Civic Intelligence

Financial Planning Association of Central Ohio

990EZ • Fiscal year 2016 • EIN 31-1678285

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 27, 2017

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

75th percentile

0.11x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

74th percentile

0.07x

Higher debt load relative to revenue than 74% of similar nonprofits.

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

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

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

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.

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

Asset Growth

77th percentile

20%

Faster asset growth than 77% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

34%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$71,621

Up $11,998 (+20%) from 2015

Net Assets

Up

$63,414

Up $13,947 (+28%) from 2015

Liabilities

Down

$8,207

Down $1,949 (-19%) from 2015

Revenue

Up

$121,153

Up $30,634 (+34%) from 2015

Expenses

Up

$107,206

Up $16,473 (+18%) from 2015

Net Income

Up

$13,947

Up $14,161 (+6617%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$71,621
Liabilities$8,207
Net Assets$63,414

Operations Trend

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

2016

Revenue$121,153
Expenses$107,206
Net Income$13,947
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 27, 2017
Return Version
2016v3.0
Gross Receipts
$121,153
Mission and Program Overview

Mission

To support the financial planning profession.

Program Services

DescriptionGrantsExpenses
MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.$0$104,123
ANNUAL FUNDRAISING GOLF OUTING$0$3,083
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BILL VASILPresident-$0--
BEN MURRAYPresident-Elect-$0--
KEVIN SPRAYTreasurer-$0--
JOE S MESSINGERSecretary-$0--
MARTINA PENGChair-Immediate Past President-$0--
PAUL J DOLCECareer Development Director-$0--
MICHAEL H MULHERNGovernment Relations Director-$0--
GREG JOHNSONMembership Director-$0--
MICHAEL P MCMEANSPartnerships Director-$0--
ISAO L SHOJIPro Bono Director-$0--
ADRIA M ROSEBROCKPrograms Director-$0--
JAMES D ATKINSONPublic Relations 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
Kevin Spray
Title
Treasurer
Phone
6144690002
Signed
2017-01-27
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 74.

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

Description: conferences, conventions & meetings. Amount: 1,101. Description: golf outing. Amount: 3,083. Description: bank & credit card fees. Amount: 5,739. Description: advertising. Amount: 11,880. Description: website. Amount: 1,121. Description: continuing education. Amount: 2,373. Description: nexgen expense. Amount: 4,666. Description: symposium expenses. Amount: 16,199. Description: public relations expense. Amount: 40. Total to form 990-ez, line 16: 46,202.

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

Description: columbus foundation custodial funds. Beg. Of year amount: 10,156. End of year amount: 8,207.

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

Description: columbus foundation payable. Beg. Of year amount: 10,156. End of year amount: 8,207.

Raw XML Appendix168 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/BooksInCareOfDetail/PersonNm0KEVIN SPRAY
IRS990EZ/BooksInCareOfDetail/PhoneNum06144690002
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0470 OLDE WORTHINGTON ROAD STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTERVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043082
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049467
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063414
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt063414
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063414
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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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/PersonNm0BILL VASIL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BEN MURRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN SPRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE S MESSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTINA PENG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL J DOLCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MICHAEL H MULHERN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7GREG JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL P MCMEANS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ISAO L SHOJI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10ADRIA M ROSEBROCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11JAMES D ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIR-IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5CAREER DEVELOPMENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6GOVERNMENT RELATIONS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8PARTNERSHIPS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRO BONO DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10PROGRAMS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PUBLIC RELATIONS DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt010156
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08207
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt046202
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/ProgramServiceRevenueAmt0121079
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ANNUAL FUNDRAISING GOLF OUTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0104123
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt13083
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0107206
IRS990EZ/TotalProgramServiceExpensesAmt0107206
IRS990EZ/TotalRevenueAmt0121153
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPACENTRALOHIO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 74.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: CONFERENCES, CONVENTIONS & MEETINGS. AMOUNT: 1,101. DESCRIPTION: GOLF OUTING. AMOUNT: 3,083. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 5,739. DESCRIPTION: ADVERTISING. AMOUNT: 11,880. DESCRIPTION: WEBSITE. AMOUNT: 1,121. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 2,373. DESCRIPTION: NEXGEN EXPENSE. AMOUNT: 4,666. DESCRIPTION: SYMPOSIUM EXPENSES. AMOUNT: 16,199. DESCRIPTION: PUBLIC RELATIONS EXPENSE. AMOUNT: 40. TOTAL TO FORM 990-EZ, LINE 16: 46,202.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COLUMBUS FOUNDATION CUSTODIAL FUNDS. BEG. OF YEAR AMOUNT: 10,156. END OF YEAR AMOUNT: 8,207.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COLUMBUS FOUNDATION PAYABLE. BEG. OF YEAR AMOUNT: 10,156. END OF YEAR AMOUNT: 8,207.
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN SPRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144690002
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-27
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/FilingSecurityInformation/AtSubmissionCreationDeviceId08AEABC9EF343F23ECF69375E7AB726A7D5ECFC04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08AEABC9EF343F23ECF69375E7AB726A7D5ECFC04
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.11.241.162
ReturnHeader/FilingSecurityInformation/IPDt02017-01-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:35:31
ReturnHeader/ReturnTs02017-01-27T14:45:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits