Civic Intelligence

Foundation for Financial Planning Inc.

990 • Fiscal year 2015 • EIN 58-1446336

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 02, 2016

Organization ProfileWWW.FOUNDATION-FINPLAN.ORG
1425 K Street NW Ste 750Washington, DC 20005

(202) 864-5180

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.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

30th percentile

0.11x

Higher debt load relative to revenue than 30% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

36th percentile

-1.4%

Faster asset growth than 36% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

11th percentile

-25%

Faster revenue growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$19,596,282

Down $274,421 (-1.4%) from 2014

Net Assets

Down

$19,422,152

Down $279,851 (-1.4%) from 2014

Liabilities

Up

$174,130

Up $5,430 (+3.2%) from 2014

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin86th percentile

Revenue

Down

$1,605,933

Down $546,732 (-25%) from 2014

Expenses

Up

$1,063,860

Up $35,914 (+3.5%) from 2014

Net Income

Down

$542,073

Down $582,646 (-52%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth36th 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 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

2015

Assets$19,596,282
Liabilities$174,130
Net Assets$19,422,152
Open 2015 Filing

Operations Trend

Revenue Growth11th 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 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

2015

Revenue$1,605,933
Expenses$1,063,860
Net Income$542,073
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 2, 2016
Return Version
2015v2.1
Gross Receipts
$1,655,962
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.

SEE PAGE 2, PART III

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$17,611,647$17,651,440▲ $39,793
Pledges and Grants Receivable$1,887,736$1,711,554▼ $176,182
Savings and Temporary Cash Investments$129,557$149,514▲ $19,957
Cash and Non-Interest-Bearing Accounts$178,594$80,493▼ $98,101
Prepaid Expenses and Deferred Charges$58,348--
Land, Buildings, and Equipment, Net$4,821$3,281▼ $1,540
Total Assets$19,870,703$19,596,282▼ $274,421
Liabilities
Grants Payable$168,700$174,130▲ $5,430
Total Liabilities$168,700$174,130▲ $5,430
Net Assets / Fund Balance
Unrestricted Net Assets$18,299,111$18,299,423▲ $312
Temporarily Rstr Net Assets$1,402,892$1,122,729▼ $280,163
Total Net Assets Fund Balance$19,702,003$19,422,152▼ $279,851
Total Liabilities and Net Assets / Fund Balance$19,870,703$19,596,282▼ $274,421

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,281$7,273$10,554
Other Land Buildings-$440$440
Other Securities$17,651,440--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Bernard J ClarkChairman
Elissa Buie CfpPast Chairma
Kenneth Kacy Gott CfpcpaVice Chair
Alexandra Armstrong CfpTrustee at L
Bob OrosTrustee 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
Kris PetersenTrustee at L
Kristina Hooper CfpTrustee at L
Marilyn Capelli Dimitroff CfpTrustee at L
Stewart Welch Iii Cfp ChfcTrustee at L
Terri FiedlerTrustee at L

Highest Paid Contractors

ContractorServicesLocationCompensation
Windsor Human ResourcesHuman Resources2405 MT ZION ROAD, Morrow, GA 30260$399,981
Revenue and Support

Revenue Composition

Contributions and Grants
$1,179,755
Program Service Revenue
$0
Investment Income
$396,807
Other Revenue
$29,371
All Other Contributions
$1,179,755
Change in Net Assets
$542,073

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
Securities Publicly Traded6$49,654
Total Noncash Contributions6$49,654

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,570,423
Revenue Not Reported on Financial Statements
$35,510
Revenue Not Reported on Form 990
$-821,924
Total Revenue per Audited Statements
$748,499
Total Revenue per Form 990
$1,605,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$399,981
Other Expenses$365,540
Grants and Similar Amounts Paid$298,339
Total Fundraising Expense$152,901
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$284,315$17,336$45,074$346,725
Grants to Domestic Orgs$298,339--$298,339
Fees for Services Other$81,273$4,956$12,885$99,114
Advertising--$58,348$58,348
Office Expenses$45,785$2,792$7,259$55,836
Payroll Taxes$32,298$1,969$5,120$39,387
Travel$31,991-$7,022$39,013
Fees for Service Investment Mgmnt Fees$35,510--$35,510
Other Expenses$18,004$1,099$8,932$28,035
Other Employee Benefits$11,373$693$1,803$13,869
Fees for Services Accounting$10,535$642$1,670$12,847
Occupancy$10,535$642$1,670$12,847
Insurance$8,585$524$1,361$10,470
Conferences and Meetings$6,524$398$1,034$7,956
Information Technology$3,301$201$523$4,025
Depreciation Depletion$1,262$77$200$1,539
Total Functional Expenses$879,630$31,329$152,901$1,063,860

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,063,860
Expenses per Audited Statements$1,028,350
Total Expenses per Audited Statements$1,028,350
Expenses Not Reported on Financial Statements$35,510
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Other Grants Under 5000---$129,209
Bridges to IndependenceArlington, VA3Outreach Programs$40,000
Debt Wave Credit CounselSan Diego, CA3Outreach Program$28,000
The Midas CollaborativeBoston, MA3Outreach Program$20,000
Habitat for Humanity -los AngelesBellflower, CA3Outreach Program$15,000
Baton Rouge Community College FdnBaton Rouge, LA3Outreach Program$12,500
Jewish Family and Career ServicesAtlanta, GA3Outreach Program$10,000
TrellisPhoenix, AZ3Outreach Program$10,000
Working in Support of EducationNew York, NY3Outreach Program$10,000
Asset BuildersMadison, WI3Outreach Programs$7,500
Floyd County Habitat for HumanityNew Albany, IN3Outreach Program$6,130
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,874
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reception$28,874$28,874-$28,874
Total Events$28,874$28,874-$28,874
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 reimbursment. James peniston- executive director compensation wages- 151,263 benefits received- 4,050 pension contribution-9,732”

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
2028645180
Address
1425 K STREET NW STE 750, WASHINGTON, DC 20005

Signing Officer

Name
Jonathan Dauphine
Title
Executive Director
Phone
7709381110
Signed
2016-06-02

Organization Details

Principal Officer
Jonathan Dauphine
Formed
1981
Legal Domicile
Ga
Voting Board Members
15
Independent Board Members
15
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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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,596,282
Liabilities
$174,130
Net assets
$19,422,152
Revenue
$1,605,933
Expenses
$1,063,860
Net income
$542,073
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits