Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2019 • EIN 54-1872365

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 06, 2020

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

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

33rd percentile

-3.5%

Higher net margin than 33% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$25,179

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 30.6% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-3.4%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

40th percentile

-3.5%

Faster revenue growth than 40% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$80,452

Down $2,872 (-3.4%) from 2018

Net Assets

Down

$80,452

Down $2,872 (-3.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin33rd percentile

Revenue

Down

$82,398

Down $2,963 (-3.5%) from 2018

Expenses

Down

$85,270

Down $1,674 (-1.9%) from 2018

Net Income

Down

-$2,872

Down $1,289 (-81%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2019

Assets$80,452
Liabilities$0
Net Assets$80,452
Open 2019 Filing

Operations Trend

Revenue Growth40th 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

2019

Revenue$82,398
Expenses$85,270
Net Income-$2,872
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 6, 2020
Return Version
2019v5.0
Gross Receipts
$82,398
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
Foster growth of CFP professionals through networking opportunities and special education events.$0$35,110
Provide monthly educational meetings for members and guests that support the continuing education requirement for maintaining the Certified Financial Planner designation.$0$9,655
Support students of financial planning through scholarships and other educational support.$0$5,100
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mila SpauldingDirectorPT$25,179-$25,179
Charles RickettsChairman-$0--
Lisa HatcherPresident-$0--
Thomas BlackburnPresident Elect-$0--
Joseph StemmleTreasurer-$0--
Kelly BarnesDirector-$0--
Weslie GreenDirector-$0--
Ben RaikesDirector-$0--
James WarnsDirector-$0--
Brian WelchDirector-$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
Thomas Blackburn
Title
President
Phone
8045923465
Signed
2020-07-06
Discuss with paid preparer
Yes

Preparer

Firm
Accounting Strategies to Solutions LLC
Address
PO Box 3151, Glen Allen, VA 23058
Preparer
Celia Powell CPA
Phone
8043504783
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Administration;2055|Conference Chapter Leadership;6781|Student Chapter;5100|Financial Forum Expense;35110|Program Membership and Events;10039|Technology;1006^Total;60091^”

Raw XML Appendix174 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum08043057506
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt018563 Willoughby Heights Lane
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Rockville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023146
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt083324
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MembershipDuesAmt022448
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt083324
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt083324
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IRS990EZ/OccupancyRentUtltsAndMaintAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.2
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt715
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt725179
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles Ricketts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Hatcher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Thomas Blackburn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Joseph Stemmle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kelly Barnes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Weslie Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ben Raikes
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Mila Spaulding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8James Warns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Brian Welch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt060091
IRS990EZ/OtherRevenueTotalAmt00
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/ProgramServiceRevenueAmt059913
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/ProgramServiceExpensesAmt09655
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt135110
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25100
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt085270
IRS990EZ/TotalProgramServiceExpensesAmt049865
IRS990EZ/TotalRevenueAmt082398
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0http://chapters.onefpa.org/centralvirginia
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Administration;2055|Conference Chapter Leadership;6781|Student Chapter;5100|Financial Forum Expense;35110|Program Membership and Events;10039|Technology;1006^Total;60091^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Blackburn
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum08045923465
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Financial Planning Association
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/IPv4AddressTxt0173.53.25.201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300792051
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Strategies to Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 3151
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Glen Allen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023058
ReturnHeader/PreparerPersonGrp/PhoneNum08043504783
ReturnHeader/PreparerPersonGrp/PreparationDt02020-06-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Celia Powell CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-08T19:37:33-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,452
Liabilities
$0
Net assets
$80,452
Revenue
$82,398
Expenses
$85,270
Net income
-$2,872
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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