Civic Intelligence

Financial Planning Assocation of Charlotte Inc

EIN 56-2168362 • 501(c)6 • Chapin, SC

Profile

Professional Education for Financial Planners

140 Amicks Ferry Road Suite 334Chapin, SC 29036

www.fpacharlotte.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.49x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.48x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

47th percentile

-0.4%

Higher net margin than 47% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$30,600

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 35.2% of source-year revenue.

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

84th percentile

27%

Faster asset growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

1.2%

Faster revenue growth than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$85,924

Up $18,190 (+27%) from 2023

Liabilities

Up

$42,163

Up $18,554 (+79%) from 2023

Net Assets

Down

$43,761

Down $364 (-0.8%) from 2023

Revenue

Up

$87,055

Up $1,010 (+1.2%) from 2023

Expenses

Down

$87,419

Down $6,760 (-7.2%) from 2023

Net Income

Up

-$364

Up $7,770 (+96%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2010: $78,944Net Assets 2010: $78,9442010Assets 2011: $84,874Net Assets 2011: $84,8742011Assets 2012: $83,733Net Assets 2012: $83,7332012Assets 2013: $78,472Net Assets 2013: $78,4722013Assets 2014: $65,032Net Assets 2014: $65,0322014Assets 2015: $72,428Liabilities 2015: $02015Assets 2016: $71,363Liabilities 2016: $02016Assets 2017: $66,231Liabilities 2017: $02017Assets 2018: $59,442Liabilities 2018: $02018Assets 2019: $44,488Liabilities 2019: $2,500Net Assets 2019: $41,9882019Assets 2020: $77,953Liabilities 2020: $27,000Net Assets 2020: $50,9532020Assets 2021: $93,916Liabilities 2021: $28,500Net Assets 2021: $65,4162021Assets 2022: $77,152Liabilities 2022: $24,893Net Assets 2022: $52,2592022Assets 2023: $67,734Liabilities 2023: $23,609Net Assets 2023: $44,1252023Assets 2024: $85,924Liabilities 2024: $42,163Net Assets 2024: $43,7612024

Highlighted filing

2024

Assets$85,924
Liabilities$42,163
Net Assets$43,761

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2010: $95,560Expenses 2010: $91,637Net Income 2010: $3,9232010Revenue 2011: $101,110Expenses 2011: $92,298Net Income 2011: $8,8122011Revenue 2012: $95,579Expenses 2012: $96,720Net Income 2012: -$1,1412012Revenue 2013: $99,194Expenses 2013: $104,455Net Income 2013: -$5,2612013Revenue 2014: $94,233Expenses 2014: $103,449Net Income 2014: -$9,2162014Revenue 2015: $102,690Expenses 2015: $95,294Net Income 2015: $7,3962015Revenue 2016: $96,657Expenses 2016: $97,722Net Income 2016: -$1,0652016Revenue 2017: $54,046Expenses 2017: $59,178Net Income 2017: -$5,1322017Revenue 2018: $76,742Expenses 2018: $83,531Net Income 2018: -$6,7892018Revenue 2019: $81,053Expenses 2019: $98,507Net Income 2019: -$17,4542019Revenue 2020: $53,969Expenses 2020: $45,004Net Income 2020: $8,9652020Revenue 2021: $52,825Expenses 2021: $38,362Net Income 2021: $14,4632021Revenue 2022: $79,733Expenses 2022: $92,890Net Income 2022: -$13,1572022Revenue 2023: $86,045Expenses 2023: $94,179Net Income 2023: -$8,1342023Revenue 2024: $87,055Expenses 2024: $87,419Net Income 2024: -$3642024

Highlighted filing

2024

Revenue$87,055
Expenses$87,419
Net Income-$364

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.42$0.44$0.87$0.87$0.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.24$0.44$0.86$0.94$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.77$0.25$0.52$0.80$0.93$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.29$0.65$0.53$0.38$0.14
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.27$0.51$0.54$0.45$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.03$0.42$0.81$0.99$0.17
2018Summary only. Only limited summary data is available for this year.$0.59$0.00$0.77$0.84$0.07
2017Summary only. Only limited summary data is available for this year.$0.66$0.00$0.54$0.59$0.05
2016Summary only. Only limited summary data is available for this year.$0.71$0.00$0.97$0.98$0.01
2015Summary only. Only limited summary data is available for this year.$0.72$0.00$1.03$0.95$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.65$0.94$1.03$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.99$1.04$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.84$0.96$0.97$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.85$1.01$0.92$0.09
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.79$0.96$0.92$0.04
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 2, 2023
Return Version
2022v5.0
Gross Receipts
$79,733
Mission and Program Overview

