Civic Intelligence

The Financial Planning Association of Georgia Inc

990EZ • Fiscal year 2018 • EIN 58-2550170

Jan 01, 2018 to Dec 31, 2018 • Filed on Jun 03, 2019

3227 South Cherokee Lane 1320Woodstock, GA 30188

(770) 516-8322

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.2%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

56th percentile

4.6%

Faster asset growth than 56% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

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

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $88,739Liabilities 2011: $3002011Assets 2012: $80,993Liabilities 2012: $7802012Assets 2013: $63,058Liabilities 2013: $0Net Assets 2013: $63,0582013Assets 2014: $45,468Liabilities 2014: $0Net Assets 2014: $45,4682014Assets 2015: $46,764Liabilities 2015: $0Net Assets 2015: $46,7642015Assets 2016: $49,019Liabilities 2016: $0Net Assets 2016: $49,0192016Assets 2017: $64,813Liabilities 2017: $0Net Assets 2017: $64,8132017Assets 2018: $67,806Liabilities 2018: $0Net Assets 2018: $67,8062018Assets 2019: $62,725Liabilities 2019: $0Net Assets 2019: $62,7252019Assets 2020: $79,054Liabilities 2020: $0Net Assets 2020: $79,0542020Assets 2021: $93,918Liabilities 2021: $0Net Assets 2021: $93,9182021Assets 2022: $94,247Liabilities 2022: $0Net Assets 2022: $94,2472022Assets 2023: $104,342Liabilities 2023: $0Net Assets 2023: $104,3422023Assets 2024: $120,519Liabilities 2024: $0Net Assets 2024: $120,5192024

Highlighted filing

2018

Assets$67,806
Liabilities$0
Net Assets$67,806

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $155,179Expenses 2011: $126,554Net Income 2011: $28,6252011Revenue 2012: $114,919Expenses 2012: $123,145Net Income 2012: -$8,2262012Revenue 2013: $124,233Expenses 2013: $141,388Net Income 2013: -$17,1552013Revenue 2014: $119,345Expenses 2014: $136,935Net Income 2014: -$17,5902014Revenue 2015: $133,875Expenses 2015: $132,579Net Income 2015: $1,2962015Revenue 2016: $111,422Expenses 2016: $109,167Net Income 2016: $2,2552016Revenue 2017: $135,384Expenses 2017: $119,590Net Income 2017: $15,7942017Revenue 2018: $135,711Expenses 2018: $132,718Net Income 2018: $2,9932018Revenue 2019: $126,084Expenses 2019: $131,165Net Income 2019: -$5,0812019Revenue 2020: $88,034Expenses 2020: $71,705Net Income 2020: $16,3292020Revenue 2021: $85,044Expenses 2021: $70,180Net Income 2021: $14,8642021Revenue 2022: $108,693Expenses 2022: $108,364Net Income 2022: $3292022Revenue 2023: $116,945Expenses 2023: $106,850Net Income 2023: $10,0952023Revenue 2024: $131,741Expenses 2024: $115,564Net Income 2024: $16,1772024

Highlighted filing

2018

Revenue$135,711
Expenses$132,718
Net Income$2,993
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jun 3, 2019
Return Version
2018v3.1
Gross Receipts
$135,711
Mission and Program Overview

Mission

Professional organization for those involved in the financial planning industry.

Program Services

DescriptionGrantsExpenses
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Serina ShyuDirector-$0--
Malik S LeeDirector-$0--
Cromwell S BaunDirector-$0--
Jacqueline SchadeckDirector-$0--
Anitha RaoTreasurer-$0--
LaToya ParkerDirector-$0--
Amy McGeheeDirector-$0--
Kristin PughDirector-$0--
Tracey Ann GordineerDirector-$0--
Natalie BarberDirector-$0--
Matt BarberChairmanPT$0--
Chris HardyPresident-Elect-$0--
Filing and Contact Details

Filer

Filer Name
The Financial Planning Association
EIN
58-2550170
Phone
7705168322
Address
3227 South Cherokee Lane 1320, Woodstock, GA 30188

Signing Officer

Name
Gina Grantham
Title
Executive Director
Phone
7705168322
Signed
2019-06-03
Discuss with paid preparer
Yes

Preparer

Firm
Mersereau Lazenby & Rockas LLC
Address
3469 Lawrenceville-Suwanee Rd, Suwanee, GA 30024
Preparer
Lois S Lazenby
Phone
7706146800
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 96.

Form 990-EZ, Part I, Line 16 - Other Expenses

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.

Raw XML Appendix171 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Gina Grantham
IRS990EZ/BooksInCareOfDetail/PhoneNum07705168322
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03227 South Cherokee Lane 1320
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Woodstock
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0GA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd030188
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt064813
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt067806
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt02993
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt0135711
IRS990EZ/GroupExemptionNum03687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt096
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt055864
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt064813
IRS990EZ/NetAssetsOrFundBalancesEOYAmt067806
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt064813
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt067806
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Serina Shyu
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Malik S Lee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Cromwell S Baun
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Jacqueline Schadeck
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Anitha Rao
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LaToya Parker
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Amy McGehee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kristin Pugh
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tracey Ann Gordineer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Natalie Barber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Matt Barber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Chris Hardy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11President-Elect
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt082323
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0PROFESSIONAL ORGANIZATION FOR THOSE INVOLVED IN THE FINANCIAL PLANNING INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0371
IRS990EZ/ProgramServiceRevenueAmt078501
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0During 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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074311
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0GA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0132718
IRS990EZ/TotalProgramServiceExpensesAmt074311
IRS990EZ/TotalRevenueAmt0135711
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.fpaga.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 96.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: 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/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
TransferPrsnlBnftContractsDecl/DeclarationDesc0The 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gina Grantham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum07705168322
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Financial Planning Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Georgia Inc
ReturnHeader/Filer/BusinessNameControlTxt0FINA
ReturnHeader/Filer/EIN0582550170
ReturnHeader/Filer/PhoneNum07705168322
ReturnHeader/Filer/USAddress/AddressLine1Txt03227 South Cherokee Lane 1320
ReturnHeader/Filer/USAddress/CityNm0Woodstock
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030188
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04EA642CF74994662613565DC1B4DF19FA3B42B6E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06BA3D0DCF0B53AEC9F7B4BFBC55E4D9C4D0D575B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.91.141.189
ReturnHeader/FilingSecurityInformation/IPDt02019-06-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:15:25
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582115374
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mersereau Lazenby & Rockas LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03469 Lawrenceville-Suwanee Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Suwanee
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030024
ReturnHeader/PreparerPersonGrp/PhoneNum07706146800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lois S Lazenby
ReturnHeader/ReturnTs02019-06-03T13:15:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$1.32$1.16$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$1.17$1.07$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.09$1.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.85$0.70$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.88$0.72$0.16
2019Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.26$1.31$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$1.36$1.33$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.35$1.20$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.11$1.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$1.34$1.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.19$1.37$0.18
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.24$1.41$0.17
2012Summary only. Only limited summary data is available for this year.$0.81$0.01$1.15$1.23$0.08
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$1.55$1.27$0.29