Civic Intelligence

Foundation for Financial Planning Inc.

990 • Fiscal year 2014 • EIN 58-1446336

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 02, 2015

Organization ProfileWWW.FOUNDATION-FINPLAN.ORG
1401 Peachtree St NERoom/Suite 500Atlanta, GA 30309

(770) 938-1110

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.08x

Higher debt load relative to revenue than 22% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

91st percentile

52%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

63rd percentile

6.9%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

63%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets12th percentile

Assets

Flat

$19,870,703

Flat from 2014

Net Assets

Flat

$19,702,003

Flat from 2014

Liabilities

Flat

$168,700

Flat from 2014

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin91st percentile

Revenue

Flat

$2,152,665

Flat from 2014

Expenses

Flat

$1,027,946

Flat from 2014

Net Income

Flat

$1,124,719

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$40M$30M$20M$10M$0Assets 2011: $15,352,497Liabilities 2011: $520,200Net Assets 2011: $14,832,2972011Assets 2012: $16,675,089Liabilities 2012: $479,979Net Assets 2012: $16,195,1102012Assets 2013: $18,580,949Liabilities 2013: $260,672Net Assets 2013: $18,320,2772013Assets 2014: $19,870,703Liabilities 2014: $168,700Net Assets 2014: $19,702,0032014Assets 2014: $19,870,703Liabilities 2014: $168,700Net Assets 2014: $19,702,0032014Assets 2015: $19,596,282Liabilities 2015: $174,130Net Assets 2015: $19,422,1522015Assets 2016: $20,939,394Liabilities 2016: $334,309Net Assets 2016: $20,605,0852016Assets 2017: $23,180,556Liabilities 2017: $451,266Net Assets 2017: $22,729,2902017Assets 2018: $21,426,508Liabilities 2018: $605,780Net Assets 2018: $20,820,7282018Assets 2019: $24,629,946Liabilities 2019: $502,539Net Assets 2019: $24,127,4072019Assets 2020: $26,016,219Liabilities 2020: $532,580Net Assets 2020: $25,483,6392020Assets 2021: $30,168,381Liabilities 2021: $717,759Net Assets 2021: $29,450,6222021Assets 2022: $26,181,813Liabilities 2022: $644,154Net Assets 2022: $25,537,6592022Assets 2023: $29,351,117Liabilities 2023: $715,374Net Assets 2023: $28,635,7432023Assets 2024: $32,232,401Liabilities 2024: $705,096Net Assets 2024: $31,527,3052024

Highlighted filing

2014

Assets$19,870,703
Liabilities$168,700
Net Assets$19,702,003
Open 2014 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2011: $2,115,594Expenses 2011: $1,024,231Net Income 2011: $1,091,3632011Expenses 2012: $955,9122012Revenue 2013: $1,321,861Expenses 2013: $822,234Net Income 2013: $499,6272013Revenue 2014: $2,152,665Expenses 2014: $1,027,946Net Income 2014: $1,124,7192014Revenue 2014: $2,152,665Expenses 2014: $1,027,946Net Income 2014: $1,124,7192014Revenue 2015: $1,605,933Expenses 2015: $1,063,860Net Income 2015: $542,0732015Revenue 2016: $1,562,200Expenses 2016: $1,517,085Net Income 2016: $45,1152016Revenue 2017: $1,710,347Expenses 2017: $1,437,485Net Income 2017: $272,8622017Revenue 2018: $1,817,952Expenses 2018: $1,453,170Net Income 2018: $364,7822018Revenue 2019: $2,034,064Expenses 2019: $1,457,627Net Income 2019: $576,4372019Revenue 2020: $1,093,291Expenses 2020: $1,505,159Net Income 2020: -$411,8682020Revenue 2021: $3,652,624Expenses 2021: $1,645,279Net Income 2021: $2,007,3452021Revenue 2022: $2,147,262Expenses 2022: $1,830,846Net Income 2022: $316,4162022Revenue 2023: $2,459,469Expenses 2023: $2,026,744Net Income 2023: $432,7252023Revenue 2024: $3,395,599Expenses 2024: $2,283,914Net Income 2024: $1,111,6852024

