Civic Intelligence

The Financial Planning Association

EIN 58-1311621 • 501(c)6 • Dearborn, MI

Profile

To serve the needs of its members and to establish the value of financial planning and the success of the financial planning profession.

20100 Outer DriveDearborn, MI 48124

www.fpami.com

Siviq Scores

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

Liabilities / Assets

79th percentile

0.15x

Higher debt load relative to assets than 79% of similar nonprofits.

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

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

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

Net Margin

57th percentile

4.2%

Higher net margin than 57% 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

60th percentile

3.5%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

67th percentile

9.8%

Faster revenue growth than 67% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$38,969

Up $1,304 (+3.5%) from 2023

Liabilities

Down

$5,958

Down $4,917 (-45%) from 2023

Net Assets

Up

$33,011

Up $6,221 (+23%) from 2023

Operations
Liabilities / Revenue70th percentileNet Margin57th percentile

Revenue

Up

$149,359

Up $13,366 (+9.8%) from 2023

Expenses

Down

$143,138

Down $6,355 (-4.3%) from 2023

Net Income

Up

$6,221

Up $19,721 (+146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$100K$50K$0Assets 2010: $48,296Liabilities 2010: $21Net Assets 2010: $48,2752010Assets 2011: $44,023Liabilities 2011: $608Net Assets 2011: $43,4152011Assets 2012: $34,582Liabilities 2012: $501Net Assets 2012: $34,0812012Assets 2013: $48,306Liabilities 2013: $552Net Assets 2013: $47,7542013Assets 2014: $60,168Liabilities 2014: $218Net Assets 2014: $59,9502014Assets 2015: $66,413Liabilities 2015: $211Net Assets 2015: $66,2022015Assets 2016: $80,200Liabilities 2016: $252Net Assets 2016: $79,9482016Assets 2017: $81,710Liabilities 2017: $269Net Assets 2017: $81,4412017Assets 2018: $83,394Liabilities 2018: $267Net Assets 2018: $83,1272018Assets 2019: $67,290Liabilities 2019: $267Net Assets 2019: $67,0232019Assets 2020: $75,048Liabilities 2020: $275Net Assets 2020: $74,7732020Assets 2021: $74,740Liabilities 2021: $261Net Assets 2021: $74,4792021Assets 2022: $55,633Liabilities 2022: $14,749Net Assets 2022: $40,8842022Assets 2023: $37,665Liabilities 2023: $10,875Net Assets 2023: $26,7902023Assets 2024: $38,969Liabilities 2024: $5,958Net Assets 2024: $33,0112024

Highlighted filing

2024

Assets$38,969
Liabilities$5,958
Net Assets$33,011
Open 2024 Filing

Operations Trend

Revenue Growth67th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2010: $105,2622010Expenses 2011: $125,5292011Expenses 2012: $120,5262012Revenue 2013: $141,082Expenses 2013: $127,409Net Income 2013: $13,6732013Revenue 2014: $134,877Expenses 2014: $122,681Net Income 2014: $12,1962014Revenue 2015: $134,417Expenses 2015: $128,165Net Income 2015: $6,2522015Revenue 2016: $160,136Expenses 2016: $146,390Net Income 2016: $13,7462016Revenue 2017: $141,435Expenses 2017: $139,942Net Income 2017: $1,4932017Revenue 2018: $148,911Expenses 2018: $147,225Net Income 2018: $1,6862018Revenue 2019: $131,686Expenses 2019: $147,790Net Income 2019: -$16,1042019Revenue 2020: $103,380Expenses 2020: $95,630Net Income 2020: $7,7502020Revenue 2021: $89,851Expenses 2021: $90,145Net Income 2021: -$2942021Revenue 2022: $116,496Expenses 2022: $150,352Net Income 2022: -$33,8562022Revenue 2023: $135,993Expenses 2023: $149,493Net Income 2023: -$13,5002023Revenue 2024: $149,359Expenses 2024: $143,138Net Income 2024: $6,2212024

