Civic Intelligence

Foundation for Financial Planning Inc.

990 • Fiscal year 2016 • EIN 58-1446336

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 18, 2017

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

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

47th percentile

0.21x

Higher debt load relative to revenue than 47% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

52nd percentile

2.9%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

68th percentile

6.9%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-2.7%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$20,939,394

Up $1,343,112 (+6.9%) from 2015

Net Assets

Up

$20,605,085

Up $1,182,933 (+6.1%) from 2015

Liabilities

Up

$334,309

Up $160,179 (+92%) from 2015

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin52nd percentile

Revenue

Down

$1,562,200

Down $43,733 (-2.7%) from 2015

Expenses

Up

$1,517,085

Up $453,225 (+43%) from 2015

Net Income

Down

$45,115

Down $496,958 (-92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2016

Assets$20,939,394
Liabilities$334,309
Net Assets$20,605,085
Open 2016 Filing

Operations Trend

Revenue Growth33rd 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

2016

Revenue$1,562,200
Expenses$1,517,085
Net Income$45,115
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$1,563,933
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$17,651,440$18,819,701▲ $1,168,261
Pledges and Grants Receivable$1,711,554$1,905,275▲ $193,721
Savings and Temporary Cash Investments$149,514$116,268▼ $33,246
Cash and Non-Interest-Bearing Accounts$80,493$87,942▲ $7,449
Land, Buildings, and Equipment, Net$3,281$5,918▲ $2,637
Prepaid Expenses and Deferred Charges-$4,290-
Total Assets$19,596,282$20,939,394▲ $1,343,112
Liabilities
Grants Payable$174,130$272,604▲ $98,474
Accounts Payable and Accrued Expenses-$61,705-
Total Liabilities$174,130$334,309▲ $160,179
Net Assets / Fund Balance
Unrestricted Net Assets$18,299,423$19,274,402▲ $974,979
Temporarily Rstr Net Assets$1,122,729$1,330,683▲ $207,954
Total Net Assets Fund Balance$19,422,152$20,605,085▲ $1,182,933
Total Liabilities and Net Assets / Fund Balance$19,596,282$20,939,394▲ $1,343,112

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,918$10,667$16,585
Other Land Buildings-$440$440
Other Securities$18,819,701--
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
Kristina Hooper Cfp CaiacimachfcTrustee at L
Laura Tarbox CfpTrustee at L
Marilyn Capelli Dimitroff CfpTrustee at L
Scott Kahan CfpTrustee at L
Stewart Welch Iii Cfp AepTrustee at L
Terri FiedlerTrustee at L
Jonathan DauphineCEO

Highest Paid Contractors

ContractorServicesLocationCompensation
Tri Net GroupHuman Resources3353 PEACHTREE RD 1125, Atlanta, GA 30326$542,220
Windsor Human ResourcesHuman Resources2405 MT ZION ROAD, Morrow, GA 30260$249,498
Revenue and Support

Revenue Composition

Contributions and Grants
$1,085,396
Program Service Revenue
$0
Investment Income
$438,349
Other Revenue
$38,455
All Other Contributions
$1,085,396
Change in Net Assets
$45,115

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$366,440
Total Noncash Contributions2$366,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,526,215
Revenue Not Reported on Financial Statements
$35,985
Revenue Not Reported on Form 990
$1,137,818
Total Revenue per Audited Statements
$2,664,033
Total Revenue per Form 990
$1,562,200
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$794,236
Other Expenses$375,215
Grants and Similar Amounts Paid$347,634
Total Fundraising Expense$210,910
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$588,145$53,110$87,278$728,533
Grants to Domestic Orgs$347,634--$347,634
Advertising--$66,440$66,440
Fees for Services Other$43,404$3,919$6,441$53,764
Office Expenses$41,523$3,750$6,162$51,435
Payroll Taxes$39,173$3,537$5,813$48,523
Fees for Services Accounting$31,467$2,841$4,670$38,978
Other Expenses$15,591$1,410$19,499$36,500
Fees for Service Investment Mgmnt Fees$35,985--$35,985
Conferences and Meetings$26,151$2,361$3,881$32,393
Occupancy$18,010$1,626$2,673$22,309
Travel$16,749-$3,998$20,747
Other Employee Benefits$13,870$1,252$2,058$17,180
Information Technology$9,863$891$1,464$12,218
Insurance$2,248$203$334$2,785
Depreciation Depletion$1,341$121$199$1,661
Total Functional Expenses$1,231,154$75,021$210,910$1,517,085

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,517,085
Expenses per Audited Statements$1,481,100
Total Expenses per Audited Statements$1,481,100
Expenses Not Reported on Financial Statements$35,985
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dallas Fdn FpaPlano, TX6Outreach$32,908
AfcpeWesterville, OH3Outreach$28,000
Institute of GerontologyDetroit, MI3Outreach$26,089
Ncef-napfa Consumer Ed FdnChicago, IL3Outreach$25,000
Bridges to IndependenceArlington, VA3Outreach$20,000
Family Scholar HouseLouisville, KY3Outreach$20,000
Ky Coalition Against Domestic VioleFrankfort, KY3Outreach$20,000
Midas CollaborativeAllston, MA3Outreach$20,000
San Diego Financial Literacy CtrSan Diego, CA3Outreach$20,000
Adult Student OutreachWhitewater, WI3Outreach$12,220
BritepathsFairfax, VA3Outreach$12,000
Making a Difference FdnSeattle, WA3Outreach$10,000
Working in Support of EducationNew York, NY3Outreach$10,000
Grants Under 5000----
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,455
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Reception$38,455$38,455-$38,455
Total Events$38,455$38,455-$38,455
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. Jon dauphine- chief executive officer wages- 312,170 pension contribution-18,000”

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
CEO
Phone
7709381110
Signed
2017-10-18

Organization Details

Principal Officer
Jonathan Dauphine
Formed
1981
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
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 CPA
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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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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$20,939,394
Liabilities
$334,309
Net assets
$20,605,085
Revenue
$1,562,200
Expenses
$1,517,085
Net income
$45,115
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
2016Detailed filing. Detailed filing data is available for this year.$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