Civic Intelligence

Financial Planning Association of Central Ohio

990EZ • Fiscal year 2020 • EIN 31-1678285

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 27, 2021

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

73rd percentile

0.11x

Higher debt load relative to assets than 73% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.13x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

36th percentile

-5.2%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-23%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$80,847

Down $2,328 (-2.8%) from 2018

Net Assets

Down

$71,603

Down $1,676 (-2.3%) from 2018

Liabilities

Down

$9,244

Down $652 (-6.6%) from 2018

Revenue

Down

$69,885

Down $53,267 (-43%) from 2018

Expenses

Down

$73,491

Down $38,343 (-34%) from 2018

Net Income

Down

-$3,606

Down $14,924 (-132%) from 2018

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

2020

Assets$80,847
Liabilities$9,244
Net Assets$71,603

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

2020

Revenue$69,885
Expenses$73,491
Net Income-$3,606
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 27, 2021
Return Version
2020v4.0
Gross Receipts
$69,885
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES D ATKINSONPresident-$0--
MICHAEL P MCMEANSPresident-Elect-$0--
LUKE SALCONETreasurer-$0--
ARYN BATESSecretary-$0--
ADRIA M ROSEBROCKChair - Immediate Past President-$0--
BOB FRANZPrograms Director-$0--
GREG JOHNSONMembership Director-$0--
MARK BEAVERPartnerships Director-$0--
KEVIN R CLARKCareer Dev Director-$0--
MADELINE N NAPIERNexgen Director-$0--
W PHIL RATCLIFFGovernment Relations-$0--
KATRINA MOOREPublic 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
Luke Salcone
Title
Treasurer
Phone
6144690002
Signed
2021-02-27
Supplemental Narrative

Additional Explanations

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

Description: interest income. Amount: 284.

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

Description: scholarship . Amount: 649. Description: bank & credit card fees. Amount: 4,335. Description: advertising. Amount: 6,440. Description: website. Amount: 35. Description: continuing education. Amount: 1,478. Description: nextgen expense. Amount: 195. Description: symposium expenses. Amount: 7,810. Description: speaker fees & expenses. Amount: 2,500. Description: gifts & awards. Amount: 100. Total to form 990-ez, line 16: 23,542.

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

Description: columbus foundation custodial funds. Beg. Of year amount: 9,510. End of year amount: 9,244.

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

Description: columbus foundation payable. Beg. Of year amount: 9,861. End of year amount: 9,244.

Raw XML Appendix163 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.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WESTERVILLE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES D ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL P MCMEANS
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ARYN BATES
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BOB FRANZ
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIR - IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PROGRAMS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBERSHIP DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PARTNERSHIPS DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8CAREER DEV DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9NEXGEN DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10GOVERNMENT RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PUBLIC RELATIONS DIRECTOR
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt023542
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE FINANCIAL PLANNING PROFESSION.
IRS990EZ/PrintingPublicationsPostageAmt0577
IRS990EZ/ProgramServiceRevenueAmt069601
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/TotalRevenueAmt069885
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FPACENTRALOHIO.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 284.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SCHOLARSHIP . AMOUNT: 649. DESCRIPTION: BANK & CREDIT CARD FEES. AMOUNT: 4,335. DESCRIPTION: ADVERTISING. AMOUNT: 6,440. DESCRIPTION: WEBSITE. AMOUNT: 35. DESCRIPTION: CONTINUING EDUCATION. AMOUNT: 1,478. DESCRIPTION: NEXTGEN EXPENSE. AMOUNT: 195. DESCRIPTION: SYMPOSIUM EXPENSES. AMOUNT: 7,810. DESCRIPTION: SPEAKER FEES & EXPENSES. AMOUNT: 2,500. DESCRIPTION: GIFTS & AWARDS. AMOUNT: 100. TOTAL TO FORM 990-EZ, LINE 16: 23,542.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: COLUMBUS FOUNDATION CUSTODIAL FUNDS. BEG. OF YEAR AMOUNT: 9,510. END OF YEAR AMOUNT: 9,244.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: COLUMBUS FOUNDATION PAYABLE. BEG. OF YEAR AMOUNT: 9,861. END OF YEAR AMOUNT: 9,244.
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.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LUKE SALCONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144690002
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-27
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/ReturnTs02021-03-02T15:43:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LUKE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SALCONE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits