Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
990EZ • Fiscal year 2020 • EIN 31-1678285
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
73rd percentile
Higher debt load relative to assets than 73% of similar nonprofits.
Liabilities / Revenue
75th percentile
Higher debt load relative to revenue than 75% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
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
To support the financial planning profession.
| Description | Grants | Expenses |
|---|---|---|
| MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JAMES D ATKINSON | President | - | $0 | - | - |
| MICHAEL P MCMEANS | President-Elect | - | $0 | - | - |
| LUKE SALCONE | Treasurer | - | $0 | - | - |
| ARYN BATES | Secretary | - | $0 | - | - |
| ADRIA M ROSEBROCK | Chair - Immediate Past President | - | $0 | - | - |
| BOB FRANZ | Programs Director | - | $0 | - | - |
| GREG JOHNSON | Membership Director | - | $0 | - | - |
| MARK BEAVER | Partnerships Director | - | $0 | - | - |
| KEVIN R CLARK | Career Dev Director | - | $0 | - | - |
| MADELINE N NAPIER | Nexgen Director | - | $0 | - | - |
| W PHIL RATCLIFF | Government Relations | - | $0 | - | - |
| KATRINA MOORE | Public Relations Director | - | $0 | - | - |
“Description: interest income. Amount: 284.”
“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.”
“Description: columbus foundation custodial funds. Beg. Of year amount: 9,510. End of year amount: 9,244.”
“Description: columbus foundation payable. Beg. Of year amount: 9,861. End of year amount: 9,244.”
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 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | LUKE SALCONE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 6144690002 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 470 OLDE WORTHINGTON ROAD STE 200 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WESTERVILLE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 43082 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 75560 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 71603 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3606 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 43112 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 85070 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 80847 |
| IRS990EZ/GrossReceiptsAmt | 0 | 69885 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 284 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 75209 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 71603 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 75209 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 71603 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 6260 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| 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/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | JAMES D ATKINSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | MICHAEL P MCMEANS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LUKE SALCONE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ARYN BATES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | ADRIA M ROSEBROCK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | BOB FRANZ |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | GREG JOHNSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | MARK BEAVER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | KEVIN R CLARK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | MADELINE N NAPIER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | W PHIL RATCLIFF |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | KATRINA MOORE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT-ELECT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | CHAIR - IMMEDIATE PAST PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PROGRAMS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | MEMBERSHIP DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PARTNERSHIPS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | CAREER DEV DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | NEXGEN DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | GOVERNMENT RELATIONS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | PUBLIC RELATIONS DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 9510 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 9244 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 23542 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO SUPPORT THE FINANCIAL PLANNING PROFESSION. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 577 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 69601 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | MEETINGS FOR PROFESSIONAL EDUCATION OF FINANCIAL PLANNERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 9861 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 9244 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 73491 |
| IRS990EZ/TotalRevenueAmt | 0 | 69885 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FPACENTRALOHIO.ORG |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 284. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: COLUMBUS FOUNDATION CUSTODIAL FUNDS. BEG. OF YEAR AMOUNT: 9,510. END OF YEAR AMOUNT: 9,244. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: COLUMBUS FOUNDATION PAYABLE. BEG. OF YEAR AMOUNT: 9,861. END OF YEAR AMOUNT: 9,244. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | LUKE SALCONE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6144690002 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-02-27 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL PLANNING ASSOCIATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | CENTRAL OHIO |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 311678285 |
| ReturnHeader/Filer/PhoneNum | 0 | 6144690002 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 470 OLDE WORTHINGTON RD NO 200 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WESTERVILLE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 43082 |
| ReturnHeader/ReturnTs | 0 | 2021-03-02T15:43:29-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | LUKE |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | SALCONE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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