Civic Intelligence

Financial Planning Association of Greater Kansas City

990EZ • Fiscal year 2013 • EIN 43-1886604

Jan 01, 2013 to Dec 31, 2013 • Filed on May 07, 2014

825 S Kansas Avenue66612

(785) 215-6125

Siviq Scores

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

Liabilities / Assets

89th percentile

0.42x

Higher debt load relative to assets than 89% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.19x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Net Margin

9th percentile

-26%

Higher net margin than 9% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2013 filings • 501(c)6 • <$500k nonprofits • Source year 2013

Asset Growth

11th percentile

-28%

Faster asset growth than 11% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

62nd percentile

7.5%

Faster revenue growth than 62% of similar nonprofits.

2013 filings • 501(c)6 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$62,566

Down $24,924 (-28%) from 2012

Net Assets

Down

$36,015

Down $35,885 (-50%) from 2012

Liabilities

Up

$26,551

Up $10,961 (+70%) from 2012

Revenue

Up

$136,941

Up $9,591 (+7.5%) from 2012

Expenses

Up

$172,826

Up $62,752 (+57%) from 2012

Net Income

Down

-$35,885

Down $53,161 (-308%) from 2012

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2011: $74,644Liabilities 2011: $20,020Net Assets 2011: $54,6242011Assets 2012: $87,490Liabilities 2012: $15,590Net Assets 2012: $71,9002012Assets 2013: $62,566Liabilities 2013: $26,551Net Assets 2013: $36,0152013Assets 2014: $70,977Liabilities 2014: $28,592Net Assets 2014: $42,3852014Assets 2015: $72,155Liabilities 2015: $29,828Net Assets 2015: $42,3272015Assets 2016: $66,255Liabilities 2016: $27,063Net Assets 2016: $39,1922016Assets 2017: $58,218Liabilities 2017: $17,529Net Assets 2017: $40,6892017Assets 2018: $64,577Liabilities 2018: $17,344Net Assets 2018: $47,2332018Assets 2019: $30,393Liabilities 2019: $3,474Net Assets 2019: $26,9192019Assets 2020: $43,637Net Assets 2020: $43,6372020Assets 2021: $97,301Liabilities 2021: $26,750Net Assets 2021: $70,5512021Assets 2022: $78,280Net Assets 2022: $78,2802022Assets 2023: $98,292Liabilities 2023: $7,000Net Assets 2023: $91,2922023Assets 2024: $55,620Liabilities 2024: $7,092Net Assets 2024: $48,5282024

Highlighted filing

2013

Assets$62,566
Liabilities$26,551
Net Assets$36,015

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $139,507Expenses 2011: $138,096Net Income 2011: $1,4112011Revenue 2012: $127,350Expenses 2012: $110,074Net Income 2012: $17,2762012Revenue 2013: $136,941Expenses 2013: $172,826Net Income 2013: -$35,8852013Revenue 2014: $120,375Expenses 2014: $114,005Net Income 2014: $6,3702014Revenue 2015: $141,153Expenses 2015: $141,211Net Income 2015: -$582015Revenue 2016: $132,279Expenses 2016: $135,414Net Income 2016: -$3,1352016Revenue 2017: $111,403Expenses 2017: $109,656Net Income 2017: $1,7472017Revenue 2018: $97,682Expenses 2018: $91,137Net Income 2018: $6,5452018Revenue 2019: $86,915Expenses 2019: $107,228Net Income 2019: -$20,3132019Revenue 2020: $87,838Expenses 2020: $71,120Net Income 2020: $16,7182020Revenue 2021: $103,781Expenses 2021: $76,867Net Income 2021: $26,9142021Revenue 2022: $122,450Expenses 2022: $114,721Net Income 2022: $7,7292022Revenue 2023: $156,731Expenses 2023: $143,719Net Income 2023: $13,0122023Revenue 2024: $123,458Expenses 2024: $166,222Net Income 2024: -$42,7642024

Highlighted filing

2013

Revenue$136,941
Expenses$172,826
Net Income-$35,885
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 7, 2014
Return Version
2013v3.1
Gross Receipts
$136,941
Mission and Program Overview

Mission

To provide education for professionals in financial planning.

