Civic Intelligence

Financial Planning Association of Minnesota

990 • Fiscal year 2017 • EIN 41-1957604

Jan 01, 2017 to Dec 31, 2017

Minneapolis, MN
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.00x

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

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

4.7%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$422,325

Up $34,171 (+8.8%) from 2016

Net Assets

Up

$422,325

Up $34,171 (+8.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$677,006

Up $30,083 (+4.7%) from 2016

Expenses

Up

$642,835

Up $26,106 (+4.2%) from 2016

Net Income

Up

$34,171

Up $3,977 (+13%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$422,325
Liabilities$0
Net Assets$422,325

Operations Trend

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

2017

Revenue$677,006
Expenses$642,835
Net Income$34,171
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
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

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