Civic Intelligence

Financial Planning Association San Gabriel Valley

EIN 58-1313677 • 501(c)6 • Pasadena, CA

Profile

Increase awareness of the characteristics of professional financial planners in our communities. To be positive influence in our local communities through promoting financial literacy to support personal & professional growth in our members

686 South Arroyo Parkway 192Pasadena, CA 91105

n/A

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

53rd percentile

2.1%

Higher net margin than 53% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2014

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 2014

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

31st percentile

-14%

Faster revenue growth than 31% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$4,628

Up $462 (+11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$4,628

Up $462 (+11%) from 2013

Operations
Liabilities / Revenue51st percentileNet Margin53rd percentile

Revenue

Down

$21,650

Down $3,464 (-14%) from 2013

Expenses

Down

$21,188

Down $363 (-1.7%) from 2013

Net Income

Down

$462

Down $3,101 (-87%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$8.0K$6.0K$4.0K$2.0K$0Assets 2010: $7,830Liabilities 2010: $0Net Assets 2010: $7,8302010Assets 2011: $768Liabilities 2011: $0Net Assets 2011: $7682011Assets 2012: $603Liabilities 2012: $0Net Assets 2012: $6032012Assets 2013: $4,166Liabilities 2013: $0Net Assets 2013: $4,1662013Assets 2014: $4,628Liabilities 2014: $0Net Assets 2014: $4,6282014

Highlighted filing

2014

Assets$4,628
Liabilities$0
Net Assets$4,628
Open 2014 Filing

Operations Trend

Revenue Growth31st percentile

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

$30K$20K$10K$0-$10KRevenue 2010: $24,812Expenses 2010: $18,421Net Income 2010: $6,3912010Revenue 2011: $15,676Expenses 2011: $22,738Net Income 2011: -$7,0622011Expenses 2012: $20,9962012Revenue 2013: $25,114Expenses 2013: $21,551Net Income 2013: $3,5632013Revenue 2014: $21,650Expenses 2014: $21,188Net Income 2014: $4622014

Highlighted filing

2014

Revenue$21,650
Expenses$21,188
Net Income$462
Open 2014 Filing

Filings

Most recent year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,628
Liabilities
$0
Net assets
$4,628
Revenue
$21,650
Expenses
$21,188
Net income
$462
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$21.7$21.2$0.46
2013Summary only. Only limited summary data is available for this year.$4.17$0.00$4.17$25.1$21.6$3.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$21.0
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$15.7$22.7$7.06
2010Summary only. Only limited summary data is available for this year.$7.83$0.00$7.83$24.8$18.4$6.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Feb 12, 2015
Return Version
2014v5.0
Gross Receipts
$21,650
Mission and Program Overview

Mission

Increase awareness of the characteristics of professional financial planners in our communities. To be positive influence in our local communities through promoting financial literacy to support personal & professional growth in our members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,988$4,375▲ $387
Savings and Temporary Cash Investments$178$253▲ $75
Total Assets$4,166$4,628▲ $462
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$4,166$4,628▲ $462
Total Net Assets Fund Balance$4,166$4,628▲ $462
Total Liabilities and Net Assets / Fund Balance$4,166$4,628▲ $462
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
David K HicokPresident
Andrew Chou-
Beatriz Phipps-
Brenda Shorkend-
Cristina Fuentes-
David Aulicino-
Jim Steward-
John Thompson-
Kathleen Briley-
Linda Polwrek-
Terry Guerin-
Revenue and Support

Revenue Composition

Contributions and Grants
$9,094
Program Service Revenue
$12,556
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$3,800$3,800-$7,600
Fees for Services Other$2,145$570-$2,715
Other Expenses$1,377--$1,377
Advertising$1,025--$1,025
Fees for Services Legal$330$330-$660
Total Functional Expenses$16,488$4,700$0$21,188
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Pt vi, line 6 members are professionals in the filed of financial planning”

Form 990, Page 6, Part VI, Line 7A

“Pt vi, line 7a the governing body is elected by members”

Form 990, Page 6, Part VI, Line 7B

“Pt vi, line 7b decisions are voted on by members of the governing body”

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

“Pt vi, line 11b the governing body members review return before filing”

Form 990, Page 6, Part VI, Line 12C

“Pt vi, line 12c governing body discuss cases where a conflict of interest might rise”

Form 990, Page 6, Part VI, Line 15A

“Pt vi, line 15a compenation of the executive director requires approval from the governing body”

Form 990, Page 6, Part VI, Line 15B

“Pt vi, line 15b currently there is no compensation for other officers or employees”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Financial Planning Association Sgv
EIN
58-1313677
Phone
6266570260
Address
686 SOUTH ARROYO PARKWAY 192, PASADENA, CA 91105

Signing Officer

Name
David K Hicok Chfc
Title
President
Phone
6266570260
Signed
2015-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David K Hicok Chfc
Formed
1988
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
California Prime Accountancy
Address
100 E HUNTINGTON DR STE 101, ALHAMBRA, CA 91801
Preparer
Beatriz Phipps Mba CPA
Phone
6266420376
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Increase awareness of the characteristics of professional financial planners in our communities. To be positive influence in our local communities through promoting financial literacy to support personal & professional growth in our members”

Form 990, Part IX, Line 11G

“Bank service charge 0 24 0 merchant serv. Fees 0 546 0 mailbox 240 0 0 supplies 217 0 0 board meeting 474 0 0 other 1,214 0 0”

Raw XML Appendix307 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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01988
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IRS990/GoverningBodyVotingMembersCnt011
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IRS990/GrantToRelatedPersonInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCREASE AWARENESS OF THE CHARACTERISTICS OF PROFESSIONAL FINANCIAL PLANNERS IN OUR COMMUNITIES. TO BE POSITIVE INFLUENCE IN OUR LOCAL COMMUNITIES THROUGH PROMOTING FINANCIAL LITERACY TO SUPPORT PERSONAL & PROFESSIONAL GROWTH IN OUR MEMBERS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PT VI, LINE 7A THE GOVERNING BODY IS ELECTED BY MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PT VI, LINE 7B DECISIONS ARE VOTED ON BY MEMBERS OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PT VI, LINE 11B THE GOVERNING BODY MEMBERS REVIEW RETURN BEFORE FILING
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PT VI, LINE 15A COMPENATION OF THE EXECUTIVE DIRECTOR REQUIRES APPROVAL FROM THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PT VI, LINE 15B CURRENTLY THERE IS NO COMPENSATION FOR OTHER OFFICERS OR EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BANK SERVICE CHARGE 0 24 0 MERCHANT SERV. FEES 0 546 0 MAILBOX 240 0 0 SUPPLIES 217 0 0 BOARD MEETING 474 0 0 OTHER 1,214 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02016-02-25 16:41:14Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06266570260
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FINANCIAL PLANNING ASSOCIATION SGV
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ReturnHeader/Filer/EIN0581313677
ReturnHeader/Filer/PhoneNum06266570260
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIFORNIA PRIME ACCOUNTANCY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E HUNTINGTON DR STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALHAMBRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091801
ReturnHeader/PreparerPersonGrp/PhoneNum06266420376
ReturnHeader/PreparerPersonGrp/PreparationDt02015-02-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BEATRIZ PHIPPS MBA CPA
ReturnHeader/ReturnTs02015-02-23T13:23:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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