Civic Intelligence

Financial Planning Association of Greater Kansas City

990EZ • Fiscal year 2016 • EIN 43-1886604

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 14, 2017

825 S Kansas AvenueTopeka, KS 66612

(785) 215-6125

Siviq Scores

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

Liabilities / Assets

89th percentile

0.41x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.20x

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

36th percentile

-2.4%

Higher net margin than 36% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

29th percentile

-8.2%

Faster asset growth than 29% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

34th percentile

-6.3%

Faster revenue growth than 34% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$66,255

Down $5,900 (-8.2%) from 2015

Net Assets

Down

$39,192

Down $3,135 (-7.4%) from 2015

Liabilities

Down

$27,063

Down $2,765 (-9.3%) from 2015

Revenue

Down

$132,279

Down $8,874 (-6.3%) from 2015

Expenses

Down

$135,414

Down $5,797 (-4.1%) from 2015

Net Income

Down

-$3,135

Down $3,077 (-5305%) from 2015

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

2016

Assets$66,255
Liabilities$27,063
Net Assets$39,192

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

2016

Revenue$132,279
Expenses$135,414
Net Income-$3,135
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 14, 2017
Return Version
2016v3.0
Gross Receipts
$132,279
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
RACHEL GRAF CFPDirector-$0--
TREVOR HARRIS CFPBoard Chair-$0--
JARED M GUDENKAUFPresident-$0--
SCOTT ELLIOTT MBA CRPCPresident Elect-$0--
ALEX PETROVIC CFPSec./Treasurer-$0--
BING CHEN CFP CFADirector-$0--
EVAN MAYHEWDirector-$0--
TYLER LANDES CFP AIFDirector-$0--
CHARLES CONNELY CCIMCFPCPMDirector-$0--
KELLY HOKANSON CFPDirector-$0--
LUCAS BUCL CFPDirector-$0--
DORINDA EMERSONDirector-$0--
RYAN GEORGE CFPDirector-$0--
TERI BYRNE RPDirector-$0--
AMBER GRIFFIS CFPDirector-$0--
MICHAEL WREN CFPDirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of
EIN
43-1886604
Phone
7852156125
Address
825 S KANSAS AVENUE, TOPEKA, KS 66612

Signing Officer

Name
Alison Connell
Title
Secretary
Signed
2017-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Mize Houser & Company Pa
Address
534 S KANSAS AVE 400, TOPEKA, KS 66603-3454
Preparer
Yvonne G Brownell
Phone
7852330536
Supplemental Narrative

Additional Explanations

Other Revenue.1

ADVERTISING $300

Other Expenses.1002

Office Expenses $45

Other Expenses.1005

Travel $70

Other Expenses.1007

Conferences, Conventions, and Meetings $66869

Other Expenses.1

Members golf tournament $11197

Other Expenses.2

CLC EXPENSE $4844

Other Expenses.3

COMMITTEE EXPENSE $4625

Other Expenses.4

Membership recruitment $4114

Other Expenses.5

BANK FEES $3329

Other Expenses.6

PUBLIC RELATIONS $2935

Other Expenses.7

Board meeting expense $2560

Other Expenses.8

CAREER DAY EXPENSE $1170

Other Expenses.9

SCHOLARSHIPS $1000

Other Expenses.10

WEBSITE $519

Other Expenses.12

Miscellaneous expense $143

Other Expenses.14

TELEPHONE $43

Other Assets.1005

Accounts Receivable - Beginning $5300 Accounts Receivable - Ending $368

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $5290 Prepaid Expenses and Deferred Charges - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $6158 Accounts Payable and Accrued Expenses - Ending $3563

Total Liabilities.1003

Deferred Revenue - Beginning $23670 Deferred Revenue - Ending $23500

Raw XML Appendix199 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADVERTISING $300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Travel $70
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Conferences, Conventions, and Meetings $66869
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS GOLF TOURNAMENT $11197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLC EXPENSE $4844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMMITTEE EXPENSE $4625
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7MEMBERSHIP RECRUITMENT $4114
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8BANK FEES $3329
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9PUBLIC RELATIONS $2935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10BOARD MEETING EXPENSE $2560
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11CAREER DAY EXPENSE $1170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12SCHOLARSHIPS $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13WEBSITE $519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14MISCELLANEOUS EXPENSE $143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15TELEPHONE $43
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Prepaid Expenses and Deferred Charges - Beginning $5290 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Accounts Payable and Accrued Expenses - Beginning $6158 Accounts Payable and Accrued Expenses - Ending $3563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Deferred Revenue - Beginning $23670 Deferred Revenue - Ending $23500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Expenses.14
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Total Liabilities.1003
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALISON CONNELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GREATER KANSAS CITY
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0431886604
ReturnHeader/Filer/PhoneNum07852156125
ReturnHeader/Filer/USAddress/AddressLine1Txt0825 S KANSAS AVENUE
ReturnHeader/Filer/USAddress/CityNm0TOPEKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KS
ReturnHeader/Filer/USAddress/ZIPCd066612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MIZE HOUSER & COMPANY PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0534 S KANSAS AVE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TOPEKA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0666033454
ReturnHeader/PreparerPersonGrp/PhoneNum07852330536
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yvonne G Brownell
ReturnHeader/ReturnTs02017-08-15T07:01:15-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)6 • <$500k nonprofits