Highlighted filing

2014

Revenue$2,152,665
Expenses$1,027,946
Net Income$1,124,719
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 2, 2015
Return Version
2014v5.0
Gross Receipts
$2,171,727
Mission and Program Overview

Mission

The foundation for financial planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,973,930$17,611,647▲ $637,717
Pledges and Grants Receivable$1,362,740$1,887,736▲ $524,996
Cash and Non-Interest-Bearing Accounts$87,532$178,594▲ $91,062
Savings and Temporary Cash Investments$150,373$129,557▼ $20,816
Prepaid Expenses and Deferred Charges-$58,348-
Land, Buildings, and Equipment, Net$6,374$4,821▼ $1,553
Total Assets$18,580,949$19,870,703▲ $1,289,754
Liabilities
Grants Payable$252,050$168,700▼ $83,350
Accounts Payable and Accrued Expenses$8,622--
Total Liabilities$260,672$168,700▼ $91,972
Net Assets / Fund Balance
Unrestricted Net Assets$18,320,277$19,702,003▲ $1,381,726
Total Net Assets Fund Balance$18,320,277$19,702,003▲ $1,381,726
Total Liabilities and Net Assets / Fund Balance$18,580,949$19,870,703▲ $1,289,754

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$85$355-
Equipment$4,736$5,818-
Other Securities$17,611,647--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Elissa Buie CfpChairman
Bernie ClarkVice Chair
Alexandra Armstrong CfpTrustee at L
Bob OrosTrustee at L
Curt Weil CfpTrustee at L
Dale Van Scoyk GfsTrustee at L
Dan Moisand CfpTrustee at L
James E Stueve Cfp CimaTrustee at L
John FodorTrustee at L
Kate HealyTrustee at L
Kenneth Kacy Gott CfpcpaTrustee at L
Kris PetersenTrustee at L
Marilyn Capelli Dimitroff CfpTrustee at L
Nancy Johnson Jones Cfp Aifa CscpTrustee at L
Steve MaginnTrustee at L
Tara L Scottino CfpTrustee at L
Terri FiedlerTrustee at L
Elaine Bedel CfpImmediate Pa

Highest Paid Contractors

ContractorServicesLocationCompensation
Windsor Human ResourcesHuman Resources2405 MT ZION ROAD, Morrow, GA 30260$389,254
Revenue and Support

Revenue Composition

Contributions and Grants
$1,730,800
Program Service Revenue
$0
Investment Income
$381,580
Other Revenue
$40,285
All Other Contributions
$1,730,800
Change in Net Assets
$1,124,719

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table2$183,096
Total Noncash Contributions2$183,096

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,117,873
Revenue Not Reported on Financial Statements
$34,792
Revenue Not Reported on Form 990
$257,007
Total Revenue per Audited Statements
$2,374,880
Total Revenue per Form 990
$2,152,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$389,256
Other Expenses$347,189
Grants and Similar Amounts Paid$291,501
Total Fundraising Expense$207,112
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$277,053$16,894$43,923$337,870
Grants to Domestic Orgs$291,501--$291,501
Office Expenses$45,729$2,788$7,250$55,767
Travel$39,718-$8,719$48,437
Payroll Taxes$32,100$1,957$5,089$39,146
Fees for Service Investment Mgmnt Fees$34,792--$34,792
Other Expenses$15,666$953$8,166$24,785
Fees for Services Accounting$10,635$649$1,686$12,970
Insurance$10,167$620$1,612$12,399
Other Employee Benefits$10,037$612$1,591$12,240
Conferences and Meetings$9,080$554$1,439$11,073
Fees for Services Other$8,313$507$1,318$10,138
Occupancy$6,324$386$1,003$7,713
Information Technology$2,307$141$366$2,814
Depreciation Depletion$1,273$78$202$1,553
Total Functional Expenses$794,695$26,139$207,112$1,027,946

