Civic Intelligence

The Financial Planning Association of Greater Memphis

EIN 58-1984763 • 501(c)6 • Germantown, TN

Profile

Our mission is to promote financial planning as a profession and its value to the community.

PO Box 38975Germantown, TN 38138

www.fpagreatermemphis.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

15th percentile

-36%

Higher net margin than 15% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

27th percentile

-20%

Faster asset growth than 27% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

22nd percentile

-25%

Faster revenue growth than 22% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$54,568

Down $13,964 (-20%) from 2022

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin15th percentile

Revenue

Down

$38,566

Down $12,566 (-25%) from 2022

Expenses

Down

$52,530

Down $681 (-1.3%) from 2022

Net Income

Down

-$13,964

Down $11,885 (-572%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

$100K$50K$0Assets 2016: $42,853Liabilities 2016: $02016Assets 2017: $60,277Net Assets 2017: $60,2772017Assets 2018: $67,074Net Assets 2018: $67,0742018Assets 2019: $61,417Net Assets 2019: $61,4172019Assets 2020: $87,033Net Assets 2020: $87,0332020Assets 2021: $70,611Net Assets 2021: $70,6112021Assets 2022: $68,532Net Assets 2022: $68,5322022Assets 2023: $54,568Liabilities 2023: $02023

Highlighted filing

2023

Assets$54,568
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50KRevenue 2016: $64,367Expenses 2016: $65,314Net Income 2016: -$9472016Revenue 2017: $73,813Expenses 2017: $56,389Net Income 2017: $17,4242017Revenue 2018: $61,526Expenses 2018: $54,729Net Income 2018: $6,7972018Revenue 2019: $57,660Expenses 2019: $63,317Net Income 2019: -$5,6572019Revenue 2020: $65,542Expenses 2020: $39,926Net Income 2020: $25,6162020Revenue 2021: $32,096Expenses 2021: $48,518Net Income 2021: -$16,4222021Revenue 2022: $51,132Expenses 2022: $53,211Net Income 2022: -$2,0792022Revenue 2023: $38,566Expenses 2023: $52,530Net Income 2023: -$13,9642023

Highlighted filing

2023

Revenue$38,566
Expenses$52,530
Net Income-$13,964
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$54,568
Liabilities
$0
Net assets
-
Revenue
$38,566
Expenses
$52,530
Net income
-$13,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$54.6$0.00$38.6$52.5$14.0
2022Detailed filing. Detailed filing data is available for this year.$68.5$68.5$51.1$53.2$2.08
2021Detailed filing. Detailed filing data is available for this year.$70.6$70.6$32.1$48.5$16.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$87.0$87.0$65.5$39.9$25.6
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$61.4$61.4$57.7$63.3$5.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.1$67.1$61.5$54.7$6.80
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.3$60.3$73.8$56.4$17.4
2016Summary only. Only limited summary data is available for this year.$42.9$0.00$64.4$65.3$0.95
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Gross Receipts
$51,132
Mission and Program Overview

Mission

Our mission is to promote financial planning as a profession and its value to the community.

Program Services

DescriptionGrantsExpenses
The annual Visions in Planning VIP Conference provides members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The 2022 VIP Conference provided 6 presentation sessions to approximately 30 attendees.--
Monthly luncheon meetings provide members and guests with financial planning educational presentations affording them the opportunity to gain knowledge and fulfill continuing education requirements to maintain their certifications. The association hosted monthly luncheon meetings serving approximately 30 attendees per meeting.--
Promote the profession of financial planning at the University of Memphis through the support of a faculty endowment, career & internship fairs, and assisting in the development of a financial planning program for student undergraduates.--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Frank S Allen JrDirector-$0--
Joseph L WilderChairman-$0--
John AndersonDirector-$0--
Teri HirtDirector-$0--
Wes LaceyDirector-$0--
Robby GrahamTreasurer-$0--
Timothy EllisPresident-$0--
Filing and Contact Details

Filer

Filer Name
The Financial Planning Association of
EIN
58-1984763
Phone
6624441415
Address
PO Box 38975, Germantown, TN 38138

Signing Officer

Name
Timothy Ellis
Title
President
Signed
2023-05-15
Supplemental Narrative

Additional Explanations

Other Expenses.1007

“Conferences, Conventions, and Meetings $24850”

Other Expenses.1

“Endowment Donations $5000”

Other Expenses.2

“Technology & Credit Card Fees $2851”

Other Expenses.3

“Meals $2298”

Other Expenses.4

“Speaker Fees $1833”

Other Expenses.5

“Other Expenses $1554”

Other Expenses.6

“Networking & Outreach $175”

Raw XML Appendix128 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)6 • <$500k nonprofits