Civic Intelligence

Financial Planning Association of Minnesota

990 • Fiscal year 2011 • EIN 41-1957604

Jan 01, 2011 to Dec 31, 2011

Organization ProfileWWW.fpamn.org
Minneapolis, MN
Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

49th percentile

0.00x

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

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Net Margin

70th percentile

10%

Higher net margin than 70% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets46th percentile

Assets

$271,221

No earlier filing loaded for comparison.

Net Assets

$271,221

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin70th percentile

Revenue

$459,504

No earlier filing loaded for comparison.

Expenses

$412,468

No earlier filing loaded for comparison.

Net Income

$47,036

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2011: $271,221Liabilities 2011: $0Net Assets 2011: $271,2212011Assets 2012: $299,688Liabilities 2012: $0Net Assets 2012: $299,6882012Assets 2013: $327,853Liabilities 2013: $0Net Assets 2013: $327,8532013Assets 2014: $334,941Liabilities 2014: $0Net Assets 2014: $334,9412014Assets 2015: $357,960Liabilities 2015: $0Net Assets 2015: $357,9602015Assets 2016: $388,154Liabilities 2016: $0Net Assets 2016: $388,1542016Assets 2017: $422,325Liabilities 2017: $0Net Assets 2017: $422,3252017Assets 2018: $474,833Liabilities 2018: $0Net Assets 2018: $474,8332018Assets 2019: $532,367Liabilities 2019: $83,425Net Assets 2019: $448,9422019Assets 2020: $481,120Liabilities 2020: $19,286Net Assets 2020: $461,8342020Assets 2021: $502,127Liabilities 2021: $58,940Net Assets 2021: $443,1872021Assets 2022: $306,173Liabilities 2022: $33,688Net Assets 2022: $272,4852022Assets 2023: $270,197Liabilities 2023: $5,700Net Assets 2023: $264,4972023Assets 2024: $210,523Liabilities 2024: $16,390Net Assets 2024: $194,1332024

Highlighted filing

2011

Assets$271,221
Liabilities$0
Net Assets$271,221
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $459,504Expenses 2011: $412,468Net Income 2011: $47,0362011Revenue 2012: $502,834Expenses 2012: $474,367Net Income 2012: $28,4672012Revenue 2013: $546,175Expenses 2013: $518,010Net Income 2013: $28,1652013Revenue 2014: $585,733Expenses 2014: $579,295Net Income 2014: $6,4382014Revenue 2015: $617,651Expenses 2015: $594,632Net Income 2015: $23,0192015Revenue 2016: $646,923Expenses 2016: $616,729Net Income 2016: $30,1942016Revenue 2017: $677,006Expenses 2017: $642,835Net Income 2017: $34,1712017Revenue 2018: $697,697Expenses 2018: $645,189Net Income 2018: $52,5082018Revenue 2019: $418,175Expenses 2019: $478,753Net Income 2019: -$60,5782019Revenue 2020: $471,456Expenses 2020: $483,825Net Income 2020: -$12,3692020Revenue 2021: $320,182Expenses 2021: $340,868Net Income 2021: -$20,6862021Revenue 2022: $228,916Expenses 2022: $339,084Net Income 2022: -$110,1682022Revenue 2023: $507,218Expenses 2023: $526,237Net Income 2023: -$19,0192023Revenue 2024: $386,749Expenses 2024: $470,738Net Income 2024: -$83,9892024

Highlighted filing

2011

Revenue$459,504
Expenses$412,468
Net Income$47,036
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Mission and Program Overview

Mission

Provide membership education, meetings, and annual conference covering informational topics for members to keep current on & use to provide financial services to the public. Members earn educational credits as required by CFP Board, State of MN, WI, NASBA, CIMA, and CLE.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$271,221
Liabilities
$0
Net assets
$271,221
Revenue
$459,504
Expenses
$412,468
Net income
$47,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.11$0.16$1.94$3.87$4.71$0.84
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.06$2.64$5.07$5.26$0.19
2022Detailed filing. Detailed filing data is available for this year.$3.06$0.34$2.72$2.29$3.39$1.10
2021Detailed filing. Detailed filing data is available for this year.$5.02$0.59$4.43$3.20$3.41$0.21
2020Detailed filing. Detailed filing data is available for this year.$4.81$0.19$4.62$4.71$4.84$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.32$0.83$4.49$4.18$4.79$0.61
2018Summary only. Only limited summary data is available for this year.$4.75$0.00$4.75$6.98$6.45$0.53
2017Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$6.77$6.43$0.34
2016Summary only. Only limited summary data is available for this year.$3.88$0.00$3.88$6.47$6.17$0.30
2015Summary only. Only limited summary data is available for this year.$3.58$0.00$3.58$6.18$5.95$0.23
2014Summary only. Only limited summary data is available for this year.$3.35$0.00$3.35$5.86$5.79$0.06
2013Summary only. Only limited summary data is available for this year.$3.28$0.00$3.28$5.46$5.18$0.28
2012Summary only. Only limited summary data is available for this year.$3.00$0.00$3.00$5.03$4.74$0.28
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$2.71$4.60$4.12$0.47
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)6 • <$500k nonprofits