Civic Intelligence

Financial Planning Association of Nj

EIN 22-3606932 • 501(c)6 • Dunellen, NJ

Profile

FPA of NJ is the voice and the premier resource to the public and our members on the financial planning profession. We strive to educate the public, advance the financial planning profession and to enhance the professional development of our members.

191 North Avenue STE 265Dunellen, NJ 08812

www.fpanj.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.06x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.03x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

17th percentile

-29%

Higher net margin than 17% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-38%

Faster asset growth than 18% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

60th percentile

5.2%

Faster revenue growth than 60% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$81,895

Down $49,226 (-38%) from 2023

Liabilities

Down

$4,915

Down $5,764 (-54%) from 2023

Net Assets

Down

$76,980

Down $43,462 (-36%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin17th percentile

Revenue

Up

$149,197

Up $7,340 (+5.2%) from 2023

Expenses

Down

$192,659

Down $1,057 (-0.5%) from 2023

Net Income

Up

-$43,462

Up $8,397 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$300K$200K$100K$0Assets 2010: $194,376Liabilities 2010: $26,983Net Assets 2010: $167,3932010Assets 2011: $164,694Liabilities 2011: $13,539Net Assets 2011: $151,1552011Assets 2012: $163,092Liabilities 2012: $10,666Net Assets 2012: $152,4262012Assets 2013: $185,706Liabilities 2013: $16,445Net Assets 2013: $169,2612013Assets 2014: $191,548Liabilities 2014: $38,674Net Assets 2014: $152,8742014Assets 2015: $203,404Liabilities 2015: $67,763Net Assets 2015: $135,6412015Assets 2016: $147,209Liabilities 2016: $41,797Net Assets 2016: $105,4122016Assets 2017: $124,042Liabilities 2017: $32,810Net Assets 2017: $91,2322017Assets 2018: $173,874Liabilities 2018: $57,215Net Assets 2018: $116,6592018Assets 2019: $164,866Liabilities 2019: $36,480Net Assets 2019: $128,3862019Assets 2020: $225,650Liabilities 2020: $27,544Net Assets 2020: $198,1062020Assets 2021: $206,497Liabilities 2021: $20,526Net Assets 2021: $185,9712021Assets 2022: $176,343Liabilities 2022: $4,042Net Assets 2022: $172,3012022Assets 2023: $131,121Liabilities 2023: $10,679Net Assets 2023: $120,4422023Assets 2024: $81,895Liabilities 2024: $4,915Net Assets 2024: $76,9802024

Highlighted filing

2024

Assets$81,895
Liabilities$4,915
Net Assets$76,980
Open 2024 Filing

Operations Trend

Revenue Growth60th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $189,488Expenses 2010: $164,389Net Income 2010: $25,0992010Expenses 2011: $224,7242011Expenses 2012: $211,6302012Revenue 2013: $217,474Expenses 2013: $200,576Net Income 2013: $16,8982013Revenue 2014: $197,216Expenses 2014: $213,603Net Income 2014: -$16,3872014Revenue 2015: $237,938Expenses 2015: $255,170Net Income 2015: -$17,2322015Revenue 2016: $232,814Expenses 2016: $263,043Net Income 2016: -$30,2292016Revenue 2017: $238,171Expenses 2017: $252,351Net Income 2017: -$14,1802017Revenue 2018: $236,108Expenses 2018: $210,681Net Income 2018: $25,4272018Revenue 2019: $232,399Expenses 2019: $220,672Net Income 2019: $11,7272019Revenue 2020: $189,630Expenses 2020: $119,534Net Income 2020: $70,0962020Revenue 2021: $146,158Expenses 2021: $158,293Net Income 2021: -$12,1352021Revenue 2022: $171,318Expenses 2022: $184,988Net Income 2022: -$13,6702022Revenue 2023: $141,857Expenses 2023: $193,716Net Income 2023: -$51,8592023Revenue 2024: $149,197Expenses 2024: $192,659Net Income 2024: -$43,4622024

Highlighted filing

2024

Revenue$149,197
Expenses$192,659
Net Income-$43,462
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$81,895
Liabilities
$4,915
Net assets
$76,980
Revenue
$149,197
Expenses
$192,659
Net income
-$43,462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.05$0.77$1.49$1.93$0.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.11$1.20$1.42$1.94$0.52
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.04$1.72$1.71$1.85$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.21$1.86$1.46$1.58$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.28$1.98$1.90$1.20$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.36$1.28$2.32$2.21$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.57$1.17$2.36$2.11$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.33$0.91$2.38$2.52$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.42$1.05$2.33$2.63$0.30
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.68$1.36$2.38$2.55$0.17
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.39$1.53$1.97$2.14$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.86$0.16$1.69$2.17$2.01$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.11$1.52$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$0.14$1.51$2.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.27$1.67$1.89$1.64$0.25
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.2
Gross Receipts
$149,197
Mission and Program Overview

