Liabilities / Assets
Score unavailable
Liabilities-to-assets requires both liabilities and assets on this filing.
Financial Planning Association of Florida
990EZ • Fiscal year 2016 • EIN 26-1308032
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
No value available
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
40th percentile
Higher net margin than 40% of similar nonprofits.
Top Officer Pay
69th percentile
Higher top officer pay than 69% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
22nd percentile
Faster asset growth than 22% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Balance Sheet
Assets
Down$8,132
Down $4,524 (-36%) from 2013
Net Assets
Down$8,132
Down $4,524 (-36%) from 2013
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
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
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Feb 15, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $16,107
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
| Description | Grants | Expenses |
|---|---|---|
| SEE PRIMARY PURPOSE STATEMENT. | - | $5,063 |
| SEE PRIMARY PURPOSE STATEMENT. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CHRIS DRAUGHON CFP | Chairman | - | $0 | - | - |
| ASHLEY O'KURLEY CFP | President | - | $0 | - | - |
| JAMES MCBRYAER CFP | President El | - | $0 | - | - |
| TIFFANY BEARD CFP | Secretary/Tr | - | $0 | - | - |
| DIANE LAYTON | Executive Di | - | $0 | - | - |
| MARISA BRADBURY CFP | Director | - | $0 | - | - |
| WILLIAM R DYESS CLTC | Director | - | $0 | - | - |
| TOM ROBERTS | Director | - | $0 | - | - |
| HUBERT ROSS CFP | Director | - | $0 | - | - |
| SCOTT SCHATZLE | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Financial Planning Association
- EIN
- 26-1308032
- Phone
- 4078149905
- Address
- 2324 ORCHARD DRIVE, APOPKA, FL 32712
Signing Officer
- Name
- Diane Layton
- Title
- Executive Director
- Phone
- 9543700041
- Signed
- 2017-02-15
- Discuss with paid preparer
- Yes
Preparer
- Firm
- S C Presley & Co Inc
- Address
- 250 S RONALD REAGAN BLVD STE 10, LONGWOOD, FL 32750-5466
- Preparer
- Sylvia C Presley
- Phone
- 4073317665
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses office 636 information technology 2,954 travel 158 conferences/meetings 4,905 total 8,653”
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 Appendix129 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DIANE LAYTON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4078149905 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | P O BOX 520310 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LONGWOOD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 32752 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 8251 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 8132 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 15293 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -119 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7504 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 8251 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 8132 |
| IRS990EZ/GrossReceiptsAmt | 0 | 16107 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 8251 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 8132 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 8251 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 8132 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 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/PersonNm | 0 | CHRIS DRAUGHON CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ASHLEY O'KURLEY CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JAMES MCBRYAER CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | TIFFANY BEARD CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DIANE LAYTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | MARISA BRADBURY CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | WILLIAM R DYESS CLTC |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | TOM ROBERTS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | HUBERT ROSS CFP |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | SCOTT SCHATZLE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY/TR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | EXECUTIVE DI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 8653 |
| 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 | 69 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 814 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SEE PRIMARY PURPOSE STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | SEE PRIMARY PURPOSE STATEMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 5063 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 16226 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 5063 |
| IRS990EZ/TotalRevenueAmt | 0 | 16107 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FINANCIALPLANNINGFLORIDA.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES OFFICE 636 INFORMATION TECHNOLOGY 2,954 TRAVEL 158 CONFERENCES/MEETINGS 4,905 TOTAL 8,653 |
| 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 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DIANE LAYTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | EXECUTIVE DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9543700041 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-02-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL PLANNING ASSOCIATION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF FLORIDA |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 261308032 |
| ReturnHeader/Filer/PhoneNum | 0 | 4078149905 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2324 ORCHARD DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | APOPKA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 32712 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | A3276E4A2F086A6CFFE333FBA44B3AAB8D0E0419 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | A3276E4A2F086A6CFFE333FBA44B3AAB8D0E0419 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 592750960 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | S C PRESLEY & CO INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 250 S RONALD REAGAN BLVD STE 10 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | LONGWOOD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 327505466 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4073317665 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-03-01 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | SYLVIA C PRESLEY |
| ReturnHeader/ReturnTs | 0 | 2017-03-01T10:15:26-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $8,132
- Liabilities
- -
- Net assets
- $8,132
- Revenue
- $16,107
- Expenses
- $16,226
- Net income
- -$119