Civic Intelligence

Financial Planning Assocation of Charlotte Inc

990EZ • Fiscal year 2017 • EIN 56-2168362

Jan 01, 2017 to Dec 31, 2017

Organization Profilewww.fpacharlotte.org
Chapin, SC
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.

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

Liabilities / Revenue

47th 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

23rd percentile

-9.5%

Higher net margin than 23% 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

31st percentile

-7.2%

Faster asset growth than 31% of similar nonprofits.

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

Revenue Growth

6th percentile

-44%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$66,231

Down $5,132 (-7.2%) from 2016

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin23rd percentile

Revenue

Down

$54,046

Down $42,611 (-44%) from 2016

Expenses

Down

$59,178

Down $38,544 (-39%) from 2016

Net Income

Down

-$5,132

Down $4,067 (-382%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2017

Assets$66,231
Liabilities$0
Net Assets-
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$54,046
Expenses$59,178
Net Income-$5,132
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

Professional Education for Financial Planners

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
$66,231
Liabilities
$0
Net assets
-
Revenue
$54,046
Expenses
$59,178
Net income
-$5,132
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits