Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2017 • EIN 54-1872365

Jan 01, 2017 to Dec 31, 2017

Organization Profilechapters.onefpa.org/centralvirginia
Virginia Bch, VA
Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

30th percentile

-5.2%

Higher net margin than 30% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

32nd percentile

-6.2%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-2.9%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$84,907

Down $5,630 (-6.2%) from 2016

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin30th percentile

Revenue

Down

$76,108

Down $2,297 (-2.9%) from 2016

Expenses

Down

$80,062

Down $258 (-0.3%) from 2016

Net Income

Down

-$3,954

Down $2,039 (-106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2017

Assets$84,907
Liabilities$0
Net Assets-
Open 2017 Filing

Operations Trend

Revenue Growth41st 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

2017

Revenue$76,108
Expenses$80,062
Net Income-$3,954
Open 2017 Filing
Filing Detail Status

This 2017 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$84,907
Liabilities
$0
Net assets
-
Revenue
$76,108
Expenses
$80,062
Net income
-$3,954
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