Civic Intelligence

Financial Planning Association of Florida

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.

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2016

Net Margin

46th percentile

-0.7%

Higher net margin than 46% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2016

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 2016

Asset Growth

32nd percentile

-14%

Faster asset growth than 32% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2016

Revenue Growth

45th percentile

-3.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2016

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

Trend Graphs

Balance Sheet Trend

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

$15K$10K$5.0K$0Assets 2010: $1,351Net Assets 2010: $1,3512010Assets 2012: $10,081Net Assets 2012: $10,0812012Assets 2013: $12,656Net Assets 2013: $12,6562013Assets 2016: $8,132Net Assets 2016: $8,1322016

Highlighted filing

2016

Assets$8,132
Liabilities-
Net Assets$8,132

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2010: $22,100Expenses 2010: $27,898Net Income 2010: -$5,7982010Revenue 2012: $22,259Expenses 2012: $12,605Net Income 2012: $9,6542012Revenue 2013: $17,631Expenses 2013: $15,056Net Income 2013: $2,5752013Revenue 2016: $16,107Expenses 2016: $16,226Net Income 2016: -$1192016

Highlighted filing

2016

Revenue$16,107
Expenses$16,226
Net Income-$119

Filings

Latest Detailed Filing

The latest 2016 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2013 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$17,631
Mission and Program Overview

Mission

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.

Program Services

DescriptionGrantsExpenses
SEE PRIMARY PURPOSE STATEMENT.-$5,204
SEE PRIMARY PURPOSE STATEMENT.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J ZMISTOWSKI RFCChairman-$0--
PAUL AUSLANDER CFPPresidentPT$0--
JEAN P LARSEN CFPTreasurerPT$0--
ELAINE KING CFP CDFASecretary-$0--
CHRIS BRUSERDirector-$0--
WILLIAM R DYESS CLTCDirector-$0--
PHILIP HERZBERG CFP AEPPresident El-$0--
DALE VAN SCOYK GFSDirector-$0--
CHRIS DRAUGHON CFPDirector-$0--
PAUL B MILLER CFPDirector-$0--
CLAUDIA L SACHS CFP CCMDirector-$0--
CHARLIE E FITZGERALD III CFPChairman-$0--
DIANE LAYTONExecutive Di-$0--
KWAMENA GOODINDirector-$0--
CHARLES KERWOOD CFPDirector-$0--
ASHLEY O'KURLEY CFPDirector-$0--
Filing and Contact Details

Filer

EIN
26-1308032
Phone
4078149905

Signing Officer

Name
Jean P Larsen
Title
Treasurer
Phone
4078149905
Signed
2014-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Sylvia C Presley
Phone
4073317665
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

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

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 31

See primary purpose statement.

Raw XML Appendix167 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm1PAUL AUSLANDER CFP
CompensationExplanation/CompensationExplanationGrp/PersonNm2JEAN P LARSEN CFP
CompensationExplanation/CompensationExplanationGrp/PersonNm3ELAINE KING CFP CDFA
CompensationExplanation/CompensationExplanationGrp/PersonNm4CHRIS BRUSER
CompensationExplanation/CompensationExplanationGrp/PersonNm5WILLIAM R DYESS CLTC
CompensationExplanation/CompensationExplanationGrp/PersonNm6PHILIP HERZBERG CFP AEP
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CompensationExplanation/CompensationExplanationGrp/PersonNm8CHRIS DRAUGHON CFP
CompensationExplanation/CompensationExplanationGrp/PersonNm9PAUL B MILLER CFP
CompensationExplanation/CompensationExplanationGrp/PersonNm10CLAUDIA L SACHS CFP CCM
CompensationExplanation/CompensationExplanationGrp/PersonNm11CHARLIE E FITZGERALD III CFP
CompensationExplanation/CompensationExplanationGrp/PersonNm12DIANE LAYTON
CompensationExplanation/CompensationExplanationGrp/PersonNm13KWAMENA GOODIN
CompensationExplanation/CompensationExplanationGrp/PersonNm14CHARLES KERWOOD CFP
CompensationExplanation/CompensationExplanationGrp/PersonNm15ASHLEY OKURLEY CFP
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IRS990EZ/BooksInCareOfDetail/PersonNm0JEAN P LARSEN CFP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL AUSLANDER CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEAN P LARSEN CFP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELAINE KING CFP CDFA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS BRUSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5WILLIAM R DYESS CLTC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHILIP HERZBERG CFP AEP
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12EXECUTIVE DI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/OtherExpensesTotalAmt07097
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IRS990EZ/PrimaryExemptPurposeTxt0THE 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/PrintingPublicationsPostageAmt034
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE PRIMARY PURPOSE STATEMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SEE PRIMARY PURPOSE STATEMENT.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TotalExpensesAmt015056
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IRS990EZ/TotalRevenueAmt017631
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FINANCIALPLANNINGFLORIDA.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES 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/ExplanationTxt1THE 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/ExplanationTxt2SEE PRIMARY PURPOSE STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEAN P LARSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04078149905
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20OF FLORIDA
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0261308032
ReturnHeader/Filer/PhoneNum04078149905
ReturnHeader/Filer/USAddress/AddressLine10402 DONA DRIVE
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ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode034275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10S C PRESLEY & CO INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10250 S RONALD REAGAN BLVD STE 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LONGWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0327505466
ReturnHeader/PreparerPersonGrp/PhoneNum04073317665
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SYLVIA C PRESLEY
ReturnHeader/ReturnTs02014-05-15T09:59:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits