Civic Intelligence

Financial Planning Assoc Phila Tri-State Area% Erik Evans

990 • Fiscal year 2012 • EIN 23-3080361

Jan 01, 2012 to Dec 31, 2012

Organization ProfileWWW.FPAPHILLY.ORG
Wayne, PA
Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

50th percentile

0.00x

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

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Net Margin

6th percentile

-37%

Higher net margin than 6% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

11th percentile

-28%

Faster asset growth than 11% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

35th percentile

-6.3%

Faster revenue growth than 35% of similar nonprofits.

2012 filings • 501(c)6 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$150,801

Down $59,554 (-28%) from 2011

Net Assets

Down

$150,801

Down $59,554 (-28%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin6th percentile

Revenue

Down

$160,474

Down $10,856 (-6.3%) from 2011

Expenses

Up

$220,028

Up $33,739 (+18%) from 2011

Net Income

Down

-$59,554

Down $44,595 (-298%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2012

Assets$150,801
Liabilities$0
Net Assets$150,801
Open 2012 Filing

Operations Trend

Revenue Growth35th 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

2012

Revenue$160,474
Expenses$220,028
Net Income-$59,554
Open 2012 Filing
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Mission and Program Overview

Mission

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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$150,801
Liabilities
$0
Net assets
$150,801
Revenue
$160,474
Expenses
$220,028
Net income
-$59,554
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