Civic Intelligence

The Financial Planning Association

990 • Fiscal year 2019 • EIN 58-1311621

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 24, 2020

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

51st percentile

0.00x

Higher debt load relative to assets than 51% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.00x

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

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Top Officer Pay

87th percentile

$53,138

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 40.4% of source-year revenue.

2019 filings • 501(c)6 • <$500k nonprofits • Source year 2019

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

26th percentile

-12%

Faster revenue growth than 26% of similar nonprofits.

2019 filings • 501(c)6 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$67,290

Down $16,104 (-19%) from 2018

Net Assets

Down

$67,023

Down $16,104 (-19%) from 2018

Liabilities

Flat

$267

Flat from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin20th percentile

Revenue

Down

$131,686

Down $17,225 (-12%) from 2018

Expenses

Up

$147,790

Up $565 (+0.4%) from 2018

Net Income

Down

-$16,104

Down $17,790 (-1055%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2019

Assets$67,290
Liabilities$267
Net Assets$67,023
Open 2019 Filing

Operations Trend

Revenue Growth26th 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

2019

Revenue$131,686
Expenses$147,790
Net Income-$16,104
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 24, 2020
Return Version
2019v5.0
Gross Receipts
$131,686
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
Rtn Earn Endowment Incm Other Fnds$83,127$67,023▼ $16,104
Cash and Non-Interest-Bearing Accounts$82,760$66,909▼ $15,851
Land, Buildings, and Equipment, Net$634$381▼ $253
Total Assets$83,394$67,290▼ $16,104
Liabilities
Other Liabilities$267$267→ $0
Total Liabilities$267$267→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$83,127$67,023▼ $16,104
Total Liabilities and Net Assets / Fund Balance$83,394$67,290▼ $16,104

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$381$3,387$3,768
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary MedonisChapter AdmiFT$53,138$53,138

Board Members and Trustees

NameTitle
Diane S WinnerChairperson
Diane YoungChairperson
David W ShotwellPresident
Nadine Marie BurnsPresident-el
Asad GouraniBoard Member
Colin OverwegBoard Member
Del WensleyBoard Member
Matthew BowdenBoard Member
Nicole Gopoian WirickBoard Member
Sandra AdamsBoard Member
Stephanie TrexlerSecretary
Noah MorganTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$130,531
Investment Income
$1,011
Other Revenue
$144
Change in Net Assets
$-16,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$88,881
Salaries, Compensation, and Employee Benefits$58,909
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$67,050--$67,050
Other Salaries and Wages$53,138--$53,138
Advertising$4,660--$4,660
Payroll Taxes$4,177--$4,177
Information Technology$3,418--$3,418
Pension Plan Contributions$1,594--$1,594
Office Expenses$828--$828
Other Expenses$742--$742
Travel$431--$431
Insurance$295--$295
Depreciation Depletion$253--$253
Total Functional Expenses$147,790$0$0$147,790
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$267
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
Noah Morgan
Title
Treasurer
Phone
3132785320
Signed
2020-02-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane S Winner
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 Appendix338 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/TotalLiabilitiesGrp/BOYAmt0267
IRS990/TotalLiabilitiesGrp/EOYAmt0267
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt083127
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt067023
IRS990/TotalOtherProgSrvcExpenseAmt0147790
IRS990/TotalOtherProgSrvcRevenueAmt0130531
IRS990/TotalProgramServiceExpensesAmt0147790
IRS990/TotalProgramServiceRevenueAmt0130531
IRS990/TotalReportableCompFromOrgAmt053138
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0131686
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131686
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt083394
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt067290
IRS990/TravelGrp/ProgramServicesAmt0431
IRS990/TravelGrp/TotalAmt0431
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.FPAMI.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NOAH MORGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03132785320
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-24
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/AtSubmissionCreationDeviceId0FF518F92E3C44E1C4BD328BC65FA85027D93EC43
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId018DC4F9098295B5EBE30A19310A41FFFB43FC955
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.14.188.103
ReturnHeader/FilingSecurityInformation/IPDt02020-03-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:45:53
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/PreparationDt02020-02-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL J PENN CPA
ReturnHeader/ReturnTs02020-03-02T14:45:53-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,290
Liabilities
$267
Net assets
$67,023
Revenue
$131,686
Expenses
$147,790
Net income
-$16,104
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
2019Detailed filing. Detailed filing data is available for this year.$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