Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
EIN 26-1308032 • 501(c)6
Profile
The primary purpose of the financial planning association of florida, inc is to implement the objectives and enhance the reputation and goodwill of the financial planning assocation. The purpose of the individual chapters is to serve the needs of their members and to establish and represent to the public the value of financial planning and the success of the financial planning profession.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on the latest valid filing.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.
Net Margin
46th percentile
Higher net margin than 46% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
45th percentile
Faster revenue growth than 45% of similar nonprofits.
Assets
Down$8,132
Down $4,524 (-36%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Net Assets
Down$8,132
Down $4,524 (-36%) from 2013
Revenue
Down$16,107
Down $1,524 (-8.6%) from 2013
Expenses
Up$16,226
Up $1,170 (+7.8%) from 2013
Net Income
Down-$119
Down $2,694 (-105%) from 2013
Most recent year
2016 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2013 below.
The primary purpose of the financial planning association of florida, inc is to implement the objectives and enhance the reputation and goodwill of the financial planning assocation. The purpose of the individual chapters is to serve the needs of their members and to establish and represent to the public the value of financial planning and the success of the financial planning profession.
| Description | Grants | Expenses |
|---|---|---|
| SEE PRIMARY PURPOSE STATEMENT. | - | $5,204 |
| SEE PRIMARY PURPOSE STATEMENT. | - | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MICHAEL J ZMISTOWSKI RFC | Chairman | - | $0 | - | - |
| PAUL AUSLANDER CFP | President | PT | $0 | - | - |
| JEAN P LARSEN CFP | Treasurer | PT | $0 | - | - |
| ELAINE KING CFP CDFA | Secretary | - | $0 | - | - |
| CHRIS BRUSER | Director | - | $0 | - | - |
| WILLIAM R DYESS CLTC | Director | - | $0 | - | - |
| PHILIP HERZBERG CFP AEP | President El | - | $0 | - | - |
| DALE VAN SCOYK GFS | Director | - | $0 | - | - |
| CHRIS DRAUGHON CFP | Director | - | $0 | - | - |
| PAUL B MILLER CFP | Director | - | $0 | - | - |
| CLAUDIA L SACHS CFP CCM | Director | - | $0 | - | - |
| CHARLIE E FITZGERALD III CFP | Chairman | - | $0 | - | - |
| DIANE LAYTON | Executive Di | - | $0 | - | - |
| KWAMENA GOODIN | Director | - | $0 | - | - |
| CHARLES KERWOOD CFP | Director | - | $0 | - | - |
| ASHLEY O'KURLEY CFP | Director | - | $0 | - | - |
“Expenses advertising and promotion 294 office 88 information technology 1,511 conferences/meetings 4,995 state annual renewal fee 61 charge card merchant fees 148 total 7,097”
“The primary purpose of the financial planning association of florida, inc is to implement the objectives and enhance the reputation and goodwill of the financial planning assocation. The purpose of the individual chapters is to serve the needs of their members and to establish and represent to the public the value of financial planning and the success of the financial planning profession.”
“See primary purpose statement.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | MICHAEL J ZMISTOWSKI RFC |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | PAUL AUSLANDER CFP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | JEAN P LARSEN CFP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 3 | ELAINE KING CFP CDFA |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 4 | CHRIS BRUSER |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 5 | WILLIAM R DYESS CLTC |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 6 | PHILIP HERZBERG CFP AEP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 7 | DALE VAN SCOYK GFS |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 8 | CHRIS DRAUGHON CFP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 9 | PAUL B MILLER CFP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 10 | CLAUDIA L SACHS CFP CCM |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 11 | CHARLIE E FITZGERALD III CFP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 12 | DIANE LAYTON |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 13 | KWAMENA GOODIN |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 14 | CHARLES KERWOOD CFP |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 15 | ASHLEY OKURLEY CFP |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | JEAN P LARSEN CFP |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9414080088 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 402 DONA DRIVE |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | NOKOMIS |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 34275 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 10081 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 12656 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 14480 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2575 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7925 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 10081 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 12656 |
| IRS990EZ/GrossReceiptsAmt | 0 | 17631 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 10081 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 12656 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 10081 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 12656 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 12 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 13 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 14 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 15 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 12 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 13 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 14 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 15 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MICHAEL J ZMISTOWSKI RFC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | PAUL AUSLANDER CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEAN P LARSEN CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ELAINE KING CFP CDFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | CHRIS BRUSER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | WILLIAM R DYESS CLTC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | PHILIP HERZBERG CFP AEP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DALE VAN SCOYK GFS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | CHRIS DRAUGHON CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | PAUL B MILLER CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | CLAUDIA L SACHS CFP CCM |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | CHARLIE E FITZGERALD III CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 12 | DIANE LAYTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 13 | KWAMENA GOODIN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 14 | CHARLES KERWOOD CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 15 | ASHLEY O'KURLEY CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 12 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 13 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 14 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 15 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7097 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY PURPOSE OF THE FINANCIAL PLANNING ASSOCIATION OF FLORIDA, INC IS TO IMPLEMENT THE OBJECTIVES AND ENHANCE THE REPUTATION AND GOODWILL OF THE FINANCIAL PLANNING ASSOCATION. THE PURPOSE OF THE INDIVIDUAL CHAPTERS IS TO SERVE THE NEEDS OF THEIR MEMBERS AND TO ESTABLISH AND REPRESENT TO THE PUBLIC THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 34 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 3150 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SEE PRIMARY PURPOSE STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SEE PRIMARY PURPOSE STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5204 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 15056 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5204 |
| IRS990EZ/TotalRevenueAmt | 0 | 17631 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FINANCIALPLANNINGFLORIDA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES ADVERTISING AND PROMOTION 294 OFFICE 88 INFORMATION TECHNOLOGY 1,511 CONFERENCES/MEETINGS 4,995 STATE ANNUAL RENEWAL FEE 61 CHARGE CARD MERCHANT FEES 148 TOTAL 7,097 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE PRIMARY PURPOSE OF THE FINANCIAL PLANNING ASSOCIATION OF FLORIDA, INC IS TO IMPLEMENT THE OBJECTIVES AND ENHANCE THE REPUTATION AND GOODWILL OF THE FINANCIAL PLANNING ASSOCATION. THE PURPOSE OF THE INDIVIDUAL CHAPTERS IS TO SERVE THE NEEDS OF THEIR MEMBERS AND TO ESTABLISH AND REPRESENT TO THE PUBLIC THE VALUE OF FINANCIAL PLANNING AND THE SUCCESS OF THE FINANCIAL PLANNING PROFESSION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SEE PRIMARY PURPOSE STATEMENT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JEAN P LARSEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4078149905 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | FINANCIAL PLANNING ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | OF FLORIDA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 261308032 |
| ReturnHeader/Filer/PhoneNum | 0 | 4078149905 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 402 DONA DRIVE |
| ReturnHeader/Filer/USAddress/City | 0 | NKOMIS |
| ReturnHeader/Filer/USAddress/State | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 34275 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | S C PRESLEY & CO INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 250 S RONALD REAGAN BLVD STE 10 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | LONGWOOD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 327505466 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4073317665 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-05-15 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SYLVIA C PRESLEY |
| ReturnHeader/ReturnTs | 0 | 2014-05-15T09:59:54-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
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