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode014225
IRS990EZ/TheBooksAreInCareOf/NamePerson0CANDACE E KELLEY
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IRS990EZ/TotalAssets/BOY012212
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IRS990EZ/WebSite0www.Fpawny.org
IRS990ScheduleO/GeneralExplanation/Explanation0MISCELLANEOUS 100.
IRS990ScheduleO/GeneralExplanation/Explanation1SEMINARS 8509. INSURANCE 532. CHAPTER ADMINISTRATOR 13000. BANK FEES 128. BOARD MEETING EXPENSE 238. NATIONAL CONFERENCE EXPENSE 1112. OFFICE SUPPLIES & POSTAGE 388. WEBSITE EXPENSE 1237. CE REGISTRATION EXPENSE 430.
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ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0204770477
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ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone07166883096
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ReturnHeader/Filer/USAddress/City0BUFFALO
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014225
ReturnHeader/Officer/DateSigned02011-05-03
ReturnHeader/Officer/Name0CANDACE E KELLEY
ReturnHeader/Officer/Phone07166883096
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02011-05-05
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SPECTRUM WEALTH MANAGEMENT
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ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0AMHERST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0142264000
ReturnHeader/Preparer/Name0CANDACE KELLEY
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-05-05T09:26:45-07:00

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