Civic Intelligence

Financial Planning Association of Central Florida Inc

EIN 59-3629672 • 501(c)6 • Longwood, FL

Profile

Provide learning opportunities in areas of financial education to membership so that the members may provide greater services to their clients, students of financial planning and the public at large.

P O Box 520310Longwood, FL 32752-0310

fpafla.com

Siviq Scores

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

Liabilities / Assets

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

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 2024

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

-1.6%

Faster revenue growth than 48% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$141,454

Up $14,054 (+11%) from 2023

Liabilities

Down

$979

Down $3 (-0.3%) from 2023

Net Assets

Up

$140,475

Up $14,057 (+11%) from 2023

Revenue

Down

$118,737

Down $1,970 (-1.6%) from 2023

Expenses

Up

$104,679

Up $15,986 (+18%) from 2023

Net Income

Down

$14,058

Down $17,956 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $53,822Liabilities 2010: $2,699Net Assets 2010: $51,1232010Assets 2011: $54,991Liabilities 2011: $841Net Assets 2011: $54,1502011Assets 2012: $57,057Liabilities 2012: $924Net Assets 2012: $56,1332012Assets 2013: $64,176Liabilities 2013: $975Net Assets 2013: $63,2012013Assets 2014: $62,449Liabilities 2014: $933Net Assets 2014: $61,5162014Assets 2015: $64,969Liabilities 2015: $0Net Assets 2015: $64,9692015Assets 2016: $70,680Liabilities 2016: $934Net Assets 2016: $69,7462016Assets 2017: $81,827Liabilities 2017: $932Net Assets 2017: $80,8952017Assets 2018: $93,706Liabilities 2018: $2,175Net Assets 2018: $91,5312018Assets 2019: $87,178Liabilities 2019: $1,778Net Assets 2019: $85,4002019Assets 2020: $50,947Liabilities 2020: $990Net Assets 2020: $49,9572020Assets 2021: $89,503Liabilities 2021: $946Net Assets 2021: $88,5572021Assets 2022: $96,176Liabilities 2022: $1,761Net Assets 2022: $94,4152022Assets 2023: $127,400Liabilities 2023: $982Net Assets 2023: $126,4182023Assets 2024: $141,454Liabilities 2024: $979Net Assets 2024: $140,4752024

Highlighted filing

2024

Assets$141,454
Liabilities$979
Net Assets$140,475

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $101,4402010Revenue 2011: $100,135Expenses 2011: $98,835Net Income 2011: $1,3002011Expenses 2012: $98,4612012Revenue 2013: $103,011Expenses 2013: $95,943Net Income 2013: $7,0682013Revenue 2014: $89,274Expenses 2014: $90,959Net Income 2014: -$1,6852014Revenue 2015: $97,674Expenses 2015: $94,221Net Income 2015: $3,4532015Revenue 2016: $101,835Expenses 2016: $96,124Net Income 2016: $5,7112016Revenue 2017: $109,066Expenses 2017: $97,573Net Income 2017: $11,4932017Revenue 2018: $109,678Expenses 2018: $98,993Net Income 2018: $10,6852018Revenue 2019: $99,534Expenses 2019: $105,599Net Income 2019: -$6,0652019Revenue 2020: $45,952Expenses 2020: $81,395Net Income 2020: -$35,4432020Revenue 2021: $118,557Expenses 2021: $79,879Net Income 2021: $38,6782021Revenue 2022: $86,063Expenses 2022: $80,205Net Income 2022: $5,8582022Revenue 2023: $120,707Expenses 2023: $88,693Net Income 2023: $32,0142023Revenue 2024: $118,737Expenses 2024: $104,679Net Income 2024: $14,0582024

Highlighted filing

2024

Revenue$118,737
Expenses$104,679
Net Income$14,058

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.41$0.01$1.40$1.19$1.05$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$1.21$0.89$0.32
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.02$0.94$0.86$0.80$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$1.19$0.80$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.01$0.50$0.46$0.81$0.35
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.85$1.00$1.06$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.92$1.10$0.99$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.81$1.09$0.98$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.01$0.70$1.02$0.96$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.98$0.94$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.01$0.62$0.89$0.91$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$1.03$0.96$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.01$0.56$0.98
2011Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$1.00$0.99$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.03$0.51$1.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 22, 2025
Return Version
2024v5.0
Gross Receipts
$118,737
Mission and Program Overview

Mission

Provide learning opportunities in areas of financial education to membership so that the members may provide greater services to their clients, students of financial planning and the public at large.

Program Services

DescriptionGrantsExpenses
EDUCATION SEMINARS AND WORKSHOPS FOR MEMBERS AND STUDENTS.-$52,374
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SYLVIA PRESLEYTreasurer-$0--
JESSICA HALLChairman-$0--
KEVIN SMITHPresidentPT$0--
BRAD BRESCIAPresident El-$0--
TOMMY LUCASSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Financial Planning Association of
EIN
59-3629672
Phone
4078149905
Address
P O BOX 520310, LONGWOOD, FL 32752-0310

Signing Officer

Name
Sylvia Presley
Title
Treasurer
Phone
4076825027
Signed
2025-08-22
Discuss with paid preparer
Yes

Preparer

Firm
S C Presley & Co Inc
Address
250 S RONALD REAGAN BLVD STE 10, LONGWOOD, FL 32750-5466
Preparer
Sylvia C Presley
Phone
4073317665
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses website maintenance 1,799 events promotions 4,860 office 338 travel 1,022 meals 134 conference meeting meals/room 33,937 ce filing fee 2,334 equipment rental 2,465 speaker fees 2,500 leadership development 2,140 insurance 200 dues/subscriptions 532 state annual renewal fee 61 merchant service fees 3,495 non-investment depreciation 103 total 55,920

Form 990-ez, Part II, Line 24

1,517 1,517 less accumulated depreciation 615 718 total 902 799

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 983 979

Form 990-ez, Part III

Provide learning opportunities in areas of financial education to membership so that the members may provide greater services to their clients, students of financial planning and the public at large.

Raw XML Appendix117 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
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SYLVIA C PRESLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum04073317665
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 S RONALD REAGAN BLVD STE 100
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONGWOOD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032750
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126498
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES WEBSITE MAINTENANCE 1,799 EVENTS PROMOTIONS 4,860 OFFICE 338 TRAVEL 1,022 MEALS 134 CONFERENCE MEETING MEALS/ROOM 33,937 CE FILING FEE 2,334 EQUIPMENT RENTAL 2,465 SPEAKER FEES 2,500 LEADERSHIP DEVELOPMENT 2,140 INSURANCE 200 DUES/SUBSCRIPTIONS 532 STATE ANNUAL RENEWAL FEE 61 MERCHANT SERVICE FEES 3,495 NON-INVESTMENT DEPRECIATION 103 TOTAL 55,920
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11,517 1,517 LESS ACCUMULATED DEPRECIATION 615 718 TOTAL 902 799
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 983 979
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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