Mission

Professional Education for Financial Planners

Program Services

DescriptionGrantsExpenses
Monthly continuing education meetings, 9 months per year, for area financial planners equating to 1 CE credit for Financial Planners and Insurance Professionals--
Annual continuing education symposium two day event equating to up to 15 CE credits for Financial Planners and Insurance Professionals--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancye BaileyExecutive DirectorPT$32,800-$32,800
Brandon DavisTreasurerPT$0--
Thornton WithersChair Of The BoardPT$0--
Michelle StutsMembership Committee ChairPT$0--
Mary Lou DalyPro Bono Committee Co ChairPT$0--
Geoff OwenPresidentPT$0--
Jon ShumatePresident ElectPT$0--
Todd CurryPro Bono Committee Co ChairPT$0--
Michael AcostaNext Gen ChairPT$0--
John CullumProgram Committee ChairPT$0--
Stratford KigerDirectorPT$0--
Candace ClineTreasurer 2023 And 990 Signer-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of Charlotte
EIN
56-2168362
Phone
8032387438
Address
140 Amicks Ferry Road Suite 334, Chapin, SC 29036

Signing Officer

Name
Candace Cline
Title
Treasurer 2023
Phone
7046193428
Signed
2023-05-02
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

Description;Amount^Continuing Education;1030|CE Approval;1829|Meetings and Conferences;41786|Gifts Awards Sponsorships;490|Software Subscription;307|Travel and Business Meals;7678|Bank and Credit Card Fees;1367|Office Supplies;145^Total;54632^

Form 990-EZ, Part II, Line 26

Description;EOY Amount^SBA EIDL;24893^Total;24893^

Raw XML Appendix178 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/AddressChangeInd0X
IRS990EZ/BenefitsPaidToOrForMembersAmt00
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IRS990EZ/BooksInCareOfDetail/PhoneNum08032387438
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0140 Amicks Ferry Road Suite 334
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chapin
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029036
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt077152
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-13157
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt038118
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093916
IRS990EZ/Form990TotalAssetsGrp/EOYAmt077152
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt079733
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt064
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt044603
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt065416
IRS990EZ/NetAssetsOrFundBalancesEOYAmt052259
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt065416
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt052259
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1032800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Brandon Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Thornton Withers
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michelle Stuts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mary Lou Daly
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Geoff Owen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jon Shumate
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Todd Curry
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michael Acosta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8John Cullum
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Stratford Kiger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Nancye Bailey
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Candace Cline
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair of the Board
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Membership Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Pro Bono Committee Co Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5President Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Pro Bono Committee Co Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Next Gen Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Program Committee Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Treasurer 2023 and 990 signer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt054632
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Professional Education for Financial Planners
IRS990EZ/PrintingPublicationsPostageAmt0140
IRS990EZ/ProgramServiceRevenueAmt035066
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly continuing education meetings, 9 months per year, for area financial planners equating to 1 CE credit for Financial Planners and Insurance Professionals
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Annual continuing education symposium two day event equating to up to 15 CE credits for Financial Planners and Insurance Professionals
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SaleOfAssetsGrossAmt00
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IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt028500
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt024893
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt092890
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt079733
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https://www.financialplanningassociation.org/chapter/fpa-charlotte
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Continuing Education;1030|CE Approval;1829|Meetings and Conferences;41786|Gifts Awards Sponsorships;490|Software Subscription;307|Travel and Business Meals;7678|Bank and Credit Card Fees;1367|Office Supplies;145^Total;54632^
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description;EOY Amount^SBA EIDL;24893^Total;24893^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/ProfilePasswordChangeInd0X
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Candace Cline
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer 2023
ReturnHeader/BusinessOfficerGrp/PhoneNum07046193428
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION OF CHARLOTTE
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0562168362
ReturnHeader/Filer/PhoneNum08032387438
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 Amicks Ferry Road Suite 334
ReturnHeader/Filer/USAddress/CityNm0Chapin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02023-05-02T17:31:14-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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