Civic Intelligence

Financial Planning Association of Central Ohio

EIN 31-1678285 • 501(c)6 • Westerville, OH

Profile

To support the financial planning profession.

7385 State Rte 3 52Westerville, OH 43082

www.fpacentralohio.org

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 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-67%

Higher net margin than 9% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

19th percentile

-36%

Faster asset growth than 19% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$122,314

Up $26,833 (+28%) from 2021

Liabilities

Down

$4,361

Down $792 (-15%) from 2021

Net Assets

Up

$117,953

Up $27,625 (+31%) from 2021

Operations
Liabilities / Revenue51st percentileNet Margin9th percentile

Revenue

Up

$101,890

Up $14,015 (+16%) from 2021

Expenses

Up

$74,265

Up $5,115 (+7.4%) from 2021

Net Income

Up

$27,625

Up $8,900 (+48%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$150K$100K$50K$0Assets 2011: $76,566Liabilities 2011: $17,862Net Assets 2011: $58,7042011Assets 2012: $72,963Liabilities 2012: $17,451Net Assets 2012: $55,5122012Assets 2013: $68,014Liabilities 2013: $18,162Net Assets 2013: $49,8522013Assets 2014: $69,391Liabilities 2014: $19,710Net Assets 2014: $49,6812014Assets 2015: $59,623Liabilities 2015: $10,156Net Assets 2015: $49,4672015Assets 2016: $71,621Liabilities 2016: $8,207Net Assets 2016: $63,4142016Assets 2018: $83,175Liabilities 2018: $9,896Net Assets 2018: $73,2792018Assets 2020: $80,847Liabilities 2020: $9,244Net Assets 2020: $71,6032020Assets 2021: $95,481Liabilities 2021: $5,153Net Assets 2021: $90,3282021Assets 2022: $122,314Liabilities 2022: $4,361Net Assets 2022: $117,9532022

Highlighted filing

2022

Assets$122,314
Liabilities$4,361
Net Assets$117,953
Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $84,418Expenses 2011: $75,464Net Income 2011: $8,9542011Revenue 2012: $108,415Expenses 2012: $111,607Net Income 2012: -$3,1922012Revenue 2013: $74,520Expenses 2013: $80,180Net Income 2013: -$5,6602013Revenue 2014: $106,219Expenses 2014: $106,390Net Income 2014: -$1712014Revenue 2015: $90,519Expenses 2015: $90,733Net Income 2015: -$2142015Revenue 2016: $121,153Expenses 2016: $107,206Net Income 2016: $13,9472016Revenue 2018: $123,152Expenses 2018: $111,834Net Income 2018: $11,3182018Revenue 2020: $69,885Expenses 2020: $73,491Net Income 2020: -$3,6062020Revenue 2021: $87,875Expenses 2021: $69,150Net Income 2021: $18,7252021Revenue 2022: $101,890Expenses 2022: $74,265Net Income 2022: $27,6252022

Highlighted filing

2022

Revenue$101,890
Expenses$74,265
Net Income$27,625
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$122,314
Liabilities
$4,361
Net assets
$117,953
Revenue
$101,890
Expenses
$74,265
Net income
$27,625
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.04$1.18$1.02$0.74$0.28
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.05$0.90$0.88$0.69$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.81$0.09$0.72$0.70$0.73$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.10$0.73$1.23$1.12$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.08$0.63$1.21$1.07$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.10$0.49$0.91$0.91$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.20$0.50$1.06$1.06$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.68$0.18$0.50$0.75$0.80$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.17$0.56$1.08$1.12$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.18$0.59$0.84$0.75$0.09
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 21, 2022
Return Version
2021v4.1
Gross Receipts
$87,875
Mission and Program Overview

Mission

To support the financial planning profession.

Program Services

DescriptionGrantsExpenses
MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL P MCMEANSPresident-$0--
MARK BEAVERPresident-Elect-$0--
SUMMER ANDERSONTreasurer-$0--
ARYN BATESSecretary-$0--
BOB FRANZPrograms Director-$0--
TJ BURKETTMembership Director-$0--
KEVIN R CLARKCareer Dev Director-$0--
MADELINE N NAPIERNex Gen Director-$0--
W PHIL RATCLIFFGovernment Relations-$0--
KATRINA MOOREPublic Relations Director-$0--
CHRISTOPHER RULEPro Bono Director-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of
EIN
31-1678285
Phone
6144690002
Address
7385 STATE RTE 3 52, WESTERVILLE, OH 43082

Signing Officer

Name
Summer Anderson
Title
Treasurer
Phone
6144690002
Signed
2022-02-21
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank & credit card fees. Amount: 5,690. Description: advertising. Amount: 7,790. Description: website. Amount: 289. Description: nextgen expense. Amount: 336. Description: symposium expenses. Amount: 4,987. Description: gifts & awards. Amount: 225. Description: continuing education. Amount: 1,800. Total to form 990-ez, line 16: 21,117.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: columbus foundation custodial funds. Beg. Of year amount: 9,244. End of year amount: 5,153.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: columbus foundation payable. Beg. Of year amount: 9,244. End of year amount: 5,153.”

Raw XML Appendix153 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0SUMMER ANDERSON
IRS990EZ/BooksInCareOfDetail/PhoneNum06144690002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07385 STATE RTE 3 SUITE 52
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt071603
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090328
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt018725
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt043225
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt080847
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095481
IRS990EZ/GrossReceiptsAmt087875
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt071603
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090328
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt071603
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090328
IRS990EZ/OccupancyRentUtltsAndMaintAmt04808
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL P MCMEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK BEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUMMER ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARYN BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BOB FRANZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TJ BURKETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN R CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MADELINE N NAPIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8W PHIL RATCLIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9KATRINA MOORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHRISTOPHER RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PROGRAMS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6CAREER DEV DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7NEX GEN DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8GOVERNMENT RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PUBLIC RELATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PRO BONO DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt09244
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05153
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt021117
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt087875
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt09244
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05153
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt069150
IRS990EZ/TotalRevenueAmt087875
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPACENTRALOHIO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 5,690. DESCRIPTION: ADVERTISING. AMOUNT: 7,790. DESCRIPTION: WEBSITE. AMOUNT: 289. DESCRIPTION: NEXTGEN EXPENSE. AMOUNT: 336. DESCRIPTION: SYMPOSIUM EXPENSES. AMOUNT: 4,987. DESCRIPTION: GIFTS & AWARDS. AMOUNT: 225. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 1,800. TOTAL TO FORM 990-EZ, LINE 16: 21,117.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: COLUMBUS FOUNDATION CUSTODIAL FUNDS. BEG. OF YEAR AMOUNT: 9,244. END OF YEAR AMOUNT: 5,153.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COLUMBUS FOUNDATION PAYABLE. BEG. OF YEAR AMOUNT: 9,244. END OF YEAR AMOUNT: 5,153.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SUMMER ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144690002
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTRAL OHIO
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0311678285
ReturnHeader/Filer/PhoneNum06144690002
ReturnHeader/Filer/USAddress/AddressLine1Txt07385 STATE RTE 3 52
ReturnHeader/Filer/USAddress/CityNm0WESTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043082
ReturnHeader/ReturnTs02022-02-22T09:58:52-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUMMER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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