Civic Intelligence

Financial Planning Assoc Phila

EIN 23-3080361 • 501(c)6 • Wayne, PA

Profile

To provide educational and support services to its members and to promote public awareness of the financial planning profession

665 E Swedesford Rd Suite 301Wayne, PA 19087

www.fpaphilly.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

43rd percentile

-2.2%

Higher net margin than 43% 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

48th percentile

-2.1%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

35th percentile

-9.9%

Faster revenue growth than 35% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$135,747

Down $2,975 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$135,747

Down $2,975 (-2.1%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin43rd percentile

Revenue

Down

$134,050

Down $14,748 (-9.9%) from 2023

Expenses

Down

$137,025

Down $9,853 (-6.7%) from 2023

Net Income

Down

-$2,975

Down $4,895 (-255%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2010: $225,314Liabilities 2010: $0Net Assets 2010: $225,3142010Assets 2011: $210,355Liabilities 2011: $0Net Assets 2011: $210,3552011Assets 2012: $150,801Liabilities 2012: $0Net Assets 2012: $150,8012012Assets 2013: $136,266Liabilities 2013: $0Net Assets 2013: $136,2662013Assets 2014: $180,662Liabilities 2014: $0Net Assets 2014: $180,6622014Assets 2015: $167,113Liabilities 2015: $0Net Assets 2015: $167,1132015Assets 2016: $174,893Liabilities 2016: $0Net Assets 2016: $174,8932016Assets 2017: $154,720Liabilities 2017: $0Net Assets 2017: $154,7202017Assets 2018: $155,100Liabilities 2018: $0Net Assets 2018: $155,1002018Assets 2019: $141,073Liabilities 2019: $0Net Assets 2019: $141,0732019Assets 2020: $147,103Liabilities 2020: $0Net Assets 2020: $147,1032020Assets 2021: $156,060Liabilities 2021: $0Net Assets 2021: $156,0602021Assets 2022: $136,802Liabilities 2022: $0Net Assets 2022: $136,8022022Assets 2023: $138,722Liabilities 2023: $0Net Assets 2023: $138,7222023Assets 2024: $135,747Liabilities 2024: $0Net Assets 2024: $135,7472024

Highlighted filing

2024

Assets$135,747
Liabilities$0
Net Assets$135,747
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $187,717Expenses 2010: $188,692Net Income 2010: -$9752010Revenue 2011: $171,330Expenses 2011: $186,289Net Income 2011: -$14,9592011Revenue 2012: $160,474Expenses 2012: $220,028Net Income 2012: -$59,5542012Revenue 2013: $163,651Expenses 2013: $178,186Net Income 2013: -$14,5352013Revenue 2014: $191,174Expenses 2014: $146,778Net Income 2014: $44,3962014Revenue 2015: $160,244Expenses 2015: $173,793Net Income 2015: -$13,5492015Revenue 2016: $152,208Expenses 2016: $144,428Net Income 2016: $7,7802016Revenue 2017: $117,863Expenses 2017: $138,036Net Income 2017: -$20,1732017Revenue 2018: $151,708Expenses 2018: $151,328Net Income 2018: $3802018Revenue 2019: $133,944Expenses 2019: $147,971Net Income 2019: -$14,0272019Revenue 2020: $70,920Expenses 2020: $64,890Net Income 2020: $6,0302020Revenue 2021: $83,103Expenses 2021: $74,146Net Income 2021: $8,9572021Revenue 2022: $118,517Expenses 2022: $137,775Net Income 2022: -$19,2582022Revenue 2023: $148,798Expenses 2023: $146,878Net Income 2023: $1,9202023Revenue 2024: $134,050Expenses 2024: $137,025Net Income 2024: -$2,9752024

Highlighted filing

2024

Revenue$134,050
Expenses$137,025
Net Income-$2,975
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$135,747
Liabilities
$0
Net assets
$135,747
Revenue
$134,050
Expenses
$137,025
Net income
-$2,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.34$1.37$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$1.49$1.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.19$1.38$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.83$0.74$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.71$0.65$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.34$1.48$0.14
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$1.52$1.51$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$1.18$1.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$1.52$1.44$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.67$0.00$1.67$1.60$1.74$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.91$1.47$0.44
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$1.64$1.78$0.15
2012Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$1.60$2.20$0.60
2011Summary only. Only limited summary data is available for this year.$2.10$0.00$2.10$1.71$1.86$0.15
2010Summary only. Only limited summary data is available for this year.$2.25$0.00$2.25$1.88$1.89$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.0
Gross Receipts
$134,050
Mission and Program Overview

Mission

To provide educational and support services to its members and to promote public awareness of the financial planning profession

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$138,722$135,747▼ $2,975
Investments in Publicly Traded Securities$99,832$111,867▲ $12,035
Savings and Temporary Cash Investments$17,575$18,494▲ $919
Cash and Non-Interest-Bearing Accounts$21,315$5,386▼ $15,929
Total Assets$138,722$135,747▼ $2,975
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$138,722$135,747▼ $2,975
Total Liabilities and Net Assets / Fund Balance$138,722$135,747▼ $2,975
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Daniel B Brady Cfp MbaChairman
Scott PulsiferPresident
Taylor VenanziPresident El
David Emery Cfp Cdfa MbaAdvocacy
Peter AyoubAt Large
Michael HartnettEducation/st
Haley RosaMembership
James CiamaccoNexgen
Timothy HewittTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$53,788
Investment Income
$12,982
Other Revenue
$67,280
Change in Net Assets
$-2,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,025
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
Conferences and Meetings$59,129--$59,129
Fees for Services Accounting-$2,203-$2,203
Other Expenses$1,625$74,052-$1,625
Fees for Services Other-$16-$16
Total Functional Expenses$60,754$76,271$0$137,025
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
No
Backup withholding compliance
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“Board of directors are elected by members.”

Form 990, Page 6, Part VI, Line 7B

“Decisions are subject to approval of members.”

Form 990, Page 6, Part VI, Line 11B

“President and treasurer review 990 prior to filing and then make 990 available to all board members.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to public upon request”

Filing and Contact Details

Filer

Filer Name
Financial Planning Assoc Phila
EIN
23-3080361
Phone
7039803766
Address
665 E SWEDESFORD RD SUITE 301, WAYNE, PA 19087

Signing Officer

Name
Scott Pulsifer
Title
President
Phone
7039803766
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Pulsifer
Formed
1983
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Sws Group Pc
Address
401 E ELM ST STE 300, CONSHOHOCKEN, PA 19428
Preparer
Alan B Steinberg CPA
Phone
6106015300
Raw XML Appendix291 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/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0656 E SWEDESFORD RD
IRS990/USAddress/AddressLine2Txt0STE 301
IRS990/USAddress/CityNm0WAYNE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019087
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt010
IRS990/WebsiteAddressTxt0WWW.FPAPHILLY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT PULSIFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07039803766
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOC PHILA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRI-STATE AREA
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0233080361
ReturnHeader/Filer/PhoneNum07039803766
ReturnHeader/Filer/USAddress/AddressLine1Txt0665 E SWEDESFORD RD SUITE 301
ReturnHeader/Filer/USAddress/CityNm0WAYNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019087
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813967664
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWS GROUP PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 E ELM ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONSHOHOCKEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019428
ReturnHeader/PreparerPersonGrp/PhoneNum06106015300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN B STEINBERG CPA
ReturnHeader/ReturnTs02025-11-14T09:53:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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