Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2016 • EIN 54-1872365

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

Organization Profilechapters.onefpa.org/centralvirginia
18563 Willoughby Heights LaneRockville, VA 23146

(804) 749-8149

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.

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

Liabilities / Revenue

46th percentile

0.00x

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

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

Net Margin

35th percentile

-2.4%

Higher net margin than 35% 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

39th percentile

-2.1%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

42nd percentile

-2.3%

Faster revenue growth than 42% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$90,537

Down $1,915 (-2.1%) from 2015

Net Assets

$90,537

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin35th percentile

Revenue

Down

$78,405

Down $1,826 (-2.3%) from 2015

Expenses

Up

$80,320

Up $9,732 (+14%) from 2015

Net Income

Down

-$1,915

Down $11,558 (-120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$100K$50K$0Assets 2011: $75,244Net Assets 2011: $75,2442011Assets 2012: $80,938Net Assets 2012: $80,9382012Assets 2014: $82,809Liabilities 2014: $02014Assets 2015: $92,452Liabilities 2015: $02015Assets 2016: $90,537Liabilities 2016: $0Net Assets 2016: $90,5372016Assets 2017: $84,907Liabilities 2017: $02017Assets 2018: $83,324Liabilities 2018: $0Net Assets 2018: $83,3242018Assets 2019: $80,452Liabilities 2019: $0Net Assets 2019: $80,4522019Assets 2020: $86,618Liabilities 2020: $0Net Assets 2020: $86,6182020Assets 2021: $99,462Liabilities 2021: $0Net Assets 2021: $99,4622021Assets 2022: $90,202Liabilities 2022: $0Net Assets 2022: $90,2022022Assets 2023: $88,705Liabilities 2023: $02023Assets 2024: $94,464Liabilities 2024: $0Net Assets 2024: $94,4642024

Highlighted filing

2016

Assets$90,537
Liabilities$0
Net Assets$90,537
Open 2016 Filing

Operations Trend

Revenue Growth42nd percentile

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

$100K$50K$0-$50KRevenue 2011: $34,364Expenses 2011: $28,483Net Income 2011: $5,8812011Revenue 2012: $65,251Expenses 2012: $59,557Net Income 2012: $5,6942012Revenue 2014: $76,358Expenses 2014: $69,803Net Income 2014: $6,5552014Revenue 2015: $80,231Expenses 2015: $70,588Net Income 2015: $9,6432015Revenue 2016: $78,405Expenses 2016: $80,320Net Income 2016: -$1,9152016Revenue 2017: $76,108Expenses 2017: $80,062Net Income 2017: -$3,9542017Revenue 2018: $85,361Expenses 2018: $86,944Net Income 2018: -$1,5832018Revenue 2019: $82,398Expenses 2019: $85,270Net Income 2019: -$2,8722019Revenue 2020: $47,723Expenses 2020: $41,558Net Income 2020: $6,1652020Revenue 2021: $57,501Expenses 2021: $44,657Net Income 2021: $12,8442021Revenue 2022: $72,172Expenses 2022: $81,433Net Income 2022: -$9,2612022Revenue 2023: $79,647Expenses 2023: $81,143Net Income 2023: -$1,4962023Revenue 2024: $80,633Expenses 2024: $74,874Net Income 2024: $5,7592024

Highlighted filing

2016

Revenue$78,405
Expenses$80,320
Net Income-$1,915
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$78,405
Mission and Program Overview

Mission

The primary aim of the Financial Planning Association of Central Virginia is to foster the value of financial planning and advance the financial planning profession. The organization's strategy for accomplishing its objective means welcoming all those who advance the financial planning process and promoting the CFP mark as the cornerstone of the financial planning profession.

