Civic Intelligence

The Financial Planning Association

990 • Fiscal year 2016 • EIN 58-1311621

Jan 01, 2016 to Dec 31, 2016 • Filed on Feb 24, 2017

Organization ProfileWWW.FPAMI.COM
20100 Outer DriveDearborn, MI 48124

(313) 278-5320

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

66th percentile

8.6%

Higher net margin than 66% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

85th percentile

$49,257

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 30.8% of source-year revenue.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

78th percentile

21%

Faster asset growth than 78% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$80,200

Up $13,787 (+21%) from 2015

Net Assets

Up

$79,948

Up $13,746 (+21%) from 2015

Liabilities

Up

$252

Up $41 (+19%) from 2015

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin66th percentile

Revenue

Up

$160,136

Up $25,719 (+19%) from 2015

Expenses

Up

$146,390

Up $18,225 (+14%) from 2015

Net Income

Up

$13,746

Up $7,494 (+120%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$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

2016

Assets$80,200
Liabilities$252
Net Assets$79,948
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

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

2016

Revenue$160,136
Expenses$146,390
Net Income$13,746
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Feb 24, 2017
Return Version
2016v3.0
Gross Receipts
$160,136
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$65,567$80,200▲ $14,633
Rtn Earn Endowment Incm Other Fnds$66,202$79,948▲ $13,746
Prepaid Expenses and Deferred Charges$846--
Total Assets$66,413$80,200▲ $13,787
Liabilities
Other Liabilities$211$252▲ $41
Total Liabilities$211$252▲ $41
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,202$79,948▲ $13,746
Total Liabilities and Net Assets / Fund Balance$66,413$80,200▲ $13,787

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,655$2,655
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary MedonisChapter ExecFT$47,287$1,970$49,257

Board Members and Trustees

NameTitle
Thomas J RabautChairperson
Matthew a FerraraPresident
George BarnhartPresident-el
Clayton SmithBoard Member
Diane S WinnerBoard Member
Fernando L OrtizBoard Member
Jeffrey D NautaBoard Member
Nadine Marie BurnsBoard Member
Noah MorganBoard Member
Patrick O NewcombeBoard Member
Thaddeus PhelpsBoard Member
Nicholas DefenthalerSecretary
David W ShotwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$159,871
Investment Income
$0
Other Revenue
$265
Change in Net Assets
$13,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,775
Salaries, Compensation, and Employee Benefits$54,615
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$78,695--$78,695
Other Salaries and Wages$49,257--$49,257
Payroll Taxes$3,880--$3,880
Advertising$3,623--$3,623
Information Technology$1,899--$1,899
Office Expenses$1,889--$1,889
Occupancy$1,800--$1,800
Pension Plan Contributions$1,478--$1,478
Other Expenses$815--$815
Travel$379--$379
Insurance$145--$145
Total Functional Expenses$146,390$0$0$146,390
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
State Withholding Payable$252
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
David W Shotwell
Title
Treasurer
Phone
3132785320
Signed
2017-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew a Ferrara
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.”

Raw XML Appendix330 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.

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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt066202
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt079948
IRS990/TotalOtherCompensationAmt01970
IRS990/TotalOtherProgSrvcExpenseAmt0146390
IRS990/TotalProgramServiceExpensesAmt0146390
IRS990/TotalProgramServiceRevenueAmt0159871
IRS990/TotalReportableCompFromOrgAmt047287
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0160136
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160136
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt066413
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt080200
IRS990/TravelGrp/ProgramServicesAmt0379
IRS990/TravelGrp/TotalAmt0379
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FPAMI.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID W SHOTWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03132785320
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-24
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/FilingSecurityInformation/AtSubmissionCreationDeviceId07EE8C52DC329125683D50AA7E4410FFBD0F34337
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId018DC4F9098295B5EBE30A19310A41FFFB43FC955
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/PreparationDt02017-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PENN CPA
ReturnHeader/ReturnTs02017-04-07T20:18:10+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,200
Liabilities
$252
Net assets
$79,948
Revenue
$160,136
Expenses
$146,390
Net income
$13,746
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
2016Detailed filing. Detailed filing data is available for this year.$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