Liabilities / Assets
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
990EZ • Fiscal year 2018 • 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
47th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
49th percentile
Higher net margin than 49% of similar nonprofits.
Top Officer Pay
70th percentile
Higher top officer pay than 70% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
56th percentile
Faster asset growth than 56% of similar nonprofits.
Revenue Growth
49th percentile
Faster revenue growth than 49% of similar nonprofits.
Assets
Up$67,806
Up $2,993 (+4.6%) from 2017
Net Assets
Up$67,806
Up $2,993 (+4.6%) from 2017
Liabilities
Flat$0
Flat from 2017
Revenue
Up$135,711
Up $327 (+0.2%) from 2017
Expenses
Up$132,718
Up $13,128 (+11%) from 2017
Net Income
Down$2,993
Down $12,801 (-81%) from 2017
Professional organization for those involved in the financial planning industry.
| Description | Grants | Expenses |
|---|---|---|
| During 2018, monthly meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, a Regional Conference was held with approximately 200 attending. | $0 | $74,311 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Serina Shyu | Director | - | $0 | - | - |
| Malik S Lee | Director | - | $0 | - | - |
| Cromwell S Baun | Director | - | $0 | - | - |
| Jacqueline Schadeck | Director | - | $0 | - | - |
| Anitha Rao | Treasurer | - | $0 | - | - |
| LaToya Parker | Director | - | $0 | - | - |
| Amy McGehee | Director | - | $0 | - | - |
| Kristin Pugh | Director | - | $0 | - | - |
| Tracey Ann Gordineer | Director | - | $0 | - | - |
| Natalie Barber | Director | - | $0 | - | - |
| Matt Barber | Chairman | PT | $0 | - | - |
| Chris Hardy | President-Elect | - | $0 | - | - |
“Description: Interest Income. Amount: 96.”
“Description: Committees expense. Amount: 4,164. Description: Membership. Amount: 5,546. Description: Facilities/Meetings. Amount: 49,729. Description: Local Board Meetings. Amount: 1,146. Description: National Leadership Meeting. Amount: 11,357. Description: Office. Amount: 8,014. Description: Information technology. Amount: 1,557. Description: NexGen. Amount: 195. Description: Public Relations. Amount: 615. Total to Form 990-EZ, line 16: 82,323.”
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/BusinessNameLine1Txt | 0 | Gina Grantham |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7705168322 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3227 South Cherokee Lane 1320 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Woodstock |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 30188 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 64813 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 67806 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 1250 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2993 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 50024 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 64813 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 67806 |
| IRS990EZ/GrossReceiptsAmt | 0 | 135711 |
| IRS990EZ/GroupExemptionNum | 0 | 3687 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 96 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 55864 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 64813 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 67806 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 64813 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 67806 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| 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 | 5.00 |
| 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 | Serina Shyu |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Malik S Lee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Cromwell S Baun |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Jacqueline Schadeck |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Anitha Rao |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | LaToya Parker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Amy McGehee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Kristin Pugh |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Tracey Ann Gordineer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 9 | Natalie Barber |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 10 | Matt Barber |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 11 | Chris Hardy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| 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 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 11 | President-Elect |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 82323 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROFESSIONAL ORGANIZATION FOR THOSE INVOLVED IN THE FINANCIAL PLANNING INDUSTRY. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 371 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 78501 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | During 2018, monthly meetings were held for the membership with featured speakers on topics relevant to the financial planning profession. In addition, a Regional Conference was held with approximately 200 attending. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 74311 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | GA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 132718 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 74311 |
| IRS990EZ/TotalRevenueAmt | 0 | 135711 |
| IRS990EZ/TypeOfOrganizationAssocInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.fpaga.org |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Interest Income. Amount: 96. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Committees expense. Amount: 4,164. Description: Membership. Amount: 5,546. Description: Facilities/Meetings. Amount: 49,729. Description: Local Board Meetings. Amount: 1,146. Description: National Leadership Meeting. Amount: 11,357. Description: Office. Amount: 8,014. Description: Information technology. Amount: 1,557. Description: NexGen. Amount: 195. Description: Public Relations. Amount: 615. Total to Form 990-EZ, line 16: 82,323. |
| 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 |
| 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 | 2019-02-21 02:37:17Z |
| 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 | 2019-06-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Financial Planning Association |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | of Georgia Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FINA |
| ReturnHeader/Filer/EIN | 0 | 582550170 |
| ReturnHeader/Filer/PhoneNum | 0 | 7705168322 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 3227 South Cherokee Lane 1320 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Woodstock |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 30188 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 4EA642CF74994662613565DC1B4DF19FA3B42B6E |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 6BA3D0DCF0B53AEC9F7B4BFBC55E4D9C4D0D575B |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 71.91.141.189 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-06-03 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 14:15:25 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 582115374 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Mersereau Lazenby & Rockas LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3469 Lawrenceville-Suwanee Rd |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Suwanee |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 30024 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7706146800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Lois S Lazenby |
| ReturnHeader/ReturnTs | 0 | 2019-06-03T13:15:29-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2018-12-31 |
| ReturnHeader/TaxYr | 0 | 2018 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.