Civic Intelligence

Financial Planning Association of The

EIN 56-2202926 • 501(c)6 • Raleigh, NC

Profile

To provide education and support to members and the profession.

183 Wind Chime CT Ste 203Raleigh, NC 27615

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.07x

Higher debt load relative to assets than 72% of similar nonprofits.

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

Liabilities / Revenue

72nd percentile

0.05x

Higher debt load relative to revenue than 72% of similar nonprofits.

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

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

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

Revenue Growth

83rd percentile

29%

Faster revenue growth than 83% of similar nonprofits.

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

Assets

Up

$49,367

Up $7,682 (+18%) from 2023

Liabilities

Down

$3,619

Down $5,531 (-60%) from 2023

Net Assets

Up

$45,748

Up $13,213 (+41%) from 2023

Revenue

Up

$67,319

Up $15,087 (+29%) from 2023

Expenses

Down

$54,106

Down $3,953 (-6.8%) from 2023

Net Income

Up

$13,213

Up $19,040 (+327%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60K$40K$20K$0Assets 2023: $41,685Liabilities 2023: $9,150Net Assets 2023: $32,5352023Assets 2024: $49,367Liabilities 2024: $3,619Net Assets 2024: $45,7482024

Highlighted filing

2024

Assets$49,367
Liabilities$3,619
Net Assets$45,748

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2023: $52,232Expenses 2023: $58,059Net Income 2023: -$5,8272023Revenue 2024: $67,319Expenses 2024: $54,106Net Income 2024: $13,2132024

Highlighted filing

2024

Revenue$67,319
Expenses$54,106
Net Income$13,213

Filings