Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2013 • EIN 58-2550170
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
48th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
17th percentile
Higher net margin than 17% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
14th percentile
Faster asset growth than 14% of similar nonprofits.
Revenue Growth
63rd percentile
Faster revenue growth than 63% of similar nonprofits.
Assets
Down$63,058
Down $17,935 (-22%) from 2012
Net Assets
$63,058
No earlier filing loaded for comparison.
Liabilities
Down$0
Down $780 (-100%) from 2012
Revenue
Up$124,233
Up $9,314 (+8.1%) from 2012
Expenses
Up$141,388
Up $18,243 (+15%) from 2012
Net Income
Down-$17,155
Down $8,929 (-109%) from 2012
Professional organization for those involved in the financial planning industry.
| Description | Grants | Expenses |
|---|---|---|
| During 2013, monthly meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, in May a Regional Conference was held with approximately 200 attending. | $0 | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Mark Koppelmann | Chairman | - | $0 | - | - |
| Laura LaTourette | President | PT | $0 | - | - |
| James Daniel | President Elect | - | $0 | - | - |
| Matt Barber | Secretary | - | $0 | - | - |
| Harlan Graiser | Director | - | $0 | - | - |
| Bob Ostapower Jr | Director | - | $0 | - | - |
| Maria C Forbes | Director | - | $0 | - | - |
| Christopher R Kowal | Director | - | $0 | - | - |
| Marta Shen | Director | - | $0 | - | - |
| Chris Hardy | Director | - | $0 | - | - |
| Linda Kuehn | Director | - | $0 | - | - |
| Chris Staples | Director | - | $0 | - | - |
“Description: Interest Income. Amount: 36.”
“Description: Committees expense. Amount: 1,069. Description: Membership. Amount: 3,417. Description: Public Relations. Amount: 2,404. Description: Facilities/Meetings. Amount: 58,393. Description: Local Board Meetings. Amount: 2,635. Description: National Leadership Meeting. Amount: 6,969. Description: Office. Amount: 4,522. Description: Information technology. Amount: 5,335. Total to Form 990-EZ, line 16: 84,744.”
“Description: Prepaid expenses & Deferred charges. Beg. of Year Amount: 4,780. End of Year Amount: 0.”
“Description: Accounts payable & Accrued expenses. Beg. of Year Amount: 780. End of Year Amount: 0.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | Gina Grantham |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7705168322 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 3227 South Cherokee Lane 1320 |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Woodstock |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | GA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 30188 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 76213 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 63058 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -17155 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 54157 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 80993 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 63058 |
| IRS990EZ/GrossReceiptsAmt | 0 | 124233 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 36 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 46033 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 80213 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 63058 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 80213 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 63058 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 3.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 9 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 10 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 11 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 9 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 10 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 11 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Mark Koppelmann |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Laura LaTourette |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | James Daniel |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Matt Barber |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Harlan Graiser |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Bob Ostapower Jr |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Maria C Forbes |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Christopher R Kowal |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Marta Shen |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Chris Hardy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Linda Kuehn |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Chris Staples |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | President Elect |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 9 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 10 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | Director |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 4780 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 84744 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROFESSIONAL ORGANIZATION FOR THOSE INVOLVED IN THE FINANCIAL PLANNING INDUSTRY. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 2487 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 78164 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | During 2013, monthly meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, in May a Regional Conference was held with approximately 200 attending. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 780 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 141388 |
| IRS990EZ/TotalRevenueAmt | 0 | 124233 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fpaga.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest Income. Amount: 36. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Committees expense. Amount: 1,069. Description: Membership. Amount: 3,417. Description: Public Relations. Amount: 2,404. Description: Facilities/Meetings. Amount: 58,393. Description: Local Board Meetings. Amount: 2,635. Description: National Leadership Meeting. Amount: 6,969. Description: Office. Amount: 4,522. Description: Information technology. Amount: 5,335. Total to Form 990-EZ, line 16: 84,744. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Prepaid expenses & Deferred charges. Beg. of Year Amount: 4,780. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Accounts payable & Accrued expenses. Beg. of Year Amount: 780. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Gina Grantham |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Executive Director |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7705168322 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-08-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | The Financial Planning Association |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | of Georgia Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 582550170 |
| ReturnHeader/Filer/PhoneNum | 0 | 7705168322 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 3227 South Cherokee Lane 1320 |
| ReturnHeader/Filer/USAddress/City | 0 | Woodstock |
| ReturnHeader/Filer/USAddress/State | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 30188 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 582115374 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Mersereau Lazenby & Rockas LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 3469 Lawrenceville-Suwanee Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Suwanee |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 30024 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7706146800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Lois S Lazenby |
| ReturnHeader/ReturnTs | 0 | 2014-08-13T15:24:47-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.
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