Mission

FPA of NJ is the voice and the premier resource to the public and our members on the financial planning profession. We strive to educate the public, advance the financial planning profession and to enhance the professional development of our members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$127,085$74,833▼ $52,252
Cash and Non-Interest-Bearing Accounts$3,565$6,591▲ $3,026
Total Assets$131,121$81,895▼ $49,226
Other Assets Total$471$471→ $0
Liabilities
Accounts Payable and Accrued Expenses$10,679$3,173▼ $7,506
Deferred Revenue-$1,742-
Total Liabilities$10,679$4,915▼ $5,764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$120,442$76,980▼ $43,462
Total Net Assets Fund Balance$120,442$76,980▼ $43,462
Total Liabilities and Net Assets / Fund Balance$131,121$81,895▼ $49,226
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Alexander VaccarellaBoard Director
Dawn BrownBoard Director
Dennis HuergoBoard Director
Joe ShureBoard Director
Justin RiceBoard Director
Kenneth AshkaBoard Director
Laura ReevesBoard Director
Mauro LeosBoard Director
Niraj ChhabraBoard Director
Rickie TaylorBoard Director
Steven BernknopfBoard Director
Revenue and Support

Revenue Composition

Contributions and Grants
$115,807
Program Service Revenue
$28,900
Investment Income
$4,490
Other Revenue
$0
All Other Contributions
$54,450
Change in Net Assets
$-43,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$192,659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$99,125$4,894-$99,125
Conferences and Meetings$58,624--$58,624
Advertising-$14,462-$14,462
Information Technology-$5,969-$5,969
Travel-$3,300-$3,300
Fees for Services Accounting-$2,589-$2,589
All Other Expenses-$2,221-$2,221
Office Expenses-$1,475-$1,475
Total Functional Expenses$157,749$34,910$0$192,659
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Certain members of the board of directors are required to review and approve of the 990 and the related schedules prior to submittal to the respective tax agencies.”

Conflict of interest policy compliance Part VI line 12C

“All board members are required to immediately disclose any potential relationship that may give rise to a conflict of interest. After disclosure the board will review and assess each relationship to determine the nature and the extent of the conflict.”

CEO executive director top management comp Part VI line 15A

“Compensation of administrator is set and evaluated by the board and is determined using best practices in the industry. The level of compensation and any potential raises are reviewed by the board annually.”

Other officer or key employee compensation Part VI line 15B

“Compensation of administrator is set and evaluated by the board and is determined using best practices in the industry. The level of compensation and any potential raises are reviewed by the board annually.”

Governing documents etc available to public Part VI line 19

“The Organization makes its governing documents, policies and procedures and its financial reports available to the public upon request. The Form 990 is made available upon request and can also be obtained on Guidestar.com, which is an indepenent website that makes available financial information related to nonprofit organizations.”

Filing and Contact Details

Filer

Filer Name
Financial Planning Association of NJ
EIN
22-3606932
In Care Of
% Steven Bernknopf
Phone
5083201685
Address
191 North Avenue STE 265, Dunellen, NJ 08812

Signing Officer

Name
Steven Bernknopf
Title
Board Director
Phone
9082324618
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Bernknopf
Formed
1999
Legal Domicile
Nj
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
20

Preparer

Firm
Ketcham & Associates LLC
Address
202 Mountain Avenue, Westfield, NJ 07090
Preparer
Steven Ketcham CPA
Phone
9082324618
Raw XML Appendix352 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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IRS990/ProgramServiceRevenueGrp/Desc0Registration revenue
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12500
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12500
IRS990/ProgSrvcAccomActy2Grp/Desc0Meetings - designed for financial planning professionals to meet and discuss matters of mutual interest and importance to the profession and their clients.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt083350
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IRS990/ReconcilationRevenueExpnssAmt0-43462
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Certain members of the board of directors are required to review and approve of the 990 and the related schedules prior to submittal to the respective tax agencies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1All board members are required to immediately disclose any potential relationship that may give rise to a conflict of interest. After disclosure the board will review and assess each relationship to determine the nature and the extent of the conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation of administrator is set and evaluated by the board and is determined using best practices in the industry. The level of compensation and any potential raises are reviewed by the board annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation of administrator is set and evaluated by the board and is determined using best practices in the industry. The level of compensation and any potential raises are reviewed by the board annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization makes its governing documents, policies and procedures and its financial reports available to the public upon request. The Form 990 is made available upon request and can also be obtained on Guidestar.com, which is an indepenent website that makes available financial information related to nonprofit organizations.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0157749
IRS990/TotalFunctionalExpensesGrp/TotalAmt0192659
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt04915
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IRS990/TotalLiabilitiesGrp/EOYAmt04915
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt076980
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt028900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04490
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt028900
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149197
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0131121
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt081895
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03300
IRS990/TravelGrp/TotalAmt03300
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0191 North Avenue No 265
IRS990/USAddress/CityNm0Dunellen
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008812
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0www.fpanj.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN BERNKNOPF
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09082324618
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Planning Association of NJ
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0223606932
ReturnHeader/Filer/InCareOfNm0% Steven Bernknopf
ReturnHeader/Filer/PhoneNum05083201685
ReturnHeader/Filer/USAddress/AddressLine1Txt0191 North Avenue STE 265
ReturnHeader/Filer/USAddress/CityNm0Dunellen
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008812
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205907840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ketcham & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 Mountain Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007090
ReturnHeader/PreparerPersonGrp/PhoneNum09082324618
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN KETCHAM CPA
ReturnHeader/ReturnTs02025-11-17T15:30:57-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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