Civic Intelligence

Financial Planning Association

EIN 25-1377730 • 501(c)6 • McKeesport, PA

Profile

The mission of the Financial Planning Association of Pittsburgh is to promote and advance financial planning to our members and our local community.

36 Colonial DriveMcKeesport, PA 15135
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 2022

Liabilities / Revenue

50th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

35th percentile

-7.2%

Higher net margin than 35% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

88th percentile

33%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Revenue Growth

47th percentile

-0.3%

Faster revenue growth than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$66,060

Down $4,069 (-5.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$66,060

Down $4,069 (-5.8%) from 2021

Operations
Liabilities / Revenue50th percentileNet Margin35th percentile

Revenue

Down

$56,798

Down $22,424 (-28%) from 2021

Expenses

Up

$60,867

Up $14,376 (+31%) from 2021

Net Income

Down

-$4,069

Down $36,800 (-112%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth88th percentile

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

$80K$60K$40K$20K$0Assets 2020: $37,398Liabilities 2020: $0Net Assets 2020: $37,3982020Assets 2021: $70,129Liabilities 2021: $0Net Assets 2021: $70,1292021Assets 2022: $66,060Liabilities 2022: $0Net Assets 2022: $66,0602022

Highlighted filing

2022

Assets$66,060
Liabilities$0
Net Assets$66,060
Open 2022 Filing

Operations Trend

Revenue Growth47th percentile

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

$100K$50K$0-$50KRevenue 2020: $57,099Expenses 2020: $59,292Net Income 2020: -$2,1932020Revenue 2021: $79,222Expenses 2021: $46,491Net Income 2021: $32,7312021Revenue 2022: $56,798Expenses 2022: $60,867Net Income 2022: -$4,0692022

Highlighted filing

2022

Revenue$56,798
Expenses$60,867
Net Income-$4,069
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,060
Liabilities
$0
Net assets
$66,060
Revenue
$56,798
Expenses
$60,867
Net income
-$4,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$66.1$0.00$66.1$56.8$60.9$4.07
2021Detailed filing. Detailed filing data is available for this year.$70.1$0.00$70.1$79.2$46.5$32.7
2020Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$57.1$59.3$2.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 21, 2023
Return Version
2022v5.0
Gross Receipts
$56,798
Mission and Program Overview

Mission

The mission of the Financial Planning Association of Pittsburgh is to promote and advance financial planning to our members and our local community.

Program Services

DescriptionGrantsExpenses
Education and Ethics Conferences - Education meetings during the year covering financial planing topics.--
Financial Planing Symposium - One day education program for the financial planning community.--
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory FurerDirector/ PresidentPT$0--
Jake CuthbertDirector/Vice President-$0--
James BoughnerDirector/Treasurer-$0--
Ann McKennaSecretary-$0--
Newlin ArchinalDirector-$0--
Shana BielichDirector-$0--
Trina BrownDirector-$0--
Devin FaddoulDirector-$0--
John LinkDirector-$0--
Amanda McKennaDirector-$0--
Ryan NeupaverDirector-$0--
Filing and Contact Details

Filer

Filer Name
FINANCIAL PLANNING ASSOCIATION - Pittsburgh Chapter
EIN
25-1377730
Phone
4126554447
Address
36 Colonial Drive, McKeesport, PA 15135

Signing Officer

Name
James Boughner
Title
Treasurer
Phone
4124916906
Signed
2023-05-21
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Administrative Expenses;92|Bank and Credit Card Fees;316|Chapter Leadership and other travel;2058|Comptuer;700|Cvent;2934|Other;100|Program Services;19484|Social Events;2836|Supplies;113^Total;28633^”

Raw XML Appendix165 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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