Civic Intelligence

Financial Planning Association

EIN 64-0676863

219 Highland Village39211
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2012

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2012

Net Margin

29th percentile

-14%

Higher net margin than 29% of similar nonprofits.

<$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer or executive compensation is available for this organization yet.

Asset Growth

34th percentile

-16%

Faster asset growth than 34% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

27th percentile

-29%

Faster revenue growth than 27% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$24,134

Down $4,458 (-16%) from 2011

Liabilities

Flat

$0

Flat from 2011

Net Assets

Down

$24,134

Down $4,458 (-16%) from 2011

Operations
Liabilities / Revenue66th percentileNet Margin29th percentile

Revenue

Down

$30,893

Down $12,893 (-29%) from 2011

Expenses

Down

$35,351

Down $12,674 (-26%) from 2011

Net Income

Down

-$4,458

Down $219 (-5.2%) from 2011

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$30K$20K$10K$0Assets 2011: $28,592Liabilities 2011: $0Net Assets 2011: $28,5922011Assets 2012: $24,134Liabilities 2012: $0Net Assets 2012: $24,1342012

Highlighted filing

2012

Assets$24,134
Liabilities$0
Net Assets$24,134
Open 2012 Filing

Operations Trend

Revenue Growth27th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $43,786Expenses 2011: $48,025Net Income 2011: -$4,2392011Revenue 2012: $30,893Expenses 2012: $35,351Net Income 2012: -$4,4582012

Highlighted filing

2012

Revenue$30,893
Expenses$35,351
Net Income-$4,458
Open 2012 Filing

Filings

Most recent year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$24,134
Liabilities
$0
Net assets
$24,134
Revenue
$30,893
Expenses
$35,351
Net income
-$4,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.00$24.1$30.9$35.4$4.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$43.8$48.0$4.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 14, 2013
Return Version
2011v1.5
Filing and Contact Details

Filer

EIN
64-0676863
Raw XML Appendix213 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.

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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName10DAVID W RUSSELL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName11GLORIA CRECHALE
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IRS990EZ/PrimaryExemptPurpose0TO EDUCATE THE GENERAL PUBLIC IN REGARDS TO THE ROLE OF FINANCIAL PLANNERS IN ASSISTING THE PUBLIC IN ACHIEVING FINANCIAL SECURITY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0MONTHLY LUNCHEON MEETINGS
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IRS990EZ/WebSite0WWW.MSFPA.ORG
IRS990ScheduleO/GeneralExplanation/Explanation0DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 24,442. DESCRIPTION: CONFERENCES, CONVENTIONS, & MEETINGS. AMOUNT: 10,909. TOTAL TO FORM 990-EZ, LINE 16: 35,351.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 16
TransferPrsnlBnftContractsDecl/Declaration0THE 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/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0640676863
ReturnHeader/Filer/Name/BusinessNameLine10FINANCIAL PLANNING ASSOCIATION
ReturnHeader/Filer/NameControl0FINA
ReturnHeader/Filer/Phone06019819834
ReturnHeader/Filer/USAddress/AddressLine10219 HIGHLAND VILLAGE
ReturnHeader/Filer/USAddress/City0JACKSON
ReturnHeader/Filer/USAddress/State0MS
ReturnHeader/Filer/USAddress/ZIPCode039211
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0RALPH A YELVERTON
ReturnHeader/Officer/Phone06019364910
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02013-05-14
ReturnHeader/PreparerFirm/EIN0640903390
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10GRANTHAM POOLE ET AL PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101062 HIGHLAND COLONY PRKWY STE 201
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0RIDGELAND
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode039157
ReturnHeader/Preparer/Name0VANCE RANDALL CPA
ReturnHeader/Preparer/Phone06014992400
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-07-01
ReturnHeader/TaxPeriodEndDate02012-06-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-05-15T08:37:23-05:00

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