Provide education for professionals in financial planning

Program Services

DescriptionGrantsExpenses
EDUCATIONAL CLASSES AND SEMINARS ARE PROVIDED TO ALL MEMBERS TO PROMOTE AND IMPROVE FINANCIAL PLANNING AS A PROFESSION AND PROMOTE SOCIAL AWARENESS OF THE PROFESSION.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARC SHAFFER CFP EA AIFPresident-$0--
TIFFANY L OWENS MBA CFPPresident-Elect-$0--
JARED M GUDENKAUFTreasurer-$0--
KENNETH J EATON CFP CFABoard Chairman-$0--
RYAN T GEORGE CFPDirector-$0--
JASON IMLAY CFPDirector-$0--
GEORGE A FERNANDEZ CFPDirector-$0--
TERESA M KEMPFDirector-$0--
DAN MATTHEWS CFPDirector-$0--
ELIZABETH YOUNG CFPDirector-$0--
AMY GUERICHDirector-$0--
JOHN CHRISTENSEN JD CFPDirector-$0--
TREVOR HARRIS CFPDirector-$0--
TERI BYRNEDirector-$0--
TRACY ST JOHN CRPSDirector-$0--
ROBERT HARRIS JD CFPDirector-$0--
DAVID J JACKSON CFPDirector-$0--
JAY BEEBE CFPDirector-$0--
Filing and Contact Details

Filer

EIN
43-1886604
Phone
7852156125

Signing Officer

Name
Tiffany L Owens Mba Cfp
Title
Sec/treas
Signed
2014-05-07
Discuss with paid preparer
Yes

Preparer

Preparer
Yvonne G Brownell
Phone
7852330536
Supplemental Narrative

Additional Explanations

Other Revenue.1

ADVERTISING $900

Other Expenses.1002

Office Expenses $438

Other Expenses.1005

Travel $211

Other Expenses.1007

Conferences, Conventions, and Meetings $88742

Other Expenses.1012

Insurance $280

Other Expenses.1

Membership recruitment $12236

Other Expenses.2

Members golf tournament $11806

Other Expenses.3

COMMITTEE EXPENSE $6035

Other Expenses.4

CLC EXPENSE $5205

Other Expenses.5

Board meeting expense $3740

Other Expenses.6

BANK FEES $3459

Other Expenses.7

MEDIA RELATIONS $2896

Other Expenses.8

SCHOLARSHIPS $1500

Other Expenses.9

CAREER DAY EXPENSE $1317

Other Expenses.10

Miscellaneous expense $1106

Other Expenses.11

WEBSITE $1020

Other Expenses.12

PUBLIC AWARENESS $528

Other Expenses.15

TELEPHONE $79

Other Assets.1005

Accounts Receivable - Beginning $11410 Accounts Receivable - Ending $1500

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $72 Prepaid Expenses and Deferred Charges - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1761

Total Liabilities.1003

Deferred Revenue - Beginning $15590 Deferred Revenue - Ending $24790

Raw XML Appendix207 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/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17Director
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING $900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $438
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $211
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $88742
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Insurance $280
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEMBERSHIP RECRUITMENT $12236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEMBERS GOLF TOURNAMENT $11806
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMMITTEE EXPENSE $6035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CLC EXPENSE $5205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOARD MEETING EXPENSE $3740
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BANK FEES $3459
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MEDIA RELATIONS $2896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCHOLARSHIPS $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13CAREER DAY EXPENSE $1317
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS EXPENSE $1106
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15WEBSITE $1020
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16PUBLIC AWARENESS $528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17TELEPHONE $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Receivable - Beginning $11410 Accounts Receivable - Ending $1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Prepaid Expenses and Deferred Charges - Beginning $72 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $1761
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Deferred Revenue - Beginning $15590 Deferred Revenue - Ending $24790
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Expenses.15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Total Liabilities.1003
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIFFANY L OWENS MBA CFP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine20GREATER KANSAS CITY
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0431886604
ReturnHeader/Filer/PhoneNum07852156125
ReturnHeader/Filer/USAddress/AddressLine10825 S KANSAS AVENUE
ReturnHeader/Filer/USAddress/City0TOPEKA
ReturnHeader/Filer/USAddress/State0KS
ReturnHeader/Filer/USAddress/ZIPCode066612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Mize Houser & Company PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10534 S KANSAS AVE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0TOPEKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0666033454
ReturnHeader/PreparerPersonGrp/PhoneNum07852330536
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yvonne G Brownell
ReturnHeader/ReturnTs02014-05-09T08:44:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.07$0.49$1.23$1.66$0.43
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.07$0.91$1.57$1.44$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.78$0.78$1.22$1.15$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.97$0.27$0.71$1.04$0.77$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.44$0.44$0.88$0.71$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.30$0.03$0.27$0.87$1.07$0.20
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.17$0.47$0.98$0.91$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.18$0.41$1.11$1.10$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.27$0.39$1.32$1.35$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.30$0.42$1.41$1.41$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.71$0.29$0.42$1.20$1.14$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.27$0.36$1.37$1.73$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.16$0.72$1.27$1.10$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.20$0.55$1.40$1.38$0.01