Civic Intelligence

Fpa of North Alabama

EIN 63-1243277 • 501(c)6 • Birmingham, AL

Profile

Continuing education and industry information sharing.

PO Box 26607Birmingham, AL 35260-0607

chapters.onefpa.org/northalabama

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

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

Liabilities / Revenue

51st percentile

0.00x

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

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

Net Margin

53rd percentile

2.3%

Higher net margin than 53% 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

56th percentile

1.7%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

31st percentile

-14%

Faster revenue growth than 31% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$102,293

Up $1,757 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$102,293

Up $1,757 (+1.7%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin53rd percentile

Revenue

Down

$77,773

Down $12,834 (-14%) from 2023

Expenses

Up

$76,016

Up $9,472 (+14%) from 2023

Net Income

Down

$1,757

Down $22,306 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$150K$100K$50K$0Assets 2015: $56,989Liabilities 2015: $0Net Assets 2015: $56,9892015Assets 2016: $46,058Liabilities 2016: $0Net Assets 2016: $46,0582016Assets 2017: $41,467Liabilities 2017: $0Net Assets 2017: $41,4672017Assets 2018: $32,013Liabilities 2018: $0Net Assets 2018: $32,0132018Assets 2019: $34,179Liabilities 2019: $0Net Assets 2019: $34,1792019Assets 2020: $58,282Liabilities 2020: $0Net Assets 2020: $58,2822020Assets 2021: $89,824Liabilities 2021: $0Net Assets 2021: $89,8242021Assets 2022: $76,473Liabilities 2022: $0Net Assets 2022: $76,4732022Assets 2023: $100,536Liabilities 2023: $0Net Assets 2023: $100,5362023Assets 2024: $102,293Liabilities 2024: $0Net Assets 2024: $102,2932024

Highlighted filing

2024

Assets$102,293
Liabilities$0
Net Assets$102,293
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$100K$50K$0-$50KRevenue 2015: $53,489Expenses 2015: $53,857Net Income 2015: -$3682015Revenue 2016: $56,031Expenses 2016: $66,962Net Income 2016: -$10,9312016Revenue 2017: $48,207Expenses 2017: $52,798Net Income 2017: -$4,5912017Revenue 2018: $47,467Expenses 2018: $56,921Net Income 2018: -$9,4542018Revenue 2019: $59,623Expenses 2019: $57,457Net Income 2019: $2,1662019Revenue 2020: $56,446Expenses 2020: $32,343Net Income 2020: $24,1032020Revenue 2021: $85,918Expenses 2021: $54,376Net Income 2021: $31,5422021Revenue 2022: $69,825Expenses 2022: $83,176Net Income 2022: -$13,3512022Revenue 2023: $90,607Expenses 2023: $66,544Net Income 2023: $24,0632023Revenue 2024: $77,773Expenses 2024: $76,016Net Income 2024: $1,7572024

Highlighted filing

2024

Revenue$77,773
Expenses$76,016
Net Income$1,757
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,293
Liabilities
$0
Net assets
$102,293
Revenue
$77,773
Expenses
$76,016
Net income
$1,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.78$0.76$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.91$0.67$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.70$0.83$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.86$0.54$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.56$0.32$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.60$0.57$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$0.47$0.57$0.09
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.48$0.53$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.56$0.67$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.53$0.54$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 10, 2025
Return Version
2024v5.1
Gross Receipts
$77,773
Mission and Program Overview

Mission

Continuing education and industry information sharing.

Program Services

DescriptionGrantsExpenses
Monthly meetings and annual symposium for members of FPA and non-member CFP certificants for purpose of obtaining continuing professional education credits.$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Taylor BrownPresident-Elect-$0--
Ross KennedyPartnership Director-$0--
Ashley BurrellChairman-$0--
Mac FrasierPresident-$0--
Isabella BlountSymposium Director-$0--
Counce DrinkardSecretary-Treasurer-$0--
Nikki SniderAdvocacy Director-$0--
Peyton JonesProgram Director-$0--
Tara IngramCareer Development-$0--
Marly GreenPublic Outreach Director-$0--
Rebecca YerbyPublic Relations Director-$0--
Luke FargasonMembership Director-$0--
Filing and Contact Details

Filer

Filer Name
FPA of North Alabama
EIN
63-1243277
Phone
7632089119
Address
PO Box 26607, Birmingham, AL 35260-0607

Signing Officer

Name
Jessica Hawthorne
Title
Chapter Executive
Phone
2053972450
Signed
2025-06-10
Discuss with paid preparer
Yes

Preparer

Firm
Kassouf & Co Inc
Address
2101 Highland Ave S Suite 300, Birmingham, AL 35205-4009
Preparer
Jonathan Kassouf
Phone
2054432500
Supplemental Narrative

Additional Explanations

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

“Description: Interest Income. Amount: 3,440.”

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

“Description: Bank charges. Amount: 1,990. Description: Conferences and meetings. Amount: 23,617. Description: Education. Amount: 1,066. Description: Meals and venue. Amount: 16,415. Description: Website. Amount: 1,579. Description: Office. Amount: 2,994. Description: Advocacy. Amount: 780. Description: Travel. Amount: 7,702. Description: Gifts. Amount: 108. Total to Form 990-EZ, line 16: 56,251.”

Raw XML Appendix163 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/PersonNm0Jessica Hawthorne
IRS990EZ/BooksInCareOfDetail/PhoneNum02059018823
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 26607
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Birmingham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0352600607
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0100536
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0102293
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt01757
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100536
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0102293
IRS990EZ/GrossReceiptsAmt077773
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03440
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt016033
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0100536
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0102293
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0100536
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0102293
IRS990EZ/OccupancyRentUtltsAndMaintAmt0160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt82.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt92.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt102.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Taylor Brown
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Ross Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ashley Burrell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mac Frasier
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Isabella Blount
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Counce Drinkard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Nikki Snider
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Peyton Jones
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tara Ingram
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Marly Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Rebecca Yerby
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Luke Fargason
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Partnership Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Symposium Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary-Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Advocacy Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Program Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Career Development
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Public Outreach Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Public Relations Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Membership Director
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt056251
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Continuing education and industry information sharing.
IRS990EZ/PrintingPublicationsPostageAmt021
IRS990EZ/ProgramServiceRevenueAmt058300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Monthly meetings and annual symposium for members of FPA and non-member CFP certificants for purpose of obtaining continuing professional education credits.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt019584
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt076016
IRS990EZ/TotalRevenueAmt077773
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0fpana.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 3,440.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Bank charges. Amount: 1,990. Description: Conferences and meetings. Amount: 23,617. Description: Education. Amount: 1,066. Description: Meals and venue. Amount: 16,415. Description: Website. Amount: 1,579. Description: Office. Amount: 2,994. Description: Advocacy. Amount: 780. Description: Travel. Amount: 7,702. Description: Gifts. Amount: 108. Total to Form 990-EZ, line 16: 56,251.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jessica Hawthorne
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chapter Executive
ReturnHeader/BusinessOfficerGrp/PhoneNum02053972450
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FPA of North Alabama
ReturnHeader/Filer/BusinessNameControlTxt0FPAO
ReturnHeader/Filer/EIN0631243277
ReturnHeader/Filer/PhoneNum07632089119
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 26607
ReturnHeader/Filer/USAddress/CityNm0Birmingham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd0352600607
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630590670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kassouf & Co Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 Highland Ave S Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Birmingham
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352054009
ReturnHeader/PreparerPersonGrp/PhoneNum02054432500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan Kassouf
ReturnHeader/ReturnTs02025-07-15T10:18:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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