Program Services

DescriptionGrantsExpenses
Provide monthly educational meetings for members and guests that support the continuing education requirement for maintaining the Certified Financial Planner designation.$0$0
Foster growth of CFP professionals through networking opportunities and special education events.$0$0
Support students of financial planning through scholarships and other educational support.$0$0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendell FullerPresident-$0--
Peter TomaschPresident Elect-$0--
Lisa HatcherTreasurer-$0--
Charles RickettsDirector-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association
EIN
54-1872365
Phone
8047498149
Address
18563 Willoughby Heights Lane, Rockville, VA 23146

Signing Officer

Name
Lisa Hatcher
Title
Treasurer
Phone
8043823996
Signed
2017-11-14
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

“Description;Amount^Financial Forum;50182|Interest;40|Partnerships;1000^Total;51222^”

Form 990-EZ, Part I, Line 16

“Description;Amount^Mileage;664|Miscellaneous;573|Office Supplies;309|Programs Expense;11801|Scholarships;1000|Technology;1728|Leadership Conference;7501|Financial Forum Expense;31564|Student Chapter Support;2500|Training;1680^Total;59320^”

Form 990-EZ, Part V, Line 42A

“Information regarding personal benefits contracts: the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract.”

Raw XML Appendix132 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Hatcher
IRS990EZ/BooksInCareOfDetail/PhoneNum08043823996
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018563 Willoughby Heights Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt092452
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090537
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1915
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt092452
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090537
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078405
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt027183
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt092452
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090537
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt092452
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090537
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wendell Fuller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Peter Tomasch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lisa Hatcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Charles Ricketts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt059320
IRS990EZ/OtherRevenueTotalAmt051222
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The primary aim of the Financial Planning Association of Central Virginia is to foster the value of financial planning and advance the financial planning profession. The organization's strategy for accomplishing its objective means welcoming all those who advance the financial planning process and promoting the CFP mark as the cornerstone of the financial planning profession.
IRS990EZ/PrintingPublicationsPostageAmt00
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide monthly educational meetings for members and guests that support the continuing education requirement for maintaining the Certified Financial Planner designation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Foster growth of CFP professionals through networking opportunities and special education events.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Support students of financial planning through scholarships and other educational support.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt021000
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt080320
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt078405
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://chapters.onefpa.org/centralvirginia
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Financial Forum;50182|Interest;40|Partnerships;1000^Total;51222^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;Amount^Mileage;664|Miscellaneous;573|Office Supplies;309|Programs Expense;11801|Scholarships;1000|Technology;1728|Leadership Conference;7501|Financial Forum Expense;31564|Student Chapter Support;2500|Training;1680^Total;59320^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information regarding personal benefits contracts: the organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part V, Line 42a
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Lisa Hatcher
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum08043823996
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Central Virginia
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0541872365
ReturnHeader/Filer/PhoneNum08047498149
ReturnHeader/Filer/USAddress/AddressLine1Txt018563 Willoughby Heights Lane
ReturnHeader/Filer/USAddress/CityNm0Rockville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023146
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.82.55.88
ReturnHeader/ReturnTs02017-11-14T20:56:03-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,537
Liabilities
$0
Net assets
$90,537
Revenue
$78,405
Expenses
$80,320
Net income
-$1,915
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.5$0.00$94.5$80.6$74.9$5.76
2023Summary only. Only limited summary data is available for this year.$88.7$0.00$79.6$81.1$1.50
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$90.2$0.00$90.2$72.2$81.4$9.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$99.5$0.00$99.5$57.5$44.7$12.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$86.6$0.00$86.6$47.7$41.6$6.17
2019Detailed filing. Detailed filing data is available for this year.$80.5$0.00$80.5$82.4$85.3$2.87
2018Detailed filing. Detailed filing data is available for this year.$83.3$0.00$83.3$85.4$86.9$1.58
2017Summary only. Only limited summary data is available for this year.$84.9$0.00$76.1$80.1$3.95
2016Detailed filing. Detailed filing data is available for this year.$90.5$0.00$90.5$78.4$80.3$1.92
2015Summary only. Only limited summary data is available for this year.$92.5$0.00$80.2$70.6$9.64
2014Summary only. Only limited summary data is available for this year.$82.8$0.00$76.4$69.8$6.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.9$80.9$65.3$59.6$5.69
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.2$75.2$34.4$28.5$5.88