Civic Intelligence

Financial Planning Assoc Phila Tri-State Area% Erik Evans

990 • Fiscal year 2019 • EIN 23-3080361

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileWWW.FPAPHILLY.ORG
65 Makefield RoadMorrisville, PA 19067

(215) 207-9433

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

22nd percentile

-10%

Higher net margin than 22% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

28th percentile

-9.0%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

25th percentile

-12%

Faster revenue growth than 25% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$141,073

Down $14,027 (-9.0%) from 2018

Net Assets

Down

$141,073

Down $14,027 (-9.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin22nd percentile

Revenue

Down

$133,944

Down $17,764 (-12%) from 2018

Expenses

Down

$147,971

Down $3,357 (-2.2%) from 2018

Net Income

Down

-$14,027

Down $14,407 (-3791%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2019

Assets$141,073
Liabilities$0
Net Assets$141,073
Open 2019 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$133,944
Expenses$147,971
Net Income-$14,027
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.0
Gross Receipts
$133,944
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$155,100$141,073▼ $14,027
Investments in Publicly Traded Securities$75,298$78,586▲ $3,288
Savings and Temporary Cash Investments$54,303$45,461▼ $8,842
Cash and Non-Interest-Bearing Accounts$25,499$17,026▼ $8,473
Total Assets$155,100$141,073▼ $14,027
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$155,100$141,073▼ $14,027
Total Liabilities and Net Assets / Fund Balance$155,100$141,073▼ $14,027
Compensation and Service Providers
Top Officer Pay71st percentile

Board Members and Trustees

NameTitle
Steven J Krzywicki Jr CfpChairman
Nick ManingasPresident
James Mcgowan CfpPresident-el
Chris StewartChapter Admi
Brent ZackonSecretary
Bryan Dalesandro CfpTreasurer
Frederick Lawrence Helmick Jr CfpTreasurer
David Emery Cfp CdfaVP-advocacy
Cynthia Rosen Axelrod CfaVP-career De
Jocelyn Wright Mba CfpVP-diversity
Nandita Das Phd Cfp Cfa MbaVP-diversity
Daniel Brady CfpVP-education
Ben StuckerVP-marketing
Thomas MeskoVP-membershi
Allison Masoero CfpVP-nexgen
Jordan R RosenblattVP-prof Alli
Brandon J Abe CfpVP-sponsorsh
Michael HartnettVP-study Gro
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$82,912
Investment Income
$4,532
Other Revenue
$46,500
Change in Net Assets
$-14,027
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$147,971
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$79,514--$79,514
Other Expenses$1,208$71-$71
Total Functional Expenses$93,164$54,807$0$147,971
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

“Preident 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
2152079433
Address
65 MAKEFIELD ROAD, MORRISVILLE, PA 19067

Signing Officer

Name
Bryan Dalesandro Cfp
Title
Treasurer
Phone
6109949198
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Mcgowan Cfp
Voting Board Members
18
Independent Board Members
18
Employees
0

Preparer

Firm
Sws Group Pc
Address
401 E ELM ST STE 300, CONSHOHOCKEN, PA 19428
Preparer
Alan B Steinberg CPA
Phone
6106015300
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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/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054303
IRS990/SavingsAndTempCashInvstGrp/EOYAmt045461
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD OF DIRECTORS ARE ELECTED BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS ARE SUBJECT TO APPROVAL OF MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREIDENT AND TREASURER REVIEW 990 PRIOR TO FILING AND THEN MAKE 990 AVAILABLE TO ALL BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE TO PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0155100
IRS990/TotalAssetsEOYAmt0141073
IRS990/TotalAssetsGrp/BOYAmt0155100
IRS990/TotalAssetsGrp/EOYAmt0141073
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054807
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093164
IRS990/TotalFunctionalExpensesGrp/TotalAmt0147971
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0155100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0141073
IRS990/TotalProgramServiceExpensesAmt093164
IRS990/TotalProgramServiceRevenueAmt082912
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0133944
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0133944
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0155100
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0141073
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 WEST COURT STREET
IRS990/USAddress/CityNm0DOYLESTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd018901
IRS990/VotingMembersGoverningBodyCnt018
IRS990/VotingMembersIndependentCnt018
IRS990/WebsiteAddressTxt0WWW.FPAPHILLY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRYAN DALESANDRO CFP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06109949198
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOC PHILA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRI-STATE AREA C/OCHRISTINE STEWART
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0233080361
ReturnHeader/Filer/PhoneNum02152079433
ReturnHeader/Filer/USAddress/AddressLine1Txt065 MAKEFIELD ROAD
ReturnHeader/Filer/USAddress/CityNm0MORRISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019067
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AD4759982111C26A0C558D0EB7691B0BA65F178D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId034CA941ED389D23BA9688A25F41B6151E598AFF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:38:54
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN B STEINBERG CPA
ReturnHeader/ReturnTs02020-11-13T13:38:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,073
Liabilities
$0
Net assets
$141,073
Revenue
$133,944
Expenses
$147,971
Net income
-$14,027
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