Civic Intelligence

Financial Planning Association of Central Ohio

990EZ • Fiscal year 2015 • EIN 31-1678285

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 21, 2016

Organization ProfileWWW.FPACENTRALOHIO.ORG
470 Olde Worthington Rd No 200Westerville, OH 43082

(614) 469-0002

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.17x

Higher debt load relative to assets than 78% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.11x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Net Margin

40th percentile

-0.2%

Higher net margin than 40% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)6 • <$500k nonprofits • Source year 2015

Asset Growth

21st percentile

-14%

Faster asset growth than 21% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-15%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)6 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$59,623

Down $9,768 (-14%) from 2014

Net Assets

Down

$49,467

Down $214 (-0.4%) from 2014

Liabilities

Down

$10,156

Down $9,554 (-48%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin40th percentile

Revenue

Down

$90,519

Down $15,700 (-15%) from 2014

Expenses

Down

$90,733

Down $15,657 (-15%) from 2014

Net Income

Down

-$214

Down $43 (-25%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2015

Assets$59,623
Liabilities$10,156
Net Assets$49,467
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$90,519
Expenses$90,733
Net Income-$214
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 21, 2016
Return Version
2015v2.1
Gross Receipts
$90,519
Mission and Program Overview

Mission

To support the financial planning profession.

Program Services

DescriptionGrantsExpenses
MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.$0$87,139
ANNUAL FUNDRAISING GOLF OUTING$0$3,594
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTEN MOOSMILLERPresident-$0--
BILL VASILMembership Director-$0--
SCOTT EICHARTreasurer-$0--
PAUL DOLCECareer Development Directo-$0--
JIM ATKINSONPublic Relations Director-$0--
MIKE MULHERNGovt. Relations Director-$0--
ISAO SHOJIPro Bono Director-$0--
MARTINA PENGPrograms Director-$0--
MICHAEL MCMEANSPartnerships Director-$0--
DEBBIELEE DOUGHERTYExecutive DirectorPT$0--
KEVIN SPRAYSecretary-$0--
DAVID BOWMANNexgen Director-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of
EIN
31-1678285
Phone
6144690002
Address
470 OLDE WORTHINGTON RD NO 200, WESTERVILLE, OH 43082

Signing Officer

Name
Scott Eichar
Title
Treasurer
Phone
6144690002
Signed
2016-04-21
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 98.”

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

“Description: conferences, conventions & meetings. Amount: 3,329. Description: golf outing. Amount: 3,594. Description: bank & credit card fees. Amount: 2,875. Description: advertising. Amount: 11,500. Description: speaker fees. Amount: 6,086. Description: website. Amount: 2,078. Description: travel/lodging. Amount: 3,621. Description: continuing education. Amount: 1,326. Description: insurance. Amount: 145. Total to form 990-ez, line 16: 34,554.”

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

“Description: columbus foundation custodial funds. Beg. Of year amount: 19,710. End of year amount: 10,156.”

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

“Description: columbus foundation payable. Beg. Of year amount: 19,710. End of year amount: 10,156.”

Raw XML Appendix161 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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IRS990EZ/BooksInCareOfDetail/PhoneNum06149475233
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0230 WEST STREET SUITE 700
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049681
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038669
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt098
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt049681
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049467
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt049681
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049467
IRS990EZ/OccupancyRentUtltsAndMaintAmt016715
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
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/EmployeeBenefitProgramAmt110
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/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTEN MOOSMILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BILL VASIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT EICHAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAUL DOLCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JIM ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MIKE MULHERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ISAO SHOJI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARTINA PENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL MCMEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DEBBIELEE DOUGHERTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10KEVIN SPRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAVID BOWMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CAREER DEVELOPMENT DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PUBLIC RELATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5GOVT. RELATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRO BONO DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PROGRAMS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARTNERSHIPS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11NEXGEN DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019710
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010156
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034554
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/PrintingPublicationsPostageAmt0795
IRS990EZ/ProgramServiceRevenueAmt090421
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL FUNDRAISING GOLF OUTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt087139
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13594
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt019710
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010156
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt090733
IRS990EZ/TotalProgramServiceExpensesAmt090733
IRS990EZ/TotalRevenueAmt090519
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPACENTRALOHIO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 98.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 3,329. DESCRIPTION: GOLF OUTING. AMOUNT: 3,594. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 2,875. DESCRIPTION: ADVERTISING. AMOUNT: 11,500. DESCRIPTION: SPEAKER FEES. AMOUNT: 6,086. DESCRIPTION: WEBSITE. AMOUNT: 2,078. DESCRIPTION: TRAVEL/LODGING. AMOUNT: 3,621. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 1,326. DESCRIPTION: INSURANCE. AMOUNT: 145. TOTAL TO FORM 990-EZ, LINE 16: 34,554.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COLUMBUS FOUNDATION CUSTODIAL FUNDS. BEG. OF YEAR AMOUNT: 19,710. END OF YEAR AMOUNT: 10,156.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COLUMBUS FOUNDATION PAYABLE. BEG. OF YEAR AMOUNT: 19,710. END OF YEAR AMOUNT: 10,156.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 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/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT EICHAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144690002
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CENTRAL OHIO
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0311678285
ReturnHeader/Filer/PhoneNum06144690002
ReturnHeader/Filer/USAddress/AddressLine1Txt0470 OLDE WORTHINGTON RD NO 200
ReturnHeader/Filer/USAddress/CityNm0WESTERVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043082
ReturnHeader/ReturnTs02016-04-21T13:55:54-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$59,623
Liabilities
$10,156
Net assets
$49,467
Revenue
$90,519
Expenses
$90,733
Net income
-$214
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
2015Detailed filing. Detailed filing data is available for this year.$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