Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2017 • EIN 54-1872365
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
30th percentile
Higher net margin than 30% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
32nd percentile
Faster asset growth than 32% of similar nonprofits.
Revenue Growth
41st percentile
Faster revenue growth than 41% of similar nonprofits.
Assets
Flat$84,907
Flat from 2017
Net Assets
$84,907
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2017
Revenue
Flat$76,108
Flat from 2017
Expenses
Flat$80,062
Flat from 2017
Net Income
Flat-$3,954
Flat from 2017
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.
| Description | Grants | Expenses |
|---|---|---|
| Foster growth of CFP professionals through networking opportunities and special education events. | $0 | $33,008 |
| Provide monthly educational meetings for members and guests that support the continuing education requirement for maintaining the Certified Financial Planner designation. | $0 | $10,542 |
| Support students of financial planning through scholarships and other educational support. | $0 | $3,250 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Peter Tomasch | Chairman | - | $0 | - | - |
| Charles Ricketts | President | - | $0 | - | - |
| Lisa Hatcher | President Elect | - | $0 | - | - |
| Joseph Stemmle | Treasurer | - | $0 | - | - |
| Craig Ascari | Director | - | $0 | - | - |
| Kelly Barnes | Director | - | $0 | - | - |
| Thomas Blackburn | Director | - | $0 | - | - |
| Ben Raikes | Director | - | $0 | - | - |
| James Warns | Director | - | $0 | - | - |
| Brian Welch | Director | - | $0 | - | - |
“Description;Amount^Financial Forum;53635^Total;53635^”
“Description;Amount^Mileage;450|Administrative Expense;1822|Programs Expense;10542|Scholarships;2000|Technology;1295|Leadership Conference;4467|Student Chapter Support;1250|Equipment;2174|Financial Forum Expense;33008|Insurance;150^Total;57158^”
“Description;Amount^Adjustment to balance to prior year;-1676^Total;-1676^”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Lisa Hatcher |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8043823996 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 18563 Willoughby Heights Lane |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Rockville |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 23146 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 90537 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 84907 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 0 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -3954 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 0 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form1120PolFiledInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 90537 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84907 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 0 |
| IRS990EZ/GamingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 0 |
| IRS990EZ/GrossProfitLossSlsOfInvntryAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 76108 |
| IRS990EZ/GrossSalesOfInventoryAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 41 |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 22432 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 90537 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 84907 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 90537 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 84907 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.5 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 0.2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 0.2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 0.2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 0.2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 0.2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 0.2 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Peter Tomasch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Charles Ricketts |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lisa Hatcher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Joseph Stemmle |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Craig Ascari |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Kelly Barnes |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Thomas Blackburn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Ben Raikes |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | James Warns |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Brian Welch |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -1676 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 57158 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 53635 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 14 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide monthly educational meetings for members and guests that support the continuing education requirement for maintaining the Certified Financial Planner designation. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | Foster growth of CFP professionals through networking opportunities and special education events. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | Support students of financial planning through scholarships and other educational support. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 1 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 2 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 10542 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 1 | 33008 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 2 | 3250 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 1 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 22890 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | VA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 80062 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 46800 |
| IRS990EZ/TotalRevenueAmt | 0 | 76108 |
| IRS990EZ/TransactionWithControlEntInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | http://chapters.onefpa.org/centralvirginia |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description;Amount^Financial Forum;53635^Total;53635^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description;Amount^Mileage;450|Administrative Expense;1822|Programs Expense;10542|Scholarships;2000|Technology;1295|Leadership Conference;4467|Student Chapter Support;1250|Equipment;2174|Financial Forum Expense;33008|Insurance;150^Total;57158^ |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description;Amount^Adjustment to balance to prior year;-1676^Total;-1676^ |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 20 |
| ReasonableCauseExplanation/ExplanationTxt | 0 | Tax preparer scheduling and transition |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Joseph Stemmle |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8043823996 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-08-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FINANCIAL PLANNING ASSOCIATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 541872365 |
| ReturnHeader/Filer/PhoneNum | 0 | 8047498149 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 18563 Willoughby Heights Lane |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Rockville |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 23146 |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 96.238.177.10 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 300792051 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Accounting Strategies to Solutions LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO 3151 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Glen Allen |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 23058 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8043504783 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-08-04 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Celia Powell CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-08-27T18:55:34-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.