Highlighted filing

2024

Revenue$149,359
Expenses$143,138
Net Income$6,221
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,969
Liabilities
$5,958
Net assets
$33,011
Revenue
$149,359
Expenses
$143,138
Net income
$6,221
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.06$0.33$1.49$1.43$0.06
2023Summary only. Only limited summary data is available for this year.$0.38$0.11$0.27$1.36$1.49$0.14
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.15$0.41$1.16$1.50$0.34
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.74$0.90$0.90$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.00$0.75$1.03$0.96$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$1.32$1.48$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$1.49$1.47$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.81$1.41$1.40$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$1.60$1.46$0.14
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.00$0.66$1.34$1.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.35$1.23$0.12
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.01$0.48$1.41$1.27$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.35$0.01$0.34$1.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.01$0.43$1.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$1.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 25, 2025
Return Version
2024v5.0
Gross Receipts
$149,359
Mission and Program Overview

Mission

To serve the needs of its members and to establish the value of financial planning and the success of the financial planning profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$32,798$34,517▲ $1,719
Rtn Earn Endowment Incm Other Fnds$26,790$33,011▲ $6,221
Prepaid Expenses and Deferred Charges$4,867$4,452▼ $415
Total Assets$37,665$38,969▲ $1,304
Liabilities
Other Liabilities$10,875$5,958▼ $4,917
Total Liabilities$10,875$5,958▼ $4,917
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,790$33,011▲ $6,221
Total Liabilities and Net Assets / Fund Balance$37,665$38,969▲ $1,304

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$-3,768$3,768-
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Julie HallChairperson
Robert IngramPresident
Adam FinchBoard of Director
Anna-maria AstorBoard of Director
Colin OverwegBoard of Director
Nathan ZolynskyBoard of Director
Sandra KerrBoard of Director
Sarah CaruanaChapter Exec
Kelsey ArvaiSecretary
Nick NautaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$149,359
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$6,221
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$96,410
Salaries, Compensation, and Employee Benefits$46,728
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$50,408--$50,408
Other Salaries and Wages$42,237--$42,237
Office Expenses$28,924--$28,924
Travel$5,929--$5,929
Advertising$5,751--$5,751
Information Technology$4,753--$4,753
Payroll Taxes$3,290--$3,290
Pension Plan Contributions$1,201--$1,201
Fees for Services Other$445--$445
Insurance$200--$200
Total Functional Expenses$143,138$0$0$143,138
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Payables$5,958
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Financial Planning Association
EIN
58-1311621
Phone
3132785320
Address
20100 OUTER DRIVE, DEARBORN, MI 48124

Signing Officer

Name
Nick Nauta
Title
Treasurer
Phone
3132785320
Signed
2025-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Ingram
Formed
1982
Legal Domicile
Mi
Voting Board Members
4
Independent Board Members
0
Employees
1

Preparer

Firm
Penn & Company LLC
Address
20100 OUTER DRIVE, DEARBORN, MI 48124-2647
Preparer
Michael J Penn CPA
Phone
3132785320
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Educational programs on financial issues for over 600 individuals.”

Form 990, Part XI, Line 9

“ROUNDING 0”

Raw XML Appendix301 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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IRS990/Form990PartVIISectionAGrp/PersonNm7KELSEY ARVAI
IRS990/Form990PartVIISectionAGrp/PersonNm8ROBERT INGRAM
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAPTER EXEC
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IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRPERSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0143138
IRS990/TotalFunctionalExpensesGrp/TotalAmt0143138
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010875
IRS990/TotalLiabilitiesEOYAmt05958
IRS990/TotalLiabilitiesGrp/BOYAmt010875
IRS990/TotalLiabilitiesGrp/EOYAmt05958
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033011
IRS990/TotalOtherProgSrvcExpenseAmt0143138
IRS990/TotalOtherProgSrvcRevenueAmt0152215
IRS990/TotalProgramServiceExpensesAmt0143138
IRS990/TotalProgramServiceRevenueAmt0149359
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0149359
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0149359
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt037665
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt038969
IRS990/TravelGrp/ProgramServicesAmt05929
IRS990/TravelGrp/TotalAmt05929
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FPAMI.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NICK NAUTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03132785320
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF MICHIGAN
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0581311621
ReturnHeader/Filer/PhoneNum03132785320
ReturnHeader/Filer/USAddress/AddressLine1Txt020100 OUTER DRIVE
ReturnHeader/Filer/USAddress/CityNm0DEARBORN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048124
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382178903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PENN & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020100 OUTER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DEARBORN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0481242647
ReturnHeader/PreparerPersonGrp/PhoneNum03132785320
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PENN CPA
ReturnHeader/ReturnTs02025-05-28T07:53:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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