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,027,946
Expenses per Audited Statements$993,154
Total Expenses per Audited Statements$993,154
Expenses Not Reported on Financial Statements$34,792
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Other Grants Less Than 5000Atlanta, GA3Outreach Programs$56,301
National Council on AgingWashington, DC-Outreach Programs$42,500
Mississippi Community Education CtrJackson, MS3Outreach Programs$35,000
Cccs of Greater Dallas IncDallas, TX3Outreach Programs$30,000
Junior Acheivement -ctrl MarylandOwings Mill, MD3Outreach Programs$25,200
Foundation for Human DevelopmentColumbia, MD3Outreach Programs$25,000
Working in Support of EducationNew York, NY3Outreach Programs$20,000
Our Daily BreadFairfax, VA3Outreach Programs$10,000
TubmanMinneapolis, MN3Outreach Programs$10,000
100 Black Men of AtlantaAtlanta, GA3Outreach Programs$7,500
BestprepBrooklyn Park, MN3Outreach Programs$7,500
College Possible Twin CitiesSt Paul, MN3Outreach Programs$7,500
Conejo Valley Senior ConcernsThousand Oaks, CA3Outreach Programs$7,500
Indy Neighborhood Housing PshipIndianapolis, IN3Outreach Programs$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,161
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reception$40,161$40,161-$40,161
Total Events$40,161$40,161-$40,161
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Employees salaries paid thru reimbursement”

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

“An initial review of the 990 will be conducted by the finance and investment committee with presentation to the board of trustees.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Foundation for Financial
EIN
58-1446336
Phone
7709381110
Address
1401 PEACHTREE ST NE, ROOM/SUITE 500, ATLANTA, GA 30309

Signing Officer

Name
Jim Peniston
Title
Executive Director
Phone
7709381110
Signed
2015-08-02

Organization Details

Principal Officer
Jim Peniston
Formed
1981
Legal Domicile
Ga
Voting Board Members
18
Independent Board Members
18
Employees
0
Volunteers
6,872

Preparer

Firm
Reed Quinn & Mcclure LLC
Address
2055 N BROWN RD STE 150, LAWRENCEVILLE, GA 30043-4920
Preparer
Daniel T Mcclure
Phone
7704499144
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The foundation for financial planning helps people take control of their financial lives by connecting the financial planning community with people in need. We achieve this by supporting pro bono advice and outreach activities.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PA
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE AT L
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE AT L
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE FOUNDATION FOR FINANCIAL PLANNING HELPS PEOPLE TAKE CONTROL OF THEIR FINANCIAL LIVES BY CONNECTING THE FINANCIAL PLANNING COMMUNITY WITH PEOPLE IN NEED. WE ACHIEVE THIS BY SUPPORTING PRO BONO ADVICE AND OUTREACH ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
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IRS990/OtherExpensesGrp/FundraisingAmt18166
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0953
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01168056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01185186
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IRS990ScheduleA/PublicSupportPY170Pct00.61000
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0OTHER SECURITIES

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,870,703
Liabilities
$168,700
Net assets
$19,702,003
Revenue
$2,152,665
Expenses
$1,027,946
Net income
$1,124,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.2$0.71$31.5$3.40$2.28$1.11
2023Summary only. Only limited summary data is available for this year.$29.4$0.72$28.6$2.46$2.03$0.43
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.64$25.5$2.15$1.83$0.32
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.2$0.72$29.5$3.65$1.65$2.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.0$0.53$25.5$1.09$1.51$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.50$24.1$2.03$1.46$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$0.61$20.8$1.82$1.45$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.2$0.45$22.7$1.71$1.44$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.33$20.6$1.56$1.52$0.05
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.17$19.4$1.61$1.06$0.54
2014Detailed filing. Detailed filing data is available for this year.$19.9$0.17$19.7$2.15$1.03$1.12
2014Summary only. Only limited summary data is available for this year.$19.9$0.17$19.7$2.15$1.03$1.12
2013Summary only. Only limited summary data is available for this year.$18.6$0.26$18.3$1.32$0.82$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.7$0.48$16.2$0.96
2011Summary only. Only limited summary data is available for this year.$15.4$0.52$14.8$2.12$